Here are a few engagements we've been involved with — names anonymized where appropriate, results stated plainly.
A growing LIHTC operator wanted to broaden how they capitalized deals — past the relationships they'd been working with, into new structures and new partners. We worked through the available options (JV equity, preferred equity, programmatic platforms), built a target list of capital partners matched to their stage and risk profile, and delivered a polished investor package and process.
An operator engaged us to underwrite a 46-acre land development opportunity and chart a path to financing. We modeled the project at the asset level, ran the structuring options across debt and equity, and identified specific capital partners suited to the deal's risk and timeline — giving the operator both the analytical foundation and the relationship roadmap to move forward.
We worked with a founder running an investment fund to assess operations and long-term capital planning. We advised on key business elements which included emerging AI strategy — covering both how the firm could deploy AI internally and how it should evaluate AI-related opportunities across its portfolio.
A founder building a services company for developers and real estate owners came to us with two questions: how to sharpen what the company offered, and how to structure it to grow. We evaluated their existing products and services against the actual buying behavior of their target audience, advised on optimal pitch strategy, and worked through internal structure — team design, ownership, and the operating cadence the founder needed to scale.