Morocco,South Africa,Australia,China,Hong Kong SAR
China,Japan,Korea,New
Zealand,Singapore,Thailand,Austria,Belgium,Czech
Republic,Denmark,Finland,France,Germany,Hungary,Ireland,Italy,Luxembourg,Netherlands,Norway,Poland,Portugal,Romania,Slovak
Republic,Spain,Sweden,United
Kingdom,Argentina,Chile,Mexico,Peru,Bahrain,Oman,Qatar,UAE,Canada,Puerto
Rico,United States
Industry insights to help drive your global portfolio
strategies
Your portfolio strategy flexes and grows as your
organization changes. Successful outcomes start with
smart decisions. Our team offers a full range of
services designed to help you make those decisions
efficiently.
The world’s banks, hedge funds and private equity
firms are almost constantly weighing risk and opportunity.
The global financial crisis, pandemic and geopolitical
events have forced organizations to address portfolio
shifts and often expand global reach. Increased capital
adequacy requirements and regulatory demands create
pressure to deleverage troubled loan portfolios. But
despite these tensions, opportunities are emerging –
and we can help you find them.
Our global team offers the full spectrum of portfolio
services. We have international experience and work with a
diverse range of clients, so we understand the nuances of
the market and the perspectives of multiple stakeholders.
And we bring that understanding to all that we do.
We ve worked on some of the largest, cross-border and
domestic portfolio transactions worldwide. We advise buyers
and sellers, servicers, funders and intermediaries in
multibillion-USD portfolio sales and purchases across
international markets.
We’ve worked on some of the largest, cross-border
and domestic portfolio transactions worldwide. We advise
buyers and sellers, servicers, funders and intermediaries
in multibillion-USD portfolio sales and purchases across
international markets.
We help clients manage portfolios of real estate loans,
residential and commercial mortgage assets, performing and
reperforming loans, auto loans, consumer loans, insurance,
infrastructure assets, derivatives and structured assets
and real estate assets. We help clients achieve robust and
commercial results both pre- and post-disposal in matters
such as outright sales, joint ventures, first-loss
positions, insured rights, synthetic structures, and debt
and equity restructurings.
Experience
Bank of Ireland on the disposal of a large portfolio
of commercial and residential properties in England
and Scotland within an accelerated timeframe.
A global investment bank in connection with the
workout and restructuring of GBP1.5 billion of
mortgage and mezzanine financing secured by a chain of
healthcare properties throughout the UK.
Blackstone on its purchase of a large portfolio of
distressed commercial real estate loans (with a face
value in excess of GBP1.3 billion) from a major UK
bank. This market-leading transaction involved a joint
venture purchaser; as well as senior financing
provided by the seller, which the seller expected to
securitize.
On the sale of junior/mezzanine risk on a portfolio of
EUR910 million of Italian infrastructure loans to
International Infrastructure Finance Company Fund, LP
and Mariner Breakwater, LP two specialist
infrastructure funds managed by Mariner Investment
Group.
Credit Suisse on the sale of two separate portfolios
of loans and loan interests with face values in excess
of EUR1.3 billion and GBP1.2 billion, respectively. In
each case, the sale was a complex tax-efficient
highly-structured transaction involving special
purpose entities jointly owned by the investment bank
and private equity investors.
A major British bank on:
the sale of a GBP1.9 billion portfolio of
commercial mortgages to GE Real Estate Finance;
the sale of a GBP2.2 billion portfolio of social
housing loans;
numerous sales and purchases of residential
mortgage portfolios totaling in the region of
GBP1.5 billion and on the sale of residential
mortgage shortfall accounts.
Advised Phinance Partners as arranger and advisor
of the securitization vehicle LEX S.r.l., in the
purchase from Illimity Bank of a portfolio of
non-performing unsecured retail loans, for an
aggregate value of approximately EUR182
million.
Advised D.E. Shaw, as investor, in connection with
a securitization transaction of certain portfolios
of non-performing receivables. In particular, during
the relevant subscription period, Amaranto SPE (as
issuer) shall be entitled to purchase subsequent
portfolios of receivables, in accordance with the
relevant transaction documents.
Advised LC Asset 1 S.á.r.l (beneficial
owner) and Everyday Finance DAC (legal owner) on the
acquisition of a loan portfolio which included
unsecured loans (term loans, credit cards and
overdrafts) from Danske Bank A/S trading as Danske
Bank.
Advising the London-based credit arm of a large
international PE fund manager on asset-based
leverage over European MMS debt portfolios.
