Advisory

Certus Financial is a full-service advisory firm specializing in the management and resolution of loans and securities nationwide. Our diverse range of experience allows us to advise in varying capacities in a wide range of industry, with a primary emphasis on value creation and asset recovery. We measure our success based on achieving our client’s goals.

  • An advisory team with a background in banking, public and private securities,
    providing deep industry experience.
  • Analytical review and assessment, financial modeling, valuation analysis, forecasting, and as-needed ad hoc services.
  • Expert Testimony
  • Network of industry relationships nationwide to bring local resources needed to tackle complex financial and strategic obstacles.
  • Develop specialized solutions in order to maximize value creation and asset recovery.
  • Preparing and presenting (i) commercial loan and asset evaluation reports for executive management, credit committees, and board of directors, and (ii) various reports for state and federal courts.

View Engagements

Services

• Financial Modeling
• Expert Testimony
• Construction Litigation Consulting
• Valuation Analysis
• Asset Management
• Portfolio Management
• Turnaround Management

Clients

• Indenture Trustees
• National/Regional Banks
• Community Banks & Credit Unions
(loan participants)
• Legal Counsel
• Borrowers
• Underwriters
• Servicing Agents
• Owners and Investors

Asset Types

• Energy
• Fuel
• Fiber
• Equipment
• Multifamily Housing
• Hospitality
• Healthcare
• Mixed Use
• Industrial
• Office
• Retail
• Gaming
• Sports and Entertainment