Opportunity Name Customer Name KCP Banking Margin Loan KKR KCP RIN Brokerage Deposits MBS Trades Phoenix America Deposits Structured Notes Loan Additional Brokerage Brokerage Account SSW 2007 LLCDeposits ETE Brokerage S2 ETE loan S2 DPM Panda Phoenix America Fixed Income…
Near-Term Pipeline Opportunity Within 120 Days Hospital Area Excess RE Equity / Total Location # beds Key Spe…
> 75% Pipeline Opportunity Name Relationship Name Customer Name Close Date (%) Product Name Actual Assets Structure BPS/Flat Fee Actual Revenue Sales Team Member Estimated Mo nth I 2015 Est 2015 Rev Est 2016 Rev Banking ELYSIUM MANAGEMENT RELATIONSHIP Black…
report1391435811898 1 Opportunity Owner Opportunity Name Type Product Family Product Category Prod uct Name Product Description Close Date Fiscal Period Age Created Date Cust omer Name Total Reportable Assets Total Estimated Revenue Office Customer…
Stew Oldfield NOTES Opportunity Name Opportunity Owner Location Customer Name Close Date Validity Month Probability (%) Stage Product Name Product Type Product category Actual Assets Recurring Fee Structure BPS/Flat Fee Amount (8) Actual Revenue Zero Revenue …
CONFIDENTIAL THE OPPORTUNITY Over the last two decades, the principals of Suntex have acquired, managed andior sold more than 40 marinas. The Company's marina experience spans geographic markets and economic cycles. The Company believes that the conditions it is…
CONFIDENTIAL THE OPPORTUNITY Over the last two decades, the principals of Suntex have acquired, managed andior sold more than 40 marinas. The Company's marina experience spans geographic markets and economic cycles. The Company believes that the conditions it is…
Pipeline Summary Opportunity Name Customer Name Close Date (t) Product Name Actual Assets Stru cture BPS/Flat Fee Actual Revenue Sales Team Member Additional Brokerage Southern Financial LLC 3/31/2015 75 Brokerage (Commissions) 7500 0000 Flat Fee 2000000 2000000…
> 75% Pipeline Opportunity Name Customer Name Close Date (%) Product Name Actual Assets Stru cture BPS/Flat Fee Actual Revenue Sales Team Member Estimated Month 44 2015 Est 2015 Rev Est 2016 Rev Brokerage WANEK TRUST OF 2000 3/31…
> 75% Pipeline Opportunity Name Relationship Name Customer Name Close Date (%) Product Name Actual Assets Structure BPS/Flat Fee Actual Revenue Sales Team Member Estimated Mo nth 8 2015 Est 2016 Rev Est 2017 Rev Banking ELYSIUM MANAGEMENT RELATIONSHIP Black…
CONFIDENTIAL INVESTMENT OPPORTUNITY INVESTMENT Suntex Ventures LLC (-Suntex" or the "Sponsor) is forming a new company (Suntex NewCo") for the purpose of acquiring and managing institutional quality marinas. The Sponsor intends to create an investment vehicle that will aggregate high…
Subject: RE: Opportunity Zones From: Oliver Rothauser Date: Wed, 19 Jun 2019 1.1 . 1 11 a. To: Andrew King , Stewart Oldfield "Paul Barrett Hi Paul, Please see the attached materials and below for a brief…
CONFIDENTIAL INVESTMENT OPPORTUNITY INVESTMENT American Medical Properties LLC ("AMP" or the "Company) is being formed for the purpose of acquiring high- quality hospital and related healthcare real estate assets throughout the United States. The proceeds from the Offering will be…
RXR Qualified Opportunity Zone Fund R sks Tax risks when you Invest Eligible gains. To enjoy OZ tax benefits, you must invest eligible capital gains in QOF shares. Eligible capital gains are gains from the sale of a capital asset…
Q4 High Probability Pipeline Opportunity Name Customer Name Close Date (It) Product Name Actual Assets Stru cture BPS/Flat Fee Actual Revenue Sales Team Member Estimated Month # 2015 Est 2015 Rev Est 2016 Rev KCP Black, Leon D. 12/31…
report1375278250600 1 Opportunity Name Customer Name Type Stage Probability Sales Credit Close Date Product Name Actual Assets Recurring Fee Structure BPS/Flat Fee Amount ($) One-time Fee Amount Actual Revenue Approver Approval Status Description Airplane Loan Fitzgibbons, John New…
RXR Qualified Opportunity Zone Fund Offering Summary May 2019 RXR Realty LLC (together with its affiliates. "RXR Realty". "RXR" or the "Sponsor") is sponsoring a group of parallel limited lia…
Certain Risk Factors While presenting the opportunity for monetary gain, an investment in GTIS Qualified Opportunity Fund LLC (the "Fund") will invotve a high degree of risk and is suitable only for investors that have no immediate need for liquidity…
report1420653544161 >25% Pipeline Customer Name Opportunity Name Stage % Product Name Assets BPS/Fee Actual Reven ue Revenue Wanek Trust of 2000 Brokerage Business Committed-Not Funded 0.90 Brokerage (Commissio ns) 5000000 - 0 Wanek, Karen A. JTWROS Brokerage Business Committed…
Current Infrastructure Debt Market Dynamics Opportunity to capitalize on supply/demand imbalance for infrastructure debt Infrastructure Funding Gap Over the Next 10 Years' Record Infra Private Equity Dry Powder2 Stn …