The Off-Market Playbook
The definitive doctrine for why our private, off-market protocol is the only professional choice for valuing and executing sales across all distressed credit asset classes.
The Seller's Mandate: Maximizing Value
What is the best way to sell any debt portfolio?
You have two paths: the public square or the fortress. The public square (online marketplaces) promises exposure but delivers value erosion. The fortress, our Off-Market Protocol, delivers discretion and competitive tension among vetted principals. This is the only professional choice, whether you are selling a mortgage note or a complex Fintech portfolio.
How do you value a non-performing loan portfolio?
True valuation is a forensic, pre-market analysis of the discounted future cash flow. Our protocol builds a data-driven liquidation forecast based on collateral, borrower data, and chain-of-title to determine what the asset is truly worth to institutional capital for any asset, from Distressed Commercial Debt to BHPH auto paper.
The Buyer's Mandate: Acquiring Alpha
What is the Professional Protocol for Acquiring Debt Portfolios?
Our Off-Market Acquisition Protocol is a five-phase mandate: 1. Thesis Definition. 2. Sourcing from our confidential, off-market deal flow. 3. Forensic Due Diligence. 4. Disciplined, Data-Driven Bidding. 5. Compliant Closing & Onboarding.
Where do I find high-quality, off-market loan portfolios?
They are not "found"; they are accessed. You gain access through a trusted off-market advisor with direct mandates from institutional sellers. We provide our vetted principals with access to proprietary deal flow for assets like Installment Loan Portfolios and Judgment Portfolios before they ever come near the open market.
The Advisor's Role: Architecting the Off-Market
What is the strategic role of an Off-Market Loan Sale Advisor?
The role is to be the Architect of the Off-Market. We do not merely "connect" a buyer and seller. We execute a disciplined protocol to manufacture a confidential, competitive environment for any asset class. This is the only professional method for achieving true price discovery.
What is a distressed asset in this context?
A distressed asset is any credit instrument trading at a significant discount. This includes Distressed CRE bridge loans hitting maturity walls or uncollected equipment lease deficiencies. Our protocol is engineered to create liquidity for these complex, non-standard assets.