Leasing and Portfolio Investment Management

"Clarity of thought, Commitment to objectives, Actions to achieve profitable operations..."

Practice Overview

Twenty five year's lease industry experience, broad professional background:

• Investment banking, CPA, Attorney, LLM Tax, Structured Finance

• Affiliated with Trans Securities, Inc., Member NASD & SIPC

• Direct leasing company experience

As corporate finance professionals we bring years of experience in assisting in:

• Joint ventures

• Internal growth

• Acquisitions integration, benchmarking and systems review

• Restructurings

• Capital expenditures

• Lease Investment Alternatives

• Business Development in Structured Finance Products (Lease to Service Contracts and QTE Investment Alternatives)

Focus Experience and Value in Key areas:

• Does the transaction involve competitive synergies?

• How do these affect the maximum price you should pay?

• What is best way of funding the transaction?

• What is likely minimum price expectation of seller?

• Can you pre-empt the process?

• Are any other competing bidders likely to be aggressive?

• Would the seller stay in as part of a broader partnership?

• What is most efficient transaction structure?

• Financing and Investment Banking Services

  • M&A Buy-side and Sell-side advisory services including target search and advisory

  • Board level strategic financial advice

  • Financing alternatives, introductions and advice

  • Private Placements

  • Structured Finance (QTE and Service Contract) Investment Advisory