The Corporate Finance Group
Private Equity Real Estate Advisory Services The Corporate Finance Group works with private equity firms on existing portfolio companies and acquisition targets focusing on Sale Leaseback and Build-to-Suit transactions. We help our private equity clients drive returns by advising them on real estate monetization alternatives from the initial due diligence process to the eventual exit of their portfolio companies.
Leveraged Buyouts/ Mergers & Acquisitions Sale Leasebacks
We often find a value arbitrage between the real estate and underlying business valuation while evaluating real estate for a sale leaseback. Early Involvement •
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We get involved early in M&A-driven situations in order to provide an assessment of real estate valuation during the initial bidding process Enables private equity firms to understand value attributable to a sale leaseback in context of the overall business valuation
Timing - One of two scenarios •
Concurrent – We work to identify a buyer who can close on the real estate concurrent with our clients’ close on the business acquisition
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Post-closing – We work to identify a buyer for the real estate after the close of add-on or new platform acquisitions
Strategic Portfolio Evaluation Our Corporate Finance Group helps private equity firms and their portfolio companies think more strategically about their real estate. We work with firms to evaluate their existing real estate portfolios by: •
Determining which properties may be good candidates for sale leasebacks
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Evaluating expansion & build-to-suit options •
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Securing 100% financing for build-tosuit needs
Developing mitigation strategies where applicable for properties at risk of obsolescence
Strategic Objectives •
Fully understand our client’s strategic objectives before making recommendations
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Ensure objectives are met by working collaboratively with management and key constituents
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Transactions • Sale Leaseback • Build-to-Suit • Equity & Debt • Ground Lease • Zero Cash Flow
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The experience of our Corporate Finance Group – across investment sales, sale leaseback, M&A and investment banking/advisory services – goes beyond the traditional real estate brokerage relationship, bringing unique capabilities to our clients. We exclusively work with public and private companies, private equity firms and franchisees evaluating and executing successful real estate capital strategies in order to maximize the value of real estate assets.
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Our Approach
Alternatives •
Clearly outline alternatives to management
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Articulate key considerations, benefits and risks of alternative strategies
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Provide clear and objective recommendations
Evaluation
Execution
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Thoroughly analyze financing strategies and potential real estate monetization alternatives
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Execute monetization strategies & transactions efficiently with the highest certainty of execution
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Measure quantitative & qualitative impact
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Ongoing senior team member involvement
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Apply methodical and detailed approach to meet objectives
beyond transactions At Stan Johnson Company, we’ve specialized in net lease for more than 30 years. By truly listening to our clients’ goals and tailoring net lease opportunities to their exact needs, we’ve closed more than 4,000 transactions exceeding $25 billion in volume nationwide. With over 80 net lease brokers in 10 offices, we have the largest collaborative team in the industry offering acquisition, disposition, pricing advisory and 1031 exchange services.
Our Corporate Finance Group is a division of Stan Johnson Company focused on advising corporations, private equity firms, and franchisees in evaluating real estate strategies and maximizing asset value. Our dedicated team of 18 professionals brings investment banking, sale leaseback and commercial brokerage backgrounds with a combined $40+ billion of real estate transaction experience.
$25B
500+
$3.3B
$2B
More than 4,000 transactions exceeding $25 billion in volume
More than 500 transactions in 2016
More than $3.3 billion in transaction volume in 2016
More than $2 billion in sale leaseback transaction volume
Team Contacts Scott Merkle | smerkle@stanjohnsonco.com D (646) 845-8429 stanjohnsonco.com
Stephen Cheng | scheng@stanjohnsonco.com D (646) 829-9237 Stewart Riggs | sriggs@stanjohnsonco.com D (646) 661-1225 Rowland Yang | ryang@stanjohnsonco.com D (347) 610-8236