Advisory

The growing emphasis on data for optimal managerial decision making has compelled banks, financial, and alternative investment managers to actively enhance data usage.

While performing an array of services ranging from valuations, loan due diligence reviews, predictive analytics, compliance, and operating system processing, BPA’s advisory offerings have become integral to its clients.

We provide loan managers, investors, fund administrators, banks, and auditors with support that enhances their processes and improves confidence levels.

Engage with BPA to quickly and cost-effectively benefit from a tailored suite of services crafted to your unique needs.

Asset Valuation

Independent valuations for illiquid assets ranging from individual investments to multi-class portfolios

E

Affirmation of internally-generated valuations for investor, auditor, third-party administrators, and some of the world's leading private investment funds

E

Consumer and Commercial Loan and Lease Portfolios

E

Mortgage Loans and Portfolios

E

Defaulted and Illiquid Debt, Non-Performing Loan (NPL) Portfolios

E

Leveraged loans, including senior secured debt, second lien loans, mezzanine, and other subordinated loans

Due Diligence

E

Due diligence on new assets and existing owned assets

E

Servicer reviews, findings, and recommendations

E

Performance analyses, recommendations, and strategies for profitability enhancement

E

Capital allocation prioritization advisory for objective, defensible investment processes

Predictive Analytics

E

Advanced modeling designed to optimize use of capital

E

Implementation of machine learning techniques to focus on higher asset values and opportunities

E

Employed in Master Servicing to determine optimal placements and collection value

Systems

E

Operate accounting, credit administration and valuation platforms

E

Develop and operate SQL and Excel based systems to support all aspects of accounting, loan servicing, and investor participations

E

Collect, store and validate data using automation tools for reconciliation and quality control

Compliance

E

Develop and implement compliance programs consistent with regulatory requirements

E

Match monitoring and compliance activities with operating procedures, accounting policies, internal controls, and regulatory requirements

E

Perform periodic monitoring

E

Participate in annual compliance reviews

Contact

327 Plaza Real, Suite 320 | Boca Raton, FL 33432
(954) 938-3000
info@bostonportfolio.com