Clear Street Introduces Corporate Access Capabilities
New service focuses on transparency, execution excellence, and full lifecycle support for investors and corporates
NEW YORK – January 17, 2024 – Clear Street (“Clear Street,” “the Company”), a New York-based diversified financial services firm, has announced the launch of its corporate access offering, part of its expanding suite of services underpinned by its best-in-class technology.
The new team provides both corporates and investors with a value-added service by facilitating interactions between management teams and investors to drive buy-side engagement, positively impact investment decision-making, and ultimately enhance shareholder value. Clear Street combines its scalable, modern brokerage platform with high-touch services designed to optimize client growth. Corporate access is the latest addition to this suite of white-glove offerings across prime brokerage, sales, trading, and investment banking.
“Clear Street’s corporate access function is markedly differentiated from the increasingly commoditized practice of corporate access over the last decade. As a diversified financial services firm, we have the flexibility to develop new solutions focusing on our clients’ individual needs,” said Andy Volz, Chief Operating Officer and Head of Sales at Clear Street. “It aims to return to the boutique consultancy service model, and we’re excited to provide our clients with the access they may struggle to obtain via our competitors.”
The corporate access team will provide comprehensive investor engagement throughout a company’s life cycle. The team will align with a corporate's unique requirements and management style through tailored programs ranging from non-deal roadshows and investor field trips to bespoke meetings or conferences and post-event follow-up. Its qualitative feedback ensures ongoing investor dialogue and valuable market insights.
“As a new firm with a diverse investor base, we can leverage relationships across sales, trading and investment banking to strategically allocate access without the pressure to focus solely on monetization of the corporate access product,” said Kristina Leo, Director of Corporate Access, Clear Street. “We are committed to facilitating interactions that are a value-add for management teams and exposing leadership to the investors they are not seeing on their schedules with other sell-side firms.”
The news follows a series of business expansions from Clear Street, including launching investment banking in June 2023, offering prime brokerage services for fixed-income products in December 2023, and acquiring a cloud-native futures clearing platform with plans to launch a futures clearing broker.
Contact Clear Street’s corporate access team at corporateaccess@clearstreet.io.
About Clear Street:
Clear Street is modernizing the brokerage ecosystem with financial technology and services that empower market participants with real-time data and best-in-class products, tools and teams, to navigate capital markets around the world. Complemented by white-glove service, Clear Street's cloud-native, proprietary product suite delivers financing, derivatives, execution and more to power client success, adding efficiency to the market and enabling clients to minimize risk, redundancy and cost. Clear Street’s goal is to create a single platform for every asset class, in every country and in any currency. For more information, visit https://clearstreet.io.
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Clear Street does not provide investment, legal, regulatory, tax, or compliance advice. Consult professionals in these fields to address your specific circumstances. These materials are: (i) solely an overview of Clear Street’s products and services; (ii) provided for informational purposes only; and (iii) subject to change without notice or obligation to replace any information contained therein. Products and services are offered by Clear Street LLC as a Broker Dealer member FINRA and SIPC and a Futures Commission Merchant registered with the CFTC and member of NFA. Additional information about Clear Street is available on FINRA BrokerCheck, including its Customer Relationship Summary and NFA BASIC | NFA (futures.org). Copyright © 2024 Clear Street LLC. All rights reserved. Clear Street and the Shield Logo are Registered Trademarks of Clear Street LLC
