CLOs on the Move

United Planners

www.unitedplanners.com

 
United Planners Financial Services is a Scottsdale, AZ-based company in the Financial Services sector.
  • Number of Employees: 100-250
  • Annual Revenue: $50-100 Million

Executives

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M.S. Howells

M.S. Howells & Co., Inc. operates as an institutional broker-dealer in the United States. It provides, trading, prime brokerage, hedge fund infrastructure, and investment banking services to a select group of institutional and corporate clients. The company offers a variety of specialized client services, including soft dollar arrangements, a direct market access trading platform, and outsourced trade desk services. It also provides assistance to experienced managers launching new funds by providing expert advice and referring clients to the appropriate administrators, legal counsel, and accounting professionals. The company`s services include private placements of equity and equity linked securities, PIPEs, public offerings, block trade placements, merger advisory, acquisition consulting and finance, restructures and recapitalizations, prime brokerage services, execution services, and hedge fund services. M.S. Howells & Co., Inc. was founded in 1987 and is based in Scottsdale, Arizona.