TRANSACTION EXPERIENCE

Real Transactions. Practical Execution.

Selected advisory engagements demonstrating hands-on transaction management across commercial real estate acquisitions.

“From opportunity to closing — a single point of execution.”

CASE STUDY 01 · AUTOMOTIVE / OWNER-OCCUPIED CRE

Commercial Dealership Property Acquisition

$2,000,000 Acquisition
COMMERCIAL REAL ESTATE SHORT SALE FINANCING DUE DILIGENCE CLOSING

Acquisition of an operating dealership property under a compressed seller-side short-sale timeline.

— THE OPPORTUNITY & CHALLENGE

A dealership sought to acquire the commercial property supporting its business operations. The seller-side short sale created a compressed timeframe requiring financing, due diligence and closing workstreams to progress simultaneously.

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CASE STUDY 02 · LAND / TRANSPORTATION

Commercial Land Acquisition & Truck Parking Conversion

$4,000,000 Acquisition
LAND ACQUISITION TRUCK PARKING ENGINEERING PERMITTING DUE DILIGENCE FINANCING

Acquisition of a commercial land parcel for conversion to a truck parking facility, requiring financial preparation, due diligence, engineering, permitting and transaction management.

Commercial Land Acquisition & Truck Parking Conversion
Note: image shows the full site. Only the middle parcel was acquired.

— THE OPPORTUNITY & CHALLENGE

A commercial property was acquired for conversion to a truck parking facility. In addition to acquisition financing and standard property due diligence, the transaction required coordination of engineering, permitting and other property-specific requirements to evaluate and advance the intended use.

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MY ROLE (SAME FOR ALL TRANSACTIONS)

Single-Point Transaction Leadership

ADVISOR
  • Financial Preparation
  • Financing
  • Professional Coordination
  • Due Diligence
  • Execution
  • → Prepare the deal.
  • → Secure and coordinate financing.
  • → Assemble and coordinate the parties.
  • → Manage diligence and transaction requirements.
  • → Keep the transaction moving.

Across both transactions, I served as the buyer’s central point of execution, identifying and assembling the required professionals and coordinating their work from acquisition preparation through closing.

TRANSACTION MAP

Synchronizing Multi-Stakeholder Execution

BUYER /
INVESTOR
→
LKH ADVISOR
Transaction Leadership
→
LENDERS
→
ATTORNEYS
→
TITLE
→
ENGINEERS /
INSPECTORS
→
INSURANCE
→
OTHER
SPECIALISTS
IDENTIFY
──→
ASSEMBLE
──→
COORDINATE
──→
MANAGE
──→
EXECUTE
──→
CLOSE
WORKSTREAMS (SAME FOR ALL TRANSACTIONS)
01

Financial Preparation

Prepare and organize financial materials required for lender review.

02

Financing

Identify financing options and coordinate the lender process.

03

Due Diligence & Professional Coordination

Manage property due diligence, legal, title, insurance, engineering and permitting (as applicable).

04

Closing

Coordinate all closing requirements and post-closing items.