Capital Markets Advisory
- Commercial and Industrial (C&I) term loans and lines of credit
- Commercial Real Estate loans
- Subscription Credit Facility placement· Conventional banking and alternative lending relationships
- Understanding and navigating the Small Business Administration (SBA) lending process
- Underwriting and structuring transactions
CFO Advisory
- Determine capital needs and develop strategic plans for obtaining necessary capital
- Review and analysis of company financial statements, key ratios and performance metrics
- Strategic planning and forecasting for business growth
- New business or venture plan review, analysis and thorough feedback
Commercial Real Estate Advisory
- Create an investment thesis based on investor risk tolerance, goals and capital access
- Identify investment real estate opportunities, realtors, contractors, and property managers to build your portfolio
- For rehab projects: Construct and update an editable construction budget to forecast the costs, profitability, equity requirement, cash on cash return, and debt assumptions
- Construction and update pro forma cash flow displaying “downside scenario” for the investment strategy
- Strategically solicit banking partners
- Vet and negotiate debt options with above mentioned banking partners
- Secure competitive debt options
- Evaluate equity partners
- Usher deal through loan underwriting, approval, and closing process Includes but not limited to
- providing bank with proper information
- participating on underwriting calls to answer bank questions
- participating on closing calls as necessary
- review loan documentation along with counsel
- review closing statements for accuracy
- Work with bank to facilitate monthly draw process Includes but not limited to
- obtain proper lien waivers for draws
- ensure loan is in balance and in accordance with approval
- work with bank to ensure draw is funded in timely fashion
