Investment banking

A custom approach to capital markets Learn how Truist Securities puts client needs at the center of every relationship.

To find the right capital solutions to fuel your company’s vision, you need a financial partner who doesn’t just tell you what to do. You need a partner who listens first and works with you to devise a strategy that will help you meet your goals.

“If we show up to a client meeting with just one solution, we’ve probably not done our job,” says Tom Hackett, chairman and CEO of Truist Securities.

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Audio description: Light music begins.

Visual description: The Truist logo appears in the center of the screen in front of a purple background, then fades to reveal Tom Hackett being interviewed in a modern office setting.

On-screen text: Tom Hackett, Chairman and Chief Executive Officer, Truist Securities.

Tom Hackett: The markets are always evolving and changing. What’s important to you and your strategy, that can change every day, too. And for us to really do well in that scenario and provide good advice, we have to be listening. And then we can design a strategy to meet your needs.

Visual description: Scene changes to reveal Tom walking and talking with a man and woman in business attire.

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On-screen text: Building capital solutions around you.

Visual description: Tom is being interviewed in a modern office setting.

Tom: We’re not going to come in and pitch a product. We’re going to come in and ask a lot of questions. We’re going to then design a solution that we think meets your needs.

Visual description: Scene changes to reveal Tom conversing outdoors with the same man and woman.

Tom: But ultimately, that solution is going to be a collaborative process between us and you.

Visual description: Tom is being interviewed in a modern office setting.

Tom: We start all of those conversations by really asking the right questions.

Visual description: Scene changes to reveal Tom talking outdoors with the same man and woman and then cuts back to Tom being interviewed inside the office.

Tom: What are your five-year strategic objectives? Are you trying to raise capital for a growth program? Is there a generational transformation that may be coming in your business that we need to start planning for now? We’re going to pull that team together, and then that team stays together with you through the process. And when I say process, I don’t mean a transaction. I mean the life of a relationship.

Visual description: Scene changes to reveal Tom in a conference room, meeting with several colleagues and clients. Then, the camera cuts to a close-up shot of Tom reacting to the conversation.

Tom: Oftentimes we’re taking a business that you’ve built.

Visual description: Tom is being interviewed in a modern office setting.

Tom: You’ve put your life into it. You’ve put your heart into it. And we owe you a duty of care to make sure that we drive the best possible outcome. That’s best done when our team—that has the most experience and has the most understanding of where you’re trying to go and the markets that are available to you—stays consistent through the process.

Visual description: Scene changes to show Tom in the same conference room, meeting with several colleagues and clients. Then, the camera returns to Tom being interviewed in the office.

Tom: From initial financing to follow-on raises, M&A moves, and further investor engagement, we go beyond the expected to provide trusted advice through evolving markets, so you can move forward confidently.

Visual description: Scene changes to reveal the conference room with clients and executives seated around the table and talking. The camera reveals a close-up of Tom reacting to the conversation before returning to the interview setting.

Tom: Ultimately a successful capital strategy is built upon an approach of clarity, partnership, and purpose.

Visual description: Scene fades to reveal the Truist Securities logo and title in the center of the screen on a purple background.

On-screen text: Truist Securities. Going beyond the expected. Copyright 2025 Truist Financial Corporation. Truist and Truist Securities are service marks of Truist Financial Corporation. All rights reserved. Truist Securities is the trade name for the corporate and investment banking services of Truist Financial Corporation and its subsidiaries. Securities and strategic advisory services are provided by Truist Securities, Inc., member FINRA and SIPC. Lending, financial risk management, and treasury management and payment services are offered by Truist Bank. Deposit products are offered by Truist Bank, Member FDIC.

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Providing a customized set of solutions that offer multiple paths to success is just one way Truist Securities goes beyond the expected when advising clients seeking funds through capital markets.

“CEOs, CFOs, and boards want to feel confident that they’re working with a partner that can get them access to any and all of the capital markets—whether it’s loans, bonds, convertibles, or equity—when the time is right,” says Hackett.

A product-agnostic approach

The mix of solutions that make up a company’s capital stack is different for every business. It depends on a variety of factors, including the company’s long-term vision, short-term needs, appetite for risk, desire to maintain ownership control, and more. That’s why Truist Securities goes into every relationship not with suggestions, but with questions.

“In all our meetings, we focus on listening and not pitching,” Hackett explains. “That’s an important component of how we build client relationships. All our people start by asking questions as opposed to delivering ideas.”

It’s what Hackett describes as a “product-agnostic” approach, and one that Truist Securities believes delivers the best results to every client based on their unique needs.

A lead banker brings together a team of people from across the bank—including capital markets experts, credit advisors, and product and industry specialists—who act as an extension of the client’s day-to-day team. After assessing the client’s needs, the team vets potential solutions internally and presents the best options to the client so they can understand all their alternatives, whether that be a public offering, bond offering, term loan, or something else.

“There’s always more than one way to reach a goal,” says Hackett. “The individuals on our team may feel the solution they represent is the best option, and that’s a good thing. But we want to balance that with showing up with alternatives, all of which have unique benefits.”

Creating deep specialization

Instead of arriving with a predetermined solution, Truist Securities bankers come into every client meeting armed with knowledge. That includes what they’ve already learned from previous meetings about the company’s vision and position in the market. That also means providing a level of industry knowledge that goes deeper than you might expect. For example, certain team members specialize in subverticals like biotechnology, rather than the more general healthcare category.

“For us to be good advisors, we have to have a depth of knowledge of not just the company and their competitors, but also the pressures that are on that particular subvertical and the opportunities that come out of those pressures,” says Hackett.

In all our meetings, we focus on listening and not pitching. That’s an important component of how we build client relationships.— Tom Hackett, Chairman and CEO, Truist Securities

Developing creative solutions

Truist Securities’ focus on specialization enables bankers to deliver unique solutions to clients—often solutions that haven’t been tried before. Or the bankers may combine traditional solutions in unexpected ways, especially as industries evolve and client needs change.

Hackett points to data centers, large facilities to house computer systems, servers, and networking equipment, as one area where creative thinking and internal collaboration have allowed Truist Securities to bring unique solutions to the table. The demand for data centers has advanced rapidly. And while the projects used to be funded the same way every time, the increased demand created a need for innovative financing solutions. Truist Securities has established a critical foothold in that industry because of its willingness to think creatively about financing for data center projects.

“The demand for capital is so robust in that area,” says Hackett. “Sometimes the best solution might be a bank loan. Or it might be project finance or securitization. And the only way for us to be effective is to have that banker pull together all those disciplines upfront before we bring any potential solutions to the client.”

Hackett says those types of meetings are often the most rewarding—both for clients and for Truist Securities.

“There can be this moment where you know you’ve put an idea in front of someone that they hadn’t considered before, and our clients are really appreciative when they see that level of creativity,” he notes. “We really try to celebrate those wins, when we’ve been able to do something unique and special to help a client.”

Sometimes, Hackett adds, the most creative solution is the simplest, but maybe most unexpected, and that’s that the client shouldn’t pursue a transaction at that point in time. There’s a timing component to every transaction, and sometimes the best advice is to hold until conditions or other factors change to make the idea actionable.

“In the success-based world that we live in, pressing the pause button may not be the most obvious strategy for a financial services provider,” Hackett concedes. “But client-first decision-making builds long-term relationships. Some of the best client relationships I’ve had started with situations where we decided not to move forward. Nothing builds trust more than helping someone avoid a mistake.”

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