Fractional Execution Support for Structured Finance Platforms

Structured Execution provides senior, in-house-style legal and execution support for structured finance programs that need clarity, continuity, and operational discipline beyond closing.

I work alongside internal teams and outside counsel to support the ongoing execution layer of structured finance — the work that keeps facilities, securitizations, and platforms operating as intended over time.

Engagements are flexible and tailored to the needs of each platform, whether for a defined initiative or ongoing fractional support.

What I Support

1. Entity & Structural Management

Structured finance platforms rely on disciplined entity management and structural consistency over time.

Support in this area may include:

  • SPV and entity structure mapping

  • Coordination with trustees and corporate service providers

  • Oversight of corporate formalities and governance processes

  • Entity rationalization, wind-downs, and structural cleanup

2. Document Clarity & Institutional Knowledge

Complex documentation is only useful if teams can understand and operationalize it over time.

I help teams transform transaction documents into usable internal knowledge through:

  • Turning 500-page Indentures into 5-page 'Owner's Manuals' for your operations team

  • Covenant, trigger, and eligibility mapping tied to operational workflows

  • Internal reference materials and playbooks designed for real-world use

  • Taming the 'Legacy Mess'—reconstructing the trail of uncoordinated amendments and waivers

This work reduces friction, dependency, and institutional risk as teams and portfolios evolve.

3. Transaction, Amendment & Transition Support

I support execution during moments of change — when clarity and coordination matter most.

This includes support for:

  • Amendments, consents, waivers, and facility updates

  • Onboarding or transitioning lenders, investors, servicers, agents, and trustees

  • Portfolio transfers, servicing changes, and platform transitions

  • Internal readiness for new transactions or program expansions

I focus on keeping execution clean, coordinated, and controlled — without disrupting ongoing operations.

4. Lifecycle Governance and Compliance

Structured finance transactions do not end at closing. I support the ongoing execution and governance required to keep programs aligned as they mature.

This work commonly includes:

  • Oversight of ongoing obligations, covenants, eligibility criteria, and triggers

  • Reporting calendars, deliverables, and compliance workflows

  • Support for ongoing administration and internal coordination

  • Preparation for audits, lender diligence, investor reviews, and amendments

The goal is sustained clarity — not reactive cleanup.

5. Process Improvement & Practical AI Support

I help structured finance teams improve how execution work is performed and sustained internally.

This may include:

  • Designing internal knowledge repositories and execution workflows

  • Improving handoffs between legal, finance, operations, and compliance teams

  • Streamlining recurring execution processes

  • Selective use of AI to accelerate document extraction, paired with senior-level judgment to ensure the output actually makes sense in a capital markets context

Technology is applied selectively — in service of clarity, continuity, and execution quality.

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Diagram illustrating structured debt execution process with components like warehouse, issuer, indenture, securitization, depositor, servicing agreement, and UCC, showing flow of assets and legal entities involved.

How Engagements Work

.Engagements are structured to provide senior execution capacity without permanent headcount, typically on:

  • A project basis (e.g., amendments, transitions, cleanup initiatives), or

  • An ongoing fractional basis to support platforms between and across deals

I work with sponsors, issuers, investors, lenders, servicers, trustees, and service providers who need execution support that persists over time and across transactions.

When Structured Execution Is a Fit

Structured Execution is most valuable when:

  • Execution work falls between teams or between deals

  • Internal ownership of documents and obligations is unclear

  • Outside counsel is being used for routine execution tasks

  • Institutional knowledge is at risk of eroding

  • A platform is growing, evolving, or transitioning

If that sounds familiar, we should talk.