$13M construction financing
Boutique hotel and retail conversion
Southern California
In progress
Transactions
Representative work across debt and equity.
A selection of current mandates and recently closed financings. Client names and identifying details are withheld.
Over 1,000 transactions and more than $1 billion closed across debt and equity, the largest above $100 million.
Principal track record across private banking, investor lending, and real estate private equity.
In progress
Current mandates.
Financing
6 mandates$11M bridge financing
Rental property portfolio
Florida
Partner buyout bridge with long-term takeout
In progress
$3.6M refinance
Commercial plaza
Chicago, Illinois
In progress
$3M acquisition financing
Equestrian estate
Wisconsin
Purchase financing for a foreign national buyer
In progress
Bridge financing
Hotel to senior apartment conversion
Tennessee
In progress
Acquisition financing
60-unit multifamily
Mississippi
In progress
Advisory
3 mandatesRecapitalization
Multifamily
Louisiana
Debt and equity advisory
In progress
Growth capital
Medical device company
In progress
Capital strategy
Consumer products company
In progress
Closed
Recently closed.
$6.5M mortgage financing
Residential
Closed 2026
$400K acquisition financing
Real estate services company
Business term loan
Closed 2026
$300K working capital financing
Construction company
Closed 2026
Transactions are shown without client names or identifying details. Amounts are approximate. Current mandates are engagements in progress and are not a commitment to lend or an offer to sell or a solicitation of an offer to buy any security. Some financings were arranged through our affiliated lending brokerage, DealRail.