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Service 04

Capital & Transaction Advisory

We prepare the materials and analysis that move capital — and help execute the transaction. Whether you’re raising equity, sizing debt, evaluating an acquisition, or planning a disposition, we deliver decision-ready exhibits and hands-on support that bridge the gap between analysis and execution — including investment-sales and disposition execution through our brokerage affiliation, Lee & Associates South Florida.

Scope of Work

Tailored to each engagement.

  • Equity presentations and offering memoranda
  • Debt and equity capital-raise support
  • Decision-ready investment-committee packages
  • Acquisition and disposition underwriting
  • Investment sales and dispositions (via Lee & Associates)
  • Lender and investor relationship coordination
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