Loan Portfolio Advisory Group

Akin Bay and The Bridgehouse Group (“TBG”) have recently launched the Loan Portfolio Advisory Group (“LPAG”), a comprehensive distressed debt management business to assist lenders with troubled credits and loan portfolios.  The Loan Portfolio Advisory Group combines Akin Bay’s track record and financial services advisory platform with TBG’s extensive middle market investment, restructuring and loan workout experience as lenders and private equity investors.  LPAG's team collectively has over 150 years of investment banking, leveraged lending, equity investment and workout experience that will provide lower middle market lenders with a unique “One Stop Shop” service offering for proactively and discretely addressing their troubled assets.

We are one of a very few lender-oriented portfolio advisors and loan management firms that possesses the extensive background, hands-on experience and breadth of resources to provide a customized suite of lender strategy, portfolio assessment and valuation, operational assessment and loan management services to lenders, debt portfolio managers, insurance companies, funds and investors.

Services Offered:

LPAG provides a full suite of advisory and management services that enable lower middle-market lenders to decisively address legacy issues and pursue new opportunities in lower middle-market lending and investing.  LPAG's services are broken into 4 main service categories: (1) work closely with lenders to determine the best course of action for particular problem loans or portfolio of distressed loans, (2) a customized suite of portfolio evaluation and exit services, (3) assists lenders with systematically and objectively assessing what could be done better and what are the implications for their go forward strategy, and (4) develop a specific go forward strategy and lenders to put in place disciplined new business programs designed to take advantage of the attractive current credit market. 

Services Offered

Evaluation Services

Financial Advisory Services

Management Accounts

Principal Investments

Lending Strategy Evaluation

Yes

 

Yes

 

Portfolio vs Strategy Assessment

Yes

 

Yes

 

Operational Assessment

Yes

 

Yes

 

Senior Management Assessment

Yes

 

Yes

 

Products Offered Assessment

Yes

 

 

 

Portfolio Management (Sub Management)

Yes

 

Yes

Yes

Restructuring

Yes

Yes

Yes

Yes

Capital Raising – Private Equity, Debt, High Yield Bonds

Yes

Yes

Yes

Yes

Portfolio Sales

Yes

Yes