Case Studies » Consultancy

This case concerns a European financial institution where DDL’s involvement lasted more than 18 months.

DDL was initially called in following a series of senior staff resignations in the institution’s negotiation unit which left a few inexperienced staff in charge.   DDL provided interim management of the unit, established clear case priorities and provided training to the inexperienced staff.

In due course a new manager was appointed whom DDL assisted in working on more complex cases.

Unfortunately this manager left after a few months and DDL resumed an interim management role but by that time more senior negotiators had been appointed and so our role was more advisory in nature.

Junior staff had also been appointed and DDL provided online training for them as well as in-house training on new documentation types to senior staff.  In addition, DDL provided some basic ISDA training for staff in some of the institution’s other offices.

During the 18 month period DDL also supplied temporary negotiators to the institution at busy times.

DDL provided these services both in the institution’s offices and offsite.

So this was a case where many of DDL’s services proved useful to a single client over an extended period of time.

As we offer a completely confidential service, our policy is not to disclose our clients by name. However, the case studies on this website indicate the range of institutions for whom we have worked.

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Adaptable and invaluable

"DDL were excellent in their flexibility in assisting us with a major Treasury project. They managed the entire project from the planning to the execution stage and were highly adaptable to the way we operate our business. Their wide range of experience was invaluable to us since we needed to look at our assignment from a Credit perspective and their ability to negotiate on our behalf was of immense benefit. It is reassuring to know that this source of expertise is available and we certainly would have no hesitation in using their services again."

Head of Credit at a UK bank

Helpful and expert

"We needed to put several ISDAs in place with our banks but had no in-house expertise. We called in DDL who guided us through the process, increased our understanding, helped us avoid the pitfalls and negotiate tight Agreements with our banks."

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