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Services

Securitization

Our Securitization professionals assist organizations as they look to tap the capital markets.

Entering into a new or complex financial transaction presents unique challenges in meeting financial reporting requirements and regulatory compliance needs. Our Securitization professionals assist organizations as they look to tap the capital markets.

How we can help

Deloitte Risk and Financial Advisory supports you through the full lifecycle of a transaction, including:

  • Asset level reviews
  • Analytics and cash-flow modeling
  • Structural and document review
  • Post-closing compliance testing

In addition, we offer an array of technology solutions supporting issuers, investors, and third party market participants. We remain active in reviewing and influencing policy and regulatory changes that impact the securitization market through ongoing involvement in industry discussions and initiatives.

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Capital Markets Services

We provide transactional services supporting companies accessing the capital markets through securitization. Our specialists deliver products and services to assist with financial instruments valuation, model risk management, and model validation. All of our services are supported by a full range of proprietary technology solutions that are custom designed and developed. Our securitization specialists are focused on quality and timeliness.

Our professionals assist with pre-and post-close quantitative services supporting capital raising through securities issuances. We also provide accounting, infrastructure, and valuation advisory services around accounting standards and regulations for frequent and new market entries. Asset types include:

  • Asset-Backed Securities (ABS)
    • Consumer–Auto, Student Loan, Credit Card Other–MPL, Equipment, Tax Liens, Timeshare
    • Esoteric–Railcar, Container, Cell Tower, Utility, PACE/Solar, Whole Business, Aircraft
  • Collateralized Loan Obligations (CLO)
    • Credit Default Swaps, High Yield Bonds, Investment Grade Bonds, Leveraged Loans
  • Commercial Mortgage-Backed Securities (CMBS)
    • Conduit, Single Asset/Single Borrower
    • Small Balance, NPL, CRE CLO, Floating Rate, Seasoned Loans, Agency Multifamily
  • Residential Mortgage-Backed Securities (RMBS)
    • Agency, Prime (QM & Non-QM), NPL/RPL, Single Family Rental

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Financial Technology

Deloitte Risk and Financial Advisory offers a range of financial technology software and services to address the administration, accounting, compliance, and surveillance demands of today’s market—and your firm’s unique needs. From start-up funds to large global financial institutions, and in more than a dozen countries across five continents, we keep pace with innovations in technology and changes in the global financial markets to help you improve efficiencies, increase transparency, and build value.

Developed by a team of professionals with deep finance and software development experience, these solutions, and services address the administration, accounting, compliance, and surveillance needs of today’s market.

Learn more about how our flexible, powerful, and comprehensive financial technology solutions can help your organization increase efficiency and boost performance.

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2021 GlobalCapital US Securitization awards

Deloitte is honored to be the recipient of the following 2021 GlobalCapital US Securitization awards:

• ABS Accounting Firm of the Year

• CLO Accounting Firm of the Year

• CMBS Accounting Firm of the Year

• RMBS Accounting Firm of the Year

On behalf of the Deloitte Securitization practice, we would like to express our appreciation to our clients and industry participants for their valued support and continued collaboration. We are honored and grateful to have been recognized amongst our peers for outstanding achievement across the structured finance industry. We’d also like to thank GlobalCapital for hosting these awards and their commitment to the capital markets.

 

2021 Creditflux CLO Census

Deloitte recognized again as Best CLO Accounting Services Firm

Creditflux CLO Census 2021 focused on key market themes and recognizes leaders throughout the CLO industry. We are honored that market participants have voted Deloitte, for the second year in a row, as the top ranked CLO accounting firm.

Our depth and breadth of experience helped us emerge as a winner. We distinguish ourselves with our ability to help clients solve problems that extend beyond traditional accounting services.

On behalf of the Deloitte Securitization practice, we would like to thank all who voted for us. We are grateful for both our clients and industry participants for their valued support and continued collaboration. We’d also like to thank Creditflux for hosting this census. We admire their commitment to the CLO market.

Get in touch

Greg Sobreiro

Greg Sobreiro

Managing Director | Deloitte & Touche LLP

Greg is a Managing Director and leads the U.S. Securitization Offering within Deloitte Risk and Financial Advisory. He has over 19 years of experience in the financial services industry focused on the... More

Hillel Caplan

Hillel Caplan

Partner | Deloitte Risk & Financial Advisory

Hillel co-leads the Financial Technology team in Deloitte & Touche LLP’s Hybrid-Operate business, including direct responsibility for Deloitte’s Solvas™ and LeaseController™ proprietary software produ... More

Lynda Lazzari

Lynda Lazzari

Managing Director | Deloitte &Touche LLP

Lynda is a Deloitte Risk & Financial Advisory managing director and co-leads Deloitte & Touche LLP’s Collateralized Loan Obligation (CLO) practice. She oversees a dedicated team of accounting and fina... More

Rob Meier

Rob Meier

Managing Director | Deloitte & Touche LLP

Rob Meier is a Deloitte & Touche LLP Risk and Financial Advisory Managing Director in the Securitization offering and leads the Capital Markets’ Term Transactions business. He is responsible for the o... More

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