Contact mleroy@crossconcap.com
Location Palm Beach, Los Angeles, Park City
Engaged by emerging managers to develop start up plans, advise on capital raising, deal sourcing, best practices and investor reporting.
Engaged by $6B Fund & Separate Account Manager to develop strategy & transition plan for shift from:
Engaged by $750M Distressed Debt fund to assist in establishing Tokyo operations, advising on set up of licensed loan servicing entity, fund and investment structuring.
Executed merger analysis for one of the first public REIT privatizations including combined entity analysis, comparable merger terms analysis, peer benchmarking, review of tax considerations.
Engaged by Healthcare Investor to review 1.4M SF portfolio, 700 leases, 200 properties for cash generating opportunities including unbilled rents & expenses, establishment of management fees, lease MTM, operational improvements.
Engaged by $3B Global Fund Manager to assist in re-engineering asset management and loan servicing operations in the US and Tokyo.
Engaged by regional Real Estate Services Provider to conduct strategic alternatives study for globalization. Included competitive benchmarking, market assessments, rankings. Identified target acquisition & alliance candidates. Recommendation of forming strategic alliances in key markets successfully executed.
Engaged by $10B Global blue-chip Fund Manager to perform current and future state analysis of back office operations. Multi-year project to re-engineer and implement best and leading practices across the US, Asia and Europe platforms.
Engaged by $100M fund to identify target fund sponsors and existing LPs for liquidation and transfer of interests to Secondary Fund.
Engaged by acquiring company to establish value of a diversified portfolio, asset management team and operating platform.
Track record, operational, manager & legal due diligence for Fund of Funds Investments. DDQ preparation and presentation to Investment Committee.