Balance Sheet Solutions For Financial Institutions

Holmes Group Advisors focuses on providing loan sale advisory services for banks, investment funds, insurance companies and other financial institutions wishing to buy and/or sell performing and non-performing whole loan portfolios and REO assets .

Where appropriate, Holmes Group Advisors has the ability to provide clients with financing solutions to assist them in their balance sheet needs. Our differentiated expertise in this area allows us to provide clients with unique and effective solutions and providing best-in-class deal structuring and execution.

Holmes Group Advisors client side includes Investment Banks, Commercial Banks, Hard Money Lenders, Warehouse Lenders, Regional Banks, Community Banks, Individual Investors and Specialty Finance Companies facing interim balance sheet needs.

Holmes Group Advisors is often the first choice for these companies looking for exits for their loan assets in light of the depressed mortgage backed security markets, and many types of lending institutions looking for liquidity and competitive market pricing levels.

Real Estate Whole Loan Acquisitions and Trading

Includes all credit-sensitive residential mortgage assets, such as performing, non-performing, and re-performing debt interests.

Commercial Real Estate Acquisitions and Loan Trading

Includes all structured product types (both debt and hybrid) across the capital structure, such as senior debt, A/B note pieces, and mezzanine financing.

Residential and Commercial REO Acquisition and Trading

Holmes Group Advisors is highly-adept in the marketing of lender real estate owned (“REO”) and real estate properties. Our understanding of lender issues – and deep nationwide database of investors targeting value-add, re-position, and un-stabilized assets – results in favorable client outcomes.

Whole Loan Sales and Pricing Support

Holmes Group Advisors also provides advisory and trading-support services for loan portfolios in all stages of legal, as well as individual property valuations.

  • Performing notes – 1st position
  • Non-performing notes -1st and 2nd lien position
  • Commercial notes – 1st lien position
  • Bulk portfolios of performing 1st and 2nd lien position notes
  • Residential and Commercial REO’s

We also continually evaluate our product line and encourage innovation within our culture. contact us now and you’ll receive prompt, personal attention, focused on meeting your financial needs or investment goals.