SVM BUSINESS ADVISORY

 

International Business, Financial Services,  Commercial Real Estate Investment

INVESTMENTS & ACQUISITIONS | SELECT PROJECTS



  • Acquired 1000+ apartments for an UHNW investor. Built financial models, led negotiations, managed due diligence and closing process.

 

  • Secured $100m+ in (re)financing for a multi-family real estate portfolio.


  • Managed a $200m+ acquisition project for a Canadian property & casualty insurer.

 

  • Development of a M&A strategy for the U.S. business unit of a financial services firm. Developed investment criteria, performed strategic benefits assessment, and high level valuations.


  • Retained by a privately held firm (EBITDA ~ $2m) to coordinate the sales of the firm. Developed valuation models, prepared offering documentation, data room, and identified potential strategic and financial buyers.