Carvel Rock Investments

As investors as well as consultants, Carvel Rock welcomes the opportunity to participate in the long-term success of its clients. While advising sponsors or owners on commercial real estate projects and / or operating companies, the principals of Carvel Rock may partner through making a direct investment alongside the sponsors or owners in the project / company, or through receiving an equity or profit interest as part of consideration for its services.

Carvel Rock Investments, LLC is the holding company for such investments.

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Transaction
Services

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Real Estate Development Consulting

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Other Corporate Development Activities

What We Do

Carvel Rock Advisors (CRA) is a boutique consultancy dedicated to the success of midsized operating companies and commercial real estate enterprises. CRA partners with clients to execute transactions critical to the growth or turnaround of their businesses. We provide deal and commercial expertise to successfully close on critical elements of your business’s strategic plan including:
  • Debt & Equity Financing
  • Asset & Business Acquisitions
  • Asset & Business Divestitures
  • Joint Ventures, Partnerships & Alliances
  • Key Commercial Agreements
  • Stand Up New Companies / Partnerships
  • Entering new markets or geographies, including international
  • Build inhouse transaction capabilities
  • Due Diligence
  • Business Plan & Strategy Formulation
  • Key Performance Indicator (KPI) Development
  • Business and Cash Flow Projections and Modeling

With 30+ years of deal structuring and negotiation experience to bring to bear, CRA will typically lead and manage all aspects of the deal process in close association with our client partners or engage on a longer-term basis in a Corporate Development role or building in-house deal capabilities and team within your business

Contact Us

We are looking forward to working with you!

Reach out to Carvel Rock Investments to see how we can partner according to your unique needs.

Address

2591 Dallas Parkway, Suite 300
Frisco, TX 75035

Phone

469.514.8578

Business Hours

Mon – Fri …… 8 am – 5 pm
Sat – Sun …… Closed

Email

sbashrum@carvel-rock.com