FUNCTION

COMMERCIAL REAL ESTATE FINANCE EXECUTIVE

• Commercial real estate executive with nine years of experience in strategic and financial advisory services. Completed 62 real estate finance transactions raising more than $2.4 billion in capital.
• Experienced underwriting capabilities for all major property types including office, multi-family, retail, industrial, hospitality, and condominium projects.
• Raised capital for clients including first mortgage financing, mezzanine debt, bridge loans, construction loans, and joint venture equity.
• Completed 90% of transaction with institutional investors.
• Developed strong relationships with capital sources including life insurance companies, pension funds, international banks, Wall Street lenders, private equity groups, mezzanine investors, and advisory firms.

EDUCATION

WHARTON SCHOOL, UNIVERSITY OF PENNSYLVANIA
Philadelphia, PA · Fall 1996-Spring 2000
B.S. Economics; Finance, Strategic Management

EXPERIENCE

CUSHMAN & WAKEFIELD SONNENBLICK GOLDMAN
Chicago, IL · April 2007 – Present
Director

• Lead member of the Midwest debt and equity finance team for Cushman & Wakefield, providing financial advisory and mortgage banking services to owners of commercial real estate.
• Consulted with existing and prospective clients to understand capital requirements, created strategies to raise capital, and identified potential investors. Co-led business development efforts that resulted in capital raise assignments totaling over $700 million.
• Led execution of all transactions for the group. Managed all financial analysis including development of Argus models and sensitivity analysis, supervised the development and production of all offering memorandums, pre-screened investment opportunities to prospective investors, negotiated terms sheets between clients and investors, and oversaw transaction closing process.
• Co-Led launch of the Midwest Cushman & Wakefield Resolution Group, a cross-functional team of practice leaders that developed a comprehensive solution for lenders to handle troubled commercial real estate assets.
• Created debt structure financing options for investment sales teams during the marketing of property sales, enabling prospective buyers to quickly close acquisitions.

NORTHMARQ CAPITAL, INC
Chicago, IL · April 2002 – April 2007
Vice President

• Member of the five-person team raising debt and equity capital for commercial real estate owners. Promoted twice over five years, transitioning from an entry-level analyst completing basic financial models to leading the execution of all transactions within the office, including all financial analysis, development of investment memorandums, identifying potential investors, and managing the loan closing process.
• Initiated investor calls to develop interest, sold attributes of each transaction, conducted property tours, and negotiated detailed term sheets with lenders.
• Developed all financial models including Argus models, detailed sensitivity analysis, and complex waterfall scenarios.
• Wrote offering memorandums for both debt and joint venture equity transactions.
• Managed loan closing process including reviewing third-party reports, briefing tenant leases, auditing financial statements, and conducting detailed due diligence.
• Completed detailed market analysis including sale and lease comparables, market rent and occupancy analysis, and growth forecasts.
• Contributed to the growth of revenue within the group of over 300% over four years.

MERCER MANAGEMENT CONSULTING (NOW OLIVER WYMAN)
Chicago, IL · July 2000 – April 2002
Analyst

• Worked in a project-based, team environment to assist clients (typically Fortune 500 companies) to create unique growth strategies or develop solutions to strategic business issues. Completed detailed financial analysis and modeling of strategies to determine revenue generation or costs saving opportunities. Performed market research and conducted customer and industry expert interviews enabling the project team to analyze market and industry trends. Developed client presentations and presented findings during working group meetings.
• Developed a distribution network strategy for a mid-sized consumer packaged goods company enabling the company to significantly lower their cost structure while enabling faster distribution to customers.
• Worked with the management team of a start-up procurement exchange (a consortium of Fortune 500 companies) to develop a five-year business plan, identify potential cost saving opportunities, understand start-up capital requirements, assist in finding outside investors, and sign up initial customers and partners.
• Created a partnership negotiation strategy for a diversified technology company to identify the best candidate to partner with to commercialize a revolutionary technology in an unfamiliar market.
• Developed a value growth strategy for a computer hardware manufacturer within its services division for the retail and financial services industries.

ADDITIONAL INFORMATION

Club Membership: Undergrad

Interests:

• Acquisitions
• Advisory/Consulting
• Asset Management
• Banking
• Development
• Investment Banking

Professional Organizations: Urban Land Institute (Chairman of Chicago Program Committee, Member of Executive Committee) Personal Interests: Traveling, triathlon competitions, flying, skiing, scuba diving, fly-fishing, and hiking