Through our relationship with Emerson Equity LLC, Schelin Uldricks & Co. offers investment banking services with a focus on placing capital for real estate sponsors, developers, and other mid-sized businesses.Headquartered in Huntington Beach, CA, Schelin Uldricks & Co. embodies a progressive entrepreneurial culture focused on integrity, transparency, execution, and ingenuity. The founding partners bring significant capital markets experience in investment banking, private equity, and real estate finance. The company offers a broad array of services, including debt and equity placement, M&A, GP advisory, co-GP financing, consulting, and financial restructuring.The founding partners of the firm, Ethan Schelin and Derek Uldricks, have a long history of collaboration and creativity. Each brings a unique skill set to the table, which allows the partnership to operate beyond the framework of traditional real estate or corporate finance investment banking.Mr. Uldricks experience includes all aspects of real estate finance including managing several commercial real estate investment funds from creation, capital formation, structuring, investment identification, to liquidation covering a range of investment strategies: opportunity zones, credit, horizontal development, land banking, vertical development, value-add, and opportunistic. Experience includes all commercial real estate asset types: hospitality, residential, office, retail, student housing, industrial, and self storage.Derek also hold Series 7 (Securities Placement), Series 66 (Investment Advisory & State Registration), and Series 79 (Investment Banking) FINRA licenses and is licensed with and securities offered through Emerson Equity, LLC, FINRA and SIPC member. Emerson Equity LLC is not affiliated with any other entity here.
Listed skills include Finance, Financial Analysis, Customer Service, Customer Interaction, and 42 others.