ADVISORY

ICA utilizes its distinctive competitive advantages to generate value by identifying and addressing its most critical strategic inquiries, including growth, profitability, technology-driven transformation, mergers and acquisitions, operational models, and sustainability. By providing comprehensive insights and solutions, we enable our clients to make informed decisions and drive positive outcomes within their organizations.

Growth via merger or a major acquisition might be something your company wants or needs, and ICA can help you identify what opportunities exist and which would be most beneficial to your strategic objectives.

ICA can offer real-world insights into the pros and cons of asset acquisition, platform acquisition, resource/ system acquisitions or, full corporate acquisitions; and weigh these against alternatives such as business partnerships, licensing agreements, etc.

For transactional M&A support, click here.

During times of market compression, reduction of overhead can only improve financial performance so far. After a certain point, emphasis must be placed on the diversification and growth of top-line revenue. ICA can help identify where market opportunities and consumer/ investor demand intersect with your particular strengths and capabilities. This insight is vital to ensuring that diversification does not become overly burdensome to the organization or come at the cost of existing business. It is a common misconception that diversification entails significant or drastic shifts in your business, when in fact smaller shifts in products or services can sometimes net the most financially viable successes.

ICA can assist in determining how to position your investments to capitalize on how your company is positioned for growth and opportunities in the market. Optimizing asset rotation requires a deep understanding of the current and projected market conditions, the impact on each separate asset class on the balance sheet, their corresponding hedge strategies, as well as the operational and liquidity implications. Opportunities to proactively divest existing segments of your portfolio, or strategically increase your investment in certain portfolios are short-lived opportunities that require robust analytics and swift execution. This can be difficult for some organizations as responsibilities for managing parts of the balance sheet are divided.  Being strategic about the acquisition or sale of assets is vital to an organization’s ability to remain nimble in the face of market shifts.

Alternative Investments: The acquisition of alternative or esoteric assets can offset the tighter margins of existing asset classes or originations. While there are a variety of factors that could constrain an organization’s ability to originate these types of assets (resources, expertise, compliance, IT, leads, etc.), acquiring them in the secondary market is always an option. ICA specializes in identifying market dislocations and unique opportunities in niche markets that can augment returns.

One of the most effective ways to enhance the profitability of existing lines of business or products is to examine the pricing, execution, liquidity and investors surrounding businesses.  ICA has over 25,000 contacts across the industry and are actively engaged with over 750 institutions. We can connect you with whole loan takeouts, financing, flow partnerships, bulk buyers, etc. Additionally, ICA has robust experience setting up securitization capabilities to further diversify your execution optionality. Contact us today to see how we can help improve your liquidity or execution.