Issue link: http://deals.uberflip.com/i/1312534
Headquartered in Texas - 8 Employees Commercial Real Estate Loan Advisory Restructures & Assump ons / Mortgage Brokerage Cory Strickland , Senior M&A Advisor Tel: (806) 673-0100 Fax: (972) 392-8564 Email: cstrickland@genera onal.com www.Genera onal.com I www.DealForce.com 2020 Est. Revenue $4,000,000 I 2020 Est. Adj. EBITDA $1,500,000 Highlighted Investment Considera ons • Management Will Remain through Transi on: The officers are willing to remain through the transi on period, and would entertain remaining with new management for a longer period of me on a consultancy basis. Addi onally, all key employees will be available to remain with new ownership beyond the sale of the company. • Strong Revenue Growth: Between 2017 and 2019 sales increased from $1,338,000 in 2017 to $1,959,000 in 2019 at a compound annual rate of 21.0%. • Modest Ongoing Capital Investment Requirements: The Company does not operate in a capitally intensive environment and projects modest capital investment during the pro forma period. • Na onal Reach: The Company provides services to clients throughout the United States. Prominent states include New York, Florida, California, and Texas. • Low Employee Turnover: The Company relies on a team of experienced professionals and has been successful in retaining its employees on a long‐term basis. Ownership has provided compe ve com- pensa on and benefit packages For more information, please sign the Confidentiality Agreement DISCLAIMER: All informa on contained in this document has been provided by the subject company to Genera onal Equity and while believed to be correct has not been verified. Accordingly, Genera onal Equity makes no representa ons or warran es as to accuracy and truthfulness of such informa on. The recipient hereof acknowledges that Genera onal Equity shall not be liable for any loss or injury suffered by said recipient in any way connected to the delivery by Genera- onal Equity of this document. At all mes Genera onal Equity and its affiliate network members is an agent for the seller and not for the buyer. Genera onal Equity's fees are paid by the seller. The Company is a full-service loan advisory firm that specializes in restructuring, assuming, arranging, purchasing, and selling debt for commercial real estate transac ons on behalf of developers, investors, and owners. The Company primarily serves owners of commercial real estate with the retail market being a primary market served (69% of 2019 sales), as well as hotels (30%). The primary geographic markets include New York (48% of 2019 sales), Florida (24%), California (21%), Texas (3%) and the balance throughout the United States. The Company has completed approximately $5 billion in CMBS loan transac ons to date. This, combined with its experience in loan origina on and commercial brokerage, allows the Company to look at assets holis cally, providing the best return for each client's investment. Client #63358