SERVICES
Transaction Services

Acquisitions / Divestitures / JV / Partnerships / Alliances
- Run and manage deal process
- Lead due diligence efforts
- Value the transaction
- Evaluation and Determination of Partnering Structures
- Contribution Analysis on Partnering transactions
- Accretion analysis
- Structure and model the transaction, including financing
- Determination of included / retained assets & liabilities
- Source potential acquisition targets or divestiture buyers
- Source and structure debt & equity financing
- Create offering teasers, confidential information memorandums, term sheets on transactions & financing
- Evaluate offers
- Draft and negotiate definitive agreements
- Create flow of funds for closing
Other Corporate Development Activities

- Develop Acquisition Target / Divestiture Target Criteria according to Strategic Plan
- Creating / Enhancing Business Plans
- Evaluate Build vs Buy Investment scenarios
- Reorganize corporate entities
- Evaluate capital deployment
- Restructure capitalization / refinancing of business
- Key Commercial Agreement Negotiation
- Cash and Capital Management (13-week cash flows projections)
Real Estate Development Consulting

- Evaluate Potential Development Uses (Multi Family, Commercial, Retail, Single Family, Hospitality)
- Obtaining Zoning & Entitlement
- Sourcing of Public Financing and Economic Incentives
- Creating Safe Harbor Plans for Opportunity Zones
- Estimation of Development and Construction Costs
- Analysis of Viability of Development
- Development Project and Expected Returns
- Evaluate Build vs Sell decisions on Existing Land Holdings
Schedule a Consultation
As investors as well as consultants, we welcome the opportunity to participate in the long-term success of our clients. Request a consultation to see how we can partner.