Family Office Establishes U.S. Buy Desk to Diversify Portfolio 

SITUATION

A South American family office sought to diversify its investment portfolio by entering the U.S. equipment finance market. To move forward, they needed guidance on which business models to pursue, how to source deals, and how to evaluate originators for billing, collections, and reputational reliability. 

SOLUTION

Alta conducted a strategic evaluation of equipment types, ticket sizes, industry focus, and risk profiles to narrow the client’s options. After aligning on an investment strategy, Alta developed a U.S. origination model and performed a nationwide market scan. From 50 potential originators, 35 were vetted in person, resulting in a shortlist of 10 qualified syndicators. Alta also advised on key contract structures, including assignment, agency, and remarketing. To date, the client has successfully placed over $10 million in equipment financing.