Tom Mitchell Email & Phone Number

• Harbor Retirement Associates (“HRA”) is a vertically integrated operator, manager and developer of senior living communities in 15 states, operating 32 locations with 16 more under construction or development. HRA.
• Led financial turnaround of financially challenged company to a profitable, rapidly growing institutional grade company, with a 25-fold increase in valuation.
• Negotiated, structured and modeled over 35 development or acquisition deals totaling over $1B with partners, including REITS, major banks, pension funds, family offices with Reg D offerings, and an EB-5 partner.
• Positioned company for growth with cutting-edge cloud-based systems such as Novatus for documents and Adaptive Insights to integrate data from the accounting, operations, payroll, and marketing systems, facilitating.
• Partnered with owner and investment banker on succession planning, resulting in a $24M dividend recap credit solution and $35M insurance program to meet owner’s retirement, continued control and legacy goals.
• Reduced taxes over $1M annually by restructuring holding companies and converting C-Corps to LLCs.

• $125M research institute. As member of executive team, doubled revenues in less than two years.
• Provided recommendations leading to a $10M forecast improvement while minimizing operational risk, and participated in key decisions pertaining to strategic initiatives, operations and policy development.
• Transformed financial reporting, budgeting, and cash flow forecasting systems into integrated Enterprise Resource Planning system with 10 year predictive modeling, linked to accounting database.
• Developed new investment policy resulting in $1.5M gain and conducted RFP for investment services.
• Improved internal controls to address/eliminate prior management letter comments and auditor adjustments.
• Revamped chart of accounts and financial statements, improving 990 preparation and negotiated IDC rate.

Washington, DC, US

• Advised CEOs with development of business strategies and financial models, capitalization, bank financing, and strategic partnership identification. Clients included real estate developers and operators of shopping.
• Secured $100M of financing and led due diligence team acquiring 9 office buildings totaling 2M SF.
• Coordinated conversion over 1,000 apartments to condominium units.
• Provided support and expertise to FDIC with the receivership and merger of a $4Bbank with 64 branches.
• Performed independent financial and forensic audits, identifying over $300K of overcharges.

• Multifamily community developer. Owned over 1,000 rental units. Was a leader in providing innovative solutions for affordable/workforce housing financed with Low Income Housing Tax Credits (LIHTC) and grants.``
• Developed business plans for and identified sources of financing for the 70-acre Village at Delray and the 25-acre Heart of Boynton urban redevelopment projects (both were public-private partnerships).

• One of Florida's most accomplished luxury homebuilders, Gordon Homes is responsible for creating some of South Florida's most prestigious addresses.
• Developed business plans, budgets and cash flow forecasting resulting in forming a JV with a private equity firm to diversify business from strictly residential into commercial, hotel and major mixed used projects.
• Directed HR functions focusing on employee development and improving benefits while reducing costs.
• Slashed tax liability $500K annually by restructuring multi-holding company structure for 50+ entities.
• Analyzed potential projects and helped secure over $100M of project financing.

• Co-founded and helped lead from initial start-up to 4th fastest growing U.S. company on 2004’s Inc. 500 List. Specialty retailer opened or acquired 90 stores in 11 states.
• Identified 300 M&A targets, negotiated and acquired 40 in 5 transactions; led due diligence teams.
• Organized road show fundraising presentations with management team which raised approximately $20M.
• Handled legal matters as well as Directors communications, industry analysts and investor relations, including press releases, quarterly/annual letters to shareholders, and annual shareholder/managers meetings.
• Identified potential financing sources, created business plans and obtained $50M revolving credit line.
• Developed benchmarking, analyzed performance metrics vs. industry’s best and formulated action steps.

• Promoted from CFO of bank to CFO of their $1B development J.V. funded by the MacArthur Foundation.Operations included a 2,000 member country club, land development, construction, real estate brokerage ($1B in total.
• Coordinated business plan for the golf and tennis club equity conversion resulting in $78M sales proceeds.
• Successfully managed company through $100M Chapter 11 bankruptcy reorganization in record time.
• Spearheaded issuance of $20M of infrastructure improvement bonds and negotiated $20M line of credit..