High-level review of the portfolios and preliminary assessment of portfolio management strategy by considering cash flow, earnings, tax and other financial implications;
Detailed quantitative, qualitative analytics and legal review by working interactively with clients or partners to understand the target portfolio;
Application of proprietary analytical methods to price portfolios and development of detailed asset management and servicing strategies;
Closing and Post-Closing
Professional and continued post-closing contact and relationship management to maximize portfolio value and minimize legal exposure.