Services

Our strength is growth strategy and execution. Think of us as a customizable CDO for your portfolio company. We can assist with all or any portion of your corporate development including:

Business M&A

  • Strategic Planning: Collaborate with your team to design a strategic plan to meet your growth and deal sourcing initiatives.
  • Lead Generation: In-house prospecting and lead generation department for initial outreach including information gathering.
  • Diligence Information Gathering: Work hands on with business owners and their industry professionals as needed to assemble information for underwriting.
  • Underwriting: Assist in spreading and normalizing numbers to determine sustainable incomes as well as cap-ex required to bring new acquisition onto platform.
  • Internal Committee Review Process: Create and manage corporate deal flow process for approval of greenfield and brownfield acquisitions.

Real Estate

  • Site Identification: Identify greenfield and brownfield expansion target markets/sites.
  • Real Estate Valuation: Real estate valuation including pre- and post-acquisition sale valuation projections.
  • Licensed Real Estate Brokers: Full suite of real estate services, including acquisitions, leasing, lease renewals, sale and leasebacks, and disposition services under one roof.
  • Tenant Representation: Leverage a network of professionals to identify opportunity sites based on your specific metrics and expansion strategy.
  • 1031 Exchange: Identify and facilitate 1031 exchanges for NNN income assets helping mitigate capital gains on transactions.
  • Development: Development services, including feasibility, entitlement process, ground-up development, for-fee development,
  • retrofit of existing structures, and consulting.
  • Prospect Identification: Create an acquisition target list based upon identified criteria.