Selected Engagements

Outcomes that define a practice.

A curated record of complex mandates across financial consulting, real estate investment, and mortgage brokerage — each representing a distinct challenge, a deliberate strategy, and a measurable result.

The following case studies are illustrative of the types of engagements handled. Client identities and certain transaction details have been anonymized in accordance with confidentiality obligations.

Real Estate Investment

Distressed Asset Acquisition — Midtown Office Tower

Off-market acquisition at 22% below assessed value; repositioned and stabilized within 18 months

A family office client sought to deploy $60M into commercial real estate amid a softening office market. We identified an off-market opportunity in a 28-story Midtown tower whose institutional owner was under pressure to divest. Structured a phased acquisition with a preferred equity tranche, negotiated a seller-financed bridge, and coordinated a full capital stack across four counterparties. Post-close, we advised on a tenant repositioning strategy that brought occupancy from 61% to 94% within 18 months.

$60M

Capital Deployed

22%

Below Assessed Value

94%

Occupancy at Stabilization

Financial Consulting

Integrated Wealth Strategy — Founder Liquidity Event

Preserved $8.4M in tax liability through structured exit planning; full generational transfer framework in place within 90 days

A technology founder approaching a $47M partial exit engaged us six months prior to close. We designed a pre-liquidity strategy encompassing a charitable remainder trust, qualified opportunity zone reinvestment, and an irrevocable life insurance trust to remove future appreciation from the taxable estate. Coordinated directly with M&A counsel and the client's CPA to ensure alignment across all instruments. The result was a post-tax outcome materially superior to any single-instrument approach, with a succession framework in place for the following generation.

$47M

Liquidity Event

$8.4M

Tax Liability Preserved

90 days

Framework Delivery

Mortgage Brokerage

Jumbo Portfolio Refinancing — 11-Property Residential Holdings

$2.1M in cumulative annual debt service reduction; consolidated from six lenders to two

A high-net-worth investor carrying $38M in residential mortgage debt across eleven properties — spread across six separate lenders with misaligned rate structures and covenant terms — engaged us to rationalize the portfolio. We conducted a full liability audit, identified three properties suitable for cash-out refinancing, and negotiated two institutional facilities at sub-6% blended rates. The consolidation eliminated cross-default exposure, freed $2.1M in annual cash flow, and positioned the client for a planned acquisition phase the following year.

$38M

Debt Portfolio

$2.1M

Annual Cash Flow Freed

11 properties

Portfolio Consolidated

Ready to write your own success story?

Schedule a private consultation to discuss your goals and how we can help you achieve them.

Schedule a Consultation→