Define the target
Describe the asset and risk profile you can evaluate—not only the word debt or notes.
Fitzgerald Advisors · Qualified buyer application
Submit a buyer mandate that can be matched to real opportunities.
A useful buyer application is more than a request for inventory. It defines the assets, geography, size, performance profile, capital, servicing model, diligence requirements, approval path, and timing that make an opportunity relevant.
Complete the applicationBuyer mandate
Build your acquisition brief.
Use the intake to describe your buy box at a business level. The more specific the mandate, the easier it is to identify whether a future opportunity deserves a closer conversation.
Confirm operating fit
Explain how the portfolio would be funded, serviced, diligenced, and approved if relevant.
Keep the first file clean
Do not send seller materials, consumer records, account numbers, or borrower-level data through this form.
Submit a qualified buyer application and detailed buy box for debt, loan, judgment, CRE, note, auto, BHPH, NPL, and specialty-finance opportunities.
This buyer intake is a first business-level brief, not a public listing or a promise of a transaction. Describe the target portfolio and buy box, approximate scale, geography, performance or collateral context, available records, material exceptions, decision authority, confidentiality needs, and timing. Identify the relevant asset population and cutoff date, explain which information is reported or still being reconciled, and distinguish confirmed facts from open diligence questions. State the business objective, preferred process, key dependencies, and who can authorize each next step. Note whether a confidentiality agreement, data room, or internal approval is required before a later file review. The purpose is to determine whether a focused acquisition mandate conversation is appropriate before detailed information moves.
A buyer review typically starts with asset classes, jurisdictions, size range, performance, collateral or lien criteria, capital source, approval path, servicing or workout capacity, diligence requirements, exclusions, and target timing. A completed intake does not represent that an opportunity, allocation, pricing, or transaction is available.
Keep the initial disclosure controlled. Do not submit borrower-level information, account numbers, Social Security numbers, unredacted loan tapes, appraisals, payment histories, title files, court records, or other sensitive materials through this public page. Any deeper review should follow appropriate confidentiality, information-security, diligence, and professional-adviser controls.
If the high-level facts fit the intended path, the next discussion can identify the relevant documentation, buyer or seller readiness questions, and the appropriate controlled process. Transaction, legal, tax, accounting, valuation, servicing, compliance, and investment decisions remain facts-and-parties specific.
The purpose of the initial intake is clarity, not a binding indication or transaction conclusion. Material facts can change as records are reconciled, documents are reviewed, counterparties are qualified, and proposed terms are negotiated. Retain ownership of the business decision and involve the relevant legal, risk, compliance, finance, servicing, tax, accounting, and investment professionals for the particular portfolio and jurisdictions involved.