M&A Due Diligence and Strategic Advisory
Growth through Expertise
At The Collingwood Group, we believe it is important to have advisors who understand your industry, your business model, and the regulatory environment in which your business operates.
We also believe that it is important to work with advisors who are independent, and can render an objective assessment of the business, the technology infrastructure that supports the business, the management team’s ability to execute, as well as potential enterprise, regulatory and operational risks that could alter your investment thesis or impact your ability to create value and meet expected investment returns.
At The Collingwood Group, we bring our clients deep financial services expertise with a heavy concentration in the housing finance sector and technology. We work with companies across the entire housing finance sector, from mortgage originators, to data and technology service providers, to asset managers. Our expertise includes all aspects of agency, non-agency and FHA/VA housing financing programs, securitization activities, and domestic and international secondary market activities and issues.
Our team is made up of seasoned financial services professionals. As a Washington, DC based firm, we provide our clients with up to date industry knowledge of and business intelligence regarding the evolving financial services regulatory landscape, DC relationships and the benefit of routine interactions with regulators.
We have deep industry and policy expertise, and the market intelligence that comes from access to and interaction with key constituencies, which helps us distinguish between successful and unsuccessful business models and identify potential challenges and opportunities sooner rather than later.
We have years of M&A advisory and transaction experience working for Fortune 500 corporations, lenders, private equity firms and other financial sponsors and services companies, and understand the deal process intimately.
We provide due diligence and strategic advisory services to help you evaluate:
- The business operations.
- Key strategic initiatives, drivers and assumptions regarding growth.
- Your management team’s ability to execute.
- The quality of business systems and processes, the quality of technical systems (including security levels, reliability and compliance), and the ability to scale and support the growth of the business.
- The market, operational and regulatory risks to the business model or business practices.