The report analyzes and presents aggregate information and trends related to bond and equity underwriting in which one or more middle market securities firms “non-primary dealers” are the lead underwriter or “book runner” on the deal based on publicly available information. The report’s bond coverage focuses on long-term transactions – those in which the stated original maturity at issuance is greater than thirteen months – and covers the range of fixed-income market sectors, including municipal bonds, corporate bonds, federal agency securities and asset-backed and private-label mortgage-backed securities. In addition, the report analyzes and presents middle market firm mergers and acquisition (M&A) advisory activity.

Credits

SIFMA Research

• Vice President, Director of Statistics: Charles Bartlett