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through expertise and experience

Loan Syndicate

Concerns

  • Declining loan demand
  • Limited interest income growth potential
  • Limited scale
  • Internal expertise

Goals

  • Creation of a syndicate allowing for select credit unions to purchase pro-rata participations in business loans
  • Decrease risk exposure through diversification while increasing ability to participate in a broader pool of loans

Results

Improved access for smaller credit unions to participate in lending deals otherwise inaccessible because of scale.

What is the Loan Syndicate Program Approach?

A loan syndicate allows for select credit unions to purchase pro-rata participations in business loans, decreasing their risk exposure through diversification while increasing their ability to participate in a broader pool of business loans.

Why The Rochdale Group?

The Rochdale Group’s Capital Markets practice gives you access to a “credit union friendly” investment banking firm. By approaching structured finance transactions in a collaborative fashion, The Rochdale Group can assist in building both individual and industry solutions. The Rochdale Group utilizes the same expertise and techniques of major Wall Street firms to create credit union industry specific solutions. The Rochdale Group’s experience, industry contacts and collaborative nature allow us to create unique solutions to credit union balance sheet problems.