Commercial

Real Estate

Practice

Group

The Commercial Real Estate Capital Practice Group is a multi-disciplinary

group of investment banking advisors within Corporate Finance Associates.

Collectively, the Practice Group provides a range of financing vehicles for

commercial real estate owners, investors, and developers. Recent projects

include Office, Industrial, Retail, Medical Office, Hospitality, Multi-family, Adult

Independent Living, Student Housing, and Project Financing.

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Business Services The CFA Business Services Practice Group is comprised of experienced dealmakers with extensive experience complet-ing transactions in the following sectors:

Advertising and Communication Personnel and Employment Agencies Security and Alarm Systems Engineering and Architectural Services Equipment and Vehicle Rentals Miscellaneous Services

Whether you want to sell, merge, acquire or finance, let CFA’s industry knowledge, international re-sources and proven dealmaking skills work for you. We ad-vise and steer you through the entire transaction from re-search, identification and qualification of buyers or targets, due diligence, negotiation of all relevant agreements to com-pletion, to ensure you maximize the value in the transaction and realize your objectives.

Expertise The CFA Commercial Real Estate Group comprises experienced dealmakers with extensive financing backgrounds. We have expertise in the following areas:

Office

Industrial

Retail

Medical Office

Hospitality

Multi-family

Adult Independent Living

Student Housing

Project Financing

Whether you want to develop, purchase, or refinance, let CFA’s industry knowledge, resources, and proven dealmaking skills work for you. We research, identify, qualify, advocate, negotiate and help steer you through the mine fields of due diligence to achieve the best funding outcome available.

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With a 50+ year history, Corporate Finance Associates’ investment banking professionals provide a broad range of

financial services to small- and mid-sized companies with revenues in the $10 million to $250 million range. Over the

years, we’ve perfected our processes, grown our organization and expanded our reach in order to focus on executing

deals that maximize value for our customers. We have broadened our clients’ market opportunity through several

decades of establishing our name and reputation across North America and the world. Our commitment to remaining

independent from any direct lending resources or investment capital affiliates ensures that we deliver unbiased

guidance. Broad industry experience and a knowledge base of potential buyers are the basis for our commitment to

selling companies through the competitive bid process. We excel at personalized service. For every client, CFA

assigns a local senior principal to provide guidance and long-term advice from project inception to completion. Most

importantly, the CFA team embodies a competitive spirit. It is manifested in our drive to find new opportunities to get the

job done. We believe that persistence and tenacity are positive values.

A glimpse at who we are...

Acquisition Strategies

We advise clients whose acquisition targets are pri-vately owned companies, generally in the $10 million to $250 million revenue size range. The acquisitions are sought in order to implement growth, diversifica-tion, market positioning or financial leverage strate-gies. Clients include:

Public companies

Private companies

Private equity groups

Sovereign entities

Capital Strategies

We advise privately owned businesses on planning and executing capital strategies, including sourcing, structuring and negotiating the raising of capital, with a view to optimizing their capital structure and cost of capital in the medium and longer term, and in order to implement acquisition or divestiture strategies or to achieve liquidation for current stakeholders.

Ownership Transfer Strategies

We advise privately owned companies on the sale of the entire business, and we advise both privately and pub-licly held companies on the sale of divisions or products which are assets of the company. Our advisory scope generally includes:

Developing marketing documentation

Sourcing buyer prospects

Intermediating the exchange of information

Negotiating transactions

Coordinating due diligence and documentation

Merger Strategies

We advise privately owned companies on the merger of the entire business with a third-party business enter-prise, and we advise both privately and publicly held companies on the merger of divisions or product inter-ests which are assets of the company. We also advise both privately and publicly held companies on entering into Joint Venture or Alliances with third-party business enterprises.

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Commercial Real Estate Practice Group

Cliff Kendel, Atlanta, Georgia

Cliff has over thirty years of experience in public accounting; commercial real estate and corporate finance; mergers & acquisitions and investment sales; investments real estate development and operations. His career includes five years as CFO for a boutique regional commercial real estate, hospitality and health care developer; fifteen years in acquisitions, development and asset management for several preeminent national and international investors; and twelve years running a boutique financial advisory firm. Cliff is a strategic problem solver and innovator when addressing operations, finance, marketing and funding challenges.

Peter G. Moore, Portland, Maine

Peter ‘s career spans over 35 years of business experience including 18 years as a corporate banker involving positions with Chemical Bank, New York (now part of J.P. Morgan Chase), several predecessors of Bank of America , the last as a Senior Vice President-Commercial Banking of Fleet Bank. Entrepreneurial finance, middle market real estate and corporate funding assignments, and business growth strategies has been Peter’s primary focus for the last 17 years. This includes extensive experience working with institutional and private capital sources, structuring financing and building long lasting relationships for clients and capital providers alike. Prior to joining Corporate Finance Associate Peter was the founder and managing partner of a commercial mortgage banking company serving a national client base. Peter has closed over a billion dollars in commercial real estate transactions with properties of almost every kind. Peter remains active in commercial real estate, corporate finance, and M&A advisory engagements. Peter holds the Series 7, 24, and 63 securities licenses.

David B. Sinyard, Atlanta, Georgia

David is a Managing Director in the CFA Atlanta office. He has over 25 years experience in corporate finance, mergers and acquisitions, investments, operations and commercial real estate finance. His career includes four years with a boutique investment bank, seven years as CFO and COO of two private equity start-ups, and seven years with Holiday Inn Worldwide where he was SVP Corporate Finance and Development & Treasurer. During his tenure there he divested the Canadian franchisee, Commonwealth Hospitality Ltd. and the Company owned real estate portfolio. He also was president of the captive finance company and was responsible for the real estate portfolio. David earned a BA, a law degree and an MBA from McGill University, Montreal, Canada. He also holds Series 7, 24, 28, 63 and 79 licenses and has been a Georgia Real Estate Broker since 1987.

Peter B. Ventre, CPA, CFA, Portland, Maine

Peter is a seasoned finance professional with 28 years of expertise in corporate finance, accounting, and operational management. He is a persuasive and collaborative leader, acknowledged for his proven interpersonal and team building skills. Peter’s clients value his strong analytical and critical strategic thinking abilities. Peter joined CFA in 2004, three years after successfully launching his own corporate finance advisory firm with CFA Portland Managing Director Peter Moore. In 2001, Peter transitioned to a transactional role after a successful corporate finance career. Since 2001 Peter’s professional focus has been on structuring corporate and commercial real estate financing transactions in a variety of industries. Peter brings creativity and tenacity to every client he serves, seeking to secure the highest value and complete satisfaction in every engagement. Peter is a licensed real estate broker and holds the Series 7, 24, 28, and 63 securities licenses.

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Selected Transactions Selected Transactions

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Taking Action

As you put your plans in motion, your CFA

principal has the expertise and business

development knowledge to complement your

team and prevent strategic initiatives from

being derailed by unforeseen circumstances.

Here are five key reasons why a CFA advisor is

the most worthwhile choice you can make to sell,

buy or finance a business.

Heritage

For 50+ years, we’ve perfected our

processes, grown our organization and

expanded our reach in order to focus on

executing deals that maximize value for our

customers.

Multinational

We have broadened our client’s market

opportunity through several decades of

establishing our name and reputation

internationally.

Independent

Our commitment to remaining independent

from any direct lending resources or

investment capital affiliates ensures that we

deliver unbiased guidance.

Buyers in the Queue

Broad industry experience and a knowledge

base of potential buyers are the basis for our

commitment to selling companies through the

competitive bid process.

Hands-On

For every client, Corporate Finance

Associates assigns a local senior principal to

provide guidance and long-term advice from

project inception to completion.

We provide the tools, resources and services you

need to thoroughly evaluate, fund, and administer

your business deal. Most importantly, the CFA

team has an entrepreneurial attitude and the

tenacity necessary to bring complex transactions

to a successful close.

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CORPORATE FINANCE ASSOCIATES

CFA New York Metro

551 Valley Road, Suite 105

Upper Montclair, New Jersey 07043

T/ 888.452.3269

C/ 973.202.2843

CORPORATE FINANCE ASSOCIATES

24461 Ridge Route Drive, Suite A200 Laguna Hills, CA 92653

T/ 949.305.6710 F/ 949.305.6713 E/ info@cfaw.com

www.corporatefinanceassociates.com Securities offered through Corporate Finance Securities, Member FINRA/SIPC