Corporate Finance Group | Private Equity | Scott Merkle

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Real Estate Advisory Services for Private Equity Firms and Portfolio Companies


Real Estate Advisory Services Companies and Healthcare Systems We work with public and private companies, owner/operators and healthcare systems by advising them on their real estate needs, which can include monetization, growth via Build-to-Suit, and lease advisory services. Private Equity The Corporate Finance Group works with private equity firms on existing portfolio companies and acquisition targets focusing on Sale Leaseback and Build-to-Suit transactions. We help our private equity clients drive returns by advising them on real estate monetization alternatives from the initial due diligence process to the eventual exit of their portfolio companies.

Strategic Portfolio Evaluation Our Corporate Finance Group helps private equity firms and their portfolio companies, and healthcare systems think more strategically about their real estate. We work with firms to evaluate their existing real estate portfolios by: •

Determining which properties may be good candidates for sale leasebacks

Evaluating expansion & build-to-suit options •

Securing 100% financing for build-tosuit needs

Developing mitigation strategies where applicable for properties at risk of obsolescence

Leveraged Buyouts/ Mergers & Acquisitions Sale Leasebacks We often find a value arbitrage between the real estate and underlying business valuation while evaluating real estate for a sale leaseback. Early Involvement •

We get involved early in M&A-driven situations in order to provide an assessment of real estate valuation during the initial bidding process

Enables private equity firms to understand value attributable to a sale leaseback in context of the overall business valuation

Timing - One of Two Scenarios •

Concurrent – We work to identify a buyer who can close on the real estate concurrent with our clients’ close on the business acquisition

Post-closing – We work to identify a buyer for the real estate after the close of add-on or new platform acquisitions


Track Record In Market

Art Van Furniture | PA Private / PE-Backed Company Retail Store

In Market

Academy Sports + Outdoors | LA Private Company Retail Store

In Market BTS

Flying Colours Portfolio Private / PE-Backed Company Aerospace

In Market

DCTI | MI Private Company Industrial/Manufacturing

Concurrent w/ M&A

In Market

Bush Industries | NY Private / PE-Backed Company Industrial/Manufacturing

In Market

United Enertech Portfolio Private / PE-Backed Company Industrial/Manufacturing

SLB + BTS Proceeds for Expansion

NSA Industries (Portfolio of 4) Private / PE-Backed Company Industrial/Manufacturing

PCX Aerostructures | CT Private / PE-Backed Company Industrial/Manufacturing

Moeller Manufacturing | MI Private / PE-Backed Company Industrial/Manufacturing

Kohl's | MI Public Company Retail Store

EPTAM Plastics | NH Private / PE-Backed Company Industrial/Manufacturing

Del Frisco's | FL Public Company Retail/Restaurant

LEE Industries (Portfolio of 3) Private / PE-Backed Company Industrial/Manufacturing

Ted's Cafe Escondido | OK Private / PE-Backed Company Retail/Restaurant

Raymour & Flanigan | NY Private Company Retail Store


beyond transactions At Stan Johnson Company, we’ve specialized in net lease for more than 30 years. By truly listening to our clients’ goals and tailoring net lease opportunities to their exact needs, we’ve closed more than 4,700 transactions exceeding $30 billion in volume nationwide. With over 80 net lease brokers in offices across the United States, we have the largest collaborative team in the industry offering acquisition, disposition, pricing advisory and 1031 exchange services.

Our Corporate Finance Group is a division of Stan Johnson Company focused on advising corporations, private equity firms, and franchisees in evaluating real estate strategies and maximizing asset value. Our dedicated team brings investment banking, sale leaseback and commercial brokerage backgrounds with a combined $40+ billion of real estate and corporate finance transaction experience.

$30B

550+

$3.3B

$2B

More than 4,700 transactions exceeding $30 billion in volume

More than 550 transactions in 2017

More than $3.3 billion in transaction volume in 2017

More than $2 billion in sale leaseback transaction volume

Advisory Contacts Scott Merkle | smerkle@stanjohnsonco.com D (646) 845-8429 stanjohnsonco.com

Stephen Cheng | scheng@stanjohnsonco.com D (646) 829-9237


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