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

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

Sample Assignments

Coal Mining
Coal Mining

Describe your image

press to zoom
Office Buildings
Office Buildings

Describe your image

press to zoom
Farming
Farming

Describe your image

press to zoom
Retail Stores
Retail Stores

Describe your image

press to zoom
Residential Development
Residential Development

Describe your image

press to zoom
Resort Hotels
Resort Hotels

Describe your image

press to zoom
Self-Storage
Self-Storage

Describe your image

press to zoom
Time-Share
Time-Share

Describe your image

press to zoom