DFW Occupier Services Team

DFW Occupier Services Team The Wolfpack

Our team With decades of commercial real estate experience each, the partners share executive oversight of a diverse team of professionals who work within a unique integrated service delivery model, fueled by their passion, work ethic, and unwavering commitment to their clients.

Executive Oversight

Steve Rigby Vice Chairman

Peter Danna Vice Chairman

Mike Kay Vice Chairman

Baron Aldrine Vice Chairman

Todd Ratliff Jason Lee Director, Transaction Director, Transaction Management Management

Amy Chadick Senior Transaction Manager

Michelle Donaldson Senior Vice President Transactions

Tammy Lomonaco Senior Transaction Manager

Brooke Benedict Transaction Manager

Calvin Mooney Associate

Transaction Execution

Jay Taylor Senior Transaction Manager

2 | Team Capabilities

Mike Cleary Exec. Vice President

A trusted partner, a tireless advocate, always true t She will be missed but never forgotten.

We are passionate.

THE CODE O

In • LIVE EACH DAY WITH COURAGE Memoriam: • TAKE PRIDE IN YOUR Roxann Harris WORK 1965 - 2019 • ALWAYS FINISH WHAT

We are hardworking.

We are loyal.

YOU START

• DO WHAT HAS TO BE DONE

We are trustworthy.

IN MEMORIAM: • BE TOUGH BUT FAIR ROXANN HARRIS 9 6 5 - 2 0the 1 9 passing of our dear We1mourn

We are family.

teammate and friend Rox, but take comfort that she is now in a better place. Born and raised in Colorado,

Legal Liaisons

she lived her life by “The Code of the West”. A trusted partner, a tireless advocate, always true to her word. She will be missed but never forgotten.

Tracey Lanning Senior Director, Contract Negotiations

Anne Hawley Director, Contract Negotiations

The Code of the West • Live each day with courage • Take pride in your work • Always finish what you start • Do what has to be done

Flexible Workplace Solutions

• Be tough but fair • When you make a promise, keep it • Ride for the brand • Talk less and say more • Remember that some things aren’t for sale • Know where to draw the line

Carla Meyer Senior Director

Jamie Edwards Business Analyst

Analytics & Operations

Jordyn Summerall Senior Business Operations Manager

Jessica Adams Director, Program Manager

Danny Stimson Associate Team Capabilities | 3

Rather than simply take

What we do

the order, we provide

We are a single source for

key insights and partner

delivering world class real estate

with you to help you place the order. For one project, or across your entire portfolio.

outcomes. With an inclusive consultative approach, we deliver portfolio-wide advisory and transaction services exclusively to corporate occupiers locally, regionally and globally. Through engagement of our team, we help clients achieve optimal solutions and quantifiable savings across their real estate portfolios, allowing them to focus on their core business.

4 | Team Capabilities

Our differentiators Platform Colliers offers a nimble, broker-led leadership approach that creates an entrepreneurial and energetic work environment. This results in an engaging client experience that allows the flexibility needed to drive exceptional results. As a partner, we will challenge clients to consider new ideas and with our transparent approach, deliver trusted advisory expertise.

Approach With our diverse talent, we serve as a cross-functional embedded team simultaneously supporting various clients. This multi-client approach provides us with the best in-class tactics and experience that we use in collaboration with local experts to provide dynamic knowledge and individualized client experiences.

Technology Our flexible and ever-evolving technology platform requires us to continuously advance and think differently, generating new and innovative solutions to exceed our clients’ expectations.

Colliers 360 Worktrac is a proprietary and fully customizable web-enabled Integrated Workplace Management Solution (IWMS), driving efficiencies, offering real-time data integrity, and facilitating forward-thinking occupancy strategies.

Team Capabilities | 5

Our platform We are enterprising. Colliers is an industry-leading global real estate company ranked third largest by market cap. Our robust, nimble platform and energetic culture empowers our professionals to create innovative outcomes for our clients.

We act quickly to create and seize opportunities, embracing change and thinking differently to generate new and better solutions for our clients.

As a partner, we will challenge clients to consider new ideas and, with our transparent approach, deliver trusted advisory expertise.

Colliers delivers a full range of services to real estate occupiers, owners and investors across all sectors worldwide.

Local impact, global reach When it comes to serving occupier clients, our experts collaborate daily across markets and around the globe.

With our deep-seated global relationships, our experts are experienced in working together, delivering unique advisory service, collaboratively pushing our clients to think differently and facilitating results that exceed our clients’ expectations — every single time.

6 | Team Capabilities

Colliers at a glance

$4.5B

66

2B

Revenue (US$)

Countries

Square feet managed

51,000

$98B

19,000

Lease/sale transactions

Assets under management

Professionals

All statistics are for 2023, are in U.S. dollars and include affiliates.

Tenant Representation

Valuation & Advisory Services

Landlord Representation

Colliers’ Integrated Service Platform

Corporate Solutions

Capital Markets & Investment Services

Real Estate Management Services Project Management Services

Team Capabilities | 7

Our approach

Our approach Discovery Understanding business goals and objectives

Discovery

We begin each engagement by gaining an objectives in-depth understanding Understanding business goals and of your business goals, strategies, opportunities and challenges.

We begin each engagement by gaining an in-depth understanding of your business goals, strategies, opportunities and challenges.

Alignment

Analyzing results and gaining agreement on direction

Alignment Analyzing results and gaining agreement onalign direction market intelligence, we summarize the results and on the

path forward.

Based on our findings and combined with our industry and market intelligence, we summarize the results and align on the path forward.

Strategy

Generating opportunity and developing a procurement strategy

Strategy

Generating opportunity and developing a procurement strategy and align stakeholders around the objectives, working to determine We confirm your business needs, establish financial parameters and align stakeholders around the objectives, working to determine and evaluate of action. alternative strategies to define an appropriate course of action.

Delivery

Implementing the plan and managing the details

Delivery

We are committed to the timely, thoughtful and seamless Implementing the plan and managing the details We are committed to the timely, thoughtful and seamless execution of

strategy, we take a systematic approach to achieving the best

each detail in the delivery process. With a well-defined strategy, we take a

possible outcomes for you.

systematic approach to achieving the best possible outcomes for you.

Metrics Measuring and reporting results

Metrics

Key toMeasuring ensuring success is measuring and evaluating results. and reporting results We bring metrics and a variety of tools and processes to provide Key to ensuring success is measuring and evaluating results.

information and solicit feedback.

We bring metrics and a variety of tools and processes to provide information and solicit feedback.

8 | Team Capabilities

8 | Occupier Services

Transaction Management

Worplace Advisory

Portfolio Strategy

Technology Services

Project Management

Comprehensive advisory services for Occupier clients

Location Strategy Labor Analytics Incentives

Flexible Workplace Consulting

Lease Administration

Colliers360 Dashboards & Analytics

Corporate Capital Solutions

Supply Chain & Logistics Consulting

Team Capabilities | 9

Our technology We strive to enhance Colliers’ technology tools and resources, advancing adoption to create a competitive advantage for our professionals and their clients. Our flexible and everevolving technology platform requires we continue to advance and think differently, generating new and innovative solutions to exceed our clients’ expectations.

As the needs of our business evolve, so do our technology partnerships. From labor data to altered-reality technologies to listing platforms, we partner with technology leaders to create a sales-enabled environment.

10 | Team Capabilities

We go the extra mile to deliver results using innovative and proprietary technology.

Colliers360 Analytics Application Customized to fit your needs, we provide full-service capabilities and a team of experts to integrate your data with our Colliers360 technology. Our agile solution helps you make informed business decisions, based on strategy and insight. Our non-proprietary business intelligence platform integrates with your existing data sources and simplifies your analytics, providing fast and flexible access – often within 30 to 60 days. By aggregating your data into one centralized tool and applying dashboards and analytics across your real estate portfolio, Colliers360 helps you visualize your information, delivering valuable insights through a user-friendly portal, accessible on all digital devices.

WorkTrac WorkTrac is a fully-integrated workplace management solution (IWMS) within Colliers360. With modules covering all aspects of a client’s real estate property needs, it captures the day-to-day data required to operate the client’s portfolio. The most common functions utilized are lease administration and/or transaction and project management.

Team Capabilities | 11

Proven results Delivering measurable, quantifiable outcomes for our clients across their portfolios.

In the last three years alone,

Our team delivered

$318M IN VALUE ADD for our clients

Our team completed

1,170

total transactions

12 | Team Capabilities

Coverage 675 in primary markets 495 in secondary markets

Square Feet

Markets 1,131 inside the U.S.

23.6 million

39 outside the U.S.

Consideration $2.9 billion

Jobs Impacted 100,000+

Team Capabilities | 13

Relationships that last

IWG (Regus/SPACES)

Rexe

IWG (Regus/SPACES)

1,067 locations

Developed MSA STRATEGIC PLANS "This Team understands and embraces our

RELATION OVER $2 that

initiative to expand and effectively manage

27M

our network of co-working and flexible square feet workspaces throughout the U.S." Michael Berretta Developed

Vice President, North American Network Development 600 MSA 15M STRATEGIC PLANS locations

michael.berretta@iwgplc.com square feet growth to meet goals

Rexel

+1 464 966 2202

67 s

M eet

in savings (sin

Toshiba TGC

“CBRE understands and embraces our initiative to expand and “CBRE is truly my real estate team an REXEL USA, INC. efciently and cost effectively manage our network of co-working deliver on behalf of my internal clien Delivered OVER $30M IN VALUE ADD (since 2015) and exible workspaces throughout the U.S.”

428

Michael Berretta locations "This Team is truly an extension of my Vice President, North American Network Development michael.berretta@iwgplc.com corporate resources and they help me (404) and 966-2202 execute deliver on behalf of my internal square feet clients daily."

7.75M RELATIONSHIPS 428 that 7.75M$24.3M OVER last Laura Harvey

Director, Real Estate

locations

nd king

8nserretta

lopment plc.com 6-2202 eet

100% RETENTION OF ACC Establish

laura.harvey@rexelholdingsusa.com in savings (since 2016) square feet

+1 972 419 8721 Toshiba TGCS/TABS

ALL CRE PRO & PROCED

“CBRE is truly my real estate team and they help me execute and “CBRE played an integral role in the s TOSHIBA (TGCS/TABS) deliver on behalf of my internal clients daily.” our operations by developing and exe Established ALL CRE PROCESSES & PROCEDURES solution to meet the needs of our dive Laura Harvey Director, Corporate Realplayed Estate an disbursed "Thelocations Team integral role in the successful workforce.”

105

laura.harvey@rexelholdingsusa.com transformation of our operations by developing and Former Direct (972) 419-8721 executing a global portfolio solution to meet the needs

1.1M

M

of square our diverse feet and geographically disbursed workforce including of the establishment of both internal and external CRE best practices, protocols and playbooks."

100% RETENTION OF ACCOUNT-BASED CLIENTS Established

105 locations

e and

Coyne 1.1M ALL CRE PROCESSESMike Former Director, Global Operation & Real Estate square feet & PROCEDURES michael.coyne@toshibagcs.com +1 984 444 2374

“CBRE played an integral role in the successful transformation of operations by developing and executing a global portfolio 14 | our Team Capabilities solution to meet the needs of our diverse and geographically Harvey

eal Estate

Experience with leaders in their respective industries

Team Capabilities | 15

The strength of the pack is the wolf, and the strength of the wolf is the pack.

colliers.com

For more information, contact: Steve Rigby Vice Chairman +1 214 217 1212 steve.rigby@colliers.com

Baron Aldrine Vice Chairman +1 214 217 1215 baron.aldrine@colliers.com

Peter Danna Vice Chairman +1 214 217 1222 peter.danna@colliers.com

Mike Kay Vice Chairman +1 214 217 1224 mike.kay@colliers.com

Mike Cleary Executive Vice President +1 214 217 1228 mike.cleary@colliers.com

Colliers 1717 McKinney Ave Suite 900 Dallas, TX 75202

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