Debt sourcing, equity raises, and recapitalizations led by someone who has been on both sides of the table.
Capital markets advisory is most valuable when it comes from someone who has sat on the borrower's side, the lender's side, and the equity sponsor's side of the same transaction. With over $2B in financing experience spanning agency lending, CMBS, bank debt, and private credit, we bring the pattern recognition that comes from structuring and closing across market cycles — including periods when capital is scarce and terms are adversarial.
Our role extends beyond introducing lenders. We prepare the asset-level narrative, financial packaging, and market positioning that institutional capital sources expect before engaging. This includes building underwriting models that anticipate lender questions, assembling due diligence materials in advance, and managing the competitive process to ensure owners receive not just the best rate but the most appropriate structure for their hold period and business plan.
For recapitalizations and joint venture equity raises, we bring the same discipline. We identify capital partners whose return expectations and governance preferences align with the owner's objectives, then manage the negotiation process through term sheet, legal documentation, and closing. The goal is a capital structure that supports the business plan — not one that constrains it.