Select Recent Transactions

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Select Recent Case Studies


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Homebuilder:
Sell-side M&A Advisor & Equity Capital Raise

tear down builder

  • Private home builder based in Los Angeles with $500 million in annual sales

  • Tear down builder that has successfully ‘cracked the code’ in merging custom home building product with production capability

  • Operating in West Los Angeles’ premier and most desirable markets

  • Mandate: Value, sell company and secure growth capital commitment from complementary partner

Process & REsult

  • Provided strategic advice and explore capital raising alternatives to move the Company from project level financing to an entity-level capital structure

  • Prepared full investor presentation, made over 70 confidential calls to prospective investors including private equity and potential strategic partners in the U.S. and overseas

  • Assisted with financial modeling and analysis; coordination of follow-up meetings and calls, due-diligence requests

  • Result: Company sale to Oaktree Capital Management, and commitment of $200 million in growth equity


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Homebuilder:
Growth Capital Analysis and Capital Raise

REgional Home Builder

  • Privately owned, second generation home builder operating in three states

  • Offering high production affordable homes to buyers in secondary markets

  • Mandate: Analyze growth capital options, secure programmatic commitment

PROCESS & RESULT

  • Provided strategic advice on the availability and cost of debt and equity

  • Completed full review and deep dive into projections; prepared complete investment package

  • Initiated contact with a wide range of investors, facilitated calls, tours and due diligence

  • Result: Secured commitment of $100 million of growth capital with well known and experienced industry investor

 

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Turnkey Framer:
Construction Technology Start Up Equity Raise

Offsite Solutions Company

  • Design, engineering and manufacturing company providing fully integrated off-site solutions (FIOSS) for both residential and commercial construction

  • Complete building systems offer more profitable and efficient alternatives to home builder customers

  • Privately held and headquartered in Northern California

  • Mandate: Raise growth capital from U.S. investor/partner

PROCESS & RESULT

  • Prepared full investor presentation and business model overview

  • Introduced European management team to over 100 potential financial and strategic partners

  • Hosted diligence meetings and tours in Europe and the U.S.

  • Result: Closed with sale of 50% position to Louisiana Pacific (NYSE:LPX) for $45mn