TRANSACTION PROCESS

Engagement

  • Opportunity assessment and established timeline
  • Confidential and accurate valuations of commercial whole loans
  • Due diligence expertise for maximum pricing
  • Independent and unbiased investment decisions
  • Insight into current financial market conditions
  • Establishing the structuring costs and interests

Marketing

  • Marketing strategy, materials and execution
  • Sale structure and offer solicitation
  • Clear concise communication and reliable information
  • Prospecting and buyer/seller contact
  • Liaison between promoter/sponsor and potential private equity partner investor financier

Closing

  • Bid solicitation, qualification and analysis
  • Work closely with seller/sponsor and investor/financier during disposition
  • Confidential and discreet handling of deals
  • Administration and coordination of negotiation and smooth transition of ownership and transactions
  • Ensure maximum value with minimum resource requirements from client