Wisconsin Connection Fund Deals

 

2006 Wisconsin Connection "Deal of the Year"

Alums Connect in Acquisition Financing

Colliers Bennett & Kahnweiler          Allianz of America
Shari Crivello (MS '96)                          Wendell Kurtz (BBA '78)
Steve Disse (MS '90)   

Corum Real Estate Group                   AMB
Property Corporation
Michael Komppa (MS '75)                     David Mims (MS '02)

2005 Wisconsin Connection "Deal of the Year"

Alumni Team Up in Financing of GE Healthcare Headquarters

Collateral Mortgage Capital                  Allianz of America
Jim Cope (MS '89)                                    Wendell Kurtz (BBA '78)

Irgens Development Partners
Mark Irgens (BBA '77)
Kristine O'Meara (BBA '80)

2004 Wisconsin Connection "Deal of the Year"

Acquisition and Financing of Ashley Homestore, Milwaukee, WI

The Geneva Organization                      Anchor Bank
Duane Lund (MS '89)                               Mike Carew (MS '81)   

Inland Madison                      
               BNC National Bank
Joseph Wagner (MS'96)                           Brian Whitemarsh (MS '85)

 

2003 Wisconsin Connection "Deal of the Year"

 

Sale of Buildings and Land Expected to Lead to Future Opportunities

 

Ridge Property Trust                             Liberty Property Trust

James Martell (BBA '74)                           John Divall (MS '86)
Kyle Schuhmacher (BBA '00)

 

Venture One Real Estate

Roy Splansky (MS '86)

Dan Polenska (BBA '01)

 

 

2002 Wisconsin Connection "Deal of the Year"
 

Joint Venture Development Connects Alumni

 

Kensington Realty Advisors                 Ridge Realty Group

James Smith (MS '77)                              James Martell (BBA '74)

                                                  

 

2001 Wisconsin Connection "Deal of the Year"
 

20 Year Badger Relationship Results in Gift

 

UBS Warburg                                          Bond Capital

Marc Warren (BS '85)                               Larry Bond (BS '84)

                                                                  Robert Bond (MS '83)

 

2000 Wisconsin Connection "Deal of the Year"
 

Cushman & Wakefield and PM Realty Advisors Seal Deal


Cushman & Wakefield                              PM Realty Advisors

Timothy Richey (MS '83)                             Jeff Cavanaugh (MS '83)

Mike Winn                                                   Doug Engelman (MS '87)

 

 

1999 Wisconsin Connection "Deal of the Year"
 

West Coast Badgers Close Apartment Deal

Bascom Group
                                    George Smith Partners, Inc.

Derek Chen (MBA '91)                    Gary Mozer (MBA '86)

Jerome Fink (MBA '90)

David Kim (BBA '89)



2007 Deals Building the Future

Alumni Close Deal on Happy Valley Hotel Site

Ryan Companies                Boulders Realty Advisors

Dan Levitt (MS '87)              Frank Demeter, Jr.(MS '90)

                                             Jim Zemezonak (MS '85)
North Central Group           
David Lenz (BBA '73)
Jeff Lenz ( MS '97)
Nate Gundrum (MBA ''06)


Four Badgers Close $42.5M Aquisition and give back to the fund

Geneva Organization              BNC National Bank
Duane Lund (MS '89)                Brian Whitemarsh (MS'85)

Integra Realty Resources
Mike Amundson (Friend)

Grocery Store Refinance Leads to Generous Donation

General Capital Management            Moegenburg Research
David Weiss (friend)                               Pete Moegenburg (MS '85)

Collateral Real Estate Capital           Members Capital Advisors
Pat Dempsey (MS '88)                          Tom Jensen (Friend)

2006 Deals Building the Future

Apartment Financing Leads to a Donation

Legacy Real Estate Partners                 Capmark Finance, Inc.
David Nankin (MS '85)                             Matt Ewig (BBA '96)

Alums Team Up on Financing Deal

Gimbert Associates                       Express HomeBuyers
Steve Rozga (BS '83)                       Brad Chandler (MBA '00)

Bascom and CBRE Melody Make Connection

Bascom & Wakefield                              CBRE Melody
Derek Chen (MBA '91)                              Brian Eisendrath (BBA '00)
David Kim (BBA '89)
Jerry Fink (MBA '90)
Brian Wirtz (BBA'85)
Chad Sanderson (MS '04)

Sale of Property Leads to a Donation

Cushman & Wakefield                              Corum Real Estate
Tim Richey (MS '88)                                    Mike Komppa (MS '75)

TA Associates Realty
Doug Engelman (MS '87)

Financing Leads to a Donation

CapitalSource                                             Equibase Capital Group, LLC
Christopher Kelly (BS '87)                            Michael Husman (Friend)

Office/Warehouse Deal Leads to a Donation

Colliers Bennett & Kahnweiler                Holland & Knight LLP
Steve Disse (MS '90)                                   James Haft (MS '82)
Shari Crivello (MS/MBA '96)

2005 Deals Building the Future

Sale of Property Leads to a Donation

CB Richard Ellis                                        BNC National Bank
Michael Hines (BA '86)                                Brian Whitemarsh (MS '85)

Alums Connect in a Deal

Henderson Global Investors                     State of Wisconsin Investment Board
Michael Schwaab (MS '90)                          Steve Spiekerman (BBA '81)
                                                                    Randy Eggert (MS '90)             

Financing Deal Leads to a Donation

Allianz of America                                    Collateral Mortgage Capital
Wendell Kurtz (BBA '78)                            James Cope (MS '89)

Irgens Development Partners
Mark Irgens (BBA '77)
Kristine O'Meara (BBA '80)

Alumni Team up in Acquisition of Senior Living Community

The Geneva Organization, LLC              BNC National Bank
Duane Lund (MS '89)                                 Brian Whitemarsh (MS '86)

Deal in Reno Leads to Donation

CB Richard Ellis                                     Northwestern Mutual Life
William Huberty (MS '87)                          Cathy Allor (MS '88)

Donation Made in Recognition of a Deal

Colliers Bennett & Kahnweiler, Inc.      McShane Corporation
Steve Disse (MS '90)                                 Anthony Pricco (BBA '95)
Shari Crivello (MS '96, MBA '96)

Acquisition of Lafayette Highland Apartments Recognized with Donations

John Hancock Real Estate                     
Richard Boehm (MBA '72)                        

George Smith Partners, Inc.                  Bascom Northwest Ventures, LLC
Gary Mozer (MS '86, MBA '86)              Brian Wirtz (BBA '85)

The Bascom Group, LLC
Derek Chen (MBA '91, MS '91)
Jerry Fink (MBA '90)
David Kim (BBA '89)
Chad Sanderson (MS '04)

Acquisition Financing of Marina Recognized with a Donation

First Bank/Illinois                                     Vinings Marine Group  
Robert Walter (BBA '86)                            Jeff Rotter (MS '88)                     

Donation Made in Recognition of a Deal

Colliers Bennet & Kahnweiler                Development Solutions, Inc.
Steve Disse (MS '90)                                 Craig Manske
(MS '81)
Shari Crivello (MS '96)                             

Transaction Recognized with a Donation

GMACCM                                               Morgan Stanley
Matt Ewig (BBA '96)                                 Gary Duff (MBA '94))


Alumni Work Together on Three Deals

Plato Foufas & Co., LLC                         GMACCM
Dave Bornstein (MBA, JD '96)                   Matt Ewig (BBA '96)                 

2004 Deals Building the Future

Alumnus Recognizes Business School with a Donation

MCZ/CENTRUM PARTNERS, LLC
James Haft (MS '82)

Past Transactions Recognized with Donations

MONY Realty Capital, Inc.
James Mazzarelli (MS '89)

Mutual of New York Foundation Matching Gifts Program
James Mazzarelli (MS '89)

Preferred Title LLC
Perry Armstrong (Friend)

Stonewater Partners
David Stade (MBA '98)

Commemoration of Four Deals Recognized with a Donation

Acquisition and Financing of Ashley Homestore, Milwaukee, WI

The Geneva Organization                      Anchor Bank
Duane Lund (MS '89)                               Mike Carew (MS '81)   

Inland Madison                      
               BNC National Bank
Joseph Wagner (MS'96)                           Brian Whitemarsh (MS '85)

Acquisition and Financing of Randall Road Retail Center, Chicago, IL

The Geneva Organization                      Anchor Bank
Duane Lund (MS '89)                               Mike Carew (MS '81)   

Inland Madison                     
                
Joseph Wagner (MS'96)      

Acquisition and Financing of Waupaca Senior Assisted Living Center, Waupaca, WI

The Geneva Organization                      Anchor Bank
Duane Lund (MS '89)                               Mike Carew (MS '81)   

Inland Madison                     
                
PRDC, Inc.
Joseph Wagner (MS'96)                          
Nino Pedrelli (PhD '98)       

Acquisition and Financing of Chrysler Automotive Center, Minneapolis, MN  

The Geneva Organization                      BNC National Bank
Duane Lund (MS '89)                               Brian Whitemarsh (MS '85)   

Integra Realty Resources
Michael Amundson (MS '85)
                   

Sale of Portfolio Recognized with a Donation

Venture One Real Estate, LLC             General Growth Properties
Roy Splansky (MS '86)                             Tad Wefel (MBA '95)
Dan Polenska (BBA '01)                                             

Lowe's Leasing Deal in Oregon Connects Wisconsin Alums

Commercial Realty Advisors                  Klaff Realty
Robert LeFeber (MS '85)                           Leslie Marshall (MS '91)
Alex MacLean

Sale Recognized with a Donation

Cushman & Wakefield                            Invesco Realty Advisors
Timothy Richey (MS '83)                           Jeff Cavanaugh (MS '83)
Mike Winn
                                                                  SSR Realty
                                                                  Steve Corrigan (MS '88)

Past Transactions Recognized with a Donation

Kensington Realty Advisors
James Smith (MS '77)
James Lee (Friend)

Financing of California Warehouse Results in Donation

Northwestern Mutual Foundation           Alere Property Group
David Clark (MS '75)                                 Dan Webb (MS '90)
Brandon Buza (MS '97)   
                                                                   Principal Enterprise Capital
                                                                   Dan Schulte (BA '87)

Three Way Transaction Leads to a Donation

NorthMarq Capital                                  Freddie Mac
Doug Dolliff (BBA '86)                               Catherine Evans (MBA '02)

Timberland Partners
Neal Cusick (MBA '02)   

Referral Leads to a Deal and a Donation

NorthMarq Capital, Inc.                       Advantus Capital Management, Inc.
Doug Dolliff (BBA '86)                             Sean O'Connell (MS '92)

Wisconsin Deal Leads to a Donation

Mony Realty Capital                            Greenway Properties, Inc.
Thomas McCahill (MS'80)                       Timothy Carey (BBA '88)

Collateral Mortgage Capital, LLC
Matthew Lund (MS '98)

Donation Made in Recognition of a Deal

NorthMarq Capital, Inc.                         Corum Real Estate Group, Inc.
Gordon Mickelson (MS '73)                      Mike Komppa (MS '75)

Purchase of Crown Pointe Office Complex Leads to Donation

Cornerstone Real Estate Advisers        State Teachers Retirement System of Ohio
George Helf (MS '88)                                Kevin Stahlman (MS '88)

Sale of Unisys Building, Roseville, Minnesota Leads to Donation

CB Richard Ellis                                      Stonewater Partners
Steven Buss (MS '94)                                 David Stade (MBA '98)

Disposition of Springhouse Apartments, Pleasanton, California Recognized with Donation

CB Richard Ellis                                      Northwestern Mutual Life
William Huberty (MS '87)                          Cathy Allor (MS '88)


2003 Deals Building the Future

Alumni Connect in Sale of Fortune Business Campus

Development Solutions                         Colliers, Bennett & Kahnweiler                       
Craig Manske (MS '81)                           Shari Crivello (MS '96)
Washington Properties                          Steve Disse (MS '90)
Jeff Gumbiner (Friend)

Eagan, MN Convenience Center Refinancing

Victory Capital Corporation                 Collateral Mortgage Capital                       
Todd A. Geller (BBA '93)                        Michael Lee (BBA '94)

Acquisition of Whispering Isles Apartments recognized with Donation

Millennium Realty Advisors              George Smith Partners                     
William Evans (MS '84)                
        Gary Mozer (MS '86)
Kevin Coffey (MS '87)
John Walsh (MS '86)

Long-Standing Relationship Recognized with Donation

Beacon Realty Capital, Inc.                 Purinton Development, LLC    
James Ablan (MS ‘76)                            Jim Purinton (MS ’81)   

Bascom Hill Society Connection Leads to Alumni Donation

MONY Realty Capital, Inc.
Jim Mazarelli (MS '89)
 

A Look Back at Alumni Deals

Chicagoland Area Deal

Fremont Sheridan Properties, Inc.       Cohen Financial
Frank Stephen Pons (MBA '91)               Scott Miller (MS '88)

Joint Venture Development in California

Kensington Realty Advisors                Ridge Realty Group                        
James Smith (MS '77)                              James Martell (BBA '74)
                                                                Kyle Schuhmacher (BBA '00)

Alumni Deal Originates in Manhattan

Ehrenberg Chesler Investment Bankers       Northwestern Mutual Life Insur.
Alan Chesler (MS '87)                                       Nicholas Jahnke (MS '80)  

Building Sale Connects Alumni in Minnesota

Welsh Companies                                 Klaff Realty
Ted Carlson (BBA '99)                           Leslie Marshall (MS '91)


Alumni Connection Leads to Joint Venture Development in CA

Kensington Realty Advisors                Ridge Realty Group
James Smith (MS '77)                             James Martell (BA '74)
 

Fortune Business Campus Acquired by Alumni Alliance

Fortune Venture, LLC                          MONY

Craig Manske (MS '81)                           Tom McCahill (MS '80)

 

Colliers Bennett and Kahnweiler

Steve Disse (MS '90)
 

 

20 Year Badger Relationship Results in Gift

UBS Warburg                                       Bond Capital

Marc Warren (BS '85)                            Larry Bond (BS '84)

                                                               Robert Bond (MS '83)
 

 

Joint Venture Structured Through Alumni Connections


Baird & Warner
                                    Orix Real Estate Equities, Inc.

Mark Smith (MS '77)                               Brian Gordon (MS '86)

                                                                Paul Robertson (MBA '91)
 

 

Sale of Brookdale Corporate Center II & III Between Alumns


Apex Asset Management                      CB Richard Ellis

Stew Stender (BS '81)                              Joe Sullivan (MS '90)
 

 

Alumni Complete Sale/Acquisition in Southwest


Ackerberg Group
                                    Ryan Companies US, Inc.

Stuart Ackerberg (BS '79)                         Dan Levitt (MS '87)
 

 

Minneapolis Alumni Connect on Office Sale


First Industrial Realty Trust, Inc.          Colliers Towle Real Estate

 

Arne Cook (MS '87)                                 William Abel (MS '80)

                                                                  Richard Ragatz (MS'89)
 

 

Sale of 20 Summit Park Drive - Leads to Connection Fund Donation


Cushman & Wakefield                            PM Realty Advisors

Michael Hines (BA '86)                              Jeff Cavanaugh (MS '83)
 

 

Alumni Close Deal on Peppertree Apartments, CA


CB Richard Ellis
                                      Redevelopment Associates, LLC

Bill Huberty (MS '87)                                 Brian Wirtz (BBA '85)
 

 

Eagan, MN: Site of Alumni Deal


Victory Capital Corporation                    Nova Real Estate Company

Todd Geller (BBA '93)                               Kriss Novak (BA '85)
 

 

Wisconsin Connection Found in Minneapolis


First Industrial                                         CB Richard Ellis

Arne Cook (MS '87)                                  Joe Sullivan (MS '90)
 

 

Badgers Connect in Europe


CGI
                                                           HRO

Wenzel Hoberg (MS '95)                           Alan Rudikoff (BBA '91)
 

 

DSI and Wispark Form Joint Venture


DSI                                                             WISPARK Corporation

Craig Manske (MS '81)                               Mark Ebacher (MS '86)

                                                                    Fran Brzezinski (MS '74)
 

 

Refinance Deal Through Connections


DSI Interests
                                             Phillip J. Butler & Assoc.

Craig Manske (MS '81)                               Phil Butler (MS '81)


Draper and Kramer

Dave Tomforhde (MS '73)
 

 

Alumni Deal on Government Property


CB Richard Ellis                                        MONY

Charles Chandler (MS '80)                           Tom McCahill (MS '80)
 

 

Alumni Represent Buyers In $200 Million Deal


Venture One Real Estate, LLC                  Prudential Real Estate Investors

Roy Splansky (MS '86)                                  Colleen Pricco (BBA '95)

Michael Margolis (MS '92)
 

 

Classmates Deal on Loan


Berwind Property Group, Inc.                      MONY

Art Pasquarella (MS '80)                                 Tom McCahill (MS '80)


**Information Based on Donations Since 1999