Founded Cedar Ridge to originate and structure opportunistic credit and special situations transactions alongside longstanding investors. Leveraging real estate and distressed credit expertise to source and underwrite complex, risk adjusted financings across the capital stack.
• Selected transaction experience:
• Structured a $76MM discounted payoff (DPO) and seller-financed acquisition of a 2,200-unit multifamily portfolio (pro forma valuation: $135MM). Designed a cash-neutral closing structure and sourced term sheet to refinance the seller financing; deal ultimately shelved due to strategic misalignment with co-GP.
• Structured a $10MM bridge loan secured by a mixed-collateral pool (117-unit multifamily + $15MM securities portfolio). Deal repriced mid-process following equity market volatility. Revised collateral package materially changed risk profile; economics fell outside my capital partner's mandate.

Recruited to lead origination across Texas and the Sun Belt. Spearheaded debt investments and platform growth by structuring complex financings, cultivating new relationships, and elevating Madison's brand presence through borrower outreach and industry engagement.
• Selected transaction experience includes (inclusive of issued term sheets and closed deals):
• $100 million repo line to a Miami based lender for their business-purpose SFH and fix-n-flip loans.
• $90 million construction loan for the development of 375 units of multifamily in Moorestown, NJ.
• $90 million construction loan for the development of 382 units of multifamily in Charlotte, NC.
• $56 million construction loan for the development of 51 units of luxury condos in Nashville, TN.
• $55 million construction loan for the development of 313 units of multifamily in Frisco, TX.

Recruited to establish and scale the firm's distressed and transitional lending strategy at the inception of the business concept. Led operations across a large-scale lending platform and portfolio, shaping investment strategy, deal origination
practices, and valuation and underwriting models for the organization. Drove business growth by representing the platform and engaging prospective clients, investors, and stakeholders at major industry conferences. Recruited and mentored new hires to build a motivated, top-talent team.
• Left for Madison Realty Capital in March 2023 after receiving partial payout from successful platform exit.
• Successfully led team in the generation and closing of more than $700 million in originations since launch.
• Sourced, modeled, and structured $575 million of direct loan participations, note-on-note financings, and warehouse lines to generate liquidity and engineer returns for our portfolio investments.

Advised financial institutions on M&A transactions, capital raises, and other strategic initiatives. Executed equity and debt offerings, branch acquisitions, and fairness opinions. Collaborated with cross-functional deal teams and produced financial models, valuation analyses, and marketing materials to support client engagements, generating $2 billion in deal value.
• Created presentation materials for more than 50 depository clients on a recurring basis, providing crucial support for five managing directors and their clients.
• Delivered vital semi-annual insights to the Stifel Board, preparing detailed internal analyses of yield-driven equity securities to empower strategic decision-making and planning.
• Selected transaction experience includes:
• Financial advisory services provided to the FDIC which supported their Receivership Management Program.
• $564 million sale of Southwest Bancorp (NASDAQ: OKSB) to Simmons First National (NASDAQ: SFNC).