Burnham Sterling & Co. LLC (Burnham Sterling), kampani yopereka upangiri wazachuma yomwe imagwira ntchito zamayendedwe, idalengeza kuti idakhala ngati mlangizi yekha wazachuma komanso woika anthu mu Japanese Operating Lease with Call Option (JOLCO) ya Avianca, ndege yachiwiri yayikulu kwambiri ku Latin America. Ntchitoyi idalipira ndalama za ndege zitatu, kuphatikiza imodzi ya Boeing 787 ndi ma Airbus A320 awiri. Unali ntchito yoyamba ya Avianca ya JOLCO ndipo JOLCO yoyamba idatsekedwa pa ndege yolembetsedwa ndi FAA pogwiritsa ntchito eni ake a tokumei kumiai (TK), mtundu wa mgwirizano wocheperako waku Japan, womwe ndi galimoto yokonda ndalama kwa osunga ndalama aku Japan. Ntchitoyi idapatsa Avianca 100 peresenti yandalama pamitengo yowoneka bwino yokhala ndi mtengo wokhazikika wogula koyambirira pazaka pafupifupi 10.
"Uku ndikuchita bwino kwachinayi kwa Avianca ndi Burnham Sterling," atero a Lucia Avila, Woyang'anira Zachuma wa Corporate wa Avianca. "Tidamva za JOLCOs kwakanthawi, ndipo tidatembenukira ku Burnham Sterling ngati mnzathu wanthawi yayitali pazandalama zandege kuti tiwunike, kupanga ndikuyika JOLCO iyi kuti ikwaniritse zosowa za Avianca. Burnham Sterling adakonza bwino ntchitoyo pomwe adapezanso ngongole zotsika mtengo, zazitali, zapagombe ku Japan. Kugulitsaku kwatsegula msika watsopano wa Avianca, ndipo ndife okondwa kwambiri ndi mitengo, mawu ndi zotsatira zomwe Burnham Sterling apeza.
"Tidatenga nthawi yoyamba yopereka JOLCO kumsika waku Japan ndikutseka izi panthawi yake komanso pazachuma zomwe tikuyembekezera," atero a Michael Dickey Morgan, Executive Managing Director ku Burnham Sterling. "Zogulitsa za JOLCO zimatha kupatsa ndege ndalama zokwana 100 peresenti pamtengo wopikisana kwambiri pazandalama zonse. Izi JOLCO ndizodziwikiratu chifukwa Avianca nthawi zambiri amalembetsa ndege zake ndi FAA, ndipo tidathana bwino ndi US yoletsa misonkho yokhudzana ndi ndege zolembetsedwa ndi FAA zomwe zidabwerekedwa pansi pa dongosolo la Japan la TK, kulola Avianca kuti apeze gwero lakuya kwambiri la ndalama za JOLCO ku Japan. ”
Burnham Sterling adakonza ndikuyika malondawo ndi mabungwe anayi omwe ali ndi mabungwe ku Europe ndi Japan. Burnham Sterling ndi othandizana nawo tsopano apereka ndalama zokwana 17 za ndege zopapatiza komanso zotambalala ku Avianca zamtengo wopitilira US $ 1.0 biliyoni.
ZOMWE MUNGACHITE PA NKHANIYI:
- This particular JOLCO is notable because Avianca typically registers its aircraft with the FAA, and we successfully addressed the US withholding tax issues related to FAA-registered aircraft leased under a Japanese TK structure, allowing Avianca to tap the deepest source of JOLCO investors in Japan.
- It was Avianca's first JOLCO transaction and the first JOLCO closed on an FAA-registered aircraft using a tokumei kumiai (TK) owner, a type of Japanese limited partnership, which is the preferred investment vehicle for Japanese investors.
- “We took a first-time JOLCO issuer to the Japanese market and closed this transaction on time and at the projected economics,” said Michael Dickey Morgan, Executive Managing Director at Burnham Sterling.
