Mavin's Case Study on 'Embracing the Private Credit Opportunity: Enterprise Transformation'.

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Client Context & Challenge:

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The client is a well-established private credit firm managing significant capital in the commercial real estate sector. The business was originally established to fill the gap in credit availability as banks reduced their exposure to the sector, historically targeting High Net Worth (HNW) investors and Institutions (both domestically and globally) through closed-ended funds and special purpose vehicles (SPVs). The firm saw itself as a significant nonbank lender, therefore invested in building strong origination and credit assessment capabilities, leading to a track record of providing attractive and robust returns.

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The Board and Management recognised several critical market shifts: the relatively small weighting of allocations to private credit in Australia; the likely “democratisation” of private markets; and the trend of increasing regulation, investor demands, and transparency. They realised that while their existing enterprise operating model had served them well, it had a high cost associated with product management, operational complexity and highly tailored client interactions. If the business was to scale and excel in a more competitive and demanding environment, the existing operating model required strategic investment and an uplift programme across all components. 

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Our Solution:Dual interim leadership mandate and uplift programme.

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Our firm was engaged to lead and advise on this critical, organisation-wide transformation as well as providing interim CFO/COO services and support. . This executive mandate drove a programme that captured all functional areas of the business: operations, technology, people, product, risk, compliance, and finance, ensuring adequate support for the firm’s long-term strategic objectives. 

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To read the full Case Study - View or download the Full PDF

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Mavin Advisory Group is a specialist investment and wealth management consulting firm that provides tailored solutions to meet the unique needs of its clients. Founded by industry experts with a deep understanding of the evolving financial landscape, Mavin delivers compelling insights and innovative solutions to help clients achieve their strategic goals.

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