Strategic Liquidity: Off-Market Loan Sale Advisor | Fitzgerald

SELL DEBT PORTFOLIOS | DEBT SALES AND NPL SOLUTIONS

DIRECT ANSWER: HOW DO YOU SELL A DEBT OR NPL PORTFOLIO?

A seller typically defines the eligible portfolio, prepares a reconciled loan tape and supporting documents, reviews servicing and compliance considerations, qualifies potential buyers, and compares bids and execution terms through a controlled confidential process.

Fitzgerald Advisors helps qualified creditors and portfolio owners evaluate debt sales, NPL sales, and charged-off portfolio transactions. The process can include portfolio preparation, loan-tape review, valuation support, buyer curation, diligence coordination, bid comparison, and closing support within the agreed mandate.

Which portfolios may be considered?

Potential asset classes include non-performing loans, charged-off debt, commercial debt, installment loans, mortgage notes, MCA receivables, medical debt, judgments, BHPH and auto notes, and other specialty portfolios with sufficient documentation.

How to sell a debt portfolio

  1. Define the portfolio, seller objectives, timing, geography, and eligibility criteria.
  2. Prepare the loan tape, data dictionary, account documentation, servicing records, and legal information.
  3. Review portfolio composition, delinquency, charge-off, recovery, concentration, and compliance factors.
  4. Develop a confidential buyer and diligence process appropriate to the asset class.
  5. Compare bids and transaction terms, not price alone.
  6. Complete documentation, transfer, servicing, and closing coordination.

Selling charged-off debt and NPLs

Charged-off and NPL sales require clear definitions, accurate account-level data, documentation review, servicing context, and appropriate compliance controls. Pricing and marketability depend on portfolio characteristics and buyer diligence; no valuation or closing outcome is guaranteed.

What sellers should prepare

  • Account-level loan tape and data dictionary
  • Balance, payment, delinquency, and charge-off fields
  • Documentation, chain-of-title, and legal-status information where applicable
  • Servicing, recovery, dispute, and settlement history
  • Geographic, product, and concentration information

Related debt-sale resources

Review the charged-off debt sale guide, the charge-off liquidation framework, and institutional loan-tape standards.

Request a portfolio review

Request a confidential portfolio review to discuss a debt, charged-off, or NPL sales objective.

Fitzgerald Advisors | Institutional Debt Sales, NPL Sales, and Loan Portfolio Solutions

Strategic Briefing Request

Are you looking to sell, buy, or finance debt portfolios?

Fitzgerald Advisors helps banks, lenders, credit funds, and qualified buyers evaluate debt-sale opportunities and connect around institutional loan-portfolio transactions. Request a confidential conversation about your portfolio, acquisition criteria, or lending mandate.

Banks & lendersDebt portfolio sellersInstitutional buyersCredit funds

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