Core Services

The Winnmark Group creates value and produces results by integrating the broad range of all key disciplines to provide strategic advice and counsel with a distinctive focus on:

  • Investment Banking - deal sourcing, evaluation, and capital raising 
  • Market Assessment & Marketing Services – project/property analysis, economic & demographic analysis, program/use recommendations, and branding / public relations / market positioning
  • Financial Feasibility – pro-forma underwriting, assumptions/due diligence review, and project/property valuation
  • Development Advisory Services – concept, planning, management, and execution of entire development process from start to finish
  • Real Estate Brokerage - transaction and related services ranging from identifying the property to and through closing

Our experienced team is successful at identifying investment and transaction opportunities due to:

  • Identifying market transitions in land, housing, hospitality, retail, and office sectors
  • Understanding the imbalance in market capital goals and asset availabilities
  • Proven ability to source, price, and close acquisitions and dispositions
  • Demonstrated success with multiple investors and partners
  • Exclusive deal sourcing network

Our experience and expertise produces well-defined outcomes for all projects, which are accomplished by:

  • Setting short and long-term planning priorities, goals, and objectives to assess strategic considerations beyond the specific need and outcome defined for an individual project
  • Managing ongoing and/or proposed activities and programs within the client’s firm that impact brand identity, competition, and overall corporate image
  • Producing collaterals relevant to the project, especially those that represent the client in print, media, Web, advertising, and products or services, in terms of iconography, photography and imagery, correspondence, and direct mail
  • Planning and directing special events (conferences, board meetings, private activities that present opportunities to enhance corporate and/or personal identities)
  • Repurposing public relations policies, procedures, executive spokespeople, preferred correspondents and media placement, management of news cycles, and unanticipated events requiring immediate damage control
  • Providing in-house expertise in marketing, social media, IT, and public relations with responsibility to plan, manage, budget, implement, and/or report on activities relating to: advertising, e-blasts, direct mail, executive affiliations, and activities--public and high profile—that are potentially newsworthy and can be used to further the project outcome


Advisory / Workout & Restructuring / Development / Strategy / Transactions / Due Diligence