Financial Institutions

Case Study: Institutional Investor Wants to Reboot Portfolio Company

The Challenge

A once meaningful division of a $100MM+ portfolio company was mothballed. Investor was unsure whether this division was worth ongoing support.

The Solution

  • Hired to reboot this division and maximize value.
  • Assessed the historical impact of this division.
  • Derived a go-forward plan to relevance and profitability.
  • Ultimately generated the highest Revenues/FTE and EBITDA/FTE firmwide.

Case Study: An Institutional Investor seeks to Purchase a foreign $900MM distressed loan portfolio

The Challenge

Required a time sensitive diligence and valuation of the prospective portfolio that was comprised of commercial real estate, residential real estate, dairy farms, equipment leases and industrial assets.

The Solution

  • Hired to lead asset level diligence and valuation.
  • Assembled an onsite diligence team that was fluent in both English and the language of the foreign location.
  • Provided asset level bid guidance.
  • Completed work on time and on budget that resulted in a successful close.

Case Study: A bank signs a letter of intent to acquire a target and agrees to a tight diligence timeframe.

 The Challenge

Required a time sensitive diligence and valuation of the target’s loan portfolio that was comprised of commercial real estate, residential real estate, C&I loans, equipment leases and stock loans.

The Solution

  • Hired to lead asset level diligence and valuation.
  • Performed loan level diligence and valuation of the target’s loan book.
  • Derived an estimate of value relative to stated loan loss reserves.
  • Completed work on time and on budget that resulted in a successful acquisition.