The integrity of a fiduciary.
The independence to act like one.
The futures of thousands of college students depend on our clients. They, in turn, depend on us to keep the funding for their loan programs flowing.
Debt Issuance Advisory
Asset Sales / Purchase Advisory
Current Lender & University Clients
Trust Administration Services
End-to-End Student Lending Financial & Strategic Advisory Services
DESIGN
Loan Program Design & Strategy
A well-designed student loan program responds to the changing needs of higher education, defends against competitive opportunists and satisfies long-term investor expectations.
ADVISE
Capital Markets & Financing Advisory
All three SLCS managing partners are former investment bankers. Financing transaction advisory, analytics and strategic capital formation are a core practice set to this day.
STRATEGIZE
Strategic Advisory Services
Asset valuation and market intelligence are core SLCS capabilities. We have developed numerous proprietary analytical models in-house that we often customize for a particular engagement or client scenario.
MANAGE
Asset & Financing Trust Management
Clients and investors count on our independence and fiduciary approach to the complex challenge of managing financing trusts and providing regular, customized reporting.
Services Showcase
The SLCS Multiplier: Our Fully Integrated, Holistic Client Services Model
In economics, capital is a multiplier for enhancing business value. Our fully integrated, holistic client services model deploys our human capital to deliver on a similar promise.
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By providing end-to-end advisory and loan program oversight, we optimize all aspects — strategic, practical and financial — of product design and development, capital markets advisory and financing, asset valuation and trading, and trust administration. Several of our clients rely on our holistic client services model to enhance their value and reputation.
The Constantly Moving Target of Education Debt and Bond Structuring
Our firm's two decades of student loan bond finance advisory has taught us that experience alone is not enough to ensure bond structuring and pricing success.
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Relentless research on all student loan bond issuance and securitization activity, regular reviews of ratings agency criteria and transaction pre-sale reports, and ongoing comparative analyses of bond transactions constantly shape and reshape our structuring recommendations, pricing and execution. SLCS is also a Registered Municipal Advisor.
Deal Desk
Since our inception in 2007, SLCS has served as financial advisor for 136 distinct student loan financings including 76 between 2020 and 2026 YTD for a par amount of more than $10.3 billion.
The Partners
SLCS is owned and managed by its three partners: Patrick Belica, Grant Carwile and Mark Weadick. No other financial advisory firm in the student loan space exclusively dedicates three, full-time principals to serve the sector.
Complimentary: The SLCS Student Loan Market Landscape Survey
Periodically throughout each year, we prepare our industry benchmark survey summarizing student loan markets activity, alternative/private loan interest rate comparisons from other state-based and for-profit lenders, and regulatory/capital markets trends. To receive your complimentary copy, or to discuss your student lending program with one of our managing partners, please email us at info@slcstrategies.com.