Fitzgerald Advisors · Direct portfolio brokerage
How to Prepare a Debt Portfolio for Buyer Due Diligence
At a glance: Prepare for buyer due diligence by defining eligibility, reconciling balances, explaining tape fields, indexing documents, and disclosing exceptions. Assign…
Fitzgerald Advisors · Institutional Guide
Turn the tape, documents, servicing history, and exceptions into one controlled review package.
By Fitzgerald Advisors editorial team · Updated September 27, 2026
Assign owners for data, documents, servicing, legal, compliance, finance, and transaction management. Define the diligence timeline, buyer questions process, approved data-room structure, and escalation path. A workplan prevents different teams from providing conflicting definitions or outdated files.
Discuss a portfolio mandate · Sell debt portfolios · Buy debt portfolios