| Company: | Berkshire Capital Financial, LLC | |||
| Address: | 369 Lexington Avenue, 6th Floor | |||
| City: | New York | |||
| State: | NY | |||
| Zip: | 10017 | |||
| Phone: | (212)986-9751 | |||
| Fax: | (212)986-9863 | |||
| Email: | dsoares@berkshirecapital.net | |||
| Website: | www.berkshirecapital.net | |||
| Key Executive | ||||
| 1. Name: | David R. Soares | |||
| Title: | Managing Director | |||
| 2. Name: | James McCarthy | |||
| Title: | SVP- Chief Underwriter | |||
| 3. Name: | Andrew Choe | |||
| Title: | VP- Underwriter | |||
| 4. Name: | Mimi Nyugen | |||
| Title: | AVP- Business Development | |||
| *Number of Offices: | 1 | |||
| *Number of Employees: | 15 | |||
| *Gross Revenues Fiscal Year 2006: | 4.2 million | |||
| *Projected Revenues Fiscal Year 2007: | 9.0 million | |||
| Selected Areas of Specialization: | High Yield first mortgage Bridge Financing starting at 30 day LIBOR plus 5.5%. Will do B piece financing in senior debt, including non-recourse land loans and construction loan. We buy discounted performing & non-performing commercial mortgage pools | |||
| Company Overview: | Berkshire is a privately held direct lender who finances nationwide both bridge and permanent financing. | |||
| *Total Number of Financing Transactions Arranged or Committed in 2006: |
112 | |||
| *Total Value of Financing Transactions Arranged or Committed in 2006: |
320.0 million | |||
| Percentage by Financing Type: | ||||
| Public Debt: | 25 % | |||
| Private Debt: | 50 % | |||
| Public Equity: | % | |||
| Private Equity: | % | |||
| Hybrid: | 25 % | |||
| Value by Financing Type: | ||||
| Public Debt: | 80.0 million | |||
| Private Debt: | 160.0 million | |||
| Public Equity: | . | |||
| Private Equity: | . | |||
| Hybrid: | 80.0 million | |||
| Percentage by Property Type: | ||||
| Office: | 8 % | |||
| Industrial: | % | |||
| Retail: | 12 % | |||
| Apartments: | 23 % | |||
| Hotels: | 27 % | |||
| Other: | 30 % | |||
| (Please specify) | Land Loans | |||
| Percentage by Geographic Area | ||||
| Northeast: | 47 % | |||
| Southeast: | 27 % | |||
| Midwest: | 27 % | |||
| Southwest: | 27 % | |||
| West: | 27 % | |||
| International: | 27 % | |||
| Percentage by Rate Types: | ||||
| Fixed: | 62 % | |||
| Floating: | 38 % | |||
| Interest-Only: | % | |||
| Percentage by Loan Types: | ||||
| CMBS: | % | |||
| Construction: | % | |||
| Mezzanine: | % | |||
| Permanent: | % | |||
| Bridge: | % |
Key Executive
Berkshire Capital Financial, LLC
David R. Soares
Managing Director
2006 Gross Revenues: $ 4.2 million
2007 Projected Revenues: $9.0 million
Number of Transactions: 112
2006 Transaction Value: $ 320.0 million
Number of Offices: 1
Number of Employees: 15
David R. Soares
Managing Director
2006 Gross Revenues: $ 4.2 million
2007 Projected Revenues: $9.0 million
Number of Transactions: 112
2006 Transaction Value: $ 320.0 million
Number of Offices: 1
Number of Employees: 15
Contact Information
| Address | 369 Lexington Avenue, 6th Floor |
| City | New York |
| State | NY |
| Zip | 10017 |
| Phone | (212)986-9751 |
| dsoares@berkshirecapital.net | |
| Fax | (212)986-9863 |
| Web | www.berkshirecapital.net |


