National presence with a regional focus
The Investment Banking Division has a long history as an active underwriter of tax exempt bonds throughout the Midwest. Over the past 10 years, we have managed or co-managed more than 2,300 transactions. Institutions, banks, money managers, insurance companies, mutual funds, hedge funds, public funds, and family offices partner with UMB to meet liquidity and investment objectives. Founded in 1913, UMB has an established history of customer service, integrity, and planning for the long-term and changing economic environments.
Responsive service with a strong capital backing
Our clients have direct access to a team of investment banking professionals ready to answer questions, discuss analysis and help navigate the complex arenas of bond trading and sales. Our single-point-of-contact model ensures you have a dedicated avenue for questions, and helps us better understand your business and fixed income needs.
UMB consistently maintains strong liquidity with a common equity tier 1 ratio above the regulatory threshold, which provides the financial strength and stability needed to navigate capital markets. Our personal service, paired with our market making ability across asset classes, strong underwriting capabilities, market insight and consistent capital backing uniquely positions the Investment Banking Division to serve institutions across the U.S.
Comprehensive solutions and infrastructure
In addition to being backed by the strong market presence and capabilities of UMB Bank, n.a., the Investment Banking Division specializes in providing fixed-income distribution, both in the primary and secondary market. Our diverse distribution network includes active and longstanding relationships with:
- Tier I and Tier II institutional investors, which includes corporations, insurance companies, mutual funds, and investment managers
- Tier III and Tier IV institutional investors which includes more than 1,200 financial institutions across the nation.
Our network of Tier III and IV investors distinguishes our distribution capabilities when compared to both our national and regional peer group competitors. Our coverage of all investor segments drives an extremely broad range of potential investors for our clients.