Business Areas

"It's a triumph of Stock Lending"

1. T-STOCK LENDING

“Many shareholders around the globe, face the same dilemma every day which is how do I obtain liquidity without selling my shares?  Due to the turmoil in the world economy, it is becoming increasingly difficult for shareholders and corporations around the world to raise the funding that they need using traditional finance methods they are accustomed to.

With a stock lending from McKinley SL, foreign corporations and shareholders can can get liquidity from their assets now without having to sell your securities and lose poential profit from appreciation of your portfolio should the stock price rise in value as the loan matures.”

McKinely Stock Lending, Inc. is now offering international and domestic stock loans called T-Stock Lending (TSL) where the shares stay in an account belonging to the borrower. Shares are not sold, traded or hypothecated, and all voting rights etc. remain with the borrower.  It simply meets or exceeds the expectations of every rule or body of law within the US with regard to Securities, Taxation, the Uniform Commercial Code, and even Usury law.

Whether you are an affiliate or non-affiliate holding restricted securities, McKinely Stock Lending is currently the only private stock lending and loan consulting firm in the industry to offer financing vehicles that allow the shareholder to leave securities in his or her name with the legend intact. What does this mean? It means you are in control of your shares.

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2. VARIOUS STOCK LENDING PROGRAMS

Block Purchase

Our investor will purchase large blocks of common stock at a 10 to 15 percent discount. This program has been designed to provide liquidity to primarily Mid Cap to Large Cap Publicly traded companies.

Insider Transactions

Many individuals, especially insiders, find themselves holding concentrated positions that represent the bulk of their wealth. Not only does this result in an unbalanced investment allocation, it can also create difficulties in trying to access capital for large purchases. A Non recourse securities financing loan has been designed to help resolve this issue. Feel free to contact us to discuss your position.

SOAR (Sale with the option to repurchase)

1. A Private Placement structure where shares are purchased at a discount and then the client has the option to repurchase those shares at the end of the term typically 1 year.
   
2. For example shares would be purchased at a discount (say 20%) and then repurchase at another discount less than the original discount (say 10%) Typically a cap will be in place for the repurchase.
   
3. A win- win situation since the client gets his liquidity now and gets to repurchase the shares at a later date
   
4. All exchanges considered including the Korean exchanges

SWAP Program

This program was designed for firms such as Banks, Hedge funds,and Insurance companies that must have a certain percentage of their portfolio in one investment such as equities (Stock). For example a company may have a required equity exposure of 30% of their portfolio, but have a desire for 15% exposure with the other 15% going to fixed income. Such companies should enter into swap agreements to deliver returns to counter party in return on an asset in which they choose to invest. By doing so, the companies optimize their portfolio while also meeting regulatory requirements.

A stock swap is a swap in which party A pays the total return of an asset, and party B makes periodic interest payments. The total return is the capital gain or loss, plus any interest or dividend payments. Note that if the total return is negative, then party A receives this amount from party B. The parties have exposure to the return of the underlying stock or index, without having to hold the underlying assets. The profit or loss of party B is the same for him as actually owning the underlying asset.

A total return swap (also known as total rate of return swap, or TRORS) is a contract in which one party receives interest payments on a reference asset plus any capital gains and losses over the payment period, while the other receives a specified fixed or floating cash flow unrelated to the credit worthiness of the reference asset, especially where the payments are based on the same notional amount. The reference asset may be any asset, index, or basket of assets.

1. Clients enter into swap agreements to deliver returns to the counterparty in return for receiving a return on an asset in which the other company or client chooses to invest.
   
2. By doing so, the company optimizes its portfolio while also meeting regulatory requirements.

EQUITY LINE OF CREDIT:

This program was designed for companies with trading volume of $200,000.00 in dollars a day. Almost any company on any exchange qualify with this requirement being meet. Case by Case basis contact us for more details.

1. A Discounted Share Purchase Agreement Structure:
   
2. Freely traded shares of the client are purchased at a discount to the market
   
3. Designed for the client who from time to time wants to extract liquidity from their shares
   
4. Line of Credit is limited only by the liquidity of the shares and the total time that the line of credit is in place which is typically from 1-2 years
   
5. Client can access on a weekly basis; approximately 200% of the average daily volume
   
6. All exchanges worldwide considered