Art Herlihy

Freelance Business Plan Writer & Proposal Writer

1482
Location:Santa Fe, New Mexico, United States
Profile:https://www.freelanced.com/artherlihy
0
Kudos
5.0
2 Skills
Ask
Rate/Hr
“Business Strategist” experienced as Investment Banker, Investment Advisor and Bank Officer
Possesses in-depth experience and critical skills in
• Business Analysis and Evaluation
• Structuring Transactions & Agreements
• Negotiating and Closing Transactions
• Monitoring and Reporting Business Performance

Thirty years experience in providing Services to:

Early Stage Companies seeking equity and debt capital, business operating plans, financial evaluation and management review

Mutual funds and insurance companies including US Bank and Safeco Insurance as a fixed income strategist affiliate of Wall Street primary firms, Nomura Securities, Morgan Stanly, DLJ and others.

Institutional Accounts relative to commercial real estate, venture capital opportunities, fixed income and structured finance

Financial Institutions including Southern Pacific Bank & Union Bank seeking to recapitalize or expand into commercial mortgage investment advisory business. Glendale Federal, American Savings, and Home Federal as an officer and department manager involved in commercial real estate development, finance and “turning around” distressed real estate portfolios.


EXPERIENCE
1999 to Present PACIFIC CAPITAL ADVISORS LLC
Santa Fe, NM /San Diego, CA Capital Markets Advisory Firm/ Principal
Advise companies seeking capital financing by:
• Managing the structure and placement of debt and equity for asset financing, working capital, and acquisition.
• Advising management in the evaluation of strategic development opportunities, development of business plans, financial models and investor presentations

OVERVIEW OF MAJOR ADVISORY ASSIGNMENTS
• Advised and Secured capital for Real Estate and Early Stage companies
• Secured Financing for Senior Health Care Facilities
• Advised Southern Pacific Bank on Recapitalization Options & CLO Assets
• GMACC CM-Due Diligence for CMBS Bond Purchase
• Union Bank- CMBS Advisory Business Plan
• Due Diligence for United Kingdom Mortgage Securitization
• Developed and Implemented Financial Growth Plan for Developer of Premium Truck ````````Stops & Recycled Fuel Distillation Units

1998-1999 IMPERIAL CREDIT COMMERCIAL MORTGAGE INVESTMENT CORP (ICMI)
Los Angeles, CA Publicly traded REIT: Vice-President/ Debt Markets
• Evaluated, structured and funded commercial real estate debt investments
(Subordinate CMBS, mezzanine financing, & whole loan pools) that met the REIT’s investment criteria
• Negotiated warehouse lines with major Wall Street Banks
• Managed the placement of debt investments originated by the REIT to Wall Street conduits, insurance companies and other secondary markets.

1994-1998 INSTITUTIONAL ADVISORY SERVICES / TRADERS & DEALERS INC.
Newport Beach, CA
Investment Advisory Firm / Fixed Income Securities Firm: Institutional Acct. Manager
• Developed and administered account relationships with institutions
• Formulated and implemented fixed income portfolio strategies for clients

1991-1994 THE VOIT COMPANY, Irvine, CA
Commercial Real Estate Services Company: Vice President, Institutional Accts
• Negotiated the acquisition and sale of distressed commercial real estate assets
• Developed client relationships with institutional real estate owners for consulting and marketing services

1988-1991 GLENDALE FEDERAL BANK, Los Angeles, CA
Fourth Largest Federal Savings Bank in the Nation, ($25 billion) in 1991
Vice President, Manager of Real Estate Assets Department
• Developed and Implemented Workout, Legal and Marketing Strategies for $500 million portfolio of Non-Performing Assets throughout the Nation

1986-1988 AMERICAN REAL ESTATE GROUP, Irvine, CA
Real Estate Subsidiary of America, the largest Savings and Loan ($34 Billion) in 1988: Vice President, Senior Manager of Real Estate Assets

1983-1986 HOME CAPITAL DEVELOPMENT GROUP, San Diego, CA
Real Estate Subsidiary of Home Federal Savings and Loan ($13 billion) in 1983
Vice President, Manager of Real Estate Assets Department

EDUCATION:

Chartered Financial Analyst (CFA), Association for Investment Management
and Research-Los Angeles Society

Masters Degree, School of Public Policy Analysis-Finance
University of California, Berkeley

Bachelor of Arts, Economics
University of Pacific, Stockton

AWARDS/ASSOCIATIONS:

Chartered Financial Analyst (CFA) Institute National Group
CFA Society of Los Angeles
President of University of the Pacific Alumni Club, Orange County
Ford Foundation Fellowship, UC Berkeley
Phi Kappa Phi Honor Society, University of Pacific
LICENSES: Instructor Credential, California Community College for Real Estate,