INVESTMENT SOLUTIONS & OPPORTUNITIES
Harris Advisory grew out of working with a full spectrum of investment situations. These range from the origination, underwriting and structuring of commercial real estate and corporate investments to evaluating, managing, and implementing exit strategies to minimize the impact of negative situations (such as over-leverage and loss of top-line revenue) on invested capital.
Dealing with both 'positive' and 'challenging' investment circumstances has given us the ability to provide a unique perspective in working with new opportunities or those that need a fresh approach. Services can be tailored to meet your specific needs, whether it be on an interim or longer term opportunity.
Dealing with both 'positive' and 'challenging' investment circumstances has given us the ability to provide a unique perspective in working with new opportunities or those that need a fresh approach. Services can be tailored to meet your specific needs, whether it be on an interim or longer term opportunity.
Activities undertaken by Harris Advisory to assist its clients may fall into the realm of either real estate or corporate assets, however, there are times when both components are involved, especially in the case of privately-held companies and assets owned by an individual or family. Our experience covers those possibilities, as much of our acquisition and management activities have involved both components.
DUE DILIGENCE
There is no situation that does not require due diligence to determine the desirability and feasibility of considering a new opportunity. Nor is due diligence to be ignored to evaluate an existing investment that requires a re-evaluation of the initial strategy. Harris Advisory has represented equity capital in a variety of investment situations that require multiple factors to be considered and prepared.
Assessing market conditions, financial viability, cash flow and investment return requirements/assumptions, legal constraints, and ownership complications (majority vs. minority, syndications, etc.) are only a few of the components of a thorough due diligence process. Developing specific strategies and creating reasonable assumptions along the way
are often part of the process.
Harris Advisory can provide the services to provide or supplement your capabilities and capacity.
Assessing market conditions, financial viability, cash flow and investment return requirements/assumptions, legal constraints, and ownership complications (majority vs. minority, syndications, etc.) are only a few of the components of a thorough due diligence process. Developing specific strategies and creating reasonable assumptions along the way
are often part of the process.
Harris Advisory can provide the services to provide or supplement your capabilities and capacity.
ASSET MANAGEMENT
Whether it is a loan or investment position that requires nominal monitoring or a complex situation requiring ongoing involvement, Harris Advisory can provide what makes the most sense. We have been involved in purely yield, performing investment vehicles, as well as value added and opportunistic situations requiring dealing with multiple parties and situations where many changes are made to create a significant future return.
We manage both cash-flowing and deficit cash-generating opportunities, requiring a good understanding of the steps needed to be taken to maintain cash flow or to turn things around. Such activities often require budget adjustments, re-negotiation or restructuring of various financial obligations - unforeseen situations which typically surface.
Whether directly managing or providing shadow management, we can provide to you a fresh set of eyes, along with directing professionals necessary to ensure execution of the management plan.
We manage both cash-flowing and deficit cash-generating opportunities, requiring a good understanding of the steps needed to be taken to maintain cash flow or to turn things around. Such activities often require budget adjustments, re-negotiation or restructuring of various financial obligations - unforeseen situations which typically surface.
Whether directly managing or providing shadow management, we can provide to you a fresh set of eyes, along with directing professionals necessary to ensure execution of the management plan.
EXIT EXECUTION
Exiting an investment or closely-held ownership or family position can be done to recognized a profit, re-deploy for re-investment or estate planning, or possibly to generate needed cash or otherwise exit a situation that continues to decline.
Whatever the circumstance, the disposition of an asset or investment, and its timing, is often the most critical component of the life cycle of the asset. Harris Advisory has disposed of both corporate and real estate investments - both directly and through intermediaries it has selected and monitored for effectiveness. Whether it be a direct asset such as fee ownership or real estate, or a minority position in a loan syndication or limited partnership, Harris Advisory can handle the process - procurement of needed third party services, pricing negotiation, and ensuring that the closing process is handled efficiently without complications.
Whatever the circumstance, the disposition of an asset or investment, and its timing, is often the most critical component of the life cycle of the asset. Harris Advisory has disposed of both corporate and real estate investments - both directly and through intermediaries it has selected and monitored for effectiveness. Whether it be a direct asset such as fee ownership or real estate, or a minority position in a loan syndication or limited partnership, Harris Advisory can handle the process - procurement of needed third party services, pricing negotiation, and ensuring that the closing process is handled efficiently without complications.
Harris Advisory is here to provide you capacity, expertise and experience for prospective and existing investments and situations.
HARRIS ADVISORY, LLC
8604 Turtle Creek Blvd., # 12612
Dallas, Texas 75225
(214) 926-2840
bfhtexas@gmail.com
www.harris-advisory.com