From Data to Decision

In addition to traditional asset-based lending, we have deep experience in Specialty Finance transactions, where the underlying assets and revenue streams can be more complex. We perform tailored diligence on businesses such as merchant cash advance providers, factoring companies, auto finance lenders, equipment leasing firms, and specialty lending portfolios, including consumer and small business credit.

Our reviews focus on key elements such as portfolio performance, credit underwriting practices, loss reserves, servicing capabilities, cash flow dynamics, and regulatory compliance.

Whether evaluating the quality of a receivables portfolio, assessing the integrity of underwriting and collections practices, or identifying potential operational or credit risks, our team delivers actionable insights that help lenders, investors, and sponsors mitigate risk and protect capital in both new originations and ongoing monitoring.

• Securitization
• Consumer finance
• Merchant Cash Advance
• Lender finance
• Leasing
• Note purchases
• Insurance companies
• Loan file review
• Factors