Give the high-level facts
Asset class, approximate scale, objective, available records, and decision timing are enough to start.
Fitzgerald Advisors · Confidential review
Start with a clear business question.
Use this initial intake to describe a proposed portfolio sale, acquisition mandate, or advisory need. An effective first conversation begins with aggregate facts—not sensitive records.
Complete the intakeInitial inquiry
Prepare a focused conversation.
Share only the information needed to determine whether a structured review is appropriate. The form goes directly to Fitzgerald Advisors.
Prefer to speak directly?andy@fitzgeraldadvisors.com+1 (253) 737-9009
For direct advisory inquiries, we typically respond within one business day.
Set the next conversation
The advisory desk can assess the appropriate next step and what information would be useful for a defined review.
Keep sensitive data out
Do not send borrower-level information, full account numbers, or unredacted files through this initial intake.
Prepare a focused conversation.
Share only the information needed to determine whether a structured review is appropriate. The form goes directly to Fitzgerald Advisors.
Give the high-level facts
Asset class, approximate scale, objective, available records, and decision timing are enough to start.
Set the next conversation
The advisory desk can assess the appropriate next step and what information would be useful for a defined review.
Keep sensitive data out
Do not send borrower-level information, full account numbers, or unredacted files through this initial intake.
A first inquiry is used to understand whether the request concerns a seller mandate, buyer mandate, or advisory question. Fitzgerald reviews high-level business facts before deciding whether a more focused conversation makes sense. Do not send borrower-level information, account numbers, unredacted loan tapes, title files, court records, or other sensitive materials through the public form. Any detailed review should follow appropriate confidentiality, diligence, and professional-adviser controls.
Start a conversation about a portfolio sale, acquisition, or advisory mandate.
By Fitzgerald Advisors editorial team · Updated September 27, 2026
For a sale, describe the creditor or current owner, portfolio type, approximate size, performance status, available documentation, and target timing. For an acquisition, describe your mandate, geographic coverage, capital parameters, servicing approach, and relevant experience.
You may also contact us about a proposed referral or advisory engagement. Explain the parties you represent and whether a mandate or engagement is already in place.