Consulting / Acquisition Advisory
Buy-side support from underwriting to closing.
Advisory for owners, sponsors and business buyers evaluating the acquisition of properties, portfolios or operating companies.
The approach
The capital plan belongs in the offer.
Buyers win and keep deals when the financing is realistic from the first bid. We underwrite alongside the client, test the business plan, line up indicative debt and equity and help carry the transaction through diligence to closing.
What clients acquire
- Multifamily and mixed-use
- Industrial and logistics
- Hotels and hospitality
- Healthcare real estate
- Operating companies
- Portfolios
What we do
Support at each stage of the acquisition.
We work for the buyer. Macallan does not represent sellers.
Underwriting and Diligence
We give buyers an independent view of the asset or company before they commit. That covers financial underwriting, a review of the market and competing supply, and coordination of the third-party reports and diligence items lenders will require. Issues found early can be priced into the offer instead of discovered after the deposit goes hard.
Capital Structure Planning
An offer is only as strong as the financing behind it. We size the debt, define the equity requirement and collect indicative terms from the lenders and investors likely to fund the deal, so the buyer can bid with confidence and the seller can see a credible path to closing.
Business Acquisitions
Buying an operating company raises financing questions that real estate deals do not. We structure acquisition debt, including SBA 7(a) and 504 where they fit, negotiate seller financing, and decide whether the real estate should be bought with the business or held separately. The capital plan is built around the company’s cash flow after the purchase.
Transaction Preparation
Once an offer is accepted, the schedule gets tight. We prepare the lender package, track third-party reports, manage questions from lenders and investors, and keep the closing checklist moving so the deal closes on time. Macallan works for the buyer and does not represent sellers.
Discuss an acquisition
Bring us the target and the timeline.
We will tell you how we would underwrite it and what the capital plan is likely to look like.