Strategic Planning:

Broad-based insights into existing capital markets, evolving trends, and the relevance to the Client's project/transaction and overall corporate strategy.

Feasibility:

• Additional insights at feasibility and design stage of transaction
• Assistance in designing pro-forma budget and market research
• Perform underwriting of transaction in lieu of or to support in-house efforts

• Bring the transaction to the market quickly while presenting highest quality materials and information
• Perform marketing of the transaction in the best possible light
• Ensure identification of most appropriate capital
• Ensure broad coverage of the market and spearhead negotiations to achieve optimal structure
• "Value-added", structured transactions involving preferred returns and promotes are a relatively inefficient sector of the market – a significant opportunity exists to achieve better structure through a skilled and informed agent
• Serve traditional function as intermediary allowing a 3rd party to serve as a buffer and biased arbiter
• Insurance policy – higher level of assurance of transaction completion
• Speed of execution, focus and ability to run multiple track process if lead candidate falls through

Closing:

• Manage and closely monitor closing process – constant follow up through actual funding is key to expedient closing

Overall:

• Investment banking vs. brokerage approach: entire firm works as a team – not just retaining individual
• Save significant time, effort and potential drain on resources of development or management company
• Allow developer/owner to focus on creating value through development/management instead of conceptualizing, negotiating, structuring and closing financing
• In-house finance team with CFO-like approach