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Services
Portfolio Lead Advisory Services
Loan portfolio solutions and transaction advice
Trusted advisor to financial institutions, government bodies and investors specialising in providing strategic and transactional solutions for non-core and non-performing exposures (NPEs), credit management businesses and lending platforms.
Deloitte’s Portfolio Lead Advisory Services (‘PLAS’) team is part of our Financial Institutions Group (‘FIG’) practice within Advisory Corporate Finance and has an outstanding reputation in the loan advisory market globally. PLAS provides strategic and transaction advice to global market participants, with long-standing expertise in loan portfolio & capital strategy, sell-side transaction preparation & execution and buy-side acquisition support.
How Deloitte can help
Our global PLAS team comprises over 120 professionals worldwide and is one of the largest teams in the market dedicated to advising clients on loan solutions and credit platforms. PLAS has significant experience in this market having acted for some of the world’s leading financial institutions and investors through the post-global financial crisis era of bank deleveraging as well as the subsequent re-leveraging cycle.
Our team has unrivalled access to global market participants and a strong transaction track-record, having advised across the asset class spectrum (consumer, mortgages, CRE, SME, large corporates, shipping, aviation, ESG, etc.) covering over €500 billion of asset face-value since 2010.
Our advisory service offering broadly covers:
- Sell-side advisory: Full service transaction advisory to loan and credit platform owners, including asset & capital strategy, transaction preparation, pricing/structuring/analytics and deal execution.
- Buy-side advisory: Acquisition advisory support across all stages of the investment process, including loan due diligence, portfolio modelling and pricing, business plan preparation/analysis, investment committee support and deal strategy/negotiation.
- Strategy & solutions: Tailored advisory services including development and implementation of NPE deleveraging strategy; regulatory capital & portfolio optimisation, “bad bank” & AMC establishment, credit servicing strategy (including outsourcing) and lending platform wind-downs.
The team works together with banking specialists across Deloitte in risk advisory and consulting, as well as our FIG Corporate Finance Advisory and Balance Sheet & Ratings Advisory teams, providing a full suite of holistic banking advice services.
Our full suite of services includes, but is not limited to:
- Loan portfolio review and strategic options analysis
- Non-core and non-performing loan strategy & divestment execution
- Bank capital optimisation
- Loan portfolio segmentation, analytics and insights
- Credit structuring and portfolio market pricing
- Loan data integrity assessment and remediation
- Transaction enablement and end-to-end deal execution
- Loan due diligence and re-underwriting
- Investment committee preparation support
- Platform carve-outs, wind-downs and acquisition support
- Third-party credit servicing outsourcing solutions
Our transactions and publications
We have a track record of delivering successful transactions in the global loan portfolio market.
Please see both our credentials and our recent research and publications on our PLAS Transactions and Publications page.
Further information
For more information on our services, please visit our respective FIG pages below:
Key contacts
Global contacts
Jose Antonio Olavarrieta |
Susana Bento |
Hrisa Nacea |
Nils-Alexander Berent |
Umberto Rorai |
Siebe Groenveld |
Panayiotis Chormovitis |
Balazs Biro |
Martin Reilly |
Thomas Mazur |
Ricardo Teixeira Marin |
James Chown |
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