Start with the mandate
The relevant question is what the owner needs to sell or what a qualified buyer needs to acquire—not which generic process is being marketed.
Fitzgerald Advisors · Direct portfolio brokerage
A direct broker desk for debt and loan portfolio transactions.
At a glance: Fitzgerald Advisors is a direct broker desk for qualified buyers and sellers of debt, loan, judgment, CRE, note, and specialty-finance portfolios.
Fitzgerald Advisors · Leadership
Andy Bybee, owner and loan-sale advisor
Andy Bybee is the public face of Fitzgerald Advisors and a loan-sale advisor focused on complex credit and real-estate finance transactions. Over more than two decades in lending, mortgage notes, distressed assets, bridge finance, and portfolio brokerage, Andy has worked across the buyer and seller side of private-market credit.
His experience includes advising around charged-off receivables, non-performing loan portfolios, whole loans, mortgage notes, bridge loans, construction finance, and specialty-credit opportunities. Through Fitzgerald Advisors, Andy helps qualified sellers define a clear mandate, organize the right information, and approach relevant counterparties without turning the process into a public marketplace. His approach is direct and practical: understand the asset, confirm the evidence, protect sensitive information, and determine whether there is a credible next step.
Transaction hub: Institutional Brokerage: institutional debt broker
A defined starting point
A brokerage conversation should begin with the real mandate.
Fitzgerald is built for buyers and owners of credit assets who need a direct, confidential path to a more informed next step. The firm is not presented as a public marketplace or a substitute for legal, tax, accounting, regulatory, servicing, or investment advice. It is a broker-led starting point for complex portfolio conversations.
Asset scope
What the conversation may cover.
- Debt & charged-off portfolios
- Commercial & CRE loans
- Whole loans & promissory notes
- Judgments
- Auto, BHPH & rent-to-own
- Specialty-finance portfolios
Protect the information
Initial conversations use high-level business information. Sensitive borrower data, account files, and transaction documents stay out of the first inquiry.
Keep the process clear
The next step should make sense for the asset, the parties, the available evidence, and the actual decision timeline.
The first conversation
How the broker desk works
- 01
Understand the role
Establish whether the conversation concerns a sale mandate, a buyer mandate, or a broader question about a defined credit asset.
- 02
Confirm the essential facts
Use high-level information to understand asset type, scale, geography, objective, available evidence, and timing.
- 03
Determine fit
Assess whether the mandate is appropriate for a focused Fitzgerald conversation before a deeper process begins.
- 04
Coordinate the next step
If the mandate fits, identify the preparation, information controls, and relevant counterparties needed for a disciplined process.
Before you reach out
What Fitzgerald does—and does not do
Fitzgerald provides a broker-led starting point for defined credit-asset conversations. Any transaction may require specialist legal, tax, accounting, regulatory, investment, servicing, valuation, or other advice based on its facts and the parties involved.
- Helps qualified buyers and sellers frame a clear portfolio conversation
- Uses high-level initial information to establish scope and possible fit
- Supports disciplined information, counterparty, and process discussions
- Does not provide a price guarantee, investment recommendation, or substitute for specialist advice
Confidential intake
Start with a direct conversation
Describe whether you want to sell, buy, or evaluate a defined portfolio mandate. Start with high-level business information only.
Direct answers
Frequently asked questions
What should a reader review first when evaluating a direct broker desk for debt and loan portfolio transactions.?
Start by defining the asset class, transaction objective, information available, and decision timeline. A controlled review can then identify the right diligence path and the most relevant institutional debt broker resources.
How does a direct broker desk for debt and loan portfolio transactions. fit into the Fitzgerald Advisors research framework?
A direct broker desk for debt and loan portfolio transactions. is organized under the Institutional Brokerage hub. That hub connects the topic to related guidance on documentation, valuation, buyer or seller fit, and controlled transaction execution.
Research for this transaction path
Institutional Brokerage articles
Supporting articles for this hub. Use them to prepare a defined mandate, then return here for the appropriate next step.
Discuss a portfolio mandate · Sell debt portfolios · Buy debt portfolios