Client Engagements

Texas-based multifamily fund with $1.3 billion in transactions and institutional equity partners

Group targeting top US producing basins with $350M+ in completed transactions, 226K wells, 588K net royalty acres

Long-term established multifamily fund with $1.8 billion transactional value

Hospitality group managing 4,100 hotel rooms, 1,400 employees, $1B+ transactional volume

Build-to-suit operator for healthcare companies using OpCo/PropCo model with robust property pipeline

Established manager with $350M+ transactional experience raising $100M for active adult communities

Developer of next-generation jet engine successor for commercial space launches and atmospheric flight

Established team with $4B+ transactional value, targeting shallow bay industrial through cap rate arbitrage aggregation

Southeast family office owning car dealerships and professional sports teams, expanding into real estate

$305M tech startup in emerging market with unique competitive positioning

Firm specializing in personal injury and invoice factoring litigation finance

Company developing innovative industrial freezer solutions and ice technology

Steel frame modular housing company targeting $60M raise with $1B projected 2026 revenue

Emerging manager with top-tier asset management experience specializing in data center advisory

Established operator with 25K+ historical units, $3B+ assets under management

Public multifamily REIT requiring ongoing transaction support

Established manager with 8,500 units under management seeking $200M equity raise

Former public REIT executive launching independent real estate business

All-access private markets fund investing in venture, infrastructure, private equity, and commercial real estate sub-funds

Series C credit card company with experienced team from lobbying/financial services background

Top 5 commercial real estate brokerage franchise

Largest MMA promotion in Latin America, founded by original UFC team

Emerging managers specializing in Northeast office-to-residential conversions with in-house construction

Healthcare marketplace startup targeting $5M seed round with 3-year $50M revenue path

Startup developing technology solutions for the trucking industry

Industrial fund with $2.1B+ transacted, $400M+ equity raised, focused on Class B industrial in Texas and Florida

Financial advisory for real estate and private equity funds offering underwriting, fund management, structured finance

Venture Al startup focused on Al-powered leadership and team performance solutions

PE firm executing multi-phase John Deere dealership rollup with 5-year $100M revenue goal

Fund VI continuation strategy with 15,000 net mineral acres acquired track record

Carveout division of public energy company with confidential operations

Family office owning real estate to sports teams with border industrial thesis

Startup delivering "blueprint to reality in 24 hours" 3D printed homes

10-year opportunistic long/short value-oriented hedge fund

Multi-use crypto compliance technology platform serving banking and investment clients

"Airbnb for home offices" targeting $1T working space market void

Firm raising $125M focused on Permian Basin mineral and royalties

$50M venture raise, digital office platform, $300M pre-money valuation with large corporate clients

Venture startup in construction technology and agent Al space

Real estate firm with $50B+ transactional activity, $30B+ equity invested

Advisory firm using outsourced capacity model instead of hiring junior staff

OpCo/PropCo model car wash fund owning Tommy's Express with $1.2B prior transactions

$500M equity raise fund with $7B portfolio, 33K units (27K exited)

Quant hedge fund with zero-DTE thesis and proprietary trading strategies

Central US hunting club selling membership units for equity stake in land/club

Fund III with $1B+ prior equity deployed, board with $30B+ RE experience

Healthcare company with novel biopharmaceutical product development

Restaurant operating business with expansion strategy

Market and cafe concept targeting multi-location expansion

Largest US archery brand diversifying into hunting land investments

Infrastructure company with assets in Texas Triangle region

Oil and gas family office with multiple oil and gas services portfolio companies

ex-CEO of largest asset manager in Latin America focusing on border industrial

Mushroom farming operation with automation technology and rapid growth trajectory

Continuation fund focused on East Texas natural gas mineral interests

BTR community developer with $2B+ AUM addressing housing affordability

$1.25B+ deployed across 202 private credit transactions

Investment bank providing white-labeled research and collateral services

$650M track record lending on 15,000 acres of agricultural collateral

Company with established track record seeking growth capital

Australia's largest seafood distributor diversifying into commercial real estate

29,000-acre position in Haynesville and East Texas minerals/natural gas

One of world's largest cold plunge producers raising $10M growth equity

Early-stage venture building software for agriculture testing and producer connections

Fund VII, portfolio company of large PE firm, $500M equity raise

Emerging manager raising $30M targeting wellbore inefficiencies

$250M self-storage fund successfully raised targeting foreign pension funds

$500M fund for debt financing, office/multifamily lending, restructuring with $2.3B AUM

$250M fund with $1B transaction track record, 81% historical IRR

Global asset manager with $6B+ capitalizations pitching US's 2nd largest train station

Largest owner of active adult living and senior housing in Arizona

$50M equity raise, $456M transaction history, 44% net IRR

$1.4B AUM, $100M+ personal investment in transactions, Manhattan focus

$413M AUM industrial platform with institutional capital partners

Acquisition of 51+ well-known pizza franchise locations

$1.3B private equity firm with neuroscience/healthcare thesis

Opportunity zone fund requiring ongoing deal and fund materials

Private equity fund investing in security companies

Canada's largest tennis and pickleball academy seeking growth equity

$200M raise target with $400M prior transaction volume

Emerging manager in industrial real estate space

Switzerland-based group with $2B AUM focusing on workforce housing acquisition

Company advocating for NY shale gas drilling permissions like Pennsylvania

Technology firm providing software solutions to alternative investment fund managers

7.5M+ sq ft office across 8+ cities, distressed office investment focus

$450M transacted, $2B+ management team experience, REIT joint venture

Commercial HVAC rollup with $500M revenue target through acquisitions

$6B executive team loan volume, $250M raise target with large asset pipeline

Tax consulting firm requiring business launch support

Emerging manager in sale-leaseback transactions

Fund with $6B executive team track record seeking $250M deployment

Veteran pro sports player investing in LA workforce housing, $220M in development

Operating business in plasma collection seeking growth capital

$250M grocery-anchored retail fund

High-growth venture startup launching ancillary business line

Largest owner of sub-institutional multifamily in Los Angeles, first client, ongoing partnership

Industrial investment firm with $7B+ transaction experience

220 employees, $80M+ annual revenue agricultural operating business

Vertically integrated owner-operator of medical office real estate with over $1 billion invested and a track record of market-beating returns across dozens of realized investments.

A core-plus medical office fund holding more than a million square feet across the Southeast, acquired below current value with occupancy and net operating income both materially improved since launch.