Track Record

Live Transactions

Past Transactions

2017 Ukraine

77m €

LBO Loans

Exito Partners was mandated
to sell a €100m Portfolio consisting of 22 illiquid loans with no market price, achieving a Binding Bid 50% higher than Indicative Bids & exceeding client expectations

2017 Ukraine

76m €

Mixed Corporate, SME & Retail Loan Portfolio

Exito Partners successfully tranched over 16,000 exposures into a handful of buckets that were sold separately to investors in order to maximise price for the seller

2016 Ukraine

335m €

LBO Loans

Exito Partners was mandated
to sell a €100m Portfolio consisting of 22 illiquid loans with no market price, achieving a Binding Bid 50% higher than Indicative Bids & exceeding client expectations

2015 Germany

770m €

Sale of 3,725 UK Buy-to-Let Mortgage Loans & Equity of 2 Securitisation Vehicles

Exito Partners was mandated by the largest German state owned wind-down agency to sell a Portfolio of 3,725 mortgage loans. Designed an optimal strategy for the sale of shares & assets, leading to a successful execution above our client’s expectations

2014 Cyprus

80m €

Sale of Multiple Restricted FX Deposit and Unlisted Shares

Exito Partners successfully created liquidity for both restricted FX deposits & converted unlisted shares in Bank of Cyprus by sourcing investors seeking exposure to a deeply illiquid situation

2014 Germany

35m €

Sale of Single Name Infrastructur“e Corporate Loan

Exito Partners is on the panel of sell side advisors for FMS & was exclusively selected to manage the sale of a €35m Term Loan & respective shareholding in the parent company, achieving a Binding Bid 42% higher than achieved by previous syndicate members

2013 South Africa

65m €

 Sale of €65m Sindicated Facility

 

Exito Partners was requested by a large Swiss bank to market and sell this performing exposure. This was part of a wider strategy across Western Europe during the deleveraging process of divesting performing assets in non-core jurisdictions

2012 Germany

100m €

Sale of 22 Middle Market LBO Loans

Exito Partners was mandated to sell a €100m Portfolio consisting of 22 illiquid loans with no market price, achieving a Binding Bid 50% higher than Indicative Bids & exceeding client expectations

Case Studies

ERSTE BANK – The Largest Austrian Bank

(example: Portfolio Loan Sale)

  • Exito Partners was the exclusive advisor to ERSTE GROUP BANK AG (“ERSTE BANK”) for the sale of ukrainian corporate & commercial real estate loan portfolios, which included the above large-cap corporate loans
  • Exito Partners successfully sold the entire €335 million (€240 million Corporate & €95 million CRE) of loans and assets, with no residual exposure remaining
  • We remain the expert sales advisor in this region, being the first advisor to sell a portfolio and now having successfully sold 5 portfolios to date with a notional value of $700 million
  • Our sale strategy focused on detailed credit analysis and accurately pricing the loans to ensure maximum investor engagement
  • Our approach was extremely successful for our client, resulting in 22 NDAs, 14 indicative bids and 12 binding bids across the 2 portfolios within a highly competitive sale process
  • Exito Partners delivered a sale price that was 15% higher than our client’s expectations and 20% higher than that achieved by several investment bank trading desks

ERSTE BANK – The Largest Austrian Bank

(example: Portfolio Loan Sale)

  • ERSTE ABWICKLUNGANSTALT (“EAA”) is tasked with the disposal of €150 billion of assets transferred from the former West LB
  • Exito Partners was exclusively mandated by eaa to sell a portfolio of 3,725 UK buy to let mortgage loans, the servicing platform and equity within 2 securitisation vehicles with a combined notional value of €770 million
  • Exito Partners advised EAA on the best strategy for the sale of both the shares and assets of the servicer, including the employees
  • Exito Partners prepared all marketing materials (teaser, information memorandum, virtual data room) along with engaging third parties and managing all lengthy and complex investor discussions
  • We approached over 100 potential investors, received 19 indicative bids, invited 5 investors to a final round and maintained competitive tension amongst all investors until the final bid deadline
  • Our approach and strategy resulted in successful execution and closing, at a sale price that exceeded our client’s expectations