Fitzgerald Advisors · Direct portfolio brokerage

The Buyer’s Protocol for Acquiring Off-Market Loan Portfolios

At a glance: Off-market access begins with buyer fit, capital, and operating readiness. Confidential materials support independent underwriting; they do not establish…

Fitzgerald Advisors · Institutional Guide

A staged acquisition process for qualified buyers with a defined mandate and operating plan.

By Fitzgerald Advisors editorial team · Updated September 27, 2026

Specify asset class, secured status, account size, purchase capacity, geography, vintage, performance status, and concentration limits. Identify the intended collection, workout, collateral, or resale strategy and who can approve exceptions.

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