Monitor Live+ From Data Tape to Done Deal: 6 Tips for Smarter Portfolio Transactions
Event Description
The U.S. equipment finance market sees tens of billions in annual originations through indirect channels, making portfolio purchases a critical liquidity and growth strategy for banks, independents, and PE-backed platforms alike. This livestream dives into the “how-to” of these complex transactions, moving past the decision to buy or sell and focusing on where deals actually break down—specifically within the data tape, vaulting requirements, and recourse protections. Join our panel of experts as they bridge the buyer-seller trust gap and outline the operational rigor required to succeed in today’s accelerated market landscape.
Key Takeaways
- The Origination DNA: Understand how “origination intent”—whether a deal was built to hold or built to sell—dictates the quality of data and documentation you’ll find at the finish line.
- The Decision-Grade Data Tape: Learn how to align a seller’s data capture with a buyer’s “strike zone” to avoid common pricing gaps and deal-stalling format issues.
- Protections & Perfection: Navigate the nuances of UCC consistency, vaulting decisions, and the enforceability of fraud protections and reps and warranties.
- Post-Close Execution: Identify the operational surprises that often arise during servicing transitions and system integrations to ensure long-term portfolio profitability.
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Panelists
Jordan Saegusa
Business Consultant
Suru Consulting
Chris Maudlin, CLFP
Chief Operating Officer
Wintrust Specialty Finance
Chris Morell, CLFP
SVP, Capital Services
Finwise Bank
Kristian Dolan
CEO and Founder
Northteq
David Trost
Director of Product
Northteq