Construction Management Company

The company is a full-service construction management and development services provider. Projects include both
new builds and existing buildings, and services are provided at each project stage from initial budget creation and
due diligence through construction management and project close.

Key Aspects

• Long-term contracts in place, with a typical contract length extending to more than 17 months
• Proprietary software system is in place to organize documents, budgets, and internal processes for each project
• Exemplary reputation amongst clients for innovation, professionalism, and transparency
• Utilizes planning methods that ensure projects are executed on schedule and within budget without compromise to quality
• Employs a team of highly-skilled, knowledgeable employees who are well experienced in the industry

Opportunities

• The U.S. Department of Housing and Urban Development (HUD) and the Low-Income Housing Tax Credit (LIHTC) provide
incentives which spur increased development of affordable, multi-family properties. Combined with significant population growth in major cities and the resulting need for multi-family housing facilities, there are ample opportunities for
additional work.
• Increase scope of services to include projects converting high-rise office buildings and hotels into multi-family housing
• Offer property condition reports and third-party inspections to provide additional revenue streams
• Continue development of proprietary software system to incorporate new features
• Initiate a marketing campaign to promote company awareness in the industry
• Expand geographic service area to include other regions of the United States

Current Markets

• The company primarily serves property owners located in Texas, Louisiana, Georgia, Florida, and Southern California that are working in the multi-family, veteran’s assistance, non-profit, and workforce housing markets in Texas, Louisiana, Georgia, Florida, West Virginia, Mississippi, South Carolina, and Oregon.

Real Estate

• The company operates from a 0.5 acre lot housing a 3,200 square-foot office facility. The property is held by and leased
from an unrelated third party; the lease is assumable by new ownership. Ownership contends the company is also easily
relocatable.

Shareholder Objectives

• The sole owner is interested in either a full or partial sale and is open to a transition period followed by a full exit from the company. Ownership is open to a variety of deal structures in order to facilitate a transaction.