New Vendor and Captive Program Creation

Development and Management

The Alta Group’s Vendor and Captive Finance Practice, managed by a team of professionals with decades of experience and expertise working in this sector, assists clients in determining market drivers and building strategic plans to form captive finance companies, joint ventures, or third-party financing programs. Alta works with clients to:

  • Review program structures and determine which would be most appropriate;
  • Identify available talent to manage such an equipment-financing initiative, be it a captive, joint venture or a third-party program;
  • Select funding partners and/or service providers;
  • Help identify tax, accounting and financial reporting requirements inherent in financing programs;
  • Determine system needs and select the appropriate technology platform;
  • Secure necessary licenses to operate the business; and,
  • Train employees of the parent company and equipment-financing entity to assure success.

Explore the links on the left to learn more about our services.

Valerie L. Gerard Photo

Contact

Valerie L. Gerard
Managing Director-Management Consulting
+1 917 664 4192 U.S. mobile
+1 250 667 7743 Canadian mobile
vgerard@thealtagroup.com