Our Experience (and Sample Assignments)

We have an exceptional background in financing business and real estate ventures; we have been intricately involved in billions of dollars worth of businesses and real estate; and we have extensive experience dealing with troubled situations.

Finance

We have underwritten, structured, authorized, documented, negotiated and funded billions of dollars of capital to small, mid-market, and Fortune 500 companies — which gives us a significant advantage over other advisers — we think like the market participants because we have decades of experience being a market participant.

Our experience includes:

Accounts Receivable Loans
Automobile Dealerships
Churches
Consumer Loans
Commercial Loans
Debtor-In-Possession (DIP) Loans
Golf Club Loans
Homebuilders
Hotel and Resort Loans
Inventory Loans
Livestock Loans
Mortgage Brokerage
Nursing Homes
Ocean Vessels
Radio and TV Stations
Residential Developments
Timeshare Loans

Real Estate

Our real world real estate experience is extremely diverse. We have acted or guided clients in nearly every capacity imaginable including as advisor, appraiser, borrower, developer, equity investor, lender, purchaser, seller, workout professional.

Our experience includes:

Multi-family Apartments
Industrial
Office
Hotel and Resorts
Retail
Special Purpose
Agricultural
Bowling Centers
Civic Event Arena
Golf Courses and Country Clubs
High-rise Condominium
Flex-Space Industrial
Land Development
Leisure (City and Tennis Clubs
Luxury Boatyard & Repair
Marinas
Motorcar Speedway
Railroad Right of Ways
Resort Development
Single-family Residential Development
Timeshare
Vacant Land

Litigation &
Restructuring

Our extensive experience includes in– and out-of-court restructurings, foreclosures, debt for equity exchanges, lease to loan conversions, recapitalizations, workouts and Chapter 11 bankruptcies. We have also investigated and initiated litigation resulting in significant recoveries from loan defaults, fraudulent actions, preference claims, insurance claims, and actions against corporate boards.

Our experience includes:

FA and Expert Witness for Creditor
FA and Expert Witness for Debtor
Financial Advisor and Expert Witness for Unsecured Creditors Committee
FA and Expert Witness for Defendant
FA and Expert Witness for Plaintiff
Fact Witness for Lender
Financial Advisor to Court Appointed Mediator
Out of Court Workout Advisor to Partnership

Expert Opinion of Chapter 11 Cramdown Interest Rate and Feasibility Analysis of Convenience Store
Expert Opinion of Chapter 11 Cramdown Interest Rate and Feasibility Analysis of Golf Course and Country Club
Expert Opinion of Chapter 11 Cramdown Interest Rate and Feasibility Analysis of Industrial Warehouse
Expert Opinion of Chapter 11 Cramdown Interest Rate and Feasibility Analysis of Limited Service Hotel
Expert Opinion of Chapter 11 Cramdown Interest Rate and Feasibility Analysis of Mixed Use Office and Retail Building
Expert Opinion of Chapter 11 Cramdown Interest Rate and Feasibility Analysis of Multifamily Apartment Complex
Expert Opinion of Chapter 11 Cramdown Interest Rate and Feasibility Analysis of Office Building
Expert Opinion of Chapter 11 Cramdown Interest Rate and Feasibility Analysis of Retail Shopping Center
Expert Opinion of Chapter 11 Cramdown Interest Rate and Feasibility Analysis of Self-Storage Facility
Expert Opinion of Chapter 11 Cramdown Interest Rate and Feasibility Analysis of Single Family Residential Development

Expert Opinion of Chapter 11 Plan Feasibility Analysis of Heavy Equipment Leasing Company
Expert Opinion of Chapter 11 Plan Feasibility Analysis of 238-unit Low Income Housing Multi-Family Community
1111(b) Analysis of 160-room Hotel Undergoing Renovation
1111(b) Analysis of Medical Office Building
Expert Opinion of Chapter 11 Cramdown Interest Rate, Feasibility and 1111(b) Analysis of "Mega" Church
Expert Opinion of Chapter 11 Feasibility and 1111(b) Analysis of 160-room Hotel Undergoing Renovation
Expert Opinion of Chapter 11 Feasibility Analysis of Limited Service Hotel
Expert Opinion of Chapter 11 Feasibility Analysis of Industrial Warehouse
Expert Opinion of Chapter 11 Feasibility Analysis of Retail Strip Center
Expert Opinion of Chapter 11 Feasibility and 1111(b) Analysis of Limited Service Hotel
Expert Opinion of Chapter 11 Feasibility and 1111(b) Analysis of Multifamily Apartment Complex
Expert Opinion of Chapter 11 Cramdown Interest Rate of Unsecured Claims for the Official Creditors' Committee
Expert Opinion of Feasibility Analysis of Chapter 11 Plan of Reorganization for Residential Real Estate Development Company and related Individual Chapter 11 Plan of Stockholder
Expert Opinion of Chapter 11 Plan Feasibility, Plan Valuation and 1111(b) Analysis of Central Business District Land Parcel
Damage Claim Analysis Against Company Management and D&O Insurer for Actions of Management of Failed Company
Damage Claims to Lessors Resulting from Lease Terminations of Twelve Ocean Going Supply Vessels
Damage Claims Resulting from Violation of Settlement Agreement, Failure to Release Liens, Impugned Credit, and Resulting Income Tax Consequences
Dispute Over Appropriate Level of Commercial Lending Due Diligence
Expert Opinion Regarding Plan Value and Fair and Equitableness of Plan of Reorganization of Retail Shopping Center
Expert Opinion Regarding the Equitable Accounting of the Monetary Amounts to be Paid and/or Credited to and by the Parties in Order to Effect the Rescission and Unwinding of the Purchase and Sale Transaction”
Workout Consulting to Owners of Distressed Development Land Investment
Workout Consulting to Owner of Failed Metals Recycling Business