Benjamin Berg-Einhorn Email & Phone Number

Chicago, Illinois, United States

Chicago, Us

• Facilitated underwriting, investor reporting, portfolio company reporting, presentation material, due diligence, and fundraising efforts as the sole associate for the CANEIP platform• Invested minority stakes in a venture capital fund, aviation, multifamily, manufactured housing, hospitality, and healthcare• $70M Acquisition of Substance Abuse, Detox, and Rehabilitation Facilities: - Expanded portfolio with $20M of add-on acquisitions to expand market reach and utilize economies of scale - Developed comprehensive financial reporting standards with a formal budgeting process, staffing models, KPI dashboards, and other templates, incorporating automation to accelerate financial analysis - Structured the quarterly board decks, ensuring effective communication of business performance and strategic direction to the board• Acquisition of Distressed Psychological and Mental Health Service Provider: - Underwrote a multi-phase strategy for stabilization through leadership change, divestment from outpatient services, and right-sizing headcount/expenses - Closed and managed daily working capital funding for a two-week period to ensure ongoing solvency - Planned reduction of personnel costs by 50% to increase EBITDA by $10M per year

Chicago, Illinois, Us

• Direct report to the CFO and responsible for building and maintaining a corporate entity model consisting of: - Vertically integrated asset-level revenue structures including: a Core Fund, Value Fund, ProgrammaticJoint-Venture, Development pipeline, and property management fees - Amortization and pay-down schedules for all tranches of corporate debt including: Preferred Equity,senior debt, and a revolving line of credit. - A scaling person-by-person utilization matrix and expense build - Individual asset-level and fund-level disposition schedule, waterfall structures, and promotes - Assumptions for all historic and future fund structures, capital raises, and deal pipelines - A liquidity build for all cash management and tracking - Enterprise buy-out assumptions and waterfall• Created quarterly board deck slides that outlines strategic direction and historical financial analysis• Assisted in valuation negotiations between partners for a strategic buy-out / sell-off of corporate ownership• Streamlined the forecast / budgeting process and created a monthly financial dashboard & board deck for moretimely financial reporting

Skokie, Il, Us

• Ran point on all phases of multiple transactions including: initial underwriting, leading diligence, building investment packages, and working with lenders to secure debt• Created templates used by both the asset management and acquisitions team to provide market-wide competitor analysis and industry trends• Researched, pitched, and successfully implemented project management software to improve company-wide organization, project tracking, and work delegation• Engaged in consistent asset and portfolio optimization through heavy financial and performance tracking to lead weekly discussions and maximize asset value• Automated many of the most heavily used excel reports used to underwrite and track asset performance

New York, Ny, Us

• Selected as the only analyst to work with the Brookfield Asset Management M&A team on the underwriting and strategic repositioning of 30 distressed shopping centers • Revolutionized Brookfield’s reporting standards by developing portfolio, regional, and asset-level tear sheets which are now used by executives in every major department within the organization • Collaborated as one on a team of three to underwrite a ~$3 billion portfolio, build Argus models, and develop a three-year budget plan to maintain return for investors • Built quarterly valuation models for a ~$60 billion portfolio and provided asset level commentary outlining factors of growth and impact due to cap rate, discount rate, NOI, capital spend, and timing • Led meetings on a monthly basis to derive leasing assumptions for strategic asset positioning and to ensure accurate budget/forecast projections • Worked on numerous ad-hoc projects including; transactional scenario analysis, cap/discount rate sensitivity analysis, distressed tenant exposure, FoG models, NER rent rolls, etc.