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