Business Consultation
Our mission at APEX CFS is to improve the effectiveness of our clients company by analyzing it’s existing practices for any weakness. After a careful assessment, we work together with our clients in the creation of a solution designed to more efficiently meet the goals they seek to achieve.
Sell Desk
APEXCFS actively sells lease and loan portfolios as well as individual one-off transactions to ease internal customer, regional or sector concentration limits as well as generate fee income and liquidity. We sell transactions utilizing a highly efficient syndications process:
- Secure, web-based collaboration site permitting investors access to electronic portfolio data, 24/7.
- Thorough and organized data repository allows investors to quickly assess and price portfolios.
- Deep bench of experience, providing over $100 million in syndicated transaction volume annually.
APEXCFS ’ highly organized credit and transaction data management provides investors with a fast, reliable due diligence and funding process, leading to a faster close. Transactions are typically non-notification to our end user customers. APEXCFS offers complete portfolio servicing on behalf of our investors.
Buy Desk
APEXCFS routinely reviews lease and loan portfolios or one-off transactions of other banks or finance companies for purchase. Our primary focus is on hard assets in the industries we serve, including transportation, industrial products, materials handling, packaging and graphic arts (among others).
Our buy desk can assist other lenders with:
- Liquidity & concentration issues.
- Exposure due to over-weighted portfolios.
- Dedicated resources to quickly review transactions, with an indicative term sheet in 2-3 business days.
Our goal is to provide excellent service to both end-customers and syndicators, and as such, we can purchase transactions or portfolios with or without recourse, and will provide servicing on a full or non-notification basis.
Talk To The Professionals
Are you looking to purchase a lease or loan portfolio, diversify your current holdings or increase your liquidity? Talk to our Syndication professionals today to learn how APEXCFS can help.
