Portfolio Aquisition



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Business Valuation
Portfolio Aquisition
Residual Valuations
Risk Management
Transport Services


In the current leasing environment, there are many opportunities to sell or acquire existing portfolios, either in total or by equipment segment (category).  These activities usually require a detailed examination of the portfolio for quality, loss exposures, and income potential.  Time constraints, staffing, or financial considerations may limit your opportunities.

Independent Equipment Company (IEC) can provide a dedicated staff to fully support your requirements for review and due diligence examination of equipment value/risk in the sale or acquisition of portfolios.

IEC's process and reporting to its clients includes:

  • on-site visit to examine each customer file, including review of documentation and appraisal/risk commentary;

  • where appropriate, inspection of equipment either warehoused by the lessor, or still under lease;

  • review of the portfolio in total, and/or by equipment segment, to assess degree of risk, balance, or concentrations;

  • discussion with management of the selling company to determine residual risk philosophy, residual setting methodology, and income and loss experience;

  • projection of income potential or loss risk, based on average equipment retention or return experience, and our forecasted value expressed for incremental periods up to expiration of final lease term; and

  • review or discussion of any vendor or third party relationships that either lend support (e.g. remarketing assistance), or mitigate value (e.g. residual sharing requirements) of residuals.  



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