Capital Markets & Lender Services

 
 

We are Experts at Much More Than Just Hotel Management

With 20 years in the hospitality industry, our team is highly skilled at a number of other critical services that help owners and lenders with a variety of other aspects of the business.

With an owner-centric approach, we provide a trusted perspective on analyzing and maximizing various opportunities.

 
 

Capital Markets

 

The tightening of the financial markets has led SHG to broaden our services to include assistance in securing hotel financing. From equity capital for joint venture opportunities to debt financing, SHG has had great success in creating relationships that provide beneficial financing options. We view the financing mechanism as a tool to expand our management services and believe this sets us apart from our competition. SHG understands and can navigate through the banking community to negotiate the best loan for our client's needs. SHG prepares complete financial packages that include:

  • Development Cost and Allocations
  • Projections & Proforma Feasibility Studies
  • Owner's Franchise Application
  • Franchise Information and Fees
  • Owner's Personal Financial Statements

Investment Management

 

Investment management services geared towards owners of hotel properties, including private equity funds, financial sponsors, and individual owner operators:

  • Portfolio management and monitoring
  • Sophisticated financial reporting and analytics
  • Specialized accounting services
  • Tax advisory
  • Legal counsel

Lender Services

 

We offer specialized underwriting and operational services tailored towards hotel lenders:

  • Sourcing
  • Loan underwriting
  • Loan portfolio management and analytics
  • Sophisticated financial reporting and analytics
  • Legal and tax support

Transaction Advisory

 

SHG advises on deal structures, and can assist in sourcing debt and equity capital partners to close transactions. We have a number of services to minimize administrative burden and allow the client maximum time for thoughtful investment judgement. These services could be applicable to all capital markets transactions, including equity, debt, refinance, entity purchase or other forms of transactions:

  • Rigorous data-driven underwriting
  • Multi-layer scenario analysis
  • Debt and equity capital placement
  • Capital structure and restructuring advisory
  • Special situation advisory
  • Broker selection
  • Legal
  • 3rd party due diligence
  • Model/memo creation
  • Closing process

Distressed Asset Services

 

SHG has a comprehensive set of services to assist with getting distressed assets back on track:

  • Rigorous data-driven and multi-layer valuation analysis
  • Creation of detailed operational turnaround plan
  • Cash sensitivity forecasting
  • Capital sourcing
  • Specialized distressed asset legal and tax services
  • Debt and Equity holder negotiation
  • Receivership
  • Foreclosure analysis

New Development

 

SHG’s portfolio includes a number of new development properties. We can provide assistance with all phases of a new development, including:

  • Feasibility
  • Site selection
  • Capital structure formation
  • Brand negotiation
  • Zoning approvals
  • Design & Construction services as above
  • Pre-opening coordination
  • Pre-opening marketing and sales