Lender and Borrower Due Diligence Services

About Us

With over 30 years of Direct Lender experience in Field Exam, Underwriting, and Portfolio Management, Cole Advisory Group delivers meaningful, insightful, and efficient collateral and risk analysis that assists Lenders in mitigating risk while also optimizing the Borrowing Base.

Whether you are a Lender seeking due diligence precision or a Borrower seeking Lender reporting assistance, Cole Advisory Group can provide a tailored solution to meet your business needs.

Our Services

Lender Services
Regardless if you are reviewing a new or existing deal Cole Advisory Group can provide the insight needed to help facilitate a sound credit decision. We offer:

• Full and Limited Scope Field Exam (Performed onsite or remote)

• Inventory Test Counts

• Borrower Reporting Analysis- Review Monthly/Weekly reporting submissions for accuracy and adherence to the legal documents.

• Field Exam Review Services- Cole Advisory Group will review the Field Exam Report prepared by a 3rd party and provide an Executive Summary of significant findings and observations, follow-up items, and potential risks.

Borrower Services
We understand that while the credit facility is significantly important to your business, the various system and employee resources needed to fulfill Lender reporting and Field Exam requirements can impact business operating efficiency. Partnering with collateralized lending industry experts can help you not only help maintain operating efficiency but also ensure collateral reporting accuracy while maximizing your Borrowing Base. We offer:

• Collateral Reporting Package Preparation/Review

• Pro Forma Borrowing Base Calculation

• Transaction Collateral Structure Consulting

• Full and Limited Scope Field Exam (Performed onsite or remote)

Training and Development
A strong, knowledgeable, and competent team is paramount for both the Lender and Borrower in the credit relationship. Our team has a proven track record of providing curated training for various lending functions/roles such as Origination, Portfolio Management, Underwriting, and Field Exam. CAG has trained more than 200 ABL and Securitization professionals!

Trusted by Lenders, Appreciated by Borrowers.