KPM Financial

Capital MarketsNorth Carolina, United States2-10 Employees

KPM Financial operates in the capital markets, offering expert guidance on structuring, documenting, pricing, executing, and monitoring interest rate swaps, rate caps, and tax-exempt bond proceeds investments. By aiming to provide end users with capabilities comparable to those of investment banks, the firm emphasizes transparency in a sector often described as opaque, delivering value through sophisticated modeling and extensive experience across its focus areas.

Based in Charlotte, North Carolina, the company serves sectors including healthcare, higher education, municipal and nonprofit organizations, real estate, and corporate markets. Its offerings span debt capital, derivatives, and investment agreements, with specific product coverage that includes swaps, rate caps, collars, swaption strategies, and tax-exempt defeasance escrows. The business appears to serve a relatively small team and positions itself as a specialized advisor within the capital markets landscape.

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