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Portfolio Lead Advisory Services

What we do

Deloitte advises institutions in the divestment process and investors in the acquisition of problematic and underperforming asset portfolios. Our experience in the market allows us to gain unique insights into the critical factors behind successful Non Performing Loan transactions and deploy this experience to advise our global clients. Deloitte is well positioned to act for a range of stakeholders in the sale and purchase of non-performing, under-performing, and non-core asset portfolio sales.

Where we can help

We advise Sellers when in need of the following:

  • Situational and strategic options analysis enabling client management to understand portfolio sale techniques, balance sheet and capital impact, profit and loss implications, tax matters, critical success factors, and international investor requirements
  • Transaction execution built on an end-to-end, bespoke sale process including portfolio selection, information content, data analytics, investor selection and liaising, data room management, and bid day support targeted at value maximisation

We advise Buyers when in need of the following:

  • Strategic advice to facilitate an understanding of key value drivers, in-country lending and debt recovery frameworks, market development, and competitor analysis
  • Comprehensive transaction services including data analytics, real estate, and financial due diligence through to price modelling
  • Attention to post-acquisition exit and workout strategies as part of a coordinated financial, legal, and real estate due diligence report presented in investor rollup meetings

Non Performing Loan sales are often local market deals involving international players. Deloitte regularly advises on cross-border portfolio transactions and guides the deal dynamics, structuring and information requirements of international players.

Deloitte’s Portfolio Services team in London includes a core team of professionals that work with Deloitte member firms around the world to execute local market transactions.

For further information, please contact Robert Young or please call 020 7936 3000.

Useful links

  • Meet the team
  • Research & publications
  • In the press
  • Careers

Key contact

Robert Young
Partner
Restructuring Services
Tel: 020 7936 3000

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