ASSIGNMENTS

REPRESENTATIVE FG ADVISORS ASSIGNMENTS:

FG Advisors provides investment banking advisory services to participants in the consumer and
commercial finance industries.  Representative FG Advisors assignments are outlined below:

Restructuring Assignments:

  • Acted as CRO of First Equity Card Corporation – Served as Chief Restructuring Officer of a major
    small business credit card issuer through the orderly distribution of its receivables to four major
    Wall Street financial institutions
  • Restructuring Advisor to Private Bank Lender – Provided valuation and restructuring services to a
    large private bank with respect to its $300+ million subordinated loan to a specialty finance company

Sellside and Capital Raising Assignments:

  • Debt Capital Raises for Multiple Unsecured Consumer Lenders –
    $75 million senior facility
    $10 million senior facility
    $32 million subordinated debt financing
    $18 million bridge financing
    $25 million residual line refinancing
  • Non-Performing Asset Sale Advisor – Advisor to top-3 global credit card issuer on the sale of more
    than $1 billion in non-performing consumer assets
  • Debt Alternatives for Global Shipping Business – Assisted global ship engine repair business on
    various debt capital alternatives
  • Debt Alternatives for Equipment Leasing Business – Assisted leading equipment leasing
    business with debt capital alternatives
  • Debt Facility for Charged-Off Debt Buyer – Assisted major debt buyer in syndication of a senior
    debt facility
  • Alternatives for Legal Finance Platform – Assisted plaintiff advance platform in capital raising and
    restructuring alternatives

Buyside and Valuation Assignments:

  • Mortgage Acquisition Platform – Assisted private equity special situations fund in the acquisition of
    a leading performing and non-performing mortgage acquisition platform
  • Prime Auto Lending Business – Assisted multi-strategy hedge fund in their investment into a
    leading prime auto finance business
  • Regulatory Capital Security – Assisted hedge fund in an investment into a consumer finance
    security providing regulatory capital relief to a large bank
  • Structured Settlements Finance – Assisted large European bank in the analysis of a structured
    finance liquidity opportunity
  • Timeshare Platform – Assisted hedge fund in the analysis of a timeshare receivables platform and
    portfolio acquisition
  • Timeshare Portfolio – Assisted consortium of hedge funds and senior lenders in the analysis of a
    timeshare receivables portfolio acquisition
  • Auto ABS Opportunity – Assisted multi-strategy hedge fund in the evaluation of a $250 million
    investment in non-AAA auto finance ABS
  • Credit Card Platform – Assisted private equity fund in the evaluation of a $300+ million acquisition
    of a credit card issuance platform
  • Credit Card Portfolio – Assisted large investment bank and private equity fund in the evaluation of a
    $2 billion performing credit card portfolio acquisition
  • Auto Finance Portfolio – Assisted large debt buyer in the evaluation of a $25 million auto portfolio
    acquisition opportunity
  • Credit Card Financing – Assisted consortium of three hedge funds in the evaluation of a $500
    million subprime credit card receivables facility
  • Charged-Off Debt Platform – Assisted private equity fund in the evaluation of an investment into a
    charged-off debt acquisition platform


REPRESENTATIVE FG SOLUTIONS ASSIGNMENTS:

FG Solutions provides strategic management consulting services to consumer and commercial finance
companies both large and small.   Representative FG Solutions assignments are outlined below:

  • Credit Card Performance Optimization Worked with a large credit card issuer to align customer
    profitability and performance with optimal tiered reward cost structures
  • Mortgage Provider AssessmentCompleted a provider assessment and implementation plan for
    new collections software for a national deficiency mortgage servicer
  • Payment Provider Process Improvement Conducted customer-level transaction analysis for a
    global payments provider in order to better align spend patterns with specific credit card benefit
    programs
  • National Bank Positioning Strategy Developed strategies for a national bank on approaches to
    the positioning of its small business financial products
FG ADVISORS:    INVESTMENT BANKING SERVICES
FG SOLUTIONS:  STRATEGIC CONSULTING SERVICES
ASSIGNMENTS
© 2011 FG Companies, LLC.  All Rights Reserved.