Investment Banking Collaboration leads to better solutions

When you face a big decision or an unexpected challenge in business, it’s easy to focus too closely on a single solution that seems to fit the immediate demand. The value of a trusted advisor is having someone with a broad understanding of your company who can consider the context of your long-term goals. This allows them to provide you with a solution that solves the short-term need without sacrificing your future.

That’s the approach that the Truist Securities team takes in every client relationship. Here, Jim Pirouz, former Head of Capital Markets, now Head of Corporate Banking, and Mary Stroth, head of Equity Sales, Trading & Research, discuss the collaborative approach with clients and how that leads to more effective solutions that fit your long-term needs.

Having a knowledge of your unique needs and drivers allows the Truist Securities teams to accurately determine potential next steps. Sometimes, that means not taking any action, but instead waiting for business or market conditions to change before pursuing a transaction.

Truist Securities’ cross-team collaboration not only means you have access to knowledge, but it also creates efficiencies as your relationship expands over time. Instead of having to help someone learn your business when your needs evolve, your team at Truist Securities already knows your position in the industry and your opportunities. That allows them to move more quickly in what can often be a time-sensitive situation.