The Acquirer’s Balance Sheet Playbook
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The Acquirer’s Balance Sheet Playbook
An acquisition brings new exposures, relationships, and operating demands. Explore how loan participations can help shape the combined balance sheet before closing, through integration, and beyond.
Inside the playbook
Identify inherited concentrations
Build a clearer view of borrower, industry, geographic, and other exposures across the combined portfolio.
Create balance sheet flexibility
Explore how selling portions of selected loans can generate liquidity while preserving valuable borrower relationships.
Put excess liquidity to work
Evaluate purchased participations that complement your portfolio strategy and help replace runoff.
Build a repeatable process
Follow six steps connecting portfolio inventory, execution, automation, and ongoing governance.