Structured Finance Experience

• Financial architecture with a focus on public-private partnerships
• Federal and state historic tax credits structuring and syndication
• Pro forma development and financial feasibility analysis
• Intergovernmental funding strategies (local, state, federal)
• Public sector bond financing
• Tax increment financing, new markets and job creation tax credit strategies

Project Experience

• Playhouse Square Lumen Tower – Structuring private and public financing for $140 million construction project
• Euclid Grand – John Hartness Brown – Managing tax credit structuring and public financing for $80 million historic redevelopment of vacant complex
• 441 Smithfield – Pittsburgh – Managing tax credit structuring and public financing for $70 million historic redevelopment of vacant complex
• Adcom HQ relocation – Structuring private and public financing for new headquarters project in northeast Ohio
• Millennia Housing Management – Structuring public financing for redevelopment of Cleveland apartment project
• The Bowery – Coordination of tax credits, public financing sources and private debt financing for redevelopment of vacant complex at “main & main” in downtown Akron
• Equity Trust Campus – Coordination of local and state incentives for corporate campus expansion
• Confidential distribution center – Securing various incentives for 400,000 sq. ft. e-commerce distribution and fulfilment center in Florida
• National Interstate – Multi-million dollar public financing and incentive page for headquarter expansion project
• Fat Head’s Brewery – Coordinate public financing and incentives for brewery and production facility project
• Stark Enterprises – nuCLEus Development Project – Structuring private and public financing for $500 million redevelopment
• 925 Euclid Avenue Redevelopment – Structuring private debt, tax credits and public financing for $280 million historic redevelopment
• Geis Companies – Ameritrust Redevelopment – Structured private and public financing for the $180 million redevelopment of the Ameritrust complex and new Cuyahoga County Headquarters
• 1401 Elm Street, Dallas, Texas – Assisted Drever Capital Management with tax credit structuring and public financing for $240 million historic redevelopment of office tower
• Hillcrest Food Services – Multi-million dollar public financing and incentive package for headquarter expansion project
• Midwest Development Partners – Structuring public financing for $200 million development project in University Circle
• Applied Industrial Technologies – Multi-million dollar public financing and incentive package for headquarter acquisition
• Statler Garage – Coordinated financing for acquisition of parking garage in Cleveland Central Business District
• Morgan Management – Structuring and securing $7.5 million in tax credit and bridge financing for renovation of National Terminal Warehouse Apartments
• Weston, Inc. – Standard Building Redevelopment – Structuring public financing for $65 million redevelopment
• RMS – Forest City Enterprises – Structuring public financing for $90 million mixed-use project
• Flats East Bank – Finance Director for $700 million mixed-use redevelopment with 32 different sources of financing over four major asset classes
• Phillips Edison & Company – Parmatown Mall Redevelopment/Parma, Ohio
• Cuyahoga County Convention Center Hotel – Project finance and accounting
• Fairmount Properties – College Town Development Project/Rochester, New York
• Slyman Group & Dalad Construction – Redevelopment of 1220 Huron Road in Playhouse Square
• University Circle Incorporated – Various mixed use projects/Cleveland, Ohio

Additional Experience

• EB-5 Financing – $150MM +
• Tax Increment Financing – $100MM +
• New Market Tax Credits – $100MM +
• State of Ohio Loans and Grants – $50MM +
• Historic Tax Credit Equity (State and Federal) and Bridge Loans – $200MM +
• Taxable and Tax Exempt Bond Issuances
• Industrial Revenue Bonds
• Procured HUD 108 Loans totaling $58MM
• Secured over $500 million in bank, institutional, CMBS and life insurance project financing