Understand what buyers and sellers should be looking for when considering loan participation transactions.
Buying and selling loan participation can be a very valuable investment asset in any credit union loan portfolio. However, loan participation transactions do attract regulatory attention since they can get complex. It's important for all parties involved to have good and effective due diligence practices and procedures to be ready for regulatory inquiries, but also to better ensure a robust lending program. This presentation will focus on what buyers and sellers should be looking for when considering loan participation transactions to better understand these types of transactions - from knowing the parties involved to contract negotiations to monitoring loan performance and other general best practices.
Agenda
Faculty
Michael Heller
Messick Lauer & Smith P.C.
- Attorney at Messick Lauer & Smith, P.C.
- Primary focus is providing guidance and expertise on contract terms for vendor contracts and agreements.
- Begins with an understanding of the client’s business objectives and works with the client to ensure appropriate mitigation of risk to accomplish those business goals
- Assists clients with CUSO formation and lending services
- Has several relevant publications https://www.linkedin.com/company/messick-lauer-smith-p-c/ and https://www.cusolaw.com/information/
- J.D. Degree, Mitchell Hamline School of Law
- Can be contacted at [email protected] or 610- 891-9000
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