Fitzgerald Advisors · Direct portfolio brokerage

Installment Loan Portfolio Sales and Divestiture Advisory

At a glance: An installment portfolio sale should begin with asset segmentation, reconciled balances, supporting agreements, and a clear servicing history. Price depends…

Fitzgerald Advisors · Portfolio Advisory

Prepare consumer and commercial installment portfolios for a confidential, comparable bid process.

By Fitzgerald Advisors editorial team · Updated September 27, 2026

Installment lenders may hold performing loans, delinquent accounts, payment plans, and charged-off balances. Each group has different cash-flow assumptions and operating requirements. State the product, borrower purpose, secured status, origination channel, jurisdictions, and sale cutoff before requesting indications.

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