Real Estate Related M&A and Other Entity Level Transactions

Savills US has particular expertise in this highly specialized area of real estate investment banking. Our team is led by professionals who have been officers in the investment banking departments of major Wall Street firms. Our practice group has considerable experience in real estate M&A advisory work, REIT IPOs, institutional private placements and public and private company restructurings and workouts.

Our services in this area include:

• Representing owners of operating companies seeking to acquire, or merge with or into, another corporate or partnership entity.
• Advising private owners of individual properties or portfolios looking to merge their holdings into or with an existing public entity.
• Consulting with private owners looking to take themselves public, either on a listed or unlisted basis.
• Assisting private owner/operators, or investment groups, with the real estate aspects associated with the acquisition of a public entity in a going-private transaction.
• Representing public and private companies interested in evaluating and possibly pursuing strategic alternatives, including going private transactions, strategic portfolio repositioning, negotiated debt restructure and portfolio downsizing.
• Representing public and private companies in privately placing a large-entity level investment to provide funds to clean up the balance sheet and/or grow the company's platform.

As the lines between real estate and operating entities continue to blur, Savills US can help owners sort through the issues of growth and strategic direction. Our ability to blend an understanding of the real-time value of the "bricks and mortar" with an understanding of the institutional and Wall Street capital markets makes us a unique resource for a client pursuing any of these strategies. 

Savills US can assist its clients in maximizing value through a complex decision-making process. Specifically, we will:

• Undertake an exhaustive due diligence and "real world" valuation analysis, providing the critical basis for any ensuing discussion or analysis of transaction structure or pricing.
• Prepare a cogent and detailed analysis of strategic alternatives and structures, with cost/benefit analyses and probabilities of success.
• In a sale to or merger into or with an existing company, prepare an analysis of buyer or merger candidate, and a proforma analysis of the effects of the proposed transaction on the value of the buyer or merger candidate and on the value of any public securities.
• Advise and develop an optimal transaction structure.
• In a search for a joint venture partner or entity level investor, develop a marketing list and conduct an extensive marketing campaign.
• Actively represent the client in all facets of negotiation, due diligence and closing.

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