$22MM Factoring Portfolio Acquisition Supports Bank Exit Strategy

THE SITUATION
In Q3 2025, a regional bank in the Southeast made the strategic decision to exit its invoice factoring division. As part of the transition, the bank prioritized selecting a partner that could preserve client continuity while retaining key employees. After evaluating multiple groups, Advantage was selected as the best fit.

THE SOLUTION
Advantage conducted on-site visits with each acquired client to ensure a smooth transition. At the same time, transferred employees were integrated into underwriting and operations. This hands-on approach has preserved client relationships while providing stability for the incoming team.