Medalist Capital

Equity Placement & Structured Finance

Medalist Capital advises on the full spectrum of investments, from core and core plus to value-add and opportunistic, as well as mezzanine debt and preferred equity investments throughout the entire capital stack. Our array of experience allows us to effectively and efficiently manage the investment processes, from deal underwriting up to and beyond closing, including due diligence. We have the capability to perform portfolio analysis for all commercial real estate assets, including how clients’ real estate holdings fit within their entire asset allocation and investment universe.

Although we have a dedicated Equity Placement and Investment Advisory staff, Medalist approaches each engagement as a team collaboration with the client. Each client is viewed as a co-worker and team member. Medalist uses a full-firm approach, where our entire team devotes the time and attention necessary to leverage industry relationships and ensures the highest-quality work and, most importantly, a successful outcome in equity placement.

Medalist Capital identifies and negotiates with the most suitable equity investors for a new acquisition, new development or recapitalization of an existing asset. Suitability is based on investment philosophy, risk-reward profile, size of investment, hold period, preferred leverage and LP versus GP participation. Medalist provides absolute discretion, best market knowledge, and sound advice on current market conditions and trends, and also conducts best-in-class deal analysis, market data research and professional presentation of client opportunities. Medalist creates a highly competitive environment to source the most attractive capital available while providing start-to-finish assistance in negotiating and closing of the transaction. A proven record is one of the reasons why clients choose Medalist to deliver equity and structured debt solutions.

Medalist Capital has long-standing equity, mezzanine and structured finance relationships – many of which have lasted over 20 years. Medalist sources capital providers nationwide but with the tailored focus and attention of a small firm.

Areas of expertise:

  • LP and GP equity placement
  • Structured finance
  • Mezzanine debt
  • Preferred equity placement
  • Joint venture partnerships
  • Programmatic equity for real estate operators
Advisory product types:

  • Retail
  • Office
  • Industrial
  • Multifamily
  • Flex
  • Distressed debt
  • Assisted living
  • Hotel
  • Hospitality
Sources of capital:

  • Life insurance companies
  • Private equity and hedge funds
  • Pension funds
  • Endowments
  • Individual family offices
  • Multifamily office groups
  • High net worth investors
  • Trusts
  • Foreign and domestic capital syndicates

Please contact Eric Williams at 704-333-5186 or ewilliams@medalistcapital.com for more information.