New Providence, NJ *7974
New York, NY
Completed $6.4 Billion in “Left-Handed” Corporate Finance with Fortune 500 Corporations. Syndicated $2.3 Billion of equity investment in various deal structures through PPM’s. Additional $1.6 Billion arranged and sold to Credit Corporations. Realty Finance Group (RFG) was the most profitable group at Lehman Brothers from 1985 to 1989.
Privately placed $2.9 billion of debt (144A) encompassing various industry sectors and deal structures. Managed the existing portfolio of credits and structures while promoting relationship activities with CFO’s and finance directors of current and potential issuers. Forged business development and pipeline demand for new product.
VP of Finance and Operations of two publicly traded NYSE listed companies dedicated to retail (Both Lehman IPO’s). Participated in earnings calls with analysts and accompanying investor relation functions. Expertise in consumer research, syndicated market data and research oversight. Full P&L responsibility including capital expenditures. Supervision of new projects, renovations, store construction, design and maintenance for 40+ door openings.
Originated, negotiated and structured Advisory Positions on $112 Billion in M&A and LBO transactions including equity and debt securities placement across various industry lines.
Co-Lead of asset review in the outright individual and bulk sales of asset portfolios by the Resolution Trust Corporation (RTC) in the billions of dollars. Continued involvement in the MIF program, N-Series and S-Series structured programs.
Lead underwriter on $4.8 Billion of IPO’s covering Office, Manufacturing, Industrial, Retail, Consumer Goods, Commercial Franchises, Multi-Family, Restaurants and Fast Food, Alternative Energy, Senior Housing, Assisted Living, Healthcare, Media & Entertainment, Mortgages, Hotels and Resorts and Medical Office.
Successfully arranged intense high-energy, high-impact strategic/cross-functional marketing campaigns to Institutional, Retail, and UHNW individuals in a global matrixed broker-dealer network. Responsible for content, financial projections, copywriting, road show presentations, photography and advertising style. Prospectus and prospective reporting specialist.
CIO of nineteen public funds (CFO of nine) in varying industries including Office, Manufacturing, Industrial, Retail, Consumer Goods, Multi-Family, Senior Housing, Assisted Living, Hospitals and Nursing Homes, Healthcare, Energy, Agriculture, Media & Entertainment, Timberland, Zero Coupon and Second mortgages, Hotels and Resorts and Medical Office. Realty Investment Group (“RIG”) completed over $200 Billion in transactions with AUM exceeding $250 Billion.
Full profit and loss responsibility and operational control over each fund incorporating proven experience directly selecting managers, vendor relationships including legal, accounting, engineering and environmental, construction and contractors, management and marketing, leasing and brokerage.
Director and/or Officer of several major Corporations including Franchise First Corp. of America (FFCA) ultimately sold to GE Capital. Yakima Produce Corporation, one of the largest agricultural growers in the US. Polaris Industries Inc. (PII) manufacturers of power sports vehicles including ATV’s ORV, and American Entertainment Partners I & II (AEP) a partnership with Twentieth Century Fox Film Corporation that produced, financed, acquired interests in feature length motion picture films, to name a few.
In-depth understanding and knowledge of end-to-end Product Development including, Strategy, Launch, Operations and Management, Calisthenics, Change Management, Lifecycle and Solutions. 12 years of related work experience either leading projects or as a team member of mid to large sized project teams.
Prepared hundreds of SEC Filings 10-K’s, 10-Q’s, 8-K’s and compliance documents for numerous public funds and corporations including the MD&A, segment support documentation and investor relations correspondence.
Key member of the firm’s capital preservation and risk management group (“CPR”) with a focus on strategic solutions and actions. Developed and implement risk measurement analytical tools for real estate products and supported on-going risk management analytics and reporting, including pro-forma and embedded risk management. Knowledge of suspicious activity and AML detection practices within the real estate arena.
CFO/Controller of Calmark Development Corporation one of the larger Developer, Owner and Operator (DOO) of 55+ senior housing projects in Southern California. Recast the “capital stack” with new and performing debt with a return of Lehman Capital while mitigating additional risk capital. Sold the company to Metropolitan Asset Group.
Interim CFO/COO of US Shelter Corporation one of the largest DOO’s of Multi-Family Apartments in the Southeast. Completed a partial Chapter XI bankruptcy restructuring corporate and partnership debt while improving operations going forward. Sold the company to Insignia Financial Group.
Sourced, underwrote, negotiated and closed billions of CMBS transactions across multiple property and Industry lines. Closed $700 million in whole loan purchases from several banks for re-presenting in CMBS pools.
Spearheaded an asset management group of 9 responsible for direct equity investments, joint ventures, foreclosure activities, workouts, corporate real estate assets and financing programs. Direct responsibility for creating strategies to maximize stakeholder value investment returns.
Advised Pension Funds and Institutional Investors on real estate investing, planning and strategies including new construction, loan purchasing, workouts and bankruptcy reorganization alternatives.
CTC REALTY INVESTORS, LLC
New York, NY
Managing Director/Limited Partner
Start-up operation to build a commercial Private Equity real estate operations and development firm with the goal of taking the company public within a 5 to 7 year timeline. Developed and implemented the firm’s strategic plan including acquisitions criteria, financing direction, M&A growth plan.
As Director of Acquisitions completed over $300 million in acquisitions, consisting of more than 5 million square feet of office, retail, industrial and multi-family properties. Responsible for property selection, underwriting and due diligence. Handled negotiations of acquisitions and financing documents with sellers and lenders. Managed and motivate the acquisitions department and third party consultants.
Set-up the accounting, leasing, property and asset management and finance departments in a structured format over three years to minimize initial capital outlays while proactively meeting or exceeding shareholder/partner returns.
Road mapped the M&A platform with the purchase of a Prime Retail Outlet Center (ROC) in the Caribbean, which resulted in the $631 million purchase of Prime Retail one of the largest DOO’s of ROC’s in the world. Prime Retail was sold to Simon Property Group for $2.325 Billion. Enabled the merger and acquisition of Prime Group Realty Trust for $889.4 million and the $8.1 billion merger of Extended Stay Hotels.
Worked with mezzanine lenders, preferred equity holders and private investment groups on capital raising efforts for the firm’s existing investments, M&A transactions and new investment opportunities.
Made the firm’s initial IPO of $300 million happen and enabled three additional IPO “add-ons” in excess of $900 million. Worked with lawyers, consultants and broker dealers networks on SEC filings, advisory and marketing efforts respectively.
Managing Partner is currently #1,376 on the most recent Forbes List of Billionaires and #446 on the US Forbes List of Billionaires in part from precise execution of the original business plan.
J.S. PALUCH COMPANY, INC.
Account Manager for the New York City and surrounding areas. Managed over 1,500 advertising accounts for B2B, B2C and C2C advertisers/merchants. Upselling was key responsibility to existing account advertisers. Generated sales through development of leads, cold calling, renewals and customer referral programs.
Responsible for advertising creativity and design including ad layout, logo strategy, social media plan, typesetting oversight and digital design. Worked with the creative team to develop interactive, social strategy and graphic design solutions.
Worked closely with project managers and merchants to obtain all relevant information, technical requirements and timelines for each advertisement.
Consistently upgraded renewals year-over-year as a result of customer relationship management offering aggressive up-sale options to value-based customers.
Achieved 97% retention rate across existing account advertisers. Consistently sold 120% of monthly quota. Constant Top 5 East Coast sales representative.
New York, NY
Director of Acquisitions for an opportunity fund engaged in the purchase of environmentally contaminated property and excess corporate real estate. Provided strategic solutions to Corporate America in challenging situations while providing legal liability protection, eliminating future cash outlays and 10-K disclosure requirements.
Completed $26 million in acquisitions. Interfaced with brokerage community and corporate consultants. Responsible for company marketing efforts at industry conferences including panel discussions and PowerPoint presentations at the IDRC, Conference of Mayors and CFO Magazine.
Handled negotiation of acquisition and financing documents with sellers and lenders, including A & B Note structured line of credit with existing lending partner.
Co-led the firm’s capital raising efforts to establish the first institutionally backed fund dedicated to the purchase and redevelopment of environmentally challenged real estate.
TREC INVESTMENT REALTY, LLC
New York, NY
Vice President of East Coast operations and acquisitions for a Tenant-in-Common Real Estate Sponsor involved in co-ownership structures.
Selection, underwriting and due diligence of new product within investment parameters.
Led negotiations of acquisition and financing documents with sellers and lenders, including purchase and sale agreements, loan documents and leasing agreements.
THE PATRICIAN GROUP
New York, NY
PEAT MARWICK MITCHELL & CO.
New York, NY
BON VENTURE SERVICES, INC.
New York, NY
Bachelor of Business Administration - Accounting