Fitzgerald Advisors · Direct portfolio brokerage

Institutional Divestiture Methodology

At a glance: Institutional divestiture works best as a series of documented decisions: establish the objective, define eligible assets, validate the evidence, select a…

Fitzgerald Advisors · Portfolio Advisory

A staged decision process for preparing, marketing, and transferring a credit portfolio.

By Fitzgerald Advisors editorial team · Updated September 27, 2026

Specify the objective: liquidity, operating capacity, concentration management, fund realization, or another defined need. Compare a sale with retention, servicing, workout, or staged alternatives. Identify internal approval requirements and the professionals responsible for legal, accounting, tax, and regulatory judgments.

Discuss a portfolio mandate · Sell debt portfolios · Buy debt portfolios