STRATEGIC INVESTMENT ADVISORY
Pacific Capital Partners LLC is a full-service real estate investment and capital advisory firm founded in 2015, comprised of a veteran team of business, real estate, and finance professionals with industry experience of, on average, over 25 years. Based in Beverly Hills, CA, with 17 locations serving major markets throughout the U.S. and Canada, we've provided real estate sponsors and investors with innovative advisory and placement strategies on hundreds of successful transactions.
At Pacific Capital Partners, our mission is to empower our clients to make thoughtful and strategic investment decisions by providing trusted, best-in-class advice.
We understand the value of cooperation and knowing our company only exists because of our relationships -- the relationships we've built amongst ourselves, our clients, our partners and our resources. We firmly believe in the notion that our interests do not come first. To us, partnerships are built with mutually and synergistically aligned interests, with each person at the table invariably seeking ways to empower the others.
The ability to consistently deliver trusted advice isn't intuitive and it doesn't just happen overnight. We have been successful in establishing long-standing relationships with our clients through a combination of transparency and alignment of interests. Who we are in business with matters, and no one transaction is worth our reputation. Our primary directive is to help our clients customize their investment strategies and maximize their returns. We operate at our clients’ discretion, while providing expertise and advice to each client in order to achieve their unique goals and objectives.
Our vision is to be the business and real estate investment advisory firm of choice.
Expert advice based on decades of experience in the business and real estate transactional and capital markets is already ensconced in our history. To amass a track record of optimal viability and profitability for every capital advisory engagement, real estate acquisition or development is the goal and end-game benchmark that we strive for.
We aspire to change the way that investors and sponsors procure transactions and secure financing. We strive to provide the advantages of progressive strategies and extensive relationships and resources, enhanced by cutting edge technology, employed for the purpose of identifying and implementing the optimal structure and financial solutions for maximum economic benefit to our clients and their projects. This approach assures that our clients to GET THEIR PROJECTS DONE - even the tough ones - and MAXIMIZE PROFITABILITY.
Our Values Are C.L.E.A.R.
We work tirelessly to continually improve our capabilities, stay ahead of industry trends, and to seek out new resources and opportunities.
We fiercely protect the interests of our clients, investors, funding resources, and business partners.
From structuring transactions and developing properties, to running daily operations, we work diligently to make careful use of all resources and to avoid wasted time, money and effort.
Throughout the client development, transaction, and financing processes, we insist on, and provide, complete transparency, accountability, and integrity. We will not accept a client engagement unless we are confident that we have the strategy and resources to perform and close the transaction.
We assess and mitigate risk at every stage of the financing or transaction process not only for our own account, but more importantly, for the protection and benefit of our clients, investors, and strategic partners.
In every client engagement, we follow a strict 3-step process that ensures that we understand the project, the request, the circumstances and needs of the client before formally engaging, and that we are confident in the likelihood of a successful outcome for the client:
Collection, thorough evaluation, and objective discussion of due diligence information with the client is critical in understanding the objectives of the client and determining the overall viability, and the ultimate likelihood of success, of every project.
Our standard Engagement Agreement defines our role and compensation, which is always performance based. We will not engage on a project unless we have achieved a high degree of confidence that the adequate resources and competencies are available to perform on the contemplated transaction, and we do not commence work on any project without an executed formal agreement that clearly defines roles, responsibilities, and timelines.
3. STRUCTURE & PLACEMENT
Engineering the optimal capital structure, and ensuring the placement of the most appropriate and economical components of debt and/or equity in the tiers of that structure, are critical to the success of any project and the fulfilment of the requirements of every client engagement.
Our firm is comprised of seasoned partners with many years of relevant experience across various business disciplines, primarily in commercial and residential real estate, including banking, capital structuring, acquisitions, development, asset management, and strategic joint ventures.
From luxury residential properties to large portfolios of operationally complex assets, we apply both short-term and long-term strategies to all investments on behalf of our clients. We have invested throughout the risk spectrum from core to opportunistic transactions, and across the capital stack including structuring of complex debt, equity, mezzanine, and preferred equity tranches.
Since our inception, we've been involved in over 350 successful transactions, a number that continues to steadily grow. Through the years, our core business has grown from primarily commercial capital advisory and placement, and now spans a wide range of financial, real estate, and business services. Our mandate includes a significant, opportunistic focus on multi-family and single-family residential redevelopment and repositioning of assets on behalf of numerous high-net worth individuals, family offices, and institutional funds, with a growing emphasis on principal co-investment.
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OUR MANAGEMENT TEAM
Strategy & Operations
OUR NATIONAL DIRECTORS
Scott H. Morgan
Design & Architecture
OUR REGIONAL DIRECTORS
Chris Martin Jr.
OUR PROFESSIONAL ADVISORS
Sir Alfred Dimora