Case Study

Corporate Credit Union

Corporate Credit Union

Pages 1 Pages

Contact Fergus Reid, head of marketing: (212) 209-0866; email, freid@newoak.com ©2014 NewOak Capital LLC, 485 Lexington Avenue, 25 th Floor, New York, NY 10017 Case Study: Corporate Credit Union www.newoak.com Business Challenge A major corporate credit union sought an outside consultant to deliver pre-purchase advisory and ongoing portfolio surveillance for their asset- backed securities (ABS) investments. Why NewOak? The credit union selected NewOak based on its independent team of experienced capital markets practitioners and asset expertise, along with the firm’s financial technology and proven risk advisory and analytic capabilities in analyzing and valuing struc

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