Brokerage Services

I provide brokerage services for both investment-grade commercial real estate and closely held businesses, representing clients in acquisitions, dispositions, and strategic transactions.

My practice is balanced between seller representation and buyer representation, with a emphasis on buyer agency.

Capabilities include:

• Representing buyers in sourcing, evaluating, and negotiating acquisitions of income-producing private investments.

• Representing sellers in marketing properties or companies to qualified buyers, structuring competitive processes, and negotiating favorable terms.

• Preparing offering memoranda, financial analyses, and valuation assessments to support negotiations.

• Coordinating due diligence, including review of leases, contracts, operations, and financials.

• Structuring sale-leaseback transactions and recapitalizations to unlock value.

• Advising on tax-efficient strategies for disposition or acquisition.

• Leveraging industry expertise in cannabis, niche real estate assets, and privately held companies.

My brokerage services provide clients with trusted representation on both sides of the transaction, guided by a deep understanding of valuation, negotiation, and capital markets.