The Preserve

132 unit, newly built Independent Living, Assisted Living and Memory Care.

Financial Advisor to EB-5 Lender on large single family housing development.  Facilitated negotiation of pre-payment of Lender note, allowing for an exit.

Financial Advisor to indenture trustee on a distressed senior care community. Structured a forbearance agreement; recommended and worked consensually with new management to lead turnaround.

Financial Advisor to indenture trustee on distressed CCRC. Structured forbearance agreement; worked consensually with management to improve operations.

Financial Advisor to indenture trustee on distressed senior care property. Structured forbearance agreement; worked with management to continue operating the community and improve performance.

Stabilization of continuum of care retirement community and led development of 70-unit assisted living and memory care tower. Led marketing initiatives, including RFP process to hire new vendor; hired and led video and photo shoot onsite.

Cambia Hills

Relicensed the community, worked with State/local officials, successfully sold through receivership.

Vista Grande Villa

Financial Advisor to indenture trustee on a 342-unit life plan CCRC. Structured a forbearance agreement and sale process, avoiding a planned bankruptcy and litigation.

646-acre, master planned development project including ~1,926 residential units

Financial Advisor to mezzanine lender on a six-phase, master-planned, single-family residential community.

5.59-acre site, 583-room branded hotel

Financial Advisor to mezzanine lender on an irreplaceable hotel/re-development site.

Financial Advisor to indenture trustee. Advised on and ran process, leading to sale of sheriff’s certificate on a 946-stall parking ramp.

400-room, upscale, boutique hotel

Financial Advisor to mezzanine lender on a pandemic-induced closed hotel. Restructured debt, allowing for the reopening of hotel.

Financial Advisor to mezzanine lender. Structured a concensual sale of operating hotel affected by pandemic including deferred purchase component, increasing the recovery of the mezzanine lender.

Marriott Capitol District Hotel

Financial Advisor to mezzanine lender. Negotiate and restructure capital stack and ownership of flagship hotel in lieu of bankruptcy.

School of Osteopathic Medicine

Financial Advisor to indenture trustee of a failed development mid construction. Assignment was to preserve and protect while communicating plan to repurpose with local township.

Marriott Elliot Hotel

Financial Advisor to mezzanine lender of a pandemic-induced failure of hotel. Structured and negotiated deed in lieu and restructuring of capital stack to take over hotel.

Tablerock Health Care

Financial Advisor to Indenture Trustee. Preserve and protect former 158-unit CCRC while structuring a sale process which involved an auction.

The Star

Financial Advisor to mezzanine lender that resulted in successful settlement.

Senior Care Portfolio

Financial Advisor to trustee to two distressed skilled nursing facilities.

Bethel Center Rehab

Owner through deed in lieu of failed 105-unit skilled nursing facility. Preserved, protected, repurposed, and sale.

Colby Healthcare

Restructuring of distressed skilled nursing facility.

Karmenta Healthcare

Owner through deed in lieu of failed 120-unit skilled nursing facility. Preserved, protected, repurposed, and sale.

Grace Living Community of Glen Oaks

General Receiver to a 90-unit CCRC. Improve operations, rehab physical plant, facilitate sale. Recipient of 2020 TMA Turnaround of the Year.

Riverside County Libraries

Consultant of public private partnership development of three county libraries.

St. Mary’s Care Center

General receiver of 85-unit assisted living, memory care and skilled nursing facility. Navigated project into COVID and led/concluded successful asset sale during pandemic while requiring TIP proceeding.

Leaf’s Ice Centre

Financial Advisor to indenture trustee. Led sale of stabilized 3-sheet hockey facility.

St. Olaf

Financial Advisor to indenture trustee of a failed senior care campus. Brought in new management, relocated 40 residents in cooperation with DHS, and preserved assets. Ran process resulting in foreclosure, successful sale of sheriff’s certificate to 501c3, and repurposement of facility.

K Care Assisted Living

Financial Advisor to general receiver to lead sale of a severely distressed senior care portfolio. Result was a successful sale.

Manor House Senior Living Community

Financial Advisor to indenture trustee of a 110-unit assisted living and memory care facility. Improve operations, rehab physical plant, and led sale. Recipient of 2018 TMA Turnaround of the Year.

Ringneck Energy

Arranged loan to finance construction of 80 million gallon per year greenfield ethanol plant.

JTAC Loan

Structured senior credit facility secured by interest earnings from federally-funded trust

Aspen Power

Financial Advisor to indenture trustee of bonds secured by 50MW wood biomass power plant. Preserve, protect and led successful sale through foreclosure and sale of sheriff’s certificate.

Castle Rock Ethanol

Advisor to underwriter of 70 million gallons per year ethanol plant involving subordinate tax exempts bonds. Successful asset sale/restructure.

Ethanol Portfolio

Financial Advisor to underwriter of tax exempt bonds on three ethanol plants producing 280 million gallons of ethanol per year.

Fibernet Monticello

Advisor to underwriter of tax exempt bonds used for construction of a “fiber-to-the-home” grid.

Tioga Apartments

Placed senior credit facility secured by 33-unit multi-family apartment complex.

Colonial Apartments

Arranged a non-recourse senior credit facility secured by a 44-until multi-family facility.

Todd Creek Water District

Financial Advisor to underwriter of defaulted water district secured by tax exempt bonds.

Accelplus

Financial Advisor to underwriter of tax exempt certificates of participation securing a “fiber-to-the-home” grid.

Northshore Ice Center

Financial Advisor to underwriter of tax exempt bonds securing a youth hockey facility.

YMCA

Financial Advisor to underwriter.

Renewable Energy

Financial Advisor to underwriter of defaulted subordinate tax exempt bonds secured by 100 million gallons per year ethanol plant.

Bahia Beach

Financial Advisor to syndicated bank group that was subordinate to defaulted CDD bonds. First known, successful CDD restructure in industry and then led successful asset sale.

Barrington Field House

Financial Advisor to underwriter on newly built field house in default.

Chicagoland Jewish High School

Financial Advisor to underwriter of tax exempt bonds secured by school. Resulted in successful sale through bankruptcy.

Huskies Ice Center

Financial Advisor to underwriter of defaulted 3-sheet ice center secured by tax exempt bonds.

Ocean Tower

Asset recovery resulting in demolition of failed 32-story luxury condominium development. World record for tallest post-tension demolition.

Ottertail Ethanol

Financial Advisor to underwriter of defaulted subordinate tax exempt bonds securing a 60 million gallons per year ethanol plant.

Sierra Kings Senior Care District

Financial Advisor to underwriter on defaulted healthcare district in Chapter 9 bankruptcy.

Double JJ Resort

2010 M&A Deal of the Year. Included HOA, hospitality, “hotel-ominium”, dude ranch, 50,000 sqft indoor water park, golf course. Restructured and sold assets out of Chapter 11 bankruptcy.

Toyota Town Center

New 5,000 seat arena defaulted upon receiving CO. Led negotiations/settlement involving BANs; resulting in full recovery for client.