Investment Management

Real Estate Private Equity Fund

Stage:
Inception
Size:
$700M AUM / 10 Employees
Structure:
Equity Backed
Locations:
Atlanta, GA

Assignment

Prepare the existing operating business for future growth. Develop new strategic capital partnerships and a corresponding deal pipeline. Remedy any reparable system/personnel deficiencies to improve chances of success as the business enters its growth phase. Responsibilities will include the vetting of existing SOP/protocol; developing disaster relief and succession plans; interviewing new candidates for employment; providing qualified opinions of pipeline and new transactions; and developing investor decks for a formal institutional capital raise.

Services Provided

Finance:

  • Budget Development & Management
  • Corporate Governance
  • Investment Underwriting
  • Investor Reporting
  • Portfolio Analysis
  • Tax Structuring

Strategy:

  • Human Resources Management & Training
  • Organizational Design Policies/Procedures Development &Implementation
  • Regulatory Compliance
  • Succession Planning

operations:

  • Business Development
  • Contract Negotiations
  • Divestitures/Dispositions
  • Fundraising
  • Growth Strategy Development & Execution
  • Investor Relations

Results

Assignment is currently in process. Current projects include transaction assessment, new capital partner strategy, and operating company staff planning.