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A custom approach to capital markets

From partnering with clients to solve complex challenges to negotiating the large deals, our team goes beyond the expected to deliver impactful investment banking results that help you reach your goals.

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Transcript

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.

Audio description: Light music continues.

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.

Audio description: Light music ends.

Go beyond the expected with Truist securities key insights

a-custom-approach-to-capital-markets

Investment Banking A custom approach to capital markets

Article

11/24/2025

a-custom-approach-to-capital-markets

Discover how Truist Securities delivers customized, product-agnostic capital markets strategies that align with your goals and build long-term trust.

How Corporate Bond Strategies Drive Long-Term Growth

Investment Banking How a smart corporate bond strategy can fuel long-term growth

Article

11/20/2025

How Corporate Bond Strategies Drive Long-Term Growth

Discover how a smart corporate bond strategy and investment-grade ratings can help secure capital, reduce costs, and fuel long-term growth.

Why Starting Your IPO Journey Early Builds Investor Confidence

Investment Banking The importance of starting your IPO journey early

Article

11/20/2025

Why Starting Your IPO Journey Early Builds Investor Confidence

Learn why engaging investors early in your IPO journey helps build credibility, optimize valuation, and set your company up for long-term success.

Leveraged Finance Strategies to Unlock Growth

Investment Banking How leveraged finance options can unlock new opportunities for growth

Article

11/20/2025

Leveraged Finance Strategies to Unlock Growth

See how leveraged finance options like term loan B’s and high-yield bonds help companies access institutional capital to fuel long-term growth.

Equity Recommendations in Institutional Investing

Investment Banking Going beyond the numbers in institutional investment strategy

Article

09/23/2025

Equity Recommendations in Institutional Investing

Discover how equity recommendations shape institutional investor strategies. Learn to leverage research insights for informed decision-making in capital markets.

Is an IPO Right for Your Company? Key Considerations for Going Public

Investment Banking Is an IPO right for your company?

A public offering is one way to access new sources of capital.

Article

06/22/2025

Is an IPO Right for Your Company? Key Considerations for Going Public

Discover key steps and impacts of taking your company public via IPO, including underwriting, shareholders, and stock exchange listing.

Knowledge from Truist Securities leaders

How leveraged finance can unlock new opportunities for growth

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Transcript

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 Chris White being interviewed in a modern office setting.

On-screen text: Chris White, Head of Leveraged Finance and Syndicate, Truist Securities.

Chris White: At a certain point, traditional lending just can’t keep up with the speed or scale of your growth. And that’s where leveraged finance comes in, not just as another funding option but as a driver for momentum.

Visual description: Scene changes to reveal Chris seated on an office sofa and conversing with two women and a man dressed in business attire.

Audio description: Light music continues.

On-screen text: Leveraged finance to drive continued growth.

Visual description: The camera cuts to a close-up of Chris as he reacts to the conversation and then reveals the group of four seated on the sofa.

Chris: Access to institutional investors and the term loan B and high-yield markets provide flexible solutions to help set up your business for future success.

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

Chris: Whether that be funding a large-scale expansion, acquisitions, or recapitalizations, the leveraged finance investor base provides a deep pool of capital that you can access now and in the future to help drive growth in your business.

Visual description: Scene changes to reveal Chris conversing with the three businesspeople on the office sofa. The camera then cuts back to Chris in the interview setting.

Chris: We begin by listening and not pitching to understand your business model, growth goals, asset mix, and risk tolerance. This allows us to tailor the right capital structure that aligns with your strategy and facilitates growth.

Visual description: The scene changes to reveal Chris seated at a conference room table, meeting with several colleagues and clients.

Chris: The markets have evolved.

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

Chris: Leveraged finance structures have become much more flexible, more creative, and better aligned with long-term value creation for issuers. Whether you’re doing asset-based lending, covenant-lite term loan B’s, or high-yield securities, terms across the various asset classes provide issuers with operating freedom.

Visual description: Scene changes to reveal Chris conversing with the three businesspeople on the office sofa.

Chris: Our role is to tailor those instruments to your needs and to make sure that they align with your broader strategy.

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

Chris: Staying close to the full lifecycle is core to what we do in providing you guidance, expertise, and support now and for all your future capital structure needs. Leveraged finance isn’t a one-time transaction. When it’s done right, it becomes part of a larger strategy. And we go beyond the expected to make sure it’s one that will power your company’s momentum.

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.

Audio description: Light music ends.

The importance of starting your IPO journey early

Read the article

Transcript

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 West Riggs being interviewed in a modern office setting.

On-screen text: West Riggs, Head of Equity Capital Markets, Truist Securities.

West Riggs: Going public is definitely not the destination. You need to think about it as one step along a long journey as a company. And Truist Securities can help you execute on that IPO and continue down that path well after the IPO.

Visual description: Scene changes to reveal West and four businesspeople seated around a small table in front of a wall of windows in a modern office having a conversation.

Audio description: Light music continues.

On-screen text: The journey to IPO and beyond.

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

West: As a private company and you’re thinking about going public, it’s key to get to know the potential investors well in advance.

Visual description: Scene changes to reveal West conversing with the group of businesspeople seated around the small table.

West: They need to understand your story. They need to understand your business. We want to help you frame your story that creates transparency through KPIs but also doesn’t tell everything all at once.

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

West: It needs to be authentic. It needs to be insightful. And it needs to tell a long-term growth story that investors can get behind.

Visual description: Scene changes to reveal West conversing with the group of businesspeople seated around the small table. Then, West is seen again in the interview setting.

West: You want them to understand that because you want them to be long-term partners as you go through your journey as a public company.

Visual description: West is seen walking with a businesswoman down an office hallway lined with floor-to-ceiling windows. Then the scene changes to reveal two businesswomen looking over papers and talking in a light-filled office lobby setting.

West: We can bring together our industry and product experts to help you think through your strategic vision. And all of this happens well before your actual IPO roadshow. Those are not just pitch sessions.

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

West: They’re strategic dialogues that show how your team thinks about the market, the competition, and your long-term vision.

Visual description: Scene changes to show two businesswomen looking over papers and talking in a light-filled office lobby setting, then cuts back to West being interviewed.

West: When you follow up months later with real proof that you’ve delivered on those promises, it builds trust, credibility, and most importantly, a relationship.

Visual description: Scene changes to reveal West seated around a conference table with several colleagues and clients.

West: The IPO is a big, flashy time for a company, and it’s a big step for companies.

Visual description: West being interviewed in a modern office setting.

West: But the day after the IPO, the company continues to evolve. We’re here to help you every step of the way and be your strategic advisor for years to come.

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.

Audio description: Light music ends.

How a smart corporate bond strategy can fuel long-term growth

Read the article

Transcript

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 Ileana Chu being interviewed in a modern office setting.

On-screen text: Ileana Chu, Head of Debt Capital Markets, Truist Securities.

Ileana Chu: Corporate bonds aren’t just about raising capital. They’re about how you raise it, when you raise it, and who you raise it with. Issuing them the right way takes senior expertise, cross-functional partnership, and strategic focus.

Visual description: Scene changes to reveal Ileana walking through a modern office where analysts are working on computers at their cubicles.

Audio description: Light music continues.

On-screen text: Smarter capital through collaboration.

Visual description: Ileana continues walking through the office space and stops to talk with an analyst.

Ileana: Our bankers have gone through all different types of cycles.

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

Ileana: And we can help you navigate the best execution at that very moment and give you the best advice about the next steps.

Visual description: The camera cuts between scenes of Ileana speaking with analysts in the office setting and Ileana in the interview setting.

Ileana: Every bond deal that we help execute is important to us. We work across our coverage teams and our sales and trading partners in order to make sure that we’ve thought about every single angle of your execution and how we can best serve your goals.

Visual description: Ileana is seen from behind walking down an office hallway with a man and woman in business attire. Then, Ileana is seen in the interview setting.

Ileana: We analyze your company’s credit story and your peer set to curate a list of investor relationships that align with your goals and market positioning.

Visual description: Scene changes to show Ileana talking with a man and woman in business attire in front of a floor-to-ceiling office window. The camera cuts to a close-up of Ileana reacting to the conversation.

Ileana: Sometimes we’ll find that the best move isn’t a bond. It might be a bank market term loan or an equity-linked instrument, and that’s OK, because we’re not here to push product.

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

Ileana: We’re here to find the best solution for you, and we bring the full team to do exactly that. Your success is our success. And we want to ensure that you get the best execution. Because when we’re able to issue corporate bonds with intention, and with the right partners in place, it can transform your debt into more than a tool. It becomes a powerful strategy.

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.

Audio description: Light music ends.

Insights to lend value in a data driven world

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Transcript

(bright music)

Visual Description: Truist logo appears in the center of the screen in front of a purple background, then transitions to show two women having a conversation in a Truist office.

Mary Stroth: At Truist Securities, we expect the usage of data by our clients and by our analysts to grow significantly.

Visual Description: Mary Stroth is seated in a purple chair in an interview room facing the camera.

On-screen text: Mary Stroth. Head of Equity Sales, Trading & Research. Truist Securities.

Mary Stroth: In 2030, we're projecting roughly $32 billion will be spent on alternative data.

Visual Description: Mary Stroth is seen walking through the Truist office, smiling and conversing other Truist employees working on computers at their desks.

Mary Stroth: Data on its own is really an incomplete picture.

Visual Description: Two Truist employees are looking at a computer monitor with data and visualizations on the screen. One employee points at the screen and explains the information to their coworker.

Visual Descripion: Two different Truist employees are seated at their desks working on data visualizations.

Mary Stroth: At Truist Securities, our research analysts combine their fundamental research analysis with proprietary data sets that they are collecting to really provide insights into that data and help you with your investment decisions.

Visual Description: Mary Stroth is seated in a purple chair in the interview room speaking directly to the camera.

Visual Description: Mary appears in the Truist office speaking to one of their analysts. He points the his monitor screen displaying data in spreadsheets and visualizations.

Mary Stroth: Our research analysts at Truist Securities have deep knowledge in the sectors they cover, including those that are most important to our investors.

Visual Description: Close-up on Mary Stroth as she discusses the data with the analyst at his desk.

Mary Stroth: From technology, healthcare, consumer, industrials, financials, and many more.

Visual Description: Mary Stroth is seated in a purple chair in the interview room and speaking directly to camera.

Mary Stroth: Our analysts at Truist Securities truly are unique.

Visual Description: A Truist Securities analyst is seated at his desk looking at his monitor screen and typing.

Mary Stroth: First, they have between 15 and 20 years of experience in the industry covering the companies they do.

Visual Description: A different Truist Securities analyst is typing on his keyboard and looking at a tablet screen.

Mary Stroth: Secondly, they also have been through business cycles, economic cycles. They know the markets, and that really provides them unique insights into the recommendations they're providing.

Visual Description: Mary Stroth is seated in a purple chair in an interview room facing the camera.

Mary Stroth: And so when they're outside covering those companies, it really allows them to dig deeper in a way that other analysts are unable to do.

Visual Description: Mary Stroth is speaking to a Truist Securities analyst while he’s working at his desk.

Visual Description: Then, the camera cuts back to show Mary in the interview room.

Mary Stroth: And then thirdly, I really think that our proprietary surveys and our usage of unique data sets really allows our analysts to differentiate themselves.

Visual Description: Mary is seated in a room with Truist Purple windows and taking a meeting from her laptop with another Truist employee.

Mary Stroth: We really take the usage of data seriously in incorporating it into our fundamental research analysis, because ultimately that's what our clients are looking for us to do.

Visual Description: Mary is seated in the interview room speaking to the camera.

(bright music)

Visual Description: Truist Securities title and logo appear on screen in front of a purple background.

On-screen text: Truist Securities. Copyright 2024 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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Investment banking resources

A custom approach to capital markets

Go beyond the expected with Truist securities key insights

Investment Banking A custom approach to capital markets

Investment Banking How a smart corporate bond strategy can fuel long-term growth

Investment Banking The importance of starting your IPO journey early

Investment Banking How leveraged finance options can unlock new opportunities for growth

Investment Banking Going beyond the numbers in institutional investment strategy

Investment Banking Is an IPO right for your company?

{0}

Knowledge from Truist Securities leaders

How leveraged finance can unlock new opportunities for growth

The importance of starting your IPO journey early

How a smart corporate bond strategy can fuel long-term growth

Insights to lend value in a data driven world

Dig deeper into our expertise

Your success is our success—so we’ll do what it takes to get you there.

Investment and Insurance Products:

Limited English Proficiency Support:

New York City residents:

Borrowers with Limited English Proficiency (LEP) needing information can use the following resources:

Investment banking resources

A custom approach to capital markets

Go beyond the expected with Truist securities key insights

a-custom-approach-to-capital-markets

Investment Banking A custom approach to capital markets

How Corporate Bond Strategies Drive Long-Term Growth

Investment Banking How a smart corporate bond strategy can fuel long-term growth

Why Starting Your IPO Journey Early Builds Investor Confidence

Investment Banking The importance of starting your IPO journey early

Leveraged Finance Strategies to Unlock Growth

Investment Banking How leveraged finance options can unlock new opportunities for growth

Equity Recommendations in Institutional Investing

Investment Banking Going beyond the numbers in institutional investment strategy

Is an IPO Right for Your Company? Key Considerations for Going Public

Investment Banking Is an IPO right for your company?

{0}

Knowledge from Truist Securities leaders

How leveraged finance can unlock new opportunities for growth

The importance of starting your IPO journey early

How a smart corporate bond strategy can fuel long-term growth

Insights to lend value in a data driven world

Dig deeper into our expertise

Your success is our success—so we’ll do what it takes to get you there.

Disclosures

Investment and Insurance Products:

Limited English Proficiency Support:

New York City residents:

Borrowers with Limited English Proficiency (LEP) needing information can use the following resources:

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