David Harelick

David Harelick Email and Phone Number

Principal @ ProSage Group, LLC
Boston, MA, US
David Harelick's Location
Boston, Massachusetts, United States, United States
David Harelick's Contact Details
About David Harelick

I am a problem solver with 25 years of real estate, operational and finance experience. I am currently a fractional CFO serving five dental offices, a sports technology / defense manufacturer, and small family offices; and I have recently launched a medical office net leased real estate fund. I led the North American operations and investments of a Kuwaiti-based investment company and was a partner in a successful net lease real estate fund backed by Prudential. I started my career as an investment banker and hold an MBA from the MIT Sloan School of Management, a Bachelor of Science degree from Cornell University and a CFA charter.

David Harelick's Current Company Details
ProSage Group, LLC

Prosage Group, Llc

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Principal
Boston, MA, US
David Harelick Work Experience Details
  • Prosage Group, Llc
    Principal
    Prosage Group, Llc
    Boston, Ma, Us
  • Health Office Trust
    Principal
    Health Office Trust Jan 2024 - Present
    Health Office Trust (TM) is an investment program to purchase and lease back small medical offices (including dental and physician offices and other health related real estate). We offer tenants the ability to secure the right to their strategic real estate with lease terms of 10-20 years plus renewals along with significant flexibility on alterations and other key terms. Such leases provide investors with superior risk-adjusted returns and inflation hedging. We recently closed our first acquisition in Hyannis, MA. Health Office Trust is a trade mark of Health Office Management, LLC. Health Office Management also provides fractional CFO/COO services, real estate brokerage and other services to healthcare related clients.
  • Center For Advanced Periodontics & Implant Dentistry, P.C.
    Cfo
    Center For Advanced Periodontics & Implant Dentistry, P.C. Jun 2021 - Present
    The Center for Advanced Periodontics & Implant Dentistry is a multi-location specialty dental organization focused on providing its patients with a premier level of care.
  • Virfex
    Cfo & Head Of Family Office
    Virfex May 2021 - Present
    West Wareham, Massachusetts, Us
    Virfex is a U.S. based sports technology and body armor manufacturer.
  • Mit Sloan Boston Alumni Association
    President Emeritus, Director, Avp, Real Estate Chair
    Mit Sloan Boston Alumni Association Aug 2005 - Present
    Boston, Ma, Us
    Mr. Harelick is a Director, the Assistant Vice President, Real Estate Chair and the longest serving (8-term) past President of MIT Sloan's largest alumni club. He led an organization of over 50 staff & volunteers overseeing approximately 25 events per year totaling over 2,000 attendees including the MIT CFO Summit (www.mitcfo.com) and the MIT CIO Symposium (www.mitcio.com) along with networking, career, and educational events.Member of the Board of Directors: 2005 - presentPresident: 2008 - 2016Secretary / Clerk: 2017 - 2023Assistant Vice President: 2023 - present
  • The Acqumen Group, Llc
    Principal
    The Acqumen Group, Llc Jan 2019 - May 2021
    • Advised a Boston area family office on real estate acquisition strategy and evaluated brownfield industrial, hotel and solar energy acquisition opportunities• Brokered the sale of a marina on Boston Harbor• Assisted a family office evaluate a 2 million square foot retail portfolio in New York City• Assisting SMBs prepare for COVID-era federal stimulus loans and grants• Assisted a global software as a service (SAAS) company with finance, planning & analysis (FP&A)
  • Innovest Capital, Inc.
    Head Of Usa, Corporate Vice President
    Innovest Capital, Inc. Aug 2013 - Dec 2018
    Brookline, Massachusetts, Us
    Advised Gulf Investment House (KSE: GIH) on its US alternative investments portfolio. GIH has invested over $200 million of equity in the US market acquiring a packaging company, an ambulance manufacturer and approximately $500 million of real estate. Innovest's real estate portfolio has included medical office, limited service hotel, apartment, condominium and retail properties. GIH is a listed company based in Kuwait City that primarily invests within the Gulf Cooperation Council states (including Kuwait, Oman, UAE, Bahrain, and Saudia Arabia) and the USA. Related Roles:- Vice President of TransOcean Group, Ltd. (2013-2016): a Cayman Island based advisor to GIH on private equity investments - Vice President of TransOcean Capital, Inc. (2013-2016): a Boston based advisor to GIH on private equity investments - Vice President of Package Acquisitions Corp. (2013-2015): the former owner of Stronghaven, Inc.- Vice President and Trustee of the Gateway at Riverwalk Condominium Association, Inc. (2014-2018)As the leader of Innovest Capital, Mr. Harelick engaged in real estate portfolio management (portfolio manager), asset management (asset manager), operations management (COO) and property management (property manager). He was the regional head of North America.
  • Lion&Lion
    Managing Director, Lion&Lion Usa
    Lion&Lion Feb 2013 - Aug 2013
    Kuala Lumpur, My
    Mr. Harelick led sales and operations in the USA for Lion&Lion, a global digital marketing agency.
  • The Acqumen Group, Llc
    Principal
    The Acqumen Group, Llc Feb 1998 - Aug 2013
    Mr. Harelick formed Acqumen in 1998 to advise emerging companies. Through Acqumen, Mr. Harelick has consulted to firms in the Education, Real Estate, Medical and Technology industries. Acqumen also owns FreeTravelGenius.com and USACupom.com.br (see projects below).
  • Corporate Realty Investment Capital (Cric)
    Partner
    Corporate Realty Investment Capital (Cric) Nov 2002 - Sep 2010
    Us
    Mr. Harelick was responsible for business, product and strategic development and co-managed key firm operations. He oversaw the firm's transaction structuring, credit analysis (acting "Chief Credit Officer"), lender management and analyst/associate programs. Mr. Harelick was known for his creativity in solving a client's problems and overcoming obstacles to get a transaction closed. He also was deeply involved in the firm's marketing strategy, online presence and portfolio management.CRIC is a private fund investing in single-tenant net leased real estate. CRIC purchases office, industrial and medical buildings along portfolios of retail (including restaurant, convenience store and other) properties leased to a single corporate tenant. Preferred transaction size ranges from $25 million to $750 million.
  • Boston Financial Investment Management
    Associate
    Boston Financial Investment Management Jun 1998 - May 2000
    Boston, Ma, Us
    f/k/a Lend Lease Real Estate Investments, Boston FinancialMr. Harelick specialized in transaction execution as an intermediary putting together equity and debt financing for real estate development. Mr. Harelick was also responsible for managing the group's analyst program and co-launched the firm's market-rate asset management team.
  • Dresdner Kleinwort Wasserstein
    Financial Analyst
    Dresdner Kleinwort Wasserstein Jul 1996 - Feb 1998
    f/k/a Wasserstein Perella & Co.Focused on mergers & acquisitions of financial institutions along with private equity & restructuring of industrial & chemical companiesMajor transactions included: - Swiss Bank merger with Union Bank of Switzerland - Dean Witter merger with Morgan Stanley - Pitney Bowes $1 billion lease transfer to GATX

David Harelick Skills

Start Ups Strategy Online Marketing Private Equity Mergers And Acquisitions Seo Sem Entrepreneurship Business Development Analytics Acquisitions Corporate Real Estate Business Strategy Commercial Real Estate Mergers Real Estate Crm Leadership Non Profit Leadership Management Real Estate Financing Portfolio Management Asset Management Real Estate Transactions International Business Valuation Investments Due Diligence Finance Financial Modeling Financial Analysis Negotiation Islamic Finance Real Estate Due Diligence Property Management Contract Negotiation Lease Administration Lease Negotiations Real Estate Development Project Management Investment Banking Managerial Finance Executive Leadership Professional Services

David Harelick Education Details

  • Mit Sloan School Of Management
    Mit Sloan School Of Management
    Mba
  • Cornell University
    Cornell University
    Industrial Relations
  • Dartmouth High School
    Dartmouth High School

Frequently Asked Questions about David Harelick

What company does David Harelick work for?

David Harelick works for Prosage Group, Llc

What is David Harelick's role at the current company?

David Harelick's current role is Principal.

What is David Harelick's email address?

David Harelick's email address is dh****@****ail.com

What is David Harelick's direct phone number?

David Harelick's direct phone number is +161743*****

What schools did David Harelick attend?

David Harelick attended Mit Sloan School Of Management, Cornell University, Dartmouth High School.

What are some of David Harelick's interests?

David Harelick has interest in Commercial Real Estate, Real Estate, Technology.

What skills is David Harelick known for?

David Harelick has skills like Start Ups, Strategy, Online Marketing, Private Equity, Mergers And Acquisitions, Seo, Sem, Entrepreneurship, Business Development, Analytics, Acquisitions, Corporate Real Estate.

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