Grow your portfolio without increasing your back & middle office headcount.

Partnering with Oak Branch, Asset Managers are able to better operationally support and monitor their private credit investments.

For Custodial Banks, Financial Administrators, Audit Firms and other providers: Service your clients’ growing private credit portfolios with accuracy and diversified solutions.

Track your private credit positions, obtaining the difficult to extract, granular data necessary to make your critical investment decisions and manage your risk.

Prepare for legal and regulatory challenges with Oak Branch’s comprehensive qualitative and quantitative loan-level analyses and scalable solutions.

As Insurers have increasingly developed in-house lending operations, they look to Oak Branch Advisors to assist in the agency functions, modeling the loan interest and principal amortization features, creating borrower statements, reconciling payments, and facilitating payments to syndicate lenders and participants.

Oak Branch provides a full range of credit advisory solutions to help banks manage the risks contained in their loan portfolios, transfers and acquisitions.