...Trusted Advisors and
   Business Partners.

Who We Are

Our senior professionals, and the resources we leverage, are senior practioners with core skills acquired from institutional investor training programs at Fortune 50 & FTSE 100 organizations.

Our teams have served within publicly traded institutional investors, private equity and real estate industry leaders with best practices in the areas of corporate governance, diligence, risk, and effective financial & operational management.

We work with and cultivate relationships with senior professionals who astutely differentiate key performance requirements and focus efforts on achievable results from otherwise distractive background conditions.

Our transaction profile experience spans REO transactions, mezzanine/lender financing, to take-private campaigns and our combined deal experience exceeds 20,000 properties valued in excess of $80 billion USD with key individuals leading some of the most dynamic real estate transactions in the 2000 - 2007 Bull market.

Lead Professionals

Professional strengths within our team, include:

  • Lead Partner:   20 years experience specializing in risk processes for acquisition, ownership management, and divestiture of commercial, industrial, research, and institutional grade assets in Europe, North American, and select Asian regions William is an international transaction and risk manager.
    Past Engagements: GE Capital Europe, Honeywell, GTE Verizon, United Technologies.

  • CMBS Lead:   One of the top professionals in the CMBS & CDO world with broad exposure and challenging practice engagements in CMBS transactions and tax reorganisations, establishing investment funds and maintaining regulatory compliance for existing funds, establishing subsidiaries with topco investment via convertible promissory notes and term loans and the subsequent conversion of such investments into equity.
    Past Engagements: Standard & Poor's, White & Case, Freshfields.

  • Tax Structuring Lead:   A senior finance and tax leadership professional skilled in translating changing demands of established and evolving marketplaces, identifying economic synergies, and assessing venture & strategy risks. Adept at balancing economics, tax and accounting (US, IFRS and local GAAP) challenges for individual venture and business strategies. Effectively detects and mitigates hurdles with a strong follow-up ethic to details and implementation execution.
    Past Engagements: GE Capital Europe, Fonciere Des Regions, Paramount/Universal, Arthur Andersen & Deloitte.

  • Global Credit & Risk Lead:   A senior real estate and finance professional with over 20 years of diversified functional experience including corporate credit, risk management, Six Sigma, accounting and finance. Technically competent, analytical and a good communicator with a working knowledge of the key credit risks associated with a broad range of industries and able to relate how these risks might impact real estate deals. Flexible and comfortable with handling multiple assignments simultaneously while maintaining consistency in product quality.
    Past Engagements: GE Capital Europe, Natwest Securities, The Virgin Group, Coopers & Lybrand Deloitte.

  • Transaction Manager Lead:   A Commercial Property lawyer with international experience gained from 20 years within a FTSE-100 company. A specialist in cross border leasing, acquisitions and disposals combines an understanding of comparative legal concepts with a proven record in transaction management. Investigative, analytical and creative problem solving and negotiating skills embrace the breadth of international corporate real estate. An effective communicator and influencer at all organisational levels who enables management teams deliver results to operational requirements
    Past Engagements: Smiths Group Plc, CitiBank Real Estate Group Europe.


UnderwritersTrust LLP & Ltd are registered in England Wales at Company's House with registrations OC327878 and 06223213.   Our Dunn & Bradstreet number is 846 959 286


Phone: +44 7733 225 245
Address: London, United Kingdom
E-mail: Message