COMPLETE FINANCIAL CONSULTING SERVICES

Financial Consulting

The Excella Group assists companies in defining the financial requirements to execute their business plan and advises them in ways to secure, structure and manage that financing.  Our services include:

  1. Preparing a financial package for prospective lender participants.

  2. Negotiating with financial institutions to establish appropriate loan terms and restructuring arrangements.

  3. Working with other alternate capital resources and financial intermediaries.

  4. Negotiating complex real estate development transactions, including financing.

  5. Click here to view our Mortgage Calculator.


Real Estate Consulting

We offer advice, counseling, document review, drafting, and negotiation during all stages of real estate transactions, including financing.  We represent:

  • Large and small corporate real estate developers
  • Retail and entertainment industries
  • Developers of multiple unit projects

We arrange for the purchase, sale, and exchange of commercial and industrial property of all types throughout the United States.  Our real estate professionals are experienced in the wide range of real estate financing options, such as:

  • Construction loans
  • Permanent mortgages
  • Sale/leaseback transactions
  • Ground leases
  • Secondary market programs
  • Tax increment financing
  • Securitization of mortgage-backed loans

We regularly provide consulting on how to avoid or minimize environmental liability in conjunction with developmental construction projects, real estate matters, and financial transactions.  For real estate transactions, the Excella Group specializes in the following areas:

  • Land Acquisitions and Sale
  • Real Estate Financing
  • Land Use and Development
  • Environmental Issues
  • Foreclosures, Cancellations and Workouts
  • Leasing
  • Partnerships and Joint Venture Agreements
  • Multiple Unit Projects

With a myriad of options and alternatives available, companies need to engage an advisor like the Excella Group to help them through the process. 


Business Mergers & Acquisitions

In over 20 years of management consulting, the Excella Group has developed a proven approach to the fine art of buying, selling or merging a business.  We have helped facilitate the sale or purchase of more than 100 companies, transactions which involved the transfer of entire operations, divisions or even just product lines.  Our business sales services include:

  1. Determining ownership objectives

  2. Optimizing the company’s financial profile

  3. Defining and identifying strategic targets

  4. Financial modeling

  5. Assessing value

  6. Developing a sale memorandum

  7. Soliciting and qualifying buyers

  8. Facilitating negotiations


At The Excella Group  …

We have the expertise.  Our principals have a deep and thorough understanding of the financing industry.  We convert that insight into strategies and tactics that create impact for our clients.  Our creative instincts and industry expertise helps you identify and optimize your company's positioning, so you can maximize value in the financing process.

We understand the process.  We take the lead in the financing process -- editing and/or creating your financing packages, writing proposals, and targeting the most relevant potential lenders.  As a preferred provider to many of the nation's leading lenders, we understand how to underwrite transactions in a way that reflects our deep knowledge of a particular lender's culture.  Our focus on “the process” makes the lender's job easier.  They trust us, move our deals to the top of the pile, and view the Excella Group as a valued marketing partner for loan products and services.

We have the contacts.  The lending community looks to us for innovative financing opportunities.  We maintain strong contacts with leading lenders and/or investment funds.  And, we help you leverage our credibility to find the right financing structure to meet your needs. 

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