Portfolio Investment Platform
KG has leveraged its 40+ years of experience in advisory and transactional services to build a card investment management platform that enables our bank clients to de-risk their portfolios and redeploy capital. KG has already purchased over $1B in credit card assets, primarily higher loss portions of card portfolios and defunct retailer card programs.
- KG sources, underwrites, negotiates, structures and manages credit card investment opportunities
- Banks may retain servicing, enabling continued customer service and access to ongoing loyalty programs
- KG partners with leading banks and institutional investors to fund portfolios we source, including the development of customized financing structures
Portfolio Advisory Services
The Kessler Group’s Portfolio Advisory team has a decades-long, industry-leading track record in successfully advising and transacting nearly $100 billion in credit card assets and over 500 individual transactions. We are expert in negotiating and designing win-win-win outcomes for the partner, the old issuer, and the new issuer of partner-branded portfolios.
Our advisory services include:
- Program Optimization
- Partner Selection Process and Execution
- Contract Negotiations and Structures
- Program Transition Strategies and Execution
- Issuer Re-entry Strategies
Our transactional services include:
- Portfolio Valuation and Analysis
- Due Diligence
- Purchase and Sale Agreement Negotiations
- Interim Servicing Agreement Negotiations