Fitzgerald Advisors · Direct portfolio brokerage

The Off-Market Loan and Debt Sales Playbook

At a glance: A private sale needs a defined asset, a credible information package, suitable participants, and agreed execution terms. Sellers and buyers approach the…

Fitzgerald Advisors · Resource Library

A practical starting point for sellers, buyers, and teams coordinating a private credit transaction.

By Fitzgerald Advisors editorial team · Updated September 27, 2026

Start with charge-off preparation , the NPL sale process , or mortgage note sales , depending on the asset.

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