XPX New England: Using Real Estate for Liquidity in M&A Transactions

Tomorrow,  May 7th, 2019, XPX New England will host its next panel discussion on how to use real estate as liquidity in your M&A transaction! The event starts at 4 PM at the McClean Middleton law firm in Woburn, MA, and will feature a panel that will address the various ways that a buyer or seller of a company can use the target company’s real estate to generate liquidity to facilitate a M&A transaction. Topics of discussion include:

• Borrowing against the real estate to pay down debt in the company, thus increasing company equity value in advance of a sale
• Undertaking a sale-leaseback to generate additional liquidity for the seller
• Selling the property to an independent third party and using the cash to acquire the company (foreign buyer with no U.S. banking relationship)
• Borrowing against the real estate to buy-out a partner of the business
• Leveraging the real estate and using the cash as growth capital for the company
• Allocating the ownership of the real estate and the company to different family members based on their relative involvement in company operations
•  Leveraging real estate to provide a bridge loan to finance another opportunity

Moderator

Alex Riccio, Valencia Realty Capital 

Panelists

Kevin Burke, First Vice President, Cambridge Savings Bank

Sandra Mason, Vice President, Capital Markets, Audax Group

Mark Roth, Executive Managing Director, Newmark Knight Frank

Schedule

Arrival and Networking: 4:00-5:00 pm
Panel Discussion and Q&A: 5:00-6:00 pm
Additional Networking: 6:00-6:30 pm

Missed the April event on Pre and Post-Sale Strategies?

Click here for the event highlights: