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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
