FEATURED NEWS
04.17.25
Dallas, TX – April 17, 2025 – ALM First, a strategic partner for more than 300 financial institutions nationwide offering commission-free, fee-based advice and celebrating its 30th anniversary this year, has launched an all-new Loan Transaction Marketplace to assist financial professionals as they explore buying and selling loans.
Through ALM First’s Loan Transaction Marketplace, financial professionals can get a quick snapshot of the current loan transaction landscape and an in-depth look into pools of interest. Registering to use the Loan Transaction Marketplace is FREE and provides a variety of data on pools currently available for sale, including economic details like yield, ROA, and ROE, along with credit details like FICO and DTI.
“For years, ALM First’s Loan Transaction Network has been helping clients gain access to secondary markets while building more efficiency and transparency in whole loan and loan participation trading,” says Kevin Shaner, Managing Director, ALM First. “Now, buyers and sellers can benefit from accessing current information online regarding specific pools that are available through our Loan Transaction Marketplace.”
For a wide range of loan types, whether auto loans, residential mortgages, or commercial loans, ALM First’s team offers direct market access, transparent and competitive pricing, analytics and consulting services. The firm’s support helps clients maximize deal value. From pricing and preparation to execution and closing, ALM First is a partner that financial institutions can count on throughout the entire loan transaction process.
More information about ALM First’s Loan Transaction Network and other solutions may be found at www.almfirst.com.
About ALM First
ALM First was founded in 1995 as a strategic partner for depositories, offering an array of financial advisory services. The firm’s expertise in asset liability management, investment management, balance sheet strategy, secondary market solutions, and specialty financial services, has allowed it to deliver deeper insights into financial institutions’ balance sheets, strengthening their performance and building efficiencies. With approximately $70 billion of investments under management (as of December 31, 2024), ALM First Financial Advisors is an SEC-registered investment advisor, acting as an unbiased third party, offering commission-free, fee-based services to over 300 financial institutions across the country. In recent years, ALM First Group has expanded to include several wholly-owned subsidiaries including DDJ Myers, an ALM First Company and ALM First Executive Benefits, LLC. Driven by client needs, the firm now offers various services to help financial institutions optimize their greatest assets – their people. “ALM First” is a brand name for a financial services business conducted by ALM First Group, LLC (“ALM First”) through its wholly owned subsidiaries: ALM First Financial Advisors, LLC (“ALM First Financial Advisors”); ALM First Advisors, LLC (“ALM First Advisors”); and ALM First Analytics, LLC (“ALM First Analytics”). Investment advisory services are offered through ALM First Financial Advisors, an SEC registered investment adviser. Access to ALM First Financial Advisors is only available to clients pursuant to an Investment Advisory Agreement and acceptance of ALM First Financial Advisors’ Brochure.
About Platform Partners LLC
Founded in 2006, Platform Partners LLC is a private investment company based in Houston that makes investments in lower middle-market companies with the intent of growing these businesses into industry leaders through a combination of organic and acquisition growth. Platform invests through a perpetual holding company structure allowing for a long-term, patient approach to partnering with entrepreneurs to build companies. The company manages total assets of approximately $850 million. For more information, please visit platformllc.com.