Our Focus & Purpose

We exist to help your team and deal become more tailored to what Family Office & Institutional Investors expect to see. From team, operations, and financial economics, this is only part of what a Family Office or institution will look at when considering on deploying equity. 

 

Our services are typically bundled and used at will in order to execute a client request of JV equity sourcing, debt sourcing, capital stack advisory, operations, institutional underwriting advisory, and discreet off-market disposition of real estate or businesses. 

 

Successful Executions 

Dec 2022: Off-market asset sourcing

Sourced a heavily discounted assisted living asset for a Boston-based Private Equity firm. Assets were acquired at nearly 50% less than what the institution paid for it just 3-4 years prior. 

Fall 2023: Institutional Capital Advisory For a Multifamily Syndication group based in Charlotte NC.

Advised the team underwriting, and fee structure, as well as suggested a performance-based economic payout model that favored the investor. This model is the standard for what Family Offices and institutions expect to see. This group had not gotten institutional money before so this is something we worked on and was only one of the things we advised on for them. Our goal was to reform the above things to execute this group’s first Family Office/Institutional level equity check. This was during one of the most difficult capital-raising environments in over a decade. After consulting and advising, we made an introduction to them that resulted in an equity check of over a million and a half dollars.

 

 

Jeff Berlin, Founder

Mr. Berlin spent nearly 8 months working for a Family Office based in Annapolis Maryland. This gave Mr. Berlin the inside look on the very private world of Family Offices. After getting on hundreds of calls with accredited investors, family offices, and private equity funds ranging from the 7 figure to 10 figure AUM range.  Mr. Berlin quickly learned about the industry and learned how to facilitate introductions to these investor types himself. Mr. Berlin believes it is vital to understand the structure of each and every business as well as its sales & lead handling processes. In his spare time, he enjoys traveling and learning about consulting as well as financial & international news.

 

 

Shea Arend,  President Of Sales

Shea grew up in Maryland during his younger years and then moved to Charlotte NC.  Shea holds a Bachelors of Science from Arizona State University from the Walter Cronkite School of Journalism and Mass Communications with Honors.  Shea has a background in SAAS Sales and Debt Consolidation Sales in which he sold approximately 1 million dollars per month in debt consolidation. He has three daughters and is currently engaged. He lives in San Diego California with his family and two rescue dogs.