FINANCIAL POINT
Advisors, LLC

FINANCIAL POINT Advisors, LLCFINANCIAL POINT Advisors, LLCFINANCIAL POINT Advisors, LLC

  • Overview
  • About
  • Managing Principal
  • Select Experience
  • Insight & Perspective
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    • Overview
    • About
    • Managing Principal
    • Select Experience
    • Insight & Perspective
    • Downloads
    • Contact

FINANCIAL POINT
Advisors, LLC

FINANCIAL POINT Advisors, LLCFINANCIAL POINT Advisors, LLCFINANCIAL POINT Advisors, LLC

  • Overview
  • About
  • Managing Principal
  • Select Experience
  • Insight & Perspective
  • Downloads
  • Contact

Select Experience

Strategic Advisory

  • Region – Americas
  • Role – Advisor
  • Situation – Company seeking to establish a new market offering
  • Scope – Market research and analysis, competitive landscape, potential business and revenue models, estimate of market and revenue potential


Capital Markets

  • Region – Asia
  • Role – Subject matter expert
  • Situation – Asian Central Bank seeking to establish an international loan sale market
  • Scope – Workshops and consultation around requirements and approach


Structured Finance

  • Region – Americas
  • Role – Business acquisition and principal investment
  • Situation – Commercial mortgage backed securities (CMBS) B-piece investment
  • Scope – Opportunity sourcing, deal analysis, financial modeling, transaction document review and negotiation


M&A - Sell-side

  • Region – Americas
  • Role – Sell-side Advisor
  • Situation – Company seeking the sale of the entity or underlying assets
  • Scope – Strategic options; market assessment; sale execution including marketing materials, data room preparation, indicative value range, bidder identification and liaising, bid process, bid selection, purchase and sale agreement and closing


M&A - Buy-side

  • Region – Europe
  • Role – Buy-side Advisor
  • Situation – Private equity acquisition of a pan-European residential mortgage origination platform, associated mortgages and securitization trusts
  • Scope – Data tape analysis; stratifications; due diligence on the business, loan origination and servicing platforms, credit portfolios and securitizations; investment committee presentation support


Resolution Planning

  • Region – Americas
  • Role – Advisor
  • Situation – Global financial institution required valuation, scenario analysis and strategy development as part of 165(d) and CIDI plan submissions
  • Scope – Business and financial asset portfolio valuation; development and drafting of failure scenario, recapitalization and liquidation strategies (including technical, financial and execution elements) designed to be compliant with applicable regulations


Credit Portfolio Management

  • Region – Americas
  • Role – Senior loan workout officer
  • Situation – Private ‘bad bank’ established by a U.S. commercial bank as part of an overall restructuring plan
  • Scope – Credit portfolio assessment; business plan development; asset management; restructuring; disposition


Note:  Includes Managing Principal's career experience prior to Financial Point Advisors  

Insight & Perspective

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