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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
Execution:
- 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
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