The Loan Portfolio Strategies Group (LPSG) at KBW was formed in January 2002. The team has over 50 years collective experience in helping banks value and sell loans. KBW has valued over $1 trillion and sold over $50 billion of loans. The group is comprised of over 15 professionals dedicated solely to loan sales and valuations. We work closely with our Corporate Finance Team and our Balance Sheet Strategies Group, providing extensive due diligence support and asset disposition advice. Because we are integrated with these parts of KBW’s business, our perspective and activity level is unlike most competitors in this space. Very few investment banks have the depth and view that we bring to this business sector.

The Loan Portfolio Strategies Group (LPSG) provides a broad array of loan-portfolio advisory and brokerage services, including:

• Disposition of performing, nonperforming and charged-off assets
  
• Divestiture of nonstrategic product lines
  
• Pre-merger balance-sheet cleanup and post-merger pruning
  
• M&A, capital-raising and financial-advisory services for large distressed-debt purchasers

Current & Historical Sales  |   Buyer’s Preferences

For further information, please contact:

Michael MacDonald
Managing Director
(212) 887-7760
portfoliosales@kbw.com