NewOak provides advisory services and solutions for risk assessment, valuation and management of the credit risk components of hard-to-value loans, securities, and a broad range of other complex instruments and derivatives, as well as dispute resolution management & services.

• Advisory work ranges from simple month-end pricing/valuation to complex risk assessment and investment strategy.
• We employ a granular valuation process which combines fundamental and quantitative analysis driven both by top-down analysis of our macroeconomic view and bottom-up analysis through our line-by-line collateral analysis.

Valuation services have been used to provide:

• An independent third-party market valuation
• Validation and augmentation of internal valuation processes
• A detailed "deep dive" risk assessment and on-going portfolio management and surveillance
• Strategies for restructuring and "de-risking" of balance sheets
• Third-party impairment analysis and regulatory capital review and solutions
• Hedging risks

Securities Offered Through NewOak Capital Markets LLC, Member FINRA, SIPC and MSRB
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