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Ensured annual cost savings of USD250k
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Freed up more than 50% of clients’ bandwidth
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Delivered 100% accuracy with par level TAT
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Facilitated timely and bona fide investment decisions
CLIENT CHALLENGES
- A lack of focus on other critical/high-value-driven tasks, as a significant portion of the client’s time and resources were allocated to laborious research and modelling activities
- Bandwidth constraint to meet aggressive deal-sourcing/closing targets
- Retain onshore talent and maintain a high-cost function
OUR APPROACH
- Acuity Knowledge Partners (Acuity) set up a dedicated offshore team for the client’s Real Estate Credit team
- The Acuity team did all the heavy lifting and took end-to-end ownership of the analysis process (at pre-closing and closing stages), which included
- In-depth screening and analysis of loan covenants, financial modelling and cash flow projections
- Detailed lease and rent-roll reviews
- Financial statement analysis and future cash flow prognosis
- Economic research and micro and macro market overview using proprietary and public databases
- Portfolio monitoring and management through Rockport
- Acuity leveraged its underwriting and valuation capabilities, along with hands-on experience on various RE-specific databases, to support the client on quick-turnaround projects
IMPACT DELIVERED
- Acuity’s team created an integrated structure with maximum visibility for the onshore team and delivered over 500 deals (live deals) across various portfolios
- Acuity’s partnership resulted in annual savings of more than USD250k in costs and freed up more than 50% of the client’s bandwidth
- Acuity leveraged its domain expertise to expand its service offerings to the client
- Financial modelling consulting
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