industry
Financial Services

Loan performance optimization and M&A advisory for a global investment management company​

Key metrics:
  • Advised on multiple transactions and investment loans across multiple real estate channels​​​
Value levers pulled:
  • Due diligence
  • Credit and loan assessments
  • Real estate loan performance optimization
  • M&A advisory

Picture this...

You’re a highly diversified global investment manager with $36.1B of assets under management across credit, real estate, and equity capital investments. Leadership needs diligent assistance in assessing the value, risk, and performance potential of new real estate investments, as well as quantifying and measuring the performance of secured loans/investments. ​

You turn to Accordion.

We jump in and partner on multiple initiatives on an ongoing basis, such as performing due diligence, credit assessments, underwriting criteria/analysis, as well as borrower and property value assessments (including select site visits) for a $100M line of credit to lenders of residential real estate lot developers.

Additionally, we:

  • Create loan summaries that include collateral risk assessments and advance rate recommendations for the transaction.
  • Transition the underwriting role into an ongoing assessment management engagement post-closing. This includes monitoring existing residential real estate loans across the borrowing base and underwriting any new real estate loans the borrower wants to pledge.
  • Serve as financial advisor to an investment group led by Goldman Sachs, Fortress Investment Group, and Archon Group. Responsibilities include due diligence, performance assessment, and acquisition analysis of the A&D portfolio of a leading US savings bank.
  • Provide buy-side due diligence advisory services (valuation, operational, and transactional) for several large-scale, non-performing real estate assets held by a multi-national diversified services company.
  • Assist with ongoing real estate loan origination underwriting diligence as well as asset management and loan monitoring.

Your value is enhanced.

You’re driving strong, risk-adjusted returns in numerous transactions and investment loans across single-family residential communities and real estate property holdings.

Enhanced value:
  • Advised on multiple transactions and investment loans across multiple real estate channels

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