Institutional Banking

Steadfast partner. Sophisticated solutions.

Beyond traditional banking, UMB offers deep expertise and consultative partnership across the institutional marketplace, from community banks and municipalities, to some of the largest corporations, broker-dealers and fund companies in the U.S. and abroad.

Siebert Williams Shank & Co., LLC (SWS) is an independent non-bank financial services firm that offers investment banking, sales and trading, research, and advisory services. We provide customized solutions incorporating comprehensive financial advisory, capital raising and risk management guidance with the mission of delivering the highest level of value-added services to our clients. Dually headquartered in New York and Oakland, our firm is comprised of over 135 diverse professionals spanning over 27 offices across the United States.

SWS serves a broad spectrum of clients, including corporations, governments, municipalities and institutional investors. 

SWS was formed in November 2019 to merge the complementary strengths and established track records of its predecessor firms—Siebert Cisneros Shank Co., L.L.C., founded in 1996, and The Williams Capital Group, L.P. founded in 1994. SWS is wholly owned by Shank Williams Cisneros & Co., LLC (SWC).

S&P Global Ratings, a division of S&P Global Inc. (NYSE: SPGI), is a leader in providing credit ratings insight for the public and not-for-profit sectors. Our public finance analysts provide a deep understanding of markets with sector-specific experience. Learn how our perspective can help you make better-informed financing decisions. Visit spglobal.com/uspublicfinance

We are an innovative, trusted partner to our clients with in-depth expertise in capital markets, banking and finance.

Moody’s Ratings combines global expertise and experience with tailored, local service to provide organization-specific insight and thought leadership on credit trends in the US public sector.

As one of the world’s largest credit ratings agencies, Fitch Ratings plays a critical role in global capital markets by providing credit analysis, ratings, research, and commentary to financial market participants. For over 100 years, Fitch Ratings has been creating value for global markets through rigorous analysis and deep expertise, which have resulted in a variety of market leading tools, methodologies, indices, research, and analytical products. Fitch Ratings is part of Fitch Group, a global leader in financial information services with operations in 30 countries, which also includes Fitch Solutions. With dual headquarters in London and New York, Fitch Group is owned by Hearst. For additional information, please visit fitchratings.com. 

Helping government & nonprofit finance teams do their best work
DebtBook helps finance teams manage debt, cash, leases, and subscriptions with modern, cloud-based software, purpose-built for governments and nonprofits.

Invest Smarter, Build Stronger with BAM-Insured Bonds.

BAM Mutual-insured bonds help investors build a better portfolio and support essential infrastructure projects. Let our exclusive focus be your strategic advantage. 

Assured Guaranty, the leading provider of municipal bond insurance, has helped reduce the cost of municipal finance and protected municipal investors for four decades. It guarantees timely payment of bonds’ principal and interest. Bond insurance from Assured Guaranty makes small, medium, and large municipal bond issues more cost-efficient for issuers because it creates greater security and market liquidity for investors, who prize not only the unconditional and irrevocable promise of payment but also Assured Guaranty’s credit underwriting, negotiated terms and surveillance. The group’s holding company, Assured Guaranty Ltd., is listed on the New York Stock Exchange (ticker symbol AGO) and is held to the transparency standards of both the exchange and U.S. securities law.

Learn more at AssuredGuaranty.com

The California Infrastructure and Economic Development Bank (IBank) is a state government agency housed within the Governor ‘s Office of Business and Economic Development (GO-Biz). IBank is a capital access bank that finances public infrastructure and private development. IBank is California state government’s only general-purpose financing authority. IBank issues both tax-exempt and taxable revenue bonds as 501(c)3 bonds, exempt facility bonds, and public agency revenue bonds.

In addition to bond financing, IBank offers infrastructure loans to municipalities, small business loan guarantees to increase capital access by reducing risk for lenders, and  a venture capital program designed to increase access to venture capital and expand the VC ecosystem.