SteveN b. jason
*** **** ****** . *********, ** *7090
908-***-**** (C) . 908-***-**** (H) . ****@*******.***
Asset MANAGEMENT and TRANSACTIONAL executive
Transactional executive with 20 years of experience in banking, law and
real estate/asset management working for large Fortune 500 corporations and
entrepreneurial start-up firms. Consistently recognized for ability to
effectively manage a wide variety of transactional and operational issues
and develop creative strategies to advance corporate objectives.
Demonstrated accomplishments and experience in:
Asset Management & Restructuring Property Acquisition
Deal/Legal Structuring Risk Management
Negotiations/Contracts Team Building/Management
Commercial Transactions Change Agent
Experienced in teaming with President/CEO, CFO, Marketing/Sales Executive,
external Investors and experts from varying fields. Focused leader with
ability to find innovative, multi-disciplinary solutions to execute company
objectives, along with exceptional partnership building skills and ability
to problem-solve.
PROFESSIONAL accomplishments
Asset Management/Commercial Transactions & Restructuring
. Co-led negotiation of restructuring of joint venture's credit facility
and replacement with $300 million financing from General Electric
Capital Corporation secured by an 18 property, 2,500,000 square foot
office building portfolio.
. Led negotiation of all transactional aspects of financing of
repositioning/upgrade of 1,000,000 square foot portfolio of "loft-
style" buildings in "Boston Wharf" area for office, restaurants/retail
and condominium units, including numerous issues addressing landmarks,
master development plan, zoning, environmental, structural (buildings
are over 100 years old) and multi-layered debt structure to allow for
certain buildings to be stabilized and sold and others converted to
residential condominiums.
. Executed sale of $135 million multi-asset, multi-state property
portfolio totaling 1,000,000 square feet to Transwestern Investment
Company.
. Negotiated complex sale of a $50 million, 250,000 square foot office
building while under construction for, and entirely leased to, New
York Life Investment Management.
. Managed sale of 450,000 square feet of office buildings situated in an
85-acre office park to Toys R Us for its corporate headquarters.
. Structured and completed a joint venture with Principal Real Estate
Investors committing equity for the acquisition of $300 million of
industrial real estate assets.
. Co-led evaluation of loan collateral and valuation of loans for a
leading bidder of an FDIC bank loan portfolio.
. Led the negotiations of leases to such tenants as Amazon.com Mid-
Atlantic Operations, Compaq, BASF, Cadbury-Schweppes, and other large
corporations.
Business Development/Partnership Management
. Co-developed and maintained new business relationships with such
companies as CB Richard Ellis, Cushman & Wakefield, Jones Lang
LaSalle, Holliday Fenoglio & Fowler (HFF), and others.
. As Chief Operating Officer, built partnerships with investment/equity
community, investment funds, law firms, and brokerage firms, all on a
national basis.
. As General Counsel, managed joint venture between WP Commercial and
the Whitehall Funds - establishing relationships with Goldman Sachs
executives, external brokers, attorneys, accountants, leasing
executives, architects, engineers, banking executives, and third-party
consultants among others.
. Developed business plan, co-authored investor presentation, sourced
assets and equity in connection with launch of multi-family operating
company.
Legal Structuring
. Recommended action strategies in all major joint venture transactions
based on assessment of legal risk balanced against transaction goal.
. Designed innovative solutions regarding environmental contamination,
zoning, land use, and unfavorable debt in relation to acquisition and
finance activities.
. Led franchise agreement negotiation for Whitehall Fund/Archon
Hospitality acquisition of over $1 billion of hotel properties.
. Managed due diligence process and acquisition by Kimco of seventy
May's and Kmart stores; synthesized and evaluated analyses to
determine the impact of the store acquisitions on the company.
Systems & Process Improvement
. Created decisional and transactional infrastructure to expedite deal
execution and increase information sharing across multiple
disciplines, resulting in joint venture growth from 0 to 7.5 million
in three years and, with over $200 million in equity from the Goldman
Sachs/Whitehall Funds, to become its largest operating partner in
North America.
. Created and implemented proactive lease transaction tracking system;
overhauled standard leasing documents reducing execution time from an
average of eighty-seven to sixty-five days.
. Streamlined systems and processes resulting in improved response
turnaround, shorter deal consummation time, and stronger relationships
with tenants, brokers and other team members.
. Reduced legal expenses by an average of ten percent (10%) through
write-offs and discounts.
EMPLOYMENT HISTORY
RBM ASSET MANAGEMENT & SBJ ADVISORS, Atlanta, GA & New York, NY 2008 -
Present
Advisory, valuation and asset management company
> Principal. Co-led teams performing strategic services for owners,
investors, advisors and financial institutions with regard to company
strategy, asset management and loan valuation.
PANTHEON PROPERTIES, New York, NY 2006 - 2008
A real estate operating company with over 3.5 million square feet of
opportunistic industrial properties in New York and Florida.
> Chief Operating Officer. Led day-to-day operations, provided advice and
counsel, and managed coordination and execution of real estate
transactions, involving accounting, construction, leasing, asset and
property management, and human resources. Directed all aspects of
property acquisition, financing and integration into company operations.
Point person, strategist, and decision-maker on all transactions,
advising and directing company team members, partners, and third-party
advisors and consultants.
ARCHON GROUP, L.P. Chatham, NJ 2003 - 2006
Worldwide Asset Manager for the Whitehall Real Estate Funds of Goldman
Sachs.
WP COMMERCIAL, L.L.C. (merged with Archon Group, L.P./Goldman Sachs)
1998 - 2003
Goldman Sachs/Whitehall Funds joint venture owner/operator of 7 million
square feet of opportunistic office properties in suburban Boston, New
Jersey and the Baltimore/Washington, DC corridor.
> General Counsel. Directed and managed the negotiations of all
transactions, including acquisitions, divestitures, financing and leasing
of over 7 million square feet of assets valued in excess of $1B. Created
and recommended action plan in all major joint venture operations and
transactions, balancing risk and company and/or transaction objectives.
Streamlined systems, policies and procedures resulting in reduced loss
and increased profits.
ROBINSON SILVERMAN PEARCE ARONSOHN & BERMAN (now Bryan Cave)
New York, NY 1993 -1998
Senior Associate, Real Estate Practice
Headed transaction teams and acted as chief negotiator on numerous
acquisitions, debt restructurings, sales, leases and financings for various
asset types (multi-property, multi-assets).
SCHULTE ROTH & ZABEL, New York, NY 1990 -1993
Associate, Real Estate Practice
Worked on numerous types of transactions, including various loan
restructurings for banks, and loan sales on behalf of the Resolution Trust
Corporation (RTC).
MARINE MIDLAND BANK (now HSBC), New York, NY 1987 -
1990
Vice President
Led team responsible for all aspects of acquisition, construction and
refinance loan transactions in amounts from $2 million to $80 million.
Duties included: guiding and participating with the teams through the
entire loan transaction process, beginning with underwriting, deal
structure and presentation to loan committee, and concluding with loan
documentation review, negotiation and closing.
LLOYDS BANK, PLC, New York, NY 1986 - 1987
Executive Officer
Responsible for underwriting entire transaction and facilitating
transaction closing. Developed new business and expanded upon existing
relationships.
BANK LEUMI TRUST COMPANY OF NEW YORK, New York, NY 1983 - 1986
Assistant Secretary
Underwrote various types of real estate loans and supported team leader
presentation to loan committee. Completed credit training. Given
responsibility for borrower relationships in recognition of outstanding
performance.
Education
JD, New York Law School, New York, NY, 1990
Journal of International & Comparative Law
Admitted to New York and Connecticut Bar
BA, Economics (Honors Scholar), University of Connecticut, Storrs, CT, 1983
professional & Personal activities
Member of New York Bar Association
Member of Connecticut Bar Association
Mortgage Bankers Association of New York (Past President)
Board of Trustees and Budget/Finance Committee, Temple Emanu-El, Westfield,
NJ
Alumni Board President - Sigma Phil Epsilon Fraternity, Seton Hall
University
Lecturer & Faculty Member, Regional Leadership Academies, Sigma Phi Epsilon
Fraternity
Director, Westfield In-Town 7th Grade Basketball League