MTAG Services
MTAG Services, LLC
MTAG Services capabilities include full servicing, backup servicing, transition management, asset verification, custodian services, and asset management support services.
MTAG Services
Technology
We have developed a state-of-the-art technology platform to track portfolios of specialty finance assets from the point of acquisition to final resolution. We maintain a dedicated staff to continually improve and update our proprietary systems to better serve the client.
Experience
Throughout our management team’s combined 100+ years in the specialty finance space, we have witnessed successes as well as mistakes. We use this experience to steer our clients away from mistakes and onto a path to profitability.
Operational Leverage
We take on the procedural and repetitive parts of asset management, giving investors the freedom to spend their time raising capital, developing and executing acquisition strategies, and deciding on disposition options.
Process
Throughout our 20+ year operating history, we have developed streamlined and effective processes for managing the lifecycle of specialty finance assets. These time-tested processes allow us to perform more efficiently for our clients.
Focus
Specialty asset servicing is all we do. Because we focus all of our attention on servicing, we are able to hone our skills and expertise, assuring that we live up to our commitment to be the best service provider in the industry.
Stability
We are a well-capitalized company with a consistent track record of profitability.
Security
MTAG Services has developed robust disaster recovery systems and procedures. We invest our own capital to continually test and enhance our systems to ensure that your data is safe and secure.
Independence
Knowing that an independent third party is acting as servicer and custodian gives your investors and lenders a higher level of confidence.
Established
Over 25 years in the industry, MTAG has built a reputation as a reliable servicing partner, with a track record in servicing and backup servicing alternative assets dating back to 1997.
Experienced
MTAG specializes in managing diverse portfolios that others find challenging to service effectively. Managing $6B+ in specialty finance assets across 23 states and an average servicing team tenure of over 9 years.
Accepted and Proven
Trusted by investment banks, institutional investors, and rating agencies. Servicer on over 30 rated transactions, recognized by KBRA, Moody’s, S&P, and DBRS.
Comprehensive
Ability to offer additional services such as asset verification and covenant tracking.
Flexible
Platform of risk management support services can be tailored for a wide range of asset types.
Compliance
MTAG Services maintains SOC 1 Type 2 compliance and is underscoring the commitment to excellence.
MTAG Services
Established
Over 25 years in the industry, MTAG has built a reputation as a reliable servicing partner, with a t rack record in servicing and backup servicing alternative assets dating back to 1997.
Experienced
MTAG specializes in managing diverse portfolios that others find challenging to service effectively. Managing $6B+ in specialty finance assets across 23 states and an average servicing team tenure of over 9 years.
Accepted and Proven
Trusted by investment banks, institutional investors, and rating agencies. Servicer on over 30 rated transactions, recognized by KBRA, Moody’s, S&P, and DBRS
Comprehensive
Ability to offer additional services such as asset verification and covenant tracking.
Flexible
Platform of risk management support services can be tailored for a wide range of asset types
Compliance
Platform of risk management support services can be tailored for a wide range of asset types
Focus
Specialty asset servicing is all we do. Because we focus all of our attention on servicing, we are able to hone our skills and expertise, assuring that we live up to our commitment to be the best service provider in the industry.
Stability
We are a well-capitalized company with a consistent track record of profitability.
Security
MTAG Services has developed robust disaster recovery systems and procedures. We invest our own capital to continually test and enhance our systems to ensure that your data is safe and secure.
Independence
Knowing that an independent third party is acting as servicer and custodian gives your investors and lenders a higher level of confidence.
Proven Servicing Experience
Master Servicing
MTAG actively manages servicing and asset management across diverse portfolios, ensuring optimal performance and client satisfaction.
Special Servicing
MTAG specializes in managing distressed assets, collections, and loan resolutions, providing expert solutions for complex scenarios.
Custodian Services
MTAG provides custodian services, managing financial assets with strict compliance oversight to ensure security and accountability.
Transition Management
As a transition manager, MTAG leads seamless servicing transfers, minimizing risks and ensuring efficiency during transitions.
Backup Management
MTAG ensures system readiness for servicing takeovers by preparing comprehensive backup management solutions.
Asset Type Experience
Backup Servicing
MTAG Services offers the full spectrum of investment-specific asset management services that are tailored to the alternative credit space.
Cold Backup
- Gain an understanding of the asset process, including how assets are originated, collected, and how asset accounts and collection activities are tracked within the Current Servicer’s system.
- Obtain the following from the Servicer:
- Electronic access to their financial and asset servicing system
- A corporate directory with contact details for relevant third-party vendors
- Asset servicing policies and procedures
- Templates used for asset origination and management
- Review the Servicer’s monthly reporting package and data tape.
- Transition Timeframe: Ensure transition to the “Warm” Backup Servicer is completed within 15 days of notice.
Warm Backup
- Import portfolio data tapes into MTAG’s proprietary servicing system.
- Develop a comprehensive Servicing Transition Plan for the Successor Servicer, including:
- Identifying key Servicer personnel who will assist with the transfer of duties (e.g., accounting, receivables, payables, finance, payroll, and other financial services).
- Identifying and recommending individuals from the Servicer’s management team, MTAG, and other organizations who can perform servicing obligations.
- Forming a servicing transition team to collaborate with relevant parties to establish a process for MTAG or another Successor Servicer to take over the servicing role.
- Transition Timeframe: upon a Servicer event of default, MTAG will be prepared to move to a “Hot” Backup Servicer role within 30 days
Hot Backup
- Maintain real time synchronization of asset data, payment records, and other critical information between the primary and backup servicing systems to enable seamless transition.
- Develop clear protocols for when and how the hot backup servicer will be activated, including criteria and predefined steps for switching over with minimal operational delay.
- Conduct periodic testing and monitoring of the hot backup system to ensure its readiness and functionality, including performing mock transitions and updating backup plans as necessary.
- Implementation of the servicing transition plan, upon a Servicer termination event, MTAG will perform all servicing responsibilities.
Asset Management Support Services (AMSS)
AMSS is a suite of technology and automated solutions specifically tailored to accommodate bespoke, structured investments across an array of asset classes. Clients can choose from our suite of offerings/services on a portfolio basis or on an individual investment level and MTAG will customize those services based on the transaction structure and asset class.
The primary supporting technology for AMSS is the Asset Management Support Services System – a proprietary system, developed in-house – where clients’ monthly portfolio data tapes, collateral information, deal specific criteria and customized programs are uploaded and entered.
AMSS clients include PE firms, institutional investors, asset managers, family offices, and other similar market participants with portfolios of off the run assets.
MTAG Offers a Full Suite of Outsourced Services
Asset Verification
Waterfall Administration
Covenant Tracking
Cash Administration
Cash Activity Reconciliation
Trends Analysis
Report Generation
Payment Statement Review
Proprietary Asset
Management Technology
Through decades of experience managing portfolios of complex specialty assets, MTAG has developed and continually refined the only asset management system that is specifically tailored to accommodate bespoke, structured investments across an array of asset classes. Features of the AMSS System include:
MODULAR
DESIGN
The AMSS System entails a suite of services that clients can select on a portfolio basis or for each individual investment.
FULLY
CUSTOMIZABLE
ADVANCED
AUTOMATION
ENHANCED
FLEXIBILITY
- (703) 568-4785
- aberman@station31 partners.com
Adam Berman
Chief Operating Officer
Prior to joining MTAG, Mr. Berman was Director of Servicing and Information Technology at Mooring Financial Corporation, where he oversaw technology initiatives and loan servicing operations. Earlier in his career, he held a Director role at a start-up enterprise software training and consulting firm, where he was responsible for developing and delivering technology solutions to Fortune 500 clients.
Mr. Berman has consistently advanced into senior leadership roles at the intersection of technology and operations, helping organizations scale efficiently and navigate complex growth environments. He holds a degree in Mathematics and Computer Science from Emory University.
- (703) 568-4785
- aberman@station31 partners.com
- 703-917-8222
- esanford@ mtagservices.com
Emily Sanford
Director of Asset Management Support Services
Emily Sanford has more than 15 years of financial and operational audit experience in the financial services industry, with 10 of those years dedicated to development and implementation of risk-mitigation strategies in the specialty asset space.
Prior to joining MTAG, Emily worked for PricewaterhouseCoopers in Charlotte, NC and Los Angeles, CA. While at PwC, she worked within the firm’s Consumer Finance Group providing audit and attestation services for a global bank in the Fortune 25 and performing compliance audits for mortgage banking clients. She joined MTAG in 2014, managing the internal audit function and risk management protocols as well as directing asset management support services engagements.
Emily received her Bachelor of Science degree in Accounting from Appalachian State University and her Master of Accountancy degree from the College of Charleston.
- (703) 568-4785
- aberman@station31 partners.com
- 703-917-8222
- esanford@mtagservices.com
- 703-917-8222
- esanford@mtagservices.com
Emily Sanford
Director of Asset Management Support Services
Emily Sanford has more than 15 years of financial and operational audit experience in the financial services industry, with 10 of those years dedicated to development and implementation of risk-mitigation strategies in the specialty asset space.
Prior to joining MTAG, Emily worked for PricewaterhouseCoopers in Charlotte, NC and Los Angeles, CA. While at PwC, she worked within the firm’s Consumer Finance Group providing audit and attestation services for a global bank in the Fortune 25 and performing compliance audits for mortgage banking clients. She joined MTAG in 2014, managing the internal audit function and risk management protocols as well as directing asset management support services engagements.
Emily received her Bachelor of Science degree in Accounting from Appalachian State University and her Master of Accountancy degree from the College of Charleston
- 703-917-8222
- esanford@mtagservices.com
- 703-917-8222
- esanford@mtagservices.com