Financial Advisory & Consulting

KV Partners offers a wide range of expertise and a long track of experience in capital markets, asset management products and financing programs.

Government National Mortgage Association

Investment Banking

Asset Managers

Financial Services Institution

Independent Bond Dealer

State Securities Commissions

Client: Government National Mortgage Association
Advisory: Multi-class security financing program

KV Partners advised client on structuring and developing a multi-class security financing program to increase revenues and liquidity of mortgage portfolio.

• Advised on infrastructure establishment for the program, including legal, administrative, operational and distributional teams and procedures.
• Analyzed, reviewed and recommended financing vehicles and structures.
• Interviewed and recommended team of qualified sponsors to underwrite and distribute securities.
• Advisory on staff introduction and training to interface with sponsors.
• Developed parameters for pricing and offering securities.

Client: Investment Bank
Consulting Assignment: Financing program management

• Developed relationships between sponsors and staff
• Provided research and consultation for timing and pricing of deals
  • Monitored markets to assess proper price and time
  • Reviewed proposals from sponsors, negotiated and recommended pricing
  • Monitored distribution of securities
  • Evaluated performance of deals
• Analyzed, reviewed and recommended various potential products to add to the program

Client: Offshore US and Russian Asset managers
Advisory

• Organization
• Development
• Structuring

Client: Major Financial Services Institution
Advisory Assignment: Fixed income securities dealership

• Reviewed structures, procedures and business plan
• Met with, interviewed and observed functioning of key personnel
• Presented to management the structure and focus of major competitors
• Reviewed and recommended changes
  • Product mix
  • Personal
  • Procedures

Client: Independent Bond Dealer

• Reviewed structures, procedures and business plan
• Met with, interviewed and observed functioning of key personnel
• Presented to management the structure and focus of peers
• Reviewed and recommended changes
  • Product mix
  • Personnel
  • Procedures

Client: State Securities Commissions and District Courts

• Reviewed and analyzed various portfolios and transactions to determine appropriateness of activities
• Acted as expert witness relating to those portfolios and transactions

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