SD & Associates (CSD&A) was originally established in 1989 to assist companies with business development. In the last five years CSD&A has expanded its mandate to provide educational services
under the CSD Education subsidiary and provide training publications in finance under the CSD Publication subsidiary.
Current Pending Transactions:
A large alternative investment management company signed up CSD & Associates to build a complex portfolio model that analyzes the firm’s equity returns for their real estate investments in the student housing sector. The model includes multiple alternative transactions including waterfall distributions and return levels (sagainvestments.com).
CSD & Associates it’s currently working on various opportunities in the financial institutional segment – assisting individual entrepreneurs with financial and valuation analysis. Projects include the creation of portfolio management solutions for a Collateral Loan Obligation (CLO) special vehicle fund managed by a reputable financial institution.