
Collateral Diligence

From Data to Decision
In the financial diligence space, Lender Services play a critical role in supporting secured lending decisions through detailed collateral field examinations. These exams provide lenders with a comprehensive, on-the-ground assessment of a borrower’s collateral—typically accounts receivable and inventory—to verify its existence, accuracy, and collectability.
Our collateral field exam services involve a thorough review of financial records, borrowing base calculations, collateral controls, and operational processes to assess the quality and reliability of the assets securing the loan.
By identifying potential risks such as ineligible receivables, inventory valuation concerns, or weaknesses in internal controls, we help lenders make informed credit decisions, structure appropriate loan terms, and monitor collateral performance throughout the life of the loan.
- Collateral Field Exams: Initial Surveys, Recurring & Take-Downs
- Inventory Observations
- A/R Verifications
- Portfolio & Forensic Reviews
- Litigation Support
- Securitization Analysis
- Support for Investors
- Interim Finance / Accounting Support
- Restructuring or Distressed Due Diligence