Our Services

We built a variety of tools and processes, over the years, to serve all of our capital partners and operators. We don’t need to be involved as a direct investor to participate and support a transaction with our skillset, solutions or expertise. We are here to serve and make any transaction seamless on both sides of the table and with the highest industry standards.

We don’t just consult, we execute and perform.

  • Buy-side / Sell-side partnership representations

  • Valuation and due diligence services

  • Financial planning, synergies and strategy framework

  • Operational takeover (M&A, Wind-Down, Carve-Out…)

  • Debt / Equity origination and underwriting

  • Transition Services Agreement (TSA)

  • Interim financial reporting & accounting services

  • Governance and compliance

  • Treasury management

  • Legal coordination

  • Weekly operational reporting

  • Monthly financial statement review

  • Cash / Bank account reconciliation

  • Budgeting and forecasting

  • KPI / BI Dashboard & analytics

  • Market surveys and comps

  • Disposition strategies and fair-market-value (FMV) analysis

  • Actuals/Budget/Proforma variance analysis

  • Projected returns calculation / scenario analysis on waterfalls

  • Risk management (capital calls, partnership recapitalization, debt restructuring, cash-flows shortfalls)

  • Acquisitions & underwriting

  • Tax-exempt / Affordable Housing strategies (PFC/HFC conversion)

  • Technology implementation (Yardi, RealPage, Revenue Management, BI Reporting, ERP systems)

  • Organizational design, internal policy review and oversight

  • Professional Employment Services (PEO): HR, payroll & benefits

  • Leasing agreement services

  • Financial Accounting & consolidation

  • Investor relations

  • Guarantor compliance

  • Draw requests submissions and CapEx reconciliation