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Transition

We have decades of experience successfully facilitating the sale and transfer of program assets. We offer both buy and sell-side support and have a track-record of developing creative solutions to help clients navigate transaction-related challenges. Our transition support can be tailored to an RFP process or special situation (e.g., a financial institution is seeking to dispose of certain asset classes).

Impact Stories:

  • Advised client on the restructuring and transition of its point-of-sale financing program (full spectrum support involving both corporate-owned entities and franchisees).

  • Advised leading technology company on the outsourcing of its consumer and commercial credit card program to a third-party provider(s). Transition allowed client to reduce risk exposure and generate incremental value relative to the legacy operating structure.

  • Supported a leading financial institution in transitioning one of the largest credit programs in the U.S. from a captive in-house business to a primarily outsource model (including the acquisition of associated receivables).