Advisory

The growing emphasis on data for optimal managerial decision making has compelled banks, financial, and alternative investment managers to actively enhance data usage.

While performing an array of services ranging from valuations, loan due diligence reviews, predictive analytics, compliance, and operating system processing, BPA’s advisory offerings have become integral to its clients.

We provide loan managers, investors, fund administrators, banks, and auditors with support that enhances their processes and improves confidence levels.

BPA can quickly and cost-effectively create a tailored suite of services crafted to your unique needs.

Asset Valuation

Asset valuations for independent assessments of illiquid and Level-3 assets ranging from individual investments to multi-class portfolios

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Affirmation of internally-generated valuations for investor, auditor, third-party administrators, and some of the world's leading private investment funds

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Consumer and Commercial Loan and Lease Portfolios

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Mortgage Loans and Portfolios

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Defaulted and Illiquid Debt, Non-Performing Loan (NPL) Portfolios

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Leveraged loans, including senior secured, second lien, mezzanine, and other subordinated debt

Due Diligence

Reviews on loan portfolios, servicers, purchases and sales

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Loan level on new assets and existing owned assets

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Servicer reviews, findings, and recommendations

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Performance analyses, recommendations, and strategies for profitability enhancement

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Capital allocation prioritization advisory for objective, defensible investment processes

Predictive Analytics

Using AI and Data Analytics for Enhanced Profitability

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Advanced modeling designed to optimize use of capital

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Implementation of machine learning techniques to focus on higher asset values and opportunities

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Employed in Master Servicing to determine optimal placements and collection value

Compliance

Risk and Regulatory Monitoring

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Develop and implement compliance programs consistent with regulatory requirements

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Match monitoring and compliance activities with operating procedures, accounting policies, internal controls, and regulatory requirements

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Perform periodic monitoring

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Participate in annual compliance reviews

Systems

Optimizing proprietary and cloud-based processing

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Automations for manual, MS-Excel, SQL, MS-Access, MS-Office, and document processes

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Operations involving accounting, credit administration, and valuation platforms

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Developing and operating SQL and MS-Excel-based systems to support all aspects of accounting, loan servicing, and investor participations

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Collecting, storing, and validating data using automation tools for reconciliation and quality control

Contact

327 Plaza Real, Suite 320 | Boca Raton, FL 33432
(954) 938-3000
info@bostonportfolio.com