INVESTMENT BANKING

Loan Brokering

INVESTMENT BANKING

Loan Brokering

Ankura Capital Advisors is extremely active in the loan brokering market and has long-standing relationships with a large number of originators, investment pool managers, banks, and mortgage REITs. With deep technical and valuation expertise, Ankura Capital Advisors quickly penetrates the market to obtain the best price for a client’s assets.

ACA’s standard loan brokering process has multiple steps:

  • Analysis
    • Preliminary review of loan portfolios
    • Stratification of pools
    • Analysis of sales price based on current market
    • Analysis of pro-forma effects on P&L and balance sheet ratios and regulatory filings
    • Prepare ‘tapes’ with loan data
  • Marketing
    • Outreach
    • NDAs
    • Initial indications of interest
  • Select finalist bidder(s)
    • Due diligence
    • Negotiate purchase and sale agreement
  • Close

Ankura Capital Advisors is independent, maintains a high level of fiduciary responsibility, and provides stronger analytics than most other loan brokers.

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David Maughan
David Maughan
Senior Managing Director
Steven Hilfer
Steven Hilfer
Senior Managing Director