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Commercial Real Estate Development & Investment Banking Services |
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Services for Investment Banking Firms, Corporations, REITs, Attorneys and Financial Institutions:
Fairness Opinions.
Assistance in all areas of investment banking.
Assistance in placement of debt and equity financing.
Acquisitions, divestitures, and carve-outs.
Business purchase and sale assistance and brokerage.
Negotiation assistance.
Debt restructuring assistance.
Due diligence services.
Business valuation for any type of business.
Discounted Cash Flow Analysis.
Intangible asset valuation.
Business plan preparation for any type of business.
Feasibility and marketing studies.
All industries.
$5,000,000 minimum loan amount for financing requests.
Expert Witness Consultant services. Example: Engaged on behalf of 10 municipalities who successfully sued Refco to log 500 hours reviewing Refco's account records and policy and procedure manuals.
Engaged by 27 of the country's 250 largest law firms and hundreds of others.
Over 350 Expert Witness cases since 1989.
91 testimonies and 10 courthouse settlements.
All services offered nationwide and worldwide.
Medical Office Buildings
Presently seeking appropriate sites for the construction of medical office buildings in high-growth areas with proven demand.
Prefer sites adjacent to new or expanding hospitals.
No interest in California at this time.
Willing to coordinate development activities with those of new or expanding hospitals.
Preferred building development size is 50,000 SF to 150,000 SF.
Typical land requirements are 5 to 15 acres.
Contact as shown below with appropriate opportunities.
Services for Real Estate Professionals, Developers, Investors, and Financial Institutions:
Fairness Opinions.
Commercial real estate loan placement with institutional investors.
Commercial mortgage backed securities, collateralized mortgage obligations, REMICs, and securitization transactions.
New properties, refinancings, and debt restructuring.
Negotiation assistance.
Real estate consulting.
Property tax reduction assistance.
Feasibility Studies.
Marketing Studies.
Demographic Studies and Analysis.
Business plan preparation for any type of business.
Site location and acquisition services for all types of properties worldwide.
New office start-up costs estimates and research.
Due diligence services for financial institutions, including site inspections, feasibility assessments, and allocation of value among various properties.
All property types.
$5,000,000 minimum loan amount.
Nationwide and worldwide service area.
Representative Client List:
Law Firms:
Jones, Day, Reavis & Pogue
Dorsey & Whitney
Dykema Gossett
Vinson & Elkins
Locke, Liddell & Sapp
Fulbright & Jaworski
Carlton Fields
DLA Piper Rudnick
Fowler White
Baker & Hostetler
Baker Botts
Holland & Knight
Ruden McClosky
Thompson Coburn
Shughart Thomson & Kilroy
Hinshaw & Culbertson
Baker, Donelson, Bearman, Caldwell & Berkowitz
Stinson Morrison Hecker
McGlinchey Stafford
Jones, Walker, Waechter, Poitevent, Carrere & Denegre
Best, Best & Krieger
Miles & Stockbridge
Stevens & Lee
Quinn, Emanuel, Urquhart, Oliver & Hedges
Stradling, Yocca, Carlson & Rauth
And over 200 others nationwide.
Banking:
The World Bank
Citigroup/CitiFinancial
Bank of America
Bank of America - Canada
NationsBank
JP Morgan Chase Bank
Bank One
First Union Bank
Wachovia Bank
SouthTrust
U.S. Bancorp
Wells Fargo
National City Corp.
Credit Suisse First Boston Mortgage Capital, LLC
Provident Bank
Bank of Oklahoma
Sunbelt Savings
Sunbelt Federal Bank
Bluebonnet Savings
Standard Pacific Savings Bank
First National Bank of Brewton, AL
Southeast Bank of Miami, FL
Barnett Banks, Inc.
Bank of the Southwest
Priority Bancorp
KeyCorp
Tanzania Institute of Bankers
Bank of Tanzania (central bank)
Goldome Realty Credit Corp.
Western Gulf Savings & Loan
American Savings & Loan
BEI Golembe (Banking) Consultants now EDS
Governmental:
FDIC
Resolution Trust Corp.
Federal Savings & Loan Insur. Corp.
Federal Home Loan Mortgage Corp.
U.S. Department of Education, Inspector General's Office
Farm Credit Bank
State of Texas, Savings & Loan Department (Regulators)
Internal Revenue Service, U.S. Treasury Department
Ten Municipalities in CA and CO
Tanzania Revenue Authority (tantamount to IRS)
United Nations Conference on Trade & Development
U.S. Agency for International Development (Washington, D.C.; Kiev, Ukraine; Moscow, Russia)
U.S. Air Force, Judge Advocate General's Office, Guantanamo Bay, Cuba and CA.
New York Governor George Pataki's Office of Regulatory Reform
Insurance:
AIG
CNA
St. Paul Travelers
State Farm
Liberty Mutual Insurance Co.
Erie Insurance
Acadia Insurance Co.
Military Premium Managers
North River Insurance Co.
American Casualty Insurance Co.
National Union Fire Insurance Co.
Continental Casualty Insurance Co.
Physicians Mutual Insurance Co.
Physicians Life Insurance Co.
Employers Mutual Insurance Co.
Crum & Forster Managers
Xerox Financial Services
Corporate:
Ford Credit
Cisco Systems
International Accounting Standards Board (London)
IBM - Lotus Development
Wal-Mart Stores, Inc.
Wal-Mart Real Estate Business Trust
Doral Mortgage
Network Software Associates
NAPA Auto Parts
Darryl's Restaurants
Sears
Heritage Motels. Inc.
Calco Aerospace
Ruby Tuesday
Phivos Karnaos (London & Moscow)
Jancik Concrete Specialties
George B. Kaiser, Forbes 400 List
Concord Boat Corp.
Houlihan's Restaurants
Fillette Green Shipping
Zapadnoe Koltze (Russia)
Benchmarking Partners
Tharaldson Motels, Inc.
Kilimanjaro International
Boston Credit Corp.
Previous Websites Included for Reference Purposes:
http://firms.findlaw.com/Bankexpert/
http://firms.findlaw.com/CheckFraud/
http://firms.findlaw.com/BusinessValuation/
http://firms.findlaw.com/BusinessPlans/
http://home.talkcity.com/PresidioDr/bankexpert/DonCoker.html
Don Coker - Investment Banking, Commercial Real Estate Finance, and Due Diligence Services.
Education:
College & University:
University of Alabama, BA.
University of Alabama, post-graduate work.
University of Houston, post-graduate work.
Southern Methodist University, TX, executive education work.
Spring Hill College, AL, graduate-level work.
Harvard Business School, Harvard University, MA, Business Valuation.
Professional Education & Activities:
Phillips College, former Adjunct Professor of Business.
U.S. League of Savings Institutions, approved instructor of banking, lending, investment, and management subjects.
American Bankers Association - American Institute of Banking: financial statement analysis, business finance, bank investments, principles of bank operations, bank management, trusts.
National Institute of Real Estate Boards, commercial real estate finance.
International Council of Shopping Centers, shopping center finance.
National Hospital Association, one-week workshop in healthcare entity finance and valuation.
Mortgage Bankers Association, workshops in multi-family and SFR lending.
Federal Home Loan Bank of Dallas, training workshops on financial institution management, lending, investments, operations, et. al.
Texas Savings & Loan Department, training workshops on financial institution management, lending, investments, operations, et. al.
Federal Home Loan Mortgage Corp., real estate financing workshop.
First National Bank of Mobile, AL (now AmSouth Bancorporation), financial statement analysis, business finance, bank investments, credit card operations, deposit operations, bank management, trusts.
Gibraltar Savings Association (now Bank of America), commercial real estate finance, valuation, joint-ventures.
Citicorp, business, corporate, and real estate finance, valuation, deposit products, investments.
Southwest Bancshares (later Bank One, now JP Morgan Chase Bank), business finance and real estate investments.
Commercial Credit Corp. (now Citigroup), one-week Corporate Marketing Conference covering in-depth training in all financial products, plus 28 CDC Learning Center courses in business and economic subjects.
Frost Bank, advanced credit analysis and business finance.
Books, Publications and News Media:
Complete Guide to Income Property Financing & Loan Packaging, Prentice Hall, 1984.
Self-Management: A Guide to Career Advancement and Development, written under contract for Prentice Hall, 1985.
Complete Real Estate Computer Workbook, Technical Editor, Prentice Hall, 1986.
The Complete Loan Officers Handbook, presently writing.
"Money Laundering: A Dirty Business," White-Collar Crime Reporter, Oct. 1991.
Treasury Magazine published by The Economist. Interviewed and quoted in an article written by a U.S. News and World Report Editor.
"How You Can Help Your Client Get a Loan to Finance Real Estate Projects," Practicing Attorney?s Newsletter, April 1984.
"Getting a Grip on Core Deposit Intangibles," American Banker newspaper, 1996.
"The Dollars and Sense of Business Valuation," published on the website of the American Bank Attorneys Association, April 1996.
"Putting a Cash Value on a Business," interviewed by Lawyers Weekly, May 6, 1996.
"Business Valuation Techniques," Business Locator, May 1996.
"Valuing Businesses," TAB Letter, Technical Assistance Bureau, June 1996.
"Using Business Value to Achieve Ad Valorem Tax Reductions on Commercial Real Estate Properties," Journal of Property Management, June 1997.
What's Working in Credit & Collection, interviewed, quoted re: bank drafts, March 1997.
"Making Sense of Internet Stock Values," TAB Letter, July 1999.
Africa Today, extensive video coverage by Reuters News Agency of Tanzania Revenue Authority training program, Arusha, Tanzania, March 11, 2001 and other dates.
Interviewed by ITV Television Network on the subjects of banking, taxation, economic growth and development, and capitalism in Tanzania, in Arusha, Tanzania, March 16, 2001. Aired on March 17, 2001, and subsequent dates.
March 16, 2001. Aired nationwide on March 17, 2001, and subsequent dates.
The Atlanta Journal-Constitution, interviewed for an article on banking regulatory policies and procedures, and banking practices, August 21, 2001.
The Atlanta Journal-Constitution, interviewed for an article on banking practices and procedures to help deter terrorism, September 19, 2001.
Collections & Credit Risk, interviewed regarding banking practices, Sept. 20, 2001.
The Atlanta Journal-Constitution, interviewed for an article on banking practices and procedures involving funds transfers and money laundering by terrorist groups. September 21, 2001.
The Baltimore Sun, interviewed for an article regarding considerations for the future of Allied Irish Banks, PLC?s, American subsidiary Allfirst Bank. May 30, 2002.
The Atlanta Journal-Constitution, interviewed for an article on the effects of the Sept. 11, 2001, terrorist events on banking practices and procedures, August 29, 2002.
Credit and Collections World magazine and website, interviewed regarding bank account opening practices and identity theft, September 20, 2002.
Outside the Lines television show and ESPN.com website, interviewed regarding identity theft matters. November 1 - 3, 2002.
Lending Intelligence magazine and website, interviewed regarding lending practices and interest rates, November 25, 2002.
NBC Evening News, interviewed regarding identity theft, November 25, 2002.
Lending Intelligence magazine and website, interviewed regarding credit scoring and loan approval policies and procedures, December 10, 2002.
Charlotte Observer newspaper, interviewed regarding bank branching and operations policies, January 21, 2003.
Street & Smith?s SportsBusiness Journal, interviewed regarding business ethics and corporate governance issues involving the U.S. Olympic Committee's Chief Executive Officer, February 25, 2003.
Family Finances column that appears in The Boston Herald, the Pittsburgh Post Gazette, the Palm Beach (FL) Daily News, and some Scripps Howard newspapers. interviewed regarding credit card debt matters, September 23, 2003.
The Denver Post, interviewed regarding banking economics and bank branching January 21, 2004.
Mortgage Lending Compliance Alert, interviewed regarding housing market outlook, economic and interest rate outlook, and lender profitability strategies. Feb. 2004.
CFA (Chartered Financial Analyst) Magazine, published by the Association for Investment Research, which recently became the CFA Institute. Interviewed by this professional certification organization that promulgates ?standards for investment professionals worldwide? regarding business ethics and corporate governance issues. May 2004.
Continental magazine, interviewed regarding banking and its effect on economic resurgence, especially as it relates to Ireland. July 6, 2004.
European Business School, International University; Schlo? Reichartshausen, Germany. Interviewed regarding intellectual property and business valuation techniques. July 24, 2004.
San Francisco (CA) Daily Journal, a legal newspaper, quoted regarding the alleged bank fraud and credit card fraud factors related to alleged Guantanamo Bay, Cuba, U.S. Air Force translator spy Ahmad Al Halabi, July 28, 2004.
Bank Tech & Security Newsletter, provided direction to a bank on the proper way to handle an attempted fraudulent international wire transfer. September 30, 2004.
Small Business Times, provided information concerning business valuation issues. September 30, 2004.
Mortgage Lending Compliance Alert, interviewed regarding the Bank Secrecy Act and Suspicious Activity Reports (SARs). October 12, 2004.
Mortgage Lending Compliance Alert, provided input for an article concerning compliance with the rules and regulations of lending. November 4, 2004.
Mortgage Lending Compliance Alert, provided input for an article on the Fair and Accurate Credit Transactions Act of 2003, a/k/a/ FACTA or FACT Act. Mar. 16, 2005.
Bank Technology & Security Alert, provided input for a question and answer section regarding online bill paying. April 11, 2005.
Mortgage Lending Compliance Alert, provided input for a question and answer section regarding closing costs for home mortgages. May 18, 2005.
Newark Star-Ledger newspaper, interviewed on the subjects of check cashing and the need for enhanced identification verification systems. May 26, 2005.
Bank Insurance & Securities Marketing Magazine, interviewed regarding ethical training considerations and the Securities & Exchange Commission?s recently enacted Investment Adviser Code of Ethics. June 21, 2005.
Mortgage Lending Compliance Alert, provided input for an article regarding the legal, regulatory, and marketing considerations of providing lending services to Spanish speakers. June 21, 2005.
Bank Security & Technology, provided input for a question and answer section regarding bank facility security. August 11, 2005.
Bank Security & Technology Alert, provided input for an article regarding the security of bank computer systems. November 9, 2005.
Chicago Sun-Times, interviewed on bank marketing issues. January 9, 2006.
American Prospect Magazine, provided input for an article on business and banking ethics written by a reporter for the Philadelphia Daily News. February 1, 2006.
Bank Security & Technology Alert, provided input for a question and answer section regarding bank record retention. February 8, 2006.
Chicago Sun-Times, interviewed on checking account issues, March 13, 2006.
ABC News - Miami, interviewed for a national radio broadcast regarding credit card fraud and identity theft issues. April 21, 2006.
AML (Anti-Money Laundering) Compliance Alert, provided input for an article about the BankAtlantic money laundering case and anti-money laundering policies and procedures. May 5, 2006.
WJNO AM 1290 Clear Channel Radio, live on-air telephone interview by John Howe regarding the loss of credit information on 26.5 million veterans. May 23, 2006.
Mortgage Lending Compliance Alert, provided input for an article about documentation requirements for closing a loan. June 12, 2006.
Other Professional Experience:
Former governmental financial institution regulator.
Over twenty years experience in high-level positions in all areas of mortgage banking, banking, real estate finance, corporate finance, and all areas of lending.
Consultant on various economic, valuation, real estate, marketing, and banking matters for clients in 45 states and 20 foreign countries in the Americas, Europe, Asia, and Africa.
Expert Witness, for plaintiff and defense, listed in both the American Association for Justice's and the Defense Research Institute's databases of recommended consultants, plus state and local databases in AR, CO, DC, HI, IL, IA, LA, MN, MS, NY, NC, OH, PA, SD, WA, and San Francisco.
Institute of Financial Education, approved instructor for the educational arm of the U.S. League of Savings Institutions.
Prentice Hall Publishing, Simon & Schuster, Paramount Communications, technical editor and consultant on banking and real estate subjects.
Holiday Inn, Lender Advisory Panel.
Rodeway Inn, Lender Advisory Panel.
Novick's Money Market Seminars, panelist.
National Directory of Corporate Distress Specialists, approved management consultant.
Licensed Sports Agent, approved by the NCAA, Major League Baseball Players Association, and the AL Athlete Agents Regulatory Commission.
American Arbitration Association, approved Professional Commercial Arbitrator.
State of Texas Real Estate Commission, approved instructor and writer of courses.
Texas Real Estate Broker's License held for over ten years.
Past Professional Memberships:
American Bankers Association
American Institute of Banking, Chapter Officer and Bank Consul
U.S. League of Savings Institutions
Institute of Financial Education, Instructor
Mortgage Bankers Association
Texas Mortgage Bankers Association
American Council of State Savings Supervisors
American Bankruptcy Institute - Committee assignments: Public Companies, Real Estate, International, U.C.C., Commercial Fraud Taskforce, Real Estate, Healthcare.
Board of Realtors
National Association of Homebuilders
International Council of Shopping Centers
Houston (TX) Chamber of Commerce, Economic Development Committee, 9 years
Special Experience:
Extensive experience with major financial institutions of all types.
Extensive governmental and regulatory experience.
Experience as a member of a Board of Directors.
Recognized expert consultant on business ethics, banking ethics, and financial ethics.
Extensive experience with all property, financial institution, and corporation types.
Considerable experience in Turnaround Management, Interim Management, Troubled Debt Restructuring, and the Management and Disposition of Significant Repossessed Collateral.
Familiar with many varied business, financial, economic, and governmental systems worldwide.
Published author in finance, lending, and banking subjects.
Listed in Who's Who in America, Who's Who in the World, and many others.
Mr. Coker serves clients worldwide from his office in the northern metro Atlanta, Georgia USA area.
Entire Website Contents Copyrighted 2003 - 2008 by Don Coker
