English
English
Who we are
Regulatory, technological and economic upheavals continuously present new challenges for financial services providers such as banks, insurance companies, asset managers, family offices, foundations and institutional investors.
As a specialized capital markets consultancy, we support you in actively managing risks, optimizing balance sheet structures and securing the long-term profitability of your institution. Our core competencies include
How we work
Together with you, we develop strategies to outsource credit risks (originate-to-distribute), access new refinancing sources and implement investment strategies.
We support you in structuring securitizations, debt funds and bespoke capital market products – from analysis through to reporting.
Why choose us – your one-stop shop
Our unique advantage: we combine market access through the zeb network, technological expertise, and transaction execution in a one-stop shop.
This means we support you not only during the project but also after closing – available as a complete package or individual modules, just as required.
Our services in detail
Structuring & project management
- Development of suitable distribution instruments including SRT and debt funds
- Optimization of securitization transactions, such as true sale, synthetic transactions, ABCP, credit derivatives (TRS, CDS, CLN)
- Identification of suitable assets for defined product types (infrastructure, energy, commodities, RMBS, ABS)
- Advise on New-Market-New-Product-Process (NPP)
- Technical consulting & project management office (PMO)
Investor marketing
- Identification of potential investors
- Advise on incorporation of investor demands
- Offer evaluation
- Support in negotiations with investors and external parties
Post-closing transaction services
- Portfolio management including white labelling
- Management of service providers
- Valuation services using various approaches
- Rating services
- Regulatory reporting
- Replenishment management
- Investor coverage
Business development
- Advisory on the restructuring of existing portfolios, including valuation, distribution, monitoring, and reporting
- Product development, including special situations, such as business cases, structural considerations, and investor search
- Consulting on the use of artificial intelligence, blockchain technology, tokenization, and crypto
“Transaction advisory doesn't just verify the numbers—it stress-tests the promise behind them.”
Examples of our client projects
From carve-outs to cartel damages, from pre-deal valuations to post-merger disputes—transaction advisory Durch:every inflection point where financial clarity becomes the difference between opportunity and risk. --> dieser Satz passt mE inhaltlich nicht, da er zu sehr auf M&A ausgerichtet ist. Bitte ersetzen, z.B. durch: We offer transaction and investor advisory services, including tailored reporting. By working with market leaders, we apply established best practices. Travis adds a proven track record in placement advisory and post‑transaction servicing.
Balance sheet management
- Advisory services in credit portfolio management (CPM)
- Development of originate-to-distribute strategies
- Completion of feasibility studies
- Implementation of (multi-asset) securitization transactions
- Provision of technical infrastructure & ongoing reporting
Transaction and investor advisory services
- Investor onboarding & support for transaction documentation
- Due diligence and optimization of transaction ideas
- Restructuring of capital market securitizations (e.g. wind farm financing)
- Development of governance and control systems (ICS)
- Preparation of investor reports including ESMA requirements
Extended services through the zeb Group
zeb.travis offers you access to additional services from the zeb Group:
- Debt advisory services
- M&A restructuring
- Balance sheet profitability optimization (RWA)
- Technical infrastructure & process setups
- Software as a Service (SaaS)
