Engagement Snapshots

Asset Classes

Offering

Asset Class
  • Loan Portfolios
  • Specialty Finance
  • Structured Credit
  • Real Estate
  • Renewables
  • Private Equity
Offering
  • Portfolio Management
  • Independent Valuation
  • Financial Modeling
  • Loan Servicing

Data management, portfolio surveillance and reporting on a portfolio of non-performing loans secured by real estate and trading businesses

Loan Portfolios

Portfolio monitoring and reporting on a specialty finance portfolio of performing unsecured consumer loans using Oxane Panorama platform

Specialty Finance

Independent valuation of a performing consumer portfolio originated in the UK to provide a monthly mark for fair value assessment

Specialty Finance
Project Lendable Valuation of a performing portfolio of consumer loans for a hedge fund

£156.2 million Independent Valuation

UK

Asset and liability side modeling of the RMBS master trust deal for an investment bank providing financing to a consortium of private equity buyers

Structured Credit
Project Granite RMBS master trust deal for a global investment bank

£13.1 billion Financial Modeling

UK

Dedicated asset management support for data quality and reporting working closely with the credit fund's in-house team on a non-performing loan portfolio

Loan Portfolios

Playing the role of a sub-servicing agent on a commercial real estate portfolio on behalf of a pan-European real estate investment manager

Real Estate

Portfolio management and reporting on the real estate lending book for a large asset manager with Oxane CREST technology platform

Real Estate

Independent valuation of development financing transactions backed by residential assets, to help the fund meet its obligations under the AIFMD directive

Real Estate
Project Cinamol Financing of development loans by a European credit specialist

€4.4 million Independent Valuation

Ireland

Investment modeling for the acquisition of a prime office asset incorporating various stress scenarios to analyze returns under each scenario

Real Estate
Project Green Acquisition of an office property by a pan-European investment manager

€30 million Financial Modeling

Germany

Financial modeling to evaluate the investment case for the redevelopment of a prime location shopping center

Real Estate
Project Atlantis Acquisition of a shopping centre by a pan-European investment manager

€30.7 million Financial Modeling

Portugal

Independent valuation for a student loan portfolio enabling the client to come up with an unbiased NAV for their fund

Structured Credit
Project Rhodes Valuation of a student loans portfolio for a global hedge fund

£51.6 million Independent Valuation

UK

Playing the role of a sub-servicing agent on a commercial real estate portfolio on behalf of a pan-European real estate investment manager

Real Estate

Building up a bespoke financial model for a portfolio of non-performing loans secured by mixed-use properties that was used by the investor for bidding on the loan pool

Loan Portfolios

Portfolio surveillance, independent valuation and reporting of a forward flow deal on a student loan facility for a structured credit fund

Specialty Finance
Project FFAC Forward flow on a student loan facility given by a structured credit fund

£14.2 million Portfolio Management

UK

Analytical partner to a market place lender in their first securitization, helping them with pool stratification/selection, historical analysis and waterfall modeling

Structured Credit
Project SLABS Student loan securitization deal for a market place lender

$120 million Financial Modeling

US

Building a financial model, creating deal documents and IC deck for the financing of four commercial properties operating as serviced apartments

Real Estate
Project Green Financing of serviced apartments in the UK by an investment advisor

£229 million Financial Modeling

UK

Building the investment case and a bespoke financial model for the acquisition of a portfolio of non-performing loans backed by residential assets for a global private equity fund

Real Estate

Financial advisory and evaluation of bidding proposals on a large scale renewable energy project finance mandate with a capacity of 500+ MW

Renewables
Project Infra Project finance advisory on a renewable energy deal

$1 billion Financial Modeling

US

Financial modeling for a consortium of investors evaluating the acquisition of a portfolio of non-performing loans backed by mixed-use properties

Loan Portfolios

Building the investment case for the acquisition of one of the largest non-performing loan portfolios in Romania comprising of commercial real estate and corporate loans

Loan Portfolios

Servicer oversight, data quality management, portfolio surveillance and reporting on a portfolio of non-performing loans secured by granular real estate assets

Loan Portfolios

Data quality management with proactive portfolio monitoring and reporting on a portfolio of reverse mortgages using Oxane Panorama platform

Loan Portfolios

Financial modeling and portfolio analytics to support the acquisition of a non-performing loan portfolio by a global private equity fund

Loan Portfolios

Creating the financial model and preparing the investment deck for the financing of a mixed-use property

Real Estate
Project Galway Financing of a mixed-use property by a European asset manager

€33.2 million Financial Modeling

Ireland

Development of a bespoke financial model to price a bank’s portfolio while modeling both the asset side and liability side structures and relevant sensitivities

Loan Portfolios
Project Asterix Investment analysis and modeling for the acquisition of a bank's portfolio

€1.8 billion Financial Modeling

Netherlands

Independent valuation on a monthly basis on a large consumer loan portfolio to arrive at a fair market value of the investment

Loan Portfolios
Project Venus Valuation of unsecured consumer loans for an opportunistic hedge fund

€3.8 billion Independent Valuation

Greece

Transaction advisory and financial modeling support on the acquisition of a prime office asset for an investment advisory firm

Real Estate

Monitoring and reporting on a portfolio of SME loans with full ownership of data quality management on behalf of a large investment bank

Loan Portfolios
Project BRDA SME loan portfolio monitoring and reporting for a global investment bank

€102.5 million Portfolio Management

Poland

Impairment modeling on a portfolio of non-performing loans secured by mixed-use properties to help the bank comply with the IFRS 9 guidelines

Loan Portfolios
Project Orion Impairment modeling on a portfolio of non-performing loan portfolio

€329.1 million Independent Valuation

Romania

Financial modeling and analysis for the acquisition of a residential real estate deal by a European investment firm

Real Estate

Financial advisory in an LBO deal for the acquisition of a listed bank by a private equity firm and creating an investment memo incorporating exit planning and returns analysis

Private Equity

Portfolio monitoring, reporting and resolution workflow management for a China focused distressed credit investor using Oxane Panorama platform

Loan Portfolios

Portfolio surveillance by liaising directly with on-the-ground servicer and supporting reporting requirements of the investment bank

Loan Portfolios
Project Evergreen Portfolio monitoring of defaulted consumer loans for a global investment bank

€920 million Portfolio Management

France

Portfolio analysis and building a bespoke pricing model for a global credit fund helping them bid on a mixed asset non-performing loan pool

Loan Portfolios