Our work is concentrated in commercial transportation and equipment finance, where our team has held senior operating roles and delivers the most direct value. We serve specialty lenders, captive finance programs, commercial banks and credit unions, brokers and intermediaries, and private-equity-backed platforms across these markets.
Our deepest expertise. Advisory across credit, servicing, capital structure, and operations for independent and bank-owned equipment lessors.
Program design, launch, and scale for manufacturer-owned and parent-affiliated finance arms, including risk governance, servicing standards, and portfolio reporting.
Credit risk frameworks, regulatory readiness, and operational discipline for non-bank lenders operating in commercial, transportation, and equipment segments.
Portfolio monitoring, loss mitigation, collections strategy, and vendor governance for auto and fleet finance platforms.
The reporting rigor, financial controls, and operational infrastructure that institutional ownership requires, from value-creation planning through interim leadership and exit readiness.
Credit risk advisory, regulatory and audit readiness, lending program review, and portfolio management for community and regional banks and credit unions with commercial finance exposure.
Broker oversight, counterparty due diligence, and carrier-vetting controls for brokerages and intermediaries managing third-party and referral-sourced risk.
Collections strategy, fraud and identity controls, regulatory compliance, and servicing optimization for consumer finance platforms.
