Field Examination Services

Providing a One-Stop Shop

  • Our dedicated field exam team, which consists of seasoned professionals in banking, accounting and business services, provides thorough and reliable analyses and risk assessments, going above and beyond merely checking the boxes.

  • From single lender credits to large syndicated transactions, the B. Riley team assists banks, private equity firms, hedge funds and factors in successfully structuring asset-based loans. Our experienced team has completed assignments in almost every industry and company life-cycle, both domestic and international. We have advised clients on unusual collateral types and executed transaction-specific diligence.

BENEFITS OF WORKING WITH THE SAME FIELD EXAM AND APPRAISAL FIRM

The benefits of hiring the exam and appraisal team within the same firm are proven for both the lender and subject company. As the lender or the subject company, both can expect a singular point of contact for simplified communications and efficiency in the process. The company can also enjoy a combined effort in requests, interviews, tours and test counts without the duplication of these time-consuming tasks.

SIMPLIFIED IMPLEMENTATION THAT PROVIDES SOLUTIONS THROUGH:
  • A leader in Appraisal Services, B. Riley Advisory Services has expanded our group to include a dedicated field exam team, which consists of seasoned professionals in banking, accounting and business services. This group provides thorough and reliable analysis and risk assessments, going above and beyond merely checking the boxes.

  • From single lender credits to large syndicated transactions, the B. Riley team has assisted banks, private equity firms, hedge funds and factors in successfully structuring asset-based loans. Our experienced team has completed assignments in almost every industry and company life-cycle, both domestic and international. We have advised clients on unusual collateral types and executed transaction-specific diligence.

Types of Field Exams

● Pre-funding

● Recurring

● Targeted Procedures

● Collateral Monitoring

Rely on the Expertise of B. Riley Advisory Services

  • B. Riley has extensive experience in assisting lenders make informed, profitable decisions across a wide range of market sectors by providing a complete picture of a company's values, risks and mitigants.

  • For more information on our services contact your B. Riley Advisory Services representative.


HOW WE CAN HELP PROTECT YOUR LOAN
Field exams empower lenders to lend with confidence by understanding the full spectrum of the risks and assets through an objective evaluation. This disciplined process of risk assessment can help solidify lending practices in the areas of:

● Borrowing base testing and calculations

● Identification of ineligible collateral and reserves

● Analysis of significant customer and vendor concentrations

● Assessment of accruals and contingent liabilities

● Insurance coverage

● Tax liability exposure

● Internal controls

INDUSTRY EXPERIENCE

Deep industry experience, superior insights into market trends and a dedicated understanding of each client's business enables us to deliver accurate, achievable valuations and field exams in industries such as:

  • Aerospace
  • Automotive
  • Building Products & Construction
  • Chemicals & Plastics
  • Consumer Products
  • Energy & Oilfield Services
  • Financial Institutions
  • Food, Beverage & Agribusiness
  • Healthcare & Lifesciences
  • Heavy Mobile Equipment
  • Government Services
  • Home Furnishings & Flooring
  • Logistics & Wholesale
  • Manufacturing & Distribution
  • Media
  • Medical Devices
  • Metals & Mining

  • Pharmaceuticals & Biotechnology

  • Retail & Restaurants

  • Telecom & Technology

  • Textiles

  • Transportation

  • Wine & Spirits

Key Contacts

Andy Moore headshot

Andy Moore

Co-Chief Executive Officer

Bryant Riley headshot

Bryant Riley

Co-Chief Executive Officer, B. Riley Financial

Jaimie Barry headshot

Jaimie Barry

Vice President, Corporate Access

Mike McCoy headshot

Mike McCoy

Chief Financial Officer

Kate Kelly headshot

Kate Kelly

Chief Talent Officer

Michael Markunas headshot

Michael Markunas

Deputy General Counsel & Chief Compliance Officer

Jimmy Baker headshot

Jimmy Baker

Co-Chief Executive Officer & Head of Capital Markets

Joe Nardini headshot

Joe Nardini

Senior Managing Director, Head of Investment Banking

Nishen Radia headshot

Nishen Radia

Senior Managing Director, Head of M&A

Perry Mandarino headshot

Perry Mandarino

Head of Restructuring

Dawn Farrell headshot

Dawn Farrell

Chief Administrative Officer

Seth Appel headshot

Seth Appel

Senior Managing Director

Michael Brill headshot

Michael Brill

Senior Managing Director

Matt Feinberg headshot

Matt Feinberg

Senior Managing Director

Robert Arnold

Senior Managing Director

Michael Lowell headshot

Michael Lowell

Senior Managing Director

Alex Wolodzko headshot

Alex Wolodzko

Vice President

Colin Welch headshot

Colin Welch

Vice President

Natalie Bend headshot

Natalie Bend

Vice President

Grayson Largman headshot

Grayson Largman

Director

Dominic Riley headshot

Dominic Riley

Vice President

Daniel Lewis headshot

Daniel Lewis

Director

Teri Kendall headshot

Teri Kendall

Director

Gideon Rosenbaum headshot

Gideon Rosenbaum

Director

Kathy Innis headshot

Kathy Innis

Director

Alexandra Shaffer headshot

Alexandra Shaffer

Director

Melissa Woodson headshot

Melissa Woodson

Managing Director

Becky Popoff headshot

Becky Popoff

Director

Igor Belov headshot

Igor Belov

Director

Pat Pilouk

Director

Brian Taylor headshot

Brian Taylor

Managing Director

Thomas McGlynn headshot

Thomas McGlynn

Managing Director

Patrick Hanniford headshot

Patrick Hanniford

Managing Director

Keith Pompliano headshot

Keith Pompliano

Managing Director

Michael Devitt

Managing Director

Matt Spain headshot

Matt Spain

Senior Managing Director

Ryan Aceto headshot

Ryan Aceto

Deputy Head of Equity Capital Markets

Chris Ankley headshot

Chris Ankley

Managing Director

Chad Ritchie headshot

Chad Ritchie

Managing Director

Michael Cavanagh headshot

Michael Cavanagh

Managing Director

Scott Ammaturo

Senior Managing Director, Head of ATM Trading

John Stack headshot

John Stack

Senior Managing Director

Jonathan Mitchell headshot

Jonathan Mitchell

Senior Managing Director

Greg Presson headshot

Greg Presson

Senior Managing Director

Ernie Dahlman headshot

Ernie Dahlman

Managing Director

Jeff Van Sinderen headshot

Jeff Van Sinderen

Senior Research Analyst

Josh Nichols headshot

Josh Nichols

Senior Research Analyst

Naved Khan headshot

Naved Khan

Managing Director

Mike Crawford headshot

Mike Crawford

Head of the Discovery Group

Zach Cummins headshot

Zach Cummins

Senior Research Analyst

Craig Ellis headshot

Craig Ellis

Director of Research

Dave Kang headshot

Dave Kang

Senior Research Analyst

John Massocca

Senior Research Analyst

Yuan Zhi headshot

Yuan Zhi

Managing Director

Mayank Mamtani headshot

Mayank Mamtani

Senior Managing Director, Group Head of Healthcare

Kalpit Patel headshot

Kalpit Patel

Senior Research Analyst

William Wood headshot

William Wood

Research Analyst

Randy Binner headshot

Randy Binner

Managing Director

Ryan Pfingst headshot

Ryan Pfingst

Senior Research Analyst

Matthew Key headshot

Matthew Key

Research Analyst

Liam Burke headshot

Liam Burke

Managing Director

Griffin Boss

Research Analyst

Anna Glaessgen headshot

Anna Glaessgen

Senior Research Analyst

Knut Grevle headshot

Knut Grevle

Head of Equity Trading

Dan Ondeck headshot

Dan Ondeck

Head of East Coast Sales

Eric Rajewski headshot

Eric Rajewski

Head of Institutional Sales

Madison El-Saadi headshot

Madison El-Saadi

Research Analyst

Frank Pigott headshot

Frank Pigott

General Counsel

Nick Giles headshot

Nick Giles

Senior Research Analyst

Hal Goetsch headshot

Hal Goetsch

Managing Director

Investor Contact

[email protected]

Anderson Schock headshot

Anderson Schock

Research Analyst