Fitzgerald Advisors · Direct portfolio brokerage

Terms of Use & Legal Protocols

Last Updated: January 2026

At a glance: Welcome to Fitzgerald Advisors (the “Website”). This Website is operated by Fitzgerald Debt Exchange LLC, doing business as Fitzgerald Advisors (“Fitzgerald

Transaction hub: Sell a Portfolio: debt portfolios for sale

At a glance: A debt portfolio sale should begin with a reconciled loan tape, clear seller objectives, documented buyer access rules, and a valuation that distinguishes gross price from expected net recovery.

Key Takeaways

  • Define the asset, objective, scope, and decision timeline before outreach.
  • Keep data, documentation, ownership, servicing, and material exceptions connected.
  • Compare complete economics and execution terms rather than a headline number alone.
  • Document responsibilities, transfer controls, and the next review step.

1. Acceptance of Terms

Welcome to Fitzgerald Advisors (the “Website”). This Website is operated by Fitzgerald Debt Exchange LLC, doing business as Fitzgerald Advisors (“Fitzgerald Advisors,” “Company,” “we,” “us,” or “our”).

By accessing or using this Website or any associated services, including access to third-party licensed valuation technology, you agree to be bound by these Terms.

2. Nature of Services: Advisory & Venue Only

Fitzgerald Advisors operates as a specialized B2B advisory platform and private-treaty venue for the valuation and divestiture of financial assets.

  • No Bank or Fiduciary Relationship: Fitzgerald Advisors is not a bank and does not hold client funds.
  • No Guaranteed Outcomes: Valuations or submissions do not guarantee pricing or sale.
  • Institutional Users Only: This Website is intended solely for sophisticated commercial users.

3. Debt Catalyst™ Technology Disclaimer

Debt Catalyst™ is a proprietary valuation and analytics platform owned exclusively by CRS and is made available to Fitzgerald Advisors pursuant to a limited license.

Fitzgerald Advisors does not own, control, or modify the underlying Debt Catalyst™ technology, algorithms, or models.

  • Outputs are informational only
  • Not an appraisal, guarantee, or prediction
  • Not legal, tax, or accounting advice

4. User Covenants & Data Integrity

  • You have lawful authority to submit portfolio data
  • All submitted information is accurate and complete
  • You comply with FDCPA, FCRA, GLBA, and applicable licensing laws

5. Intellectual Property & Licensed Technology

All Website content, branding, written materials, deal frameworks, and proprietary advisory methodologies are owned by Fitzgerald Debt Exchange LLC.

Third-party technologies, including Debt Catalyst™, remain the exclusive intellectual property of their respective owners and are used under license.

Unauthorized scraping, reverse engineering, model extraction, or competitive use of licensed or proprietary systems is strictly prohibited.

6. Disclaimers of Warranties

THE WEBSITE AND SERVICES ARE PROVIDED “AS IS” AND “AS AVAILABLE.” NO WARRANTIES ARE MADE.

7. Limitation of Liability

TO THE MAXIMUM EXTENT PERMITTED BY LAW, FITZGERALD DEBT EXCHANGE LLC SHALL NOT BE LIABLE FOR INDIRECT, INCIDENTAL, OR CONSEQUENTIAL DAMAGES.

8. Indemnification

You agree to indemnify and hold harmless Fitzgerald Advisors from any claims arising from your use of the Website or submitted data.

9. Governing Law & Arbitration

Governed by the laws of the State of Florida. Binding arbitration in Boynton Beach, Florida.

10. Contact Information

Fitzgerald Advisors
(Fitzgerald Debt Exchange LLC, d/b/a Fitzgerald Advisors)
Email: compliance@fitzgeraldadvisors.com

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Frequently asked questions

What should a reader review first when evaluating terms of use & legal protocols | fitzgerald advisors?

Start by defining the asset class, transaction objective, information available, and decision timeline. A controlled review can then identify the right diligence path and the most relevant sell debt portfolios resources.

How does terms of use & legal protocols | fitzgerald advisors fit into the Fitzgerald Advisors research framework?

Terms of Use & Legal Protocols | Fitzgerald Advisors is organized under the Sell a Portfolio hub. That hub connects the topic to related guidance on documentation, valuation, buyer or seller fit, and controlled transaction execution.

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

A direct broker desk for qualified buyers and sellers of debt, loan, judgment, CRE, note, and specialty-finance portfolios.