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Financial Advisory Services

PROMARK CAPITAL GROUP: Specializing in the Financial Analysis, Structuring and Placement of Financing (debt, mezzanine and equity) for Commercial Real Estate, Business & Private Capital Transactions.

Our services are designed to provide strategic and independent advice to owners, senior management, boards of directors and special committees of entities involved in all aspects of commercial real estate and private capital activities. As such, our services are tailored to meet your objectives from the very beginning. We are actively involved in providing the financial advisory services tailored to the individual client for loan origination, restructuring debt, lender workouts, capital raising, viability of the financial projections and loan underwriting for the raising of either debt or equity to finance an acquisition, refinance existing debt, new construction, recapitalization or a management buyout.

MISSION STATEMENT:

Our client relationships are not based solely on a single need, but on long-term relationships focused on increasing owner’s value, in addition to providing advice on financial transactions from over 100 years of combined finance experience of the executives of ProMark Capital Group.

As the world becomes more complicated, lenders and investors become more particular about their appetite for certain types of transactions as now the processing of these transactions becomes more detailed and crucial to the outcome. Therefore, when evaluating the data and where the further attention to detail requires a much greater amount of time and effort in absorbing, compiling and completing the requirements that takes the assignment to a successful conclusion.

Consequently, it is evident that Borrowers require the assistance of professionals experienced in the Development, Structuring and Placement of Commercial Financing. ProMark Capital Group is comprised of just such professionals and is dedicated to providing this expertise in developing solutions to the needs of our clients.

DEBT and EQUITY FINANCING:

Our Capital Raising Practice works with Clients in the raising of either debt or equity to finance an acquisition, growth initiatives, recapitalizations or a management buyout. Our experience in dealing with private equity and venture capital funds, along with mezzanine funds and senior and subordinated lenders allows us from the beginning of a transaction to work with our clients regarding how to best achieve their objectives with participating financial institutions. In dealing with these financial institutions, ProMark Capital Group has developed an extensive network of domestic and international relationships to provide the best financial solution for our clients.

ProMark Capital Group specializes in arranging and syndicating the financing for all types of commercial real estate and businesses with institutional as well as private equity capital for any worthwhile project.

We have successfully obtained financing and equity components for projects ranging in size from approximately $1,000,000 to $70,000,000 for purchase, refinance, construction and bridge or mezzanine type transactions.

PROPERTY TYPES:

  • Office Buildings – multi-tenant/single-tenant
  • Medical Buildings – multi-tenant/single-tenant
  • Hospitals/Clinics/Urgent Care Facilities
  • Industrial/Manufacturing – multi-tenant/single-tenant
  • Retail Shopping Centers – malls, strip centers (large and small), multi-tenant/single-tenant
  • Hotels/Motels/Spas – full service, limited service or boutique, flagged or non-flag
  • Resorts – with or without golf course
  • Multifamily
  • Mixed Use
  • Special Purpose
  • Office/Industrial Condos

PROJECT LOCATIONS:

We have been engaged on projects located throughout the United States, Canada and other locations in the Western Hemisphere.

Attached you will find a partial listing of projects which we have closed in the past two years.

DUE DILIGENCE:

Once a potential business plan has been identified and a Memorandum of Understanding has been reached, the due diligence process conducted by ProMark Capital Group can make the difference between an unsuccessful transaction and a highly successful transaction. The success of any transaction, whether it is a purchase, a refinance or a construction project is based on the quality and availability of information on the potential project. In addition to the analysis process, ProMark works very closely with the owners and senior management to provide fundamental strategic financial and market advice with access to our relationships regarding bringing in to the project added value opportunities when required. Samplings of the items reviewed are:

  • Business Plan
  • Corporate Structure
  • Management
  • Industry and competition
  • Market strategy
  • Historical financial review
  • Current financial condition
  • Viability of financial projections

STRATEGIC PLANNING and EXIT PLANNING:

As part of our transaction process, we are frequently called upon to provide consultation in the determination of a strategic plan and exit strategy when capital restructuring is required.

EXECUTIVE TEAM:

Jeffrey F. Katzer, Chief Executive Officer

Harvey H. Rosen, President

Gregory Zack, Senior Managing Director

Felix Pressler, Managing Director

Michael Russell, Manager/Residential Division

Robert Friedman, Commercial Analyst

RESUMES:

Available upon Request