Lucas James Butler
*** * **** ******, *** *L, New York 10011
Email: ac18mi@r.postjobfree.com Phone: 646-***-****
EXPERIENCE
RootCorp New York, New York
Consultant – Investments Jan 2017 – Present
Tech Enabled Real Estate Multi Manager – Supplying institutional offerings to quality Investors
Lead underwriter - Analyze and model all institutional offerings, identify best in class operator, package and present to investment board and investors
Deal structure – Negotiate and present the deal in its entirety covering funds availability, acquisition & disposition costs and fees, term structure, return structure (waterfall models), debt, equity, property management and asset management
Risk Management – Structure and manage all instruments including Mezzanine debt, OC Debt, Warrants, Preferred Equity
Client relations – Source and maintain revenue generating relationships on both GP and LP sides of the transaction
Investor Relations – Ongoing participation for sourcing of capital for RealAssets.com
Create and package all offer memorandums, term sheets and due diligence for capital raisings and closings
Brookhill Properties New York, New York
Senior Financial Analyst – Leader of acquisition and asset management April 2015 – Jan 2017
Real Estate Fund that specializes in Multi – Family Assets in Manhattan and Brooklyn
Responsible for underwriting and modeling all acquisitions - Largest deal executed was financed for $132m
Portfolio consisted of 16 buildings with a total of +450 units in Manhattan, NYC
Responsible for structuring, negotiating and closing debt and equity for all acquisitions and assets
Asset Management, ongoing communication with lenders to service their requirements and maintain an efficient relationship
Create and manage rent roll data base, laisse with property management and brokers to design and assist with presentations
Responsible for preparing and packaging all due diligence for refinancing and or asset sale
Wilson Agents Melbourne, Australia
Market Coverage/Property Executive – High Net Worth Individuals Aug 2013 - Sep 2014
Property Consultancy Company, Specializes in the Central to South East/Bayside Metropolis
Market/Sector analysis – presented market expectations and trends to colleagues to assist them in sales preparation and business development, this resulted in overall team development and stronger quarterly revenues
Property sales and management of property in the AUD1m-6.5m price range
Built and managed high performance prime brokerage sales team for institutional clients
Patersons Securities – Largest nationally (non-bank owned) Securities Firm Melbourne, Australia
Associate Advisor/ Equity Sales Aug 2010 - June 2013
Associate Advisor to one of the most renowned senior private wealth advisors in Australia
Provided and executed strategic advice to institutional, ultra-high net worth individuals, family offices and pension fund clients on international/macro movements
EDUCATION
Investment Banking Institute New York, New York
Intensive 4-week financial modeling and valuation training program August 2015
Performed company valuations utilizing (i) comparable public company analysis, (ii) precedent transactions analysis and (iii) discounted cash flow (DCF) analysis
Built fully-integrated financial statements projection model, LBO model, accretion/dilution merger models, including ability to run operational and capital structure sensitivities within models and data tables for sensitivity analysis
Victoria University Melbourne, Australia
Bachelor of Business/Finance February 2010
GPA 3.4
Majors: Financial Risk Management and International Trade
ADDITIONAL
Computer Skills: Proficient in Microsoft suite (advanced in Excel), Argus, Squarespace, Google AdWords, Facebook analytics
2013: Real Estate Institution of Victoria - Certificate IV in Property Services
2012: Kaplan - Margin Lending Accreditation, RG 146 Licensed to provide financial advice (Equivalent to Series 7)
2004: Victorian Certificate of Education (High School Diploma), Girton Grammar School –- Senior School Prefect, Full Colors for Excellence in Music, Senior Cricket Captain