Real Estate


  • Great Circle Properties, Inc. – regional owner and manager of multifamily properties (CFO and Controller Services)
  • Gulfshore Capital -manager of investments across several asset classes including opportunistic real estate situations (Controller Services)
  • Penick Village -distinctive Continuing Care Retirement Community in North Carolina (CFO Services)
  • AmeriTrust Mortgage, Inc. – nationally recognized residential mortgage services company (CFO Services)
  • Ceres Properties, LLC – regional developer of specialty retail and restaurant concepts (Transaction Advisory Services)
  • Greenleaf Development, LLC – utility scale solar energy property development and generation provider (Transactional Advisory Services)
  • Isha Homes, LLC – regional provider of real-estate development, home-building, project and asset management, and marketing services (CFO Services)
  • Wintergreen Hospitality, Inc. – regional hotel development and management company (CFO Services)
  • RealServ, LLC. – integrated document and transaction management software for real estate agents (CFO Services)
  • The Navigator Group, LLC – provider of site-selection services, commercial real estate brokerage services, and principal investment activities (Controller Services)
  • Reynolds Companies, Inc. – Raleigh-based regional mixed use property developer and manager (Controller Services, Valuation Services, Transaction Advisory Services)
  • RCG Southeast, LLC. – regional multi-family housing developer and marketer (Controller Services)
  • Sea Star Group, Inc. – publicly-traded international property developer (CFO Services, Controller Services)
  • Patrick Joseph, Inc. – high-end custom home building services company (Controller Services)