Who We Are
- IMA LLC was founded in 1993 to address the needs of institutional and other “qualified” investors with interests in leveraged leases, investment partnerships, and project financings.
- Since our founding we have been retained to provide professional services as a non-discretionary Advisor, a Co-investor, a General Partner, and a Managing Member.
- IMA LLC has participated in over 30 different structured finance transactions with an aggregate asset value in excess of $2.5 billion.
How we achieve success
- Providing a range of professional services to institutional and private investors. IMA LLC represents an alternative for clients who do not wish to retain full-time personnel in-house
- Monitoring and reporting on client investments in lease and project financings; supporting additions to a client’s portfolio; implementing asset dispositions
- Addressing strategic alternatives for clients’ tax-oriented investments as well as non-tax oriented investments
OUR GUIDING PRINCIPLE:
Maximize investor returns; Minimize investor costs
About Investment Management Advisors
- IMA LLC is a client focused firm, providing professional services to investors who own interests in:
- Leveraged and operating leases (across a range of asset types)
- Structured financings of fossil, nuclear, and renewable generation projects
- Financings of commercial transportation equipment
- Commercial and industrial real estate
- Under-performing financial assets (loans; receivables; “passive” equity interests; etc.)
- IMA LLC has maintained long-term client relationships. IMA LLC emphasizes developing an in-depth knowledge of each client’s investment principles and goals. It is common for client engagements to last 10-20 years.
- Current investments in portfolios range from $1.5 to $150 million.
- IMA LLC clients hold private assets in excess of $300 million.
Investment Services
- Designing a proactive plan for each investment with the goal of maximizing total after-tax cash returns
- Reporting at regular intervals to our clients, assisting with regulatory filings, investment administration, etc.
- IMA LLC’s services are non-discretionary. IMA LLC provides strategic analyses and alternatives for clients to review and consider. Each client makes all final investment decisions (sale, refinancings, etc.)
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Advisory Services
- Addressing specific assets and the strategic goals of a portfolio
- Serving as a General Partner (for Equity), or an “accommodation owner” (for Lenders)
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Remarketing Services
- Selling an asset (“remarketing”)
- Designing and implementing unique strategies for residual recoveries and total value realization
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