Equipment leasing expertise is unique and especially important to acquisitions


A large regional bank and existing client sought to acquire a well-established small-ticket leasing company. The Alta Group was quite familiar with the leasing company. The client engaged Alta to provide traditional acquisition due diligence but, because of Alta’s deep experience in the industry, the client requested that details specific to equipment leasing and financing be reviewed in particular depth.


Alta’s team of four experienced experts carried out detailed due diligence on the acquisition target company that included: in-depth reviews of its underwriting and credit scoring practices, overall portfolio health and financial well-being, documentation methods and forms, operational practices, handling of casualty insurance and other issues unique to equipment leasing. Based in large part on the specialized due diligence that Alta offered, the client proceeded with the acquisition, which has been very successful for the bank.

Related Services