Structured Finance

Oakleaf provides independent consulting services for a range of capital market participants focusing on Residential Mortgage Backed Securities (RMBS) and Asset Backed Securities (ABS), including sponsors, law firms working with sponsors, trustees, and master servicers.

As industry and market participants work towards a framework for increased transparency and oversight of transactions for future securitizations, Oakleaf draws on our internal capabilities to provide investors and market participants with comprehensive transaction oversight and governance, increased transaction and waterfall transparency, and enforcement and reporting for the Private Label Security (PLS) market.

Asset classes covered:

  • Mortgages, including first and second liens
  • Single-family rentals
  • Re-performing and non-performing loans
  • Student loans
  • Solar lending
  • Commercial mortgage backed securities (CMBS)

Oakleaf services in this area include:

Transaction Support 

  • Collateral Due Diligence
  • Structuring
  • Cashflow Modeling
  • Deal Tie-Outs

Bond Administration/Securities Administration/Deal Agent

  • Independent Review Within Rep/Warrant Framework
  • Waterfall Shadowing, Tax Returns

Servicing Oversight, Performance Management, and Compliance

  • Credit Policy Development
  • Custom Reporting & Systems Development