Do you publish client names?

We protect client confidentiality and operate under NDAs. Verified references and case details are provided during due diligence.

What types of references are available?

Banking, fintech, and credit issuer references covering debt buying/selling, portfolio strategy, forward flows, compliance, and technology integrations.

How do I request references?

Email jeff@fitzgeraldadvisors.com or book a due-diligence call. We share anonymized case studies first and provide direct references under NDA.

Verifiable Endorsements from Industry Leaders and Financial Experts

In the complex world of debt portfolio brokerage and collection agency M&A, trust is paramount. The following endorsements and professional references from industry leaders, Chief Acquisitions Officers, and experts across the finance and technology sectors serve as verifiable proof of my proven track record and expertise. These are the voices that validate the strategies, integrity, and results I deliver to every high-value client.

The results and verifications from my closed portfolio transactions

I’ve worked with Jeff several times over the last 5-6 years and it was always a pleasure. All of the closings on debt portfolio purchases were easy and on time. Jeff is professional and very knowledgeable. I will work with Jeff again and highly recommend working with him and his firm.

Melody A. Cuff

(Chief Acquisitions Officer)

I recently had the opportunity to have a lengthy meeting and discussion with Jeff about the debt markets, real estate lending and a host of other relevant finance topics. I found Jeff to have a deep perspective on both the secured and non-secured debt markets plus a real “finger on the pulse” of the on-line and non-online lending sectors. He exudes an energy and a passion to do right by his clients.

Michael O'Meara

Jeffery Hartman has consistently demonstrated professionalism and integrity while facilitating asset sales and acquisitions for my organization. He exercises patience in understanding the motivations for his clients actions and applies his expertise in finding the best suited partners. Jeff’s efforts to foster profitable, long term relationships would assist any buyer or seller of accounts receivable navigate the current financial services industry

Peter Ghiselli

(Vice President, Collections at TransUnion)

Jeffery is “one of those”. He loves the deal, enjoys helping people, and loves to work. Whether you’re on the phone early in the morning or exchanging texts with Jeffery late at night, he makes himself available and always brings a lot of ideas to the table. What sets him apart is his ability to take action on those ideas and bring them to life, and the marketplace. I recommend you explore what Jeffery has to offer.

Brian Paxton

(Credit & Collection Consultant)

Lets Transaction

Have a question or need expert advice? Send me a message — I’m here to help with debt portfolio sales, collection consulting, and AI-driven recovery strategies.

Contact Information

I’d love to hear from you — connect directly with me, your trusted debt portfolio broker and collection agency consultant, to discuss strategies, partnerships, or upcoming portfolio sales.