Ursa Minor Advisory

Provide advisory, operations, development, and analytics support to REIT and multi-family owner/operator clients in the NY metro market. Areas of expertise span strategic planning, FP&A accounting, investor reporting, M&A support, asset management, market research and performance analytics. Devise detailed financial plans and multi-year forecasts, including analyzing, identifying, promoting, and implementing strategies, policies, and programs to assess asset value, conserve and maximize the impact of capital expenditures, and identify other opportunities to grow equity value. Assess and evaluate the organization's financial performance regarding long-term operational goals, budgets, and forecasts. Create complex financial models, including financials, cash flow, and cash requirements for multi-year business forecasting and scenario planning. Perform fair market (FMV) and net asset (NAV) valuations. Prepare companies for capital-raising activities. Provide support during financial audits. Drive M&A and market research, M&A due diligence, and support for investment memorandums and underwriting models. Deliver business Intelligence system design and implementation.