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FINANCIAL INSTITUTIONS

Uncommon Approach

Intense competition, financial service consolidation, globalization, and the need for more efficient funding and cheaper capital are just a few of the dynamic forces impacting the financial services industry. Whether you survive or thrive is largely a question of the financial partner you choose.

Our industry specialization includes:

Buy-side and sell-side mergers and acquisitions
Initial and secondary equity offerings
Convertible issuances
Private placements
Asset securitization
Equity and interest rate derivatives
Investment grade debt
High yield debt

Uncommon Commitment

Distinguished by our unwavering commitment to the financial needs of your business.

We specialize in serving the following industries:

Insurance companies—Property and casualty, reinsurance, insurance brokerage and alternative distribution, life and health, insurance technology and services
Specialty finance companies—Consumer finance, diversified commercial finance, leasing, mortgage finance

Uncommon Results

With over $7 billion in capital committed to financial services companies, Wachovia is one of the leading providers of:

Public equity underwriting for specialty finance companies
Syndicated bank loans
Private equity and cash management services to the financial services industry
Proprietary financial services research coverage for equity, debt, and asset-backed securitizations
Investment Grade Debt to the insurance industry

The Wachovia Advantage

Wachovia's dedicated team of commercial, corporate, and investment banking professionals bring local, national, and international expertise to all facets of this complex industry. We provide many products and services to serve the unique needs of financial services companies.

Asset Management
Institutional investment management and institutional trust services

Benefits and Retirement Services
Direct deposit payroll services, 401(k) plans, and equity services for your employees

Capital Markets
Mergers and acquisitions advisory, equity, and debt offerings

Cash Management
Payables, receivables, and merchant services

Lending and Financing
Term loans, commercial mortgages, asset securitization, and loan syndications

Risk Management
Financial and operating risk management tools

Sales and Trading
Money market and fixed income

Wachovia Securities is the trade name for the corporate and investment banking services of Wachovia Corporation and its subsidiaries, including Wachovia Capital Markets, LLC ("WCM"), member FINRA/SIPC.

Debt and equity underwriting, trading, research and sales, loan syndications agent services, and corporate finance and M&A advisory services are offered by WCM.

Mezzanine capital, private equity, municipal securities trading and sales, cash management, credit, international, leasing and risk management products and services are offered by various non-broker dealer subsidiaries of Wachovia Corporation.

This is for information purposes only and is not an offer to sell, or a solicitation of an offer to buy, the securities or instruments mentioned.

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