We are a boutique advisory firm that develops and executes structured solutions tailored to client objectives, and provides high quality analytics to our clients.

Various technologies are employed including cash and synthetic securitization approaches (including Credit Risk Transfer, CRT, and Synthetic Risk Transfer, SRT), spin outs and off-balance sheet structures, seller and outside (senior, mezz, equity) financing, asset disposition, advanced stochastic and deterministic quantitative analysis techniques, and credit analysis.

Benefits to our clients include exposure, concentration, risk and regulatory capital management, and return optimization. Trim the tall trees.

Asset sectors covered include Commercial Real Estate (CRE), corporate / Commercial & Industrial (C&I), Asset Backed Securities (ABS) and equipment financing, residential mortgage credit, private credit, structured finance, fund finance and esoterics.

We leverage years of experience in financial markets gained during multiple cycles including the Global Financial Crisis (GFC) with relationships developed over two decades with law firms, advisors, rating agencies, banks, insurance companies and investors to structure win-win solutions for all parties involved.