Client Testimonials
Relationships that last
Click on a logo to hear what industry leaders have to say about the Wolfpack.
When it comes to serving our clients, our team has consistently become an extension of their teams.
“Baron and his team bring a rare combination of focused, entrepreneurial energy with the comprehensive resources of a large firm. I have found them to be great partners with a passion for delivering results.” John Bullen | Executive Director, Real Estate
“This Team is truly an extension of my corporate resources, and they help me execute and deliver on behalf of my internal clients daily.” Laura Harvey | Director, Real Estate and Facilities
“Steve, Baron, Todd, Tracey and Jessica and their global network of local-market brokerage professionals are fantastic, and have proven to be an extension of my in-house real estate team. They approach each project with the focus, discipline, and passion for achieving the best long-term financial outcome for Ribbon – especially beneficial during these times of economic and market headwinds. I enjoy their friendship and trust them to be diligent and proactive stewards of our global portfolio.” Doug Carles | Vice President, Global Real Estate and Facilities
"This team’s passion, know-how and work ethic was amazing from the beginning. Their ability to advise us on what is important, and what is not, was exactly what we were looking for in a real estate partner. They were our trusted navigators, and we couldn’t have chosen a better partner than the Wolfpack and Colliers." Kevin Elder | President
"The Colliers team works with us like true partners. They are always pushing the envelope for us to end up with the best deal possible." John B. Billingsley | Chairman and CEO
“As an organization, we assessed our options for tenant representation and decided to make a change after a long-standing relationship with another firm. The Wolfpack demonstrated multiple differentiators which made our decision clear. Their market intelligence, creativity, strategic consultative approach, unique team model, and expertise clearly elevated them over the direct competition. All of these differentiators were demonstrated and implemented during our search and negotiations which proved vital in delivering Highmark Residential a strong result.” Steve Lamberti | President
"In my 20+ years of working with this team, I have come to view them not only as a partner but an extension of our team. They have always taken our business personally as if it was their own. Their team’s ability to bring the benefits of a large organization’s scale, with a full suite of services and local market expertise has created value for my companies. They do it with a high, personal touch and we’ve never been ”lost” because the team engagement is always exceptional. This is what distinguishes them from the competition.” Steve Armond | Former CFO
"Baron, Steve, and their team were instrumental in our new regional headquarters. They have a remarkable knack for knowing when to take initiative and even challenge us when necessary, and when to step back and listen, allowing us to make decisions. They bring together a perfect blend of experience, expertise, passion, trust, and fun. This team exemplifies what it means to be a true partner, and I wholeheartedly recommend them to anyone looking to collaborate with the best." Michele Kolbinsky Vice President Corporate Services
I am extremely grateful for the exceptional service provided by Colliers during on our recent headquarters transaction. Mike, Tracey, and Anne were outstanding, demonstrating professionalism, dedication, and market expertise from our initial meeting to the final execution of documents. Their invaluable guidance and attention to detail ensured a smooth and successful process. I wholeheartedly recommend the services of this team. Relationships are everything in CRE, and this off-market deal wouldn’t have happened without them. It’s why you hire Colliers. Trevor Francis | CEO
"As a corporate office user across many markets in not only north America, but also international markets, I can confidently say that Baron and Mike are at the top of the profession. Their attention to the details and their focus on relationships set this team apart from the rest. Having worked with the team on two separate occasions, we never came across a project where they weren’t intimately familiar with all parties involved including owners, lenders, listing brokers, etc. and those are the kind of details and relationships that allowed us to drive great deals. They also provide a level of professionalism necessary to work closely with non-real estate team members including executive team members who may not possess strong real estate backgrounds. Would never look to anyone else when we have needs they can help support." Andrew Shelor | Director, Corporate Real Estate
"Working with Baron, Michelle, Tracey, and the rest of the team has been an exceptional experience. From the outset, they demonstrated a deep understanding of our unique needs, tailoring their solutions specifically to our company’s culture, growth strategy, and financial goals. They took the time to listen and presented us with options that truly aligned with our vision future, rather than offering a one-size-fits-all approach. Their expertise not only helped us navigate the complexities of the local market but also provided invaluable guidance on areas we did not consider, ensuring we made informed decisions that supported both our short- and long-term objectives. The Wolfpack also impressed us with their data-driven approach. They presented clear, actionable analytics that demonstrated the financial benefits of our options. Their ability to show, myself as a CFO, potential financial impacts of each decision was a major factor in our selection process. In the end, what really set Baron and his team apart is their commitment to building a long-term partnership. They went beyond securing the right space for us-they’ve remained a trusted advisor, offering continued support and insights even after the deal was closed. Their ongoing commitment to our success and seamless service has made all the difference in ensuring our company operates efficiently and effectively." Mauricio Ramirez | Chief Financial Officer
DFW Occupier Services Team | The Wolfpack
"Baron, Steve, and their team were instrumental in our new regional headquarters. They have a remarkable knack for knowing when to take initiative and even challenge us when necessary, and when to step back and listen, allowing us to make decisions. They bring together a perfect blend of experience, expertise, passion, trust, and fun. This team exemplifies what it means to be a true partner, and I wholeheartedly recommend them to anyone looking to collaborate with the best." Michele Kolbinsky | Vice President Corporate Services
"I am extremely grateful for the exceptional service provided by Colliers during on our recent headquarters transaction. Mike, Tracey, and Anne were outstanding, demonstrating professionalism, dedication, and market expertise from our initial meeting to the final execution of documents. Their invaluable guidance and attention to detail ensured a smooth and successful process. I wholeheartedly recommend the services of this team. Relationships are everything in CRE, and this off-market deal wouldn’t have happened without them. It’s why you hire Colliers." Trevor Francis | CEO
Your Strategic Real Estate Partner
Maximizing Value Across Our Clients' Real Estate Portfolios
Let us show you have we can accelerate your business today.
What we offer
We provide customized Real Estate Services to Private Equity Firms at every stage of their investment life cycle, from pre-acquisition due diligence and post-acquisition integration to ongoing ‘steady-state’ advisory and transaction services. We bring the experience and attention of a world-class brokerage team supported by the strength and resources of the global Colliers organization.
Explore, expand, and unlock value with us.
Our team
With decades of commercial real estate experience each, the partners share executive oversight of a diverse team of professionals who work within a unique integrated service delivery model, fueled by their passion, work ethic, and unwavering commitment to their clients.
Executive Oversight
Transaction Execution
Legal Liaisons
Flexible Workplace Solutions
Analytics & Operations
We are passionate. We are hardworking. We are loyal. We are trustworthy. We are family.
In Memoriam: Roxann Harris 1965 - 2019
The Code of the West
Live each day with courage Take pride in your work Always finish what you start Do what has to be done Be tough but fair When you make a promise, keep it Ride for the brand Talk less and say more Remember that some things aren’t for sale Know where to draw the line
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We mourn the passing of our dear teammate and friend Rox, but take comfort that she is now in a better place. Born and raised in Colorado, she lived her life by “The Code of the West”. A trusted partner, a tireless advocate, always true to her word. She will be missed but never forgotten.
Steve Rigby Vice Chairman
Peter Danna Vice Chairman
Mike Kay Vice Chairman
Baron Aldrine Vice Chairman
Mike Cleary Exec. Vice President
Tracey Lanning Senior Director, Contract Negotiations
Anne Hawley Director, Contract Negotiations
Carla Meyer Senior Director
Jamie Edwards Business Analyst
Amy Chadick Senior Transaction Manager
Michelle Donaldson Senior Vice President Transactions
Jason Lee Director, Transaction Management
Todd Ratliff Director, Transaction Management
Jessica Adams Director, Program Manager
Danny Stimson Associate
Jordyn Summerall Senior Business Operations Manager
Brooke Benedict Transaction Manager
Calvin Mooney Associate
Tammy Lomonaco Senior Transaction Manager
Jay Taylor Senior Transaction Manager
Our differentiators
Platform
People
Approach
We are a single source for delivering world-class real estate outcomes for private equity firms and their portfolio companies. With an inclusive consultative approach, we deliver advisory and transaction services exclusively to corporate occupiers locally, regionally, and globally. Through the engagement of our team, we help our private equity clients achieve optimal solutions and quantifiable results across the real estate portfolios under their leadership, allowing them to focus on their core business goals.
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Colliers offers a nimble, broker-led leadership approach that creates an entrepreneurial and energetic work environment across its global platform. This results in an engaging client experience that allows the flexibility needed to drive exceptional results. As a partner, we will challenge clients to consider new ideas and with our transparent approach, deliver trusted advisory expertise.
With our diverse talent, we serve as a cross-functional embedded team simultaneously supporting various clients. This multi-client approach provides us with the best in-class tactics and experience that we use in collaboration with local experts to provide dynamic knowledge and individualized client experiences.
Our platform
We are enterprising. Colliers is an industry-leading global real estate company ranked third largest by market cap. Our robust, nimble platform and energetic culture empowers our professionals to create innovative outcomes for our clients.
We act quickly to create and seize opportunities, embracing change and thinking differently to generate new and better solutions for our clients. As a partner, we will challenge clients to consider new ideas and, with our transparent approach, deliver trusted advisory expertise. Colliers delivers a full range of services to real estate occupiers, owners and investors across all sectors worldwide.
Tenant Representation
Landlord Representation
Valuation & Advisory Services
Corporate Solutions
Real Estate Management Services
Capital Markets & Investment Services
Project Management Services
Colliers' Integrated Service Platform
Colliers at a glance
Local impact, global reach
With our deep-seated global relationships, our experts are experienced in working together, delivering unique advisory service, collaboratively pushing our clients to think differently and facilitating results that exceed our clients’ expectations — every single time.
When it comes to serving our private equity partners, our experts collaborate daily across markets and around the globe.
$4.5B
Revenue (US$)
Countries
Square feet managed
66
2B
51,000
Lease/sale transactions
Assets under management
Professionals
$98B
19,000
Our approach
Rather than simply take the order, we provide key insights and partner with you to help you place the order. For one project, or across an entire portfolio.
From our Colliers comprehensive suite of advisory services, we create and execute a time-tested and proven customized approach for our private equity partners for every stage of engagement from pre-acquisition due diligence and post-acquisition integration through operational and portfolio ‘steady-state’.
Discovery Understanding business goals and objectives We begin each engagement by gaining an in-depth understanding of your business goals and strategies for your recent or potential acquisition target, as well as any challenges you face.
Alignment Analyzing results and gaining agreement on direction Based on our findings and combined with our industry and market intelligence, we identify how their real estate can be leveraged or mitigated to support your goals.
Strategy Generating opportunity and developing a procurement strategy Should you acquire the company, we would then confirm your business goals, establish financial parameters, and align stakeholders around the objectives, working to determine and evaluate alternative strategies to define an appropriate course of action.
Delivery Implementing the plan and managing the details We take a systematic approach to achieving the the best possible outcomes for you and your portfolio companies.
Metrics Measuring and reporting results Key to ensuring success is measuring and evaluating results. We bring metrics and a variety of tools and processes to provide information and solicit feedback.
Life Cycle
M&A Advisory Services
Steady-State
Ongoing
First, we build the foundation with you, understand business goals, set portfolio strategies, and develop approval processes.
Then, after acquisition, we support each portfolio company’s needs in alignment with the strategies and processes determined during the foundational phase, bringing in the full suite of Colliers services to address their needs.
Finally, we make sure all the processes and mechanisms agreed to are measured, tracked and reported, and relationship management is ongoing and engaged.
Our engagement throughout the business life cycle need not initiate exclusively with M&A Advisory Services. Even for enterprises within your portfolio operating at a ‘steady-state,’ optimal real estate alignment might still be elusive.
Specifically, we suggest prioritizing our collaboration in scenarios where your portfolio companies:
Employ manual real estate portfolio management, relying on Excel spreadsheets
Possess a mix of leased and owned facilities
Operate across 50 or more locations
Are experiencing growth, whether organically or through mergers and acquisitions
Our work begins with pre-acquisition advisory services and bridges the gap to post-close execution. We act as your in-house real estate department, providing a streamlined process that builds business cases for sound and profitable financial decisions.
M&A Business Process
Pre-Transaction
Post-Transaction
Target Identified
Desktop Analysis
Executive Review
Negotiate Offer
Due Diligence
Close Transaction
Integrate
Advisors IB’s Businesses
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Strategic Fit Cultural Fit Valuation
"Go-No-Go"
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LOI Term Sheet
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Experts Advisors Analysis
Operations People Process
Providing due diligence & underwriting to identify risk and hidden value:
Kick-Off Call
Dataset Access
Review all real estate-related documents Identify/request missing documentation
Lease Review
Compare contract rent vs. market rent; quantify variance Review change of control Review of key options and other provisions Note key observations & red flags Identify market trends Assess risk factors and value opportunities
Owned Property Review
Value property as vacant and sale leaseback value
Technology Dashboard
Provide executive overview of the portfolio and key findings to inform decision making
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Understand objectives Business overview
Partnering with the best team on the field in each of your markets to analyze dynamics, identify untapped opportunities, and propose the best KICK-OFF CALL strategy for every asset:
Owned Portfolio
Sale leasebacks Sale of surplus properties Credit tenant lease structuring Built-to-suit capital Debt & equity capital Full and desktop appraisals available at a cost
Scenario Modeling
Consolidations/footprint reduction Restructure/renegotiations Expansion/relocation/consolidation Identify sublease disposition opportunities Portfolio management/lease administration
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Pre-Acquisition Advisory
Post-Close Execution
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Steady State
We are committed to being your trusted partner in real estate, providing you with the expertise and support you need to achieve your business goals throughout the entire portfolio lifecycle. As your outsourced real estate department, our full suite of advisory services provides access to niche expertise relevant to your business throughout you entire portfolio lifecycle. Whether you require assistance with property acquisition, leasing, or disposition, we can provide the necessary guidance and support to help you achieve your real estate goals. Our team of experts is committed to delivering the highest level of professionalism and expertise to ensure that your real estate transactions are handled with the utmost care and attention to detail.
Project Management
Location Strategy, Labour Analytics Incentves
Portfolio Strategy
Workplace Advisory
Flexible Workspace Consulting
Corporate Capital Solutions
Technology Solutions
Supply Chain Solutions
Coliers360 Dashboard & Analytics
Lease Administration
Transaction Management
Mergers & Acquisitions
Comprehensive Advisory Services for Private Equity Clients
Portfolio Analytics & Strategy
Colliers360 Technology
Lease Audit & Documentation Review
Risk, Regulatory & Governance Assessment
Asset Strategy & Highest Best Use Analysis
Development of portfolio rationalization plans for post-acquisition
Interactive playbooks to track the status of acquisition tasks and dashboards to show KPIs and financial impact of acquired portfolio
Portfolio assessment to identify targeted audits, focused review of critical lease clauses, and audit of all lease documents
Site analysis and review to determine potential and/or existing life/safety issues including: environmental, legal, geotechnical, and financial (e.g. FASB 13; book value/reserves, etc.)
Review location, parcel configuration, suitability for use (and adaptive reuse); ingress/egress, power/utilities capabilities, regional demographics, market intelligence
Tailored Offerings for Private Equity Steady State Companies
Parthenon Engagements
Our Approach
Engagement: Steady-State, Ongoing (through Exit) Situation: Abeo is (was) a leading provider of revenue cycle management, practice management and related technology to the perioperative suite. With growth primarily through several acquisitions, Abeo had a sprawling national real estate footprint that did not necessarily align with its purpose resulting in high real estate costs, excess capacity/underutilized space and, in many cases, the wrong space profile. Service Delivery: Location Strategy/Labor Analytics, Portfolio Strategy, Flexible Workspace Consulting, Technology Solutions, Colliers360 Dashboard & Analytics, and Transaction Management Solution: Complete assessment of its national footprint and the development of a robust portfolio strategy, resulting in some office closures, new office openings and across-the-board relocation of employees into higher quality, more productive office environments. A complete transformation of the footprint methodically executed over a four-year period through 28 transactions, over $10 Million in real estate spend (a material reduction from its prior state), and quantifiable value add/cost avoidance in excess of $2.3 Million achieved.
Engagement: M&A Advisory Services, Steady-State, Ongoing Situation: Choreo Advisors (“Choreo”) is a leading wealth management firm, with deep ties to the CPA community, that seamlessly choreographs the financial and related needs of families across the country. Choreo, the business formerly known as RSM US Wealth Management LLC, was purchased from RSM, the nation’s leading provider of audit, tax and consulting services focused on the middle market. The Colliers team was initially engaged during the pre-acquisition due diligence phase to confidentially provide ‘mark to market’ estimates of current real estate costs for the existing RSM locations in which (soon-to-be) Choreo employees were housed, as well as projected relocation rents and related capital costs for possible relocation options. Post-acquisition, Choreo engaged the Colliers team as a follow-on to provide potential viable relocation scenarios for each location. As part of the sale, RSM and Choreo had entered into sublease agreements to temporarily house Choreo employees, with a March 2023 deadline for relocation due to contractual provisions and regulatory guidelines (approximately an 18-month window). The Colliers team advised management on the best course of action, by location - traditional lease (either short or long-term), temporary flex space option, hybrid solution , or ‘work from home.’ Remaining in place was not an option. Service Delivery: Portfolio Strategy, Flexible Workspace Consulting, Technology Solutions, and Transaction Management Solution: Complete assessment of its national footprint and the development of a robust portfolio strategy, both pre- and post-acquisition. The Colliers team through its brokerage network provided timely local market reconnaissance and diligently executed 10 traditional office leases and a handful of temporary flex space agreements. All Choreo employees in critical RSM locations were effectively relocated by the March 1, 2023 target contractual ‘move’ date.
Engagement: Steady-State, Ongoing Situation: Smart Data Solutions is a leading provider of data management, claims routing and workflow solutions to health plans and TPAs. Smart Data Solutions (“SDS”) has a relatively small portfolio footprint and is currently headquartered in Eagan, MN. The headquarters space is not ideally configured nor optimally sized. The initial engagement with the Colliers team was to provide local market reconnaissance for Eagan, MN on potential relocation options as well as possible lease restructure scenarios. Separately, the SDS CEO is located in the DFW area (Plano TX submarket specifically) and the Colliers team was tasked with identifying a new office in this market for both the CEO as well as anticipated new hires Service Delivery: Portfolio Strategy, Technology Solutions, and Transaction Management Solution: Along with its Colliers team, SDS is still evaluating its options in Eagan, MN. For the CEO, the Colliers team was able to quickly secure an ‘off market’ lease option in the Legacy business development in Plano TX – at below-market rates and a ‘turnkey’ configuration with all furniture and accessories in place, resulting in virtually no capital outlay for SDS.
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2017-2021
2022 - Current
2023 - Current
Proven results
Delivering measurable, quantifiable outcomes for our clients across their portfolios.
In the last three years alone,
$185M in Value Add
for our clients
Our team delivered
1,234
total transactions
Our team completed
Process
Strategy
Execution
105
1.1M
locations
square feet
Toshiba (TGCS/TABS)
Established All CRE Processes & Procedures
"The Team played an integral role in the successful transformation of our operations by developing and executing a global portfolio solution to meet the needs of our diverse and geographically disbursed workforce including of the establishment of both internal and external CRE best practices, protocols and playbooks."
Mike Coyne Former Director, Global Operation & Real Estate michael.coyne@toshibagcs.com +1 984 444 2374
IWG (Regus/SPACES)
Developed MSA Strategic Plans
"This Team understands and embraces our initiative to expand and effectively manage our network of co-working and flexible workspaces throughout the U.S."
Michael Berretta Chief Investment Officer, Americas michael.berretta@iwgplc.com +1 464 966 2202
600
15M
Rexel USA, Inc. (Regus/SPACES)
Delivered Over $30 in Value Add (since 2020)
"This Team is truly an extension of my corporate resources and they help me execute and deliver on behalf of my internal clients daily."
Laura Harvey (Retired) Director, Real Estate laura.harvey@rexelholdingsusa.com +1 972 419 8721
428
7.75M
Experience with leaders in their respective industries
