Case study 3: 
Portfolio sale
DESCRIPTION
Divestment of a portfolio of single-domiciled loans in a non-core sector through a competitive tender process to a strategic buyer, optimizing asset allocation and fostering synergies
In the context of an acquisition, a financial institution found itself in possession of a portfolio of single-domiciled loans within a specific sector, which it identified as non-core to its operations in the respective country. Seeking to optimize its assets, the institution embarked on exploring the prospect of divestment. Employing a competitive tender process, a discerning buyer, positioning itself as a key player in the sector, emerged victorious with the winning bid. This strategic move not only facilitated the seamless transition of the loan portfolio to a more fitting home but also unlocked additional synergies stemming from the initial acquisition.

Portfolio sales represent a efficient mechanisms for financial institutions to actively manage their loan portfolios, encompassing both performing and non-performing assets. For savvy investors, such transactions present compelling opportunities for diversification, offering exposure to a range of assets within a given sector.

To delve deeper into the potential benefits and opportunities within loan portfolio management, we invite you to connect with us for further insights and discussions
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Revel Partners is part of Belvere Group, experts in strategic solutions for financial institutions, the real estate sector and professional investors.
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