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Case
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Reference no. 9-295-010
Published by: Harvard Business Publishing
Published in: 1994
Length: 16 pages
Data source: Field research

Abstract

In October 1992, Eugene Shanks, president of Bankers Trust New York Corp, and Brian Walsh, head of the Global Investment Bank (GIB) business unit, are considering a proposal for a large and complex financing involving the North Sea Oil Co (NSOC). The financing structure involves the use of derivatives, exposing Bankers Trust New York Corp to substantial oil price risk and credit risk. Its size of USD700 million and lengthy duration makes managing and laying off these risks in the financial markets a matter of prime concern. The proposed deal has been brought together by GIB, which was formed recently by merging Bankers Trust's capital markets and corporate finance functions. If successful, this deal will be an important barometer of the value that can be created by combining these traditionally separate functions.
Location:
Size:
USD1,680 million revenues
Other setting(s):
1992

About

Abstract

In October 1992, Eugene Shanks, president of Bankers Trust New York Corp, and Brian Walsh, head of the Global Investment Bank (GIB) business unit, are considering a proposal for a large and complex financing involving the North Sea Oil Co (NSOC). The financing structure involves the use of derivatives, exposing Bankers Trust New York Corp to substantial oil price risk and credit risk. Its size of USD700 million and lengthy duration makes managing and laying off these risks in the financial markets a matter of prime concern. The proposed deal has been brought together by GIB, which was formed recently by merging Bankers Trust's capital markets and corporate finance functions. If successful, this deal will be an important barometer of the value that can be created by combining these traditionally separate functions.

Settings

Location:
Size:
USD1,680 million revenues
Other setting(s):
1992

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