• CAPITAL ADVISORY & PLACEMENT

    STRATEGIC ADVISORY FOR COMMERCIAL PROJECTS



The Capital Advisory Division provides a gateway to non-bank, equity/debt fund, agency, offshore, and/or private capital which can be deployed quickly, efficiently, and cost-effectively for the purchase, development, and operation of a wide variety of real estate and business assets. We employ innovative and technology-driven strategies to deliver fast, flexible, efficient, and cost-effective capital to our clients. Our financing services include capital structuring, equity, mezzanine, and debt placement, including EB-5, offshore equity, crowdfunding, and a wide range of private and venture capital equity and debt sources.  We also provide resources for business equity and debt capital, on an arranger basis, for a wide variety of industries including energy, technology, biotech, fintech, consumer goods, agriculture, logistics, healthcare, small business, and entertainment including film, television, music, videogames, sports, and other media projects.


CAPITAL ADVISORY

We advise clients on the critical process of constructing appropriate capital structures for a wide variety of commercial engagements, including acquisition, development, and operation of a wide variety of businesses or projects, which may involve a combination of debt, joint venture or preferred equity, and mezzanine debt components. Clients are then able to leverage our broad array of capital resources to fund the structure in the most efficient and cost-effective manner, ensuring optimal deal economics.


EQUITY PLACEMENT

Joint venture or preferred equity, as well as mezzanine placements, are available for most projects and property types, depending on the specific requirements of the capital structure. Engineering appropriate equity strategies requiring as little as 10% of sponsor contribution allows us to construct optimal capital structures for every client project and maximize viability and profitability of the transaction.


DEBT PLACEMENT

Bank, non-bank, debt fund, and private money loans are available for a variety of commercial and real estate projects, including multi-family. mixed use, office, industrial, medical, professional, hospitality, retail, residential, energy, technology, consumer, biotech, fintech, entertainment, and many other project types. Properly structuring and sourcing debt resources from a vast array of debt providers from decades of synergistic working relationships ensures the efficient deployment of capital, and optimal profitability, through every phase of the projects that we are engaged on, and for every client that we serve.

OUR PROCESS

EVALUATION | ENGAGEMENT | STRUCTURING & PLACEMENT


For every client engagement, we follow a strict process that ensures that we understand the project, the request, and 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.

→ EVALUATION

Collection, evaluation, and discussion of due diligence information with the client is critical in understanding and determining viability of the project.

 ENGAGEMENT

Our standard Engagement Agreement defines our role and fee compensation, which is always performance based.  We do not work on any project without a signed Agreement.

 STRUCTURING & PLACEMENT

Engineering the optimal capital structure, and placing the most appropriate and economical components of debt and/or equity, are critical to the success of any engagement.


 

ADDITIONAL SERVICES

The Capital Advisory Division's core business is capital advisory and placement for large-scale commercial real estate projects, but our expertise and resources span a wide range of financial, ​real estate, and business services. From residential development, opportunity zones, agency finance, mixed-use construction finance, senior living, ​and business services to crowdfunding, cryptocurrency, alternative real estate finance and investment banking advisory services, ​explore our myriad programs and see  what makes us uniquely resourceful - and uniquely positioned to contribute to the success of your business.


Strategic Advisory

Creating synergistic alliances,

 Mergers & Acquisitions advisory

Contract Finance

High-LTV financing for real estate and major projects with credit offtake contracts 

Agency Finance

HUD and other government 

agency finance programs

 

Senior Living

Capital for acquisition and 

development in the seniors industry

Crowdfunding

platform for pooled

 capitalization through technology.

Crypto Advisory

Digital currency-based real

 estate and operating projects


  

Small Business

Tools, strategies, and resources to help small business owners grow and thrive

Opportunity Zones

Learn why Opportunity Zones are called

"The greatest tax incentive ever devised"

Asset Advisory

Strategies for wealth preservation

and optimizing investment returns

  


REPRESENTATIVE TRANSACTIONS

A SELECT LISTING OF CURRENT AND COMPLETED TRANSACTIONS


CONTACT US FOR MORE DETAILED TRACK RECORD INFORMATION

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