Our Services

Comprehensive due diligence services for asset-based lenders

What We Do

We provide a wide range of due diligence services to asset-based lenders, with a focus on collateral field examinations. We are experienced in prospect and recurring exams and are also equipped to complete ABL Lite, factoring, and special scope engagements. The typical deal sizes that we evaluate range from $5 million to over $1 billion.

Collateral Field Examinations

Our core service — comprehensive field exams evaluating collateral, validating borrowing base calculations, performing financial analysis, and identifying credit risks for asset-based lenders.

Prospect Examinations

Thorough due diligence examinations for prospective borrowers, helping lenders evaluate new lending opportunities with confidence.

Recurring Examinations

Ongoing monitoring examinations for existing borrowers, ensuring continued compliance and identifying emerging risks in the lending relationship.

ABL Lite Engagements

Streamlined examination services for smaller or less complex asset-based lending facilities, delivering efficient and cost-effective due diligence.

Factoring Examinations

Specialized examinations for factoring arrangements, evaluating accounts receivable quality, verification procedures, and collection processes.

Special Scope Engagements

Customized examination services tailored to specific lender requirements, addressing unique situations and specialized collateral types.

Industries

Industries We Serve

Our knowledge base extends to several industries, including:

  • Manufacturing
  • Distribution
  • Transportation
  • Staffing
  • Government Contractors
  • Factoring
Coverage

Nationwide Coverage

Old Compass Financial is headquartered in Charleston, SC, and maintains satellite offices in Charlotte, NC, Greenville, SC, Atlanta, GA, Dallas, TX, and Salt Lake City, UT. From these locations, we are able to perform field exams throughout the United States.

Deal Sizes: $5 million to over $1 billion

How Can We Help?

Reach out to discuss how our services can support your lending operations.

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