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


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


• 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