Real Estate Commercial
Resume:
Clifton T. Roberts
Minneapolis, MN
m: 571-***-****
************@*****.***
Executive Summary
Vision-driven change agent with career-long record of finance, business development, and management success for leading organizations and creating revenue opportunities
Accomplished, highly dedicated business executive with extensive investing and financial expertise, as well as the proven ability to motivate teams, build strong professional partnerships, and deliver strategic insights that propel business growth and surpass stakeholder expectations. Organized and a keen eye for detail, with demonstrated ability to prioritize and manage multiple projects simultaneously. Leverage strong communication skills to foster long-lasting relationships with colleagues, clients, and stakeholders. Thrive in fast-paced, collaborative and diverse environments that demand excellence and reward ingenuity.
Core Competencies
Investment Banking
Venture Capital
Commercial Real Estate
Private Equity
Valuation
Mergers & Acquisitions
Strategic Planning
Financial Modeling
Capital Raising
Negotiation
Equity Research
Board Experience
Professional Experience
Stonewood Properties, Minneapolis, MN, 2012 to Present
Commercial Real Estate Development Firm
SENIOR VICE PRESIDENT
Spearhead and execute multiple investments and strategies as a dedicated commercial real estate professional; possess extensive experience growing and managing a diversified portfolio of primarily commercial real estate properties; achievements include over $80 million in transactions to date.
Create proformas, financial statements, and budgets; manage networking capital, expenses and accounts payable/receivable for hundreds of subcontractors and tenants monthly.
Leverage strong management, brokerage, leasing, operational, legal, marketing, investor communication, and sales experience to easily structure acquisition and development opportunities and handle all aspects of project management.
Secure significant revenue from fundraising through private placement memorandums (PPMs) and other marketing materials with financial forecasts, market research, sales positioning, comparable benchmarking, strategic planning, and target tenant analysis.
Build collaborative partnerships with lenders and navigate intricate negotiations to secure lender financing on favorable terms.
Draft legal documents including leases, letters-of-intent, joint venture agreements, contracts for deed, and easement stewardship; solicit legal representation as needed and manage litigation.
Serve as respected member of multiple committees in the Twin Cities; partner directly with mayors, city councils, city planners, civil engineers, and community leaders to facilitate targeted redevelopment projects, light rail expansions, and creation of pedestrian and bike-friendly road reconstruction for mutually beneficial development.
Selected Transactions:
Regency Plaza (Minneapolis): Doubled value to $12 million through a 50,000+ sq ft property acquisition and major remodel, including an Office Depot downsize and addition of Walgreens, Panera, and other local and national tenants; coordinated with architects, engineers, contractors, tenant representatives, vendors, consultants, lenders, and other project personnel at all stages from initial design through completion.
Clive Center (Des Moines): Achieved cash-on-cash ROI of 30% annually over 5 years through turnaround of distressed bank owned property; negotiated long-term leases with Starbucks, OrangeTheory, and AAA; provided direct assistance to local tenants to facilitate operations, promotion, buildouts, and expansion opportunities.
WWC Capital Group, Reston, VA, 2007 to 2012
Technology-focused boutique investment bank and venture capital fund (now Outcome Capital)
SENIOR ASSOCIATE
Venture Capital Experience:
Pioneered growth strategy, innovation strategy and enablement, acquisitions, and transformation initiatives for WWC’s $30 million venture fund focused on FinTech and SaaS companies.
Collaborated with CFOs to create independent operational models, streamline processes, optimize efficiency, and ensure continued growth.
Identified and accelerated growth opportunities through evaluation of potential investment targets and targeted acquisition strategy papers.
Recognized as key player in quarterly board meetings for portfolio companies; managed fund performance materials, prepared investor communications, and created marketing materials used to raise new rounds of capital.
Investment Banking Experience:
Delivered comprehensive M&A, capital raising, financial advisory, and merchant banking services to middle market companies in the Technology, Financial Services, Aerospace, and Defense sectors.
Led communications with buyers/investors including daily C-level interaction; answered questions and explained complex information in easy-to-understand terms.
Generated valuation analyses, financial statements, projection/proforma models, marketing materials, buyer and seller target mapping, strategic industry analyses, private placement offering memorandums (PPMs), and management presentations.
Oversaw transaction closing by preparing transition materials, disclosure schedules, NDA coordination and other legal document preparation, data room management, analysis of equity waterfall scenarios, tax benefit structures, earn-out components, integrated forecasts, and incentive plans.
Education and Credentials
Bachelor of Science (B.Sc.) in Commerce with Finance and Management Concentrations, 2006
University of Virginia, McIntire School of Commerce, Charlottesville, VA
Additional Major in History
GPA: 3.6; GMAT: 730
Professional Affiliations
Charles E. Lakin Foundation, Director, Board Member, Omaha, NE
$250 million non-profit
Provide financial and strategic leadership of financial portfolio to evaluate and fund programs within three core focus areas: 1. Children and families 2. Education and training 3. Economic resilience
Additional Information
Languages: English, Spanish (conversational)
Volunteerism: Lost Dog Rescue: Provide foster, rescue, and adoption services to homeless pets
Technical Proficiencies: Windows, Mac OS, Microsoft Office Suite (Excel, Word, PowerPoint), Microsoft Project, Data Room management, NDA and transactional legal document experience, Bloomberg, CapIQ
Interests: Tennis (competitive), alpinism, trekking, golf, cycling, skiing, fiction writing and literature
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