AXIVEST: WHO WE ARE AND WHAT WE DO

Axivest is a global business advisory firm consisting of senior industry professionals and innovative academicians providing comprehensive services for the evaluation, due diligence, stabilization, repositioning, and transactions of real estate and corporate assets for financial institutions, investors, lenders, owners and developers. Axivest is an integral part of the Univest family of companies to include Univest Financial Group, Inc, Univest Investments, Inc, and Univest Holdings, LLC and their numerous subsidiary companies.

AXIVEST ADVISORY AND FINANCIAL SERVICES: INNOVATIVE, UNIQUE, EFFECTIVE AND PROVEN THOUGHT LEADERSHIP

Since 1985, for over 28years, the Univest group of companies have been advising private clients like E.F. Hutton and Company and other Wall Street firms to include Merrill Lynch, Goldman Sachs, JP Morgan, to name a few, on their mortgage portfolios and their positioning for best execution securitization. In addition, our other private clients include commercial banks, savings and loans service providers, mortgage bankers, law firms, accounting firms, mortgage portfolio investors and others. Our public clients include the Resolution Trust Corporation (RTC), The Federal Savings and Loan Insurance Corporation (FSLIC), The Federal Deposit Insurance Corporation (FDIC), The Federal National Mortgage Association (Fannie Mae), and the Federal Home Loan Mortgage Association (Freddie Mac).

The scope of these services have included due diligence, database management, portfolio evaluations, best execution transaction analysis, portfolio private market sales strategies and execution. Our commitment has been to guarantee the highest level of quality products and services to our clients that allow them to meet their objectives as outlined in our engagement such as maximizing the value of their assets, creating the most effective possible positioning, achieving best execution on their transactions and creating the highest risk adjusted profitability.

UNIVEST EQUITY INVESTMENTS: SUCCESSFUL INVESTMENTS IN REAL ESTATE AND CORPORATE TRANSACTIONS.

Univest consulting services’ parent company investments include commercial and residential real estate development projects, portfolio investments, mortgage loan portfolios, and privately owned corporations. The investments are in high quality assets that are strategically located and positioned, have value added propositions and represent excellent income and long term profitability opportunity.

AXIVEST PROJECT ENGAGEMENTS: EXCEPTIONAL RESULTS

Axivest’s approach is to fully understand the client objectives and expectations, full scope of the project or transaction and assess our ability to deliver excellence that meet our clients desired results. If we do not feel we can meet this standard of excellence then we limit our involvement in the engagement. Our innovative and strategic approach is to evaluate the present circumstances surrounding the desired transaction to include client requirements, regulatory considerations, if appropriate, and market conditions and then to build a plan to achieve the critical success factors and overcome the barriers for proper execution and achievement of the clients engagement.