Hacienda Hospitality professionals provided pre-acquisition and acquisition commercial as well as, operations due diligence services to Aimbridge Hospitality, a major US based third-party hotel management company, in connection with the acquisition of Grupo Hotelero Prisma, a third-party hotel management company based in Monterrey, Mexico that operates and manages a portfolio of 40+ predominantly mid-scale, branded hotels.

Hotel Management Company | Various Locations

Engaged as Chief Restructuring Officer and Asset Manager by a large, international financial institution in connection with its equity and debt positions of a master-planned resort community.

Mixed-Use Resort – Lodging, Golf Course, Single-Family Residential | Loreto

Served as expert consultant on behalf of the operator of a luxury resort seeking third-party assessment and confirmation of its performance under the management agreement. The goal was to detail any material concerns and conclusions related to  management’s compliance with key business terms of the operating agreement.

Luxury Resort | Los Cabos, México

Engaged by an institutional real estate investor to analyze the competitiveness of a distressed 500-acre mixed-use resort, conduct an operational diagnostic, and develop and implement a set of tactical recommendations and strategic options to maximize the Client’s exit value under an adjusted cost basis.

Mixed-Use Luxury Resort – Lodging, Single and Multi-Family Residences, Golf Course, Marina & Retail | La Paz

Hacienda Hospitality professionals analyzed operating performance metrics for key markets, as well as the anticipated operating and marketing trends and opportunities for  Starwood Hotels & Resorts Worldwide, Inc. in connection with its expansion into Latin America.

Hotel Portfolio | Various Locations

Hacienda Hospitality professionals provided market and financial analysis services in connection with a proposed master-planned development on the Sea of Cortes near La Paz, BCS.

Mixed-Use Resort – Lodging, Residential, Marina, Golf and Retail Project | La Paz

Chuck Bedsole served as Corporate Director of Development for Jack Tar Village Resorts, Inc. and was responsible for resort acquisitions in Latin America and the Caribbean, prior the acquisition of the company by Allegro Resorts Corp.

All-Inclusive Resorts | Cancun

Assisted Terra Group with their strategic expansion plan into Latin America. Identified the target markets (including several Mexican destinations) that offered the greatest potential for initial development opportunities at a lower risk, the best locations, potential real estate and hospitality products and  potential local joint venture partners.

Real Estate & Lodging | Various Locations

Performed evaluations of six twin-city markets related to the proposed strategy of a major U.S. homebuilder to expand into the low-income housing market on both sides of the Mexico-U.S. border. These markets included Brownsville/Matamoros, McAllen/Reynosa and Laredo/Nuevo Laredo.

Low Income Housing | Various Locations (US-México border)

Designed and developed financial models and provided services related to tax implications (U.S., Mexican, and U.S.-Mexico), and deal structuring for a U.S. investor in connection with a joint venture with a Mexican real estate office development company for development of office buildings with additional capital to be provided by joint venture partners.

Office | Various Locations

Performed services related to strategic plan of a publicly traded Mexican commercial real estate developer. Evaluated and provided recommendations on the strategic direction of the company.

Various Real Estate Products | Various Locations

Engaged to provide financial advisory services to a major Mexican Bank related to the disposition of its non-strategic real estate assets. The portfolio consisted of over 40 office and industrial properties.

Office and Industrial | Various Locations

Performed services related to the strategic plan of a Mexican homebuilder in the luxury residential market. Evaluated and provided recommendations of the strategic plan. In addition, Hacienda Hospitality professionals performed an assessment of the computerized accounting systems focusing on the timely delivery of reports to foreign investors.

Luxury Residential | Various Locations

Preformed an evaluation of alternative site selections for a manufacturing and distribution facility in the state of Mexico. Consisted of a comparative analysis of six states in Mexico including demographics, labor force, logistics, distribution and  cost factors. The states analyzed were: Aguascalientes, Coahuila, Guanajuato, Nuevo Leon, and Queretaro.

Manufacturing and Distribution Facility | Various Locations

Provided market analysis services to a Spanish private equity firm in connection with the proposed development of 450-room all-inclusive resort within the Cancun hotel zone.

Luxury All-Inclusive Resort | Cancun

Assisted Credit Suisse First Boston (currently Credit Suisse) and Goldman Sachs, through the Goldman Sachs Emerging Market Fund, with due diligence services related to a transaction involving Grupo Chartwell de Mexico, owner of Krystal Hotels and Grupo Quinta Real in Mexico. The assignment involved providing market, accounting and financial due diligence services for a complex transaction involving multiple hotels, markets and stakeholders.

Lodging Portfolio | Various Locations

Assisted Promotora y Desarrollos de Centros Comerciales, a joint venture between Consorcio ARA, and O’Connor Capital Partners (a private equity firm based in New York) with the due diligence process with their interest in developing a portfolio of to-be-built Marriott Courtyard hotels in various markets in Mexico.

Upscale Hotel Portfolio | Various Locations

Developed a business plan for Circa Capital Corporation in connection with its expansion plans into Mexico through the acquisition of the Camino Real hotel chain.  The company’s primary goal was to be aligned with an investor-partner to facilitate the acquisition process.

Hotel Portfolio | Various Locations

Senior professionals at Hacienda Hospitality assisted Winston Hotels in connection with a proposed investment in a joint venture involving a portfolio of select service hotels located in several markets in Mexico.

Select-Service Hotels | Various Locations

Hacienda Hospitality professionals provided due diligence support services to a diversified real estate investor, manager and developer, in connection with the potential acquisition of a luxury lodging property.

Luxury Hotel | Ixtapa-Zihuatanejo

Provided real estate advisory services to a PE firm in connection with an expansion strategy for one of its recent acquisitions of a major all-inclusive resort company and travel wholesaler with 30+ hotels in Latin America and the Caribbean.

All-Inclusive
Resort Portfolio | Various Locations

Provided real estate advisory services to a PE firm in connection with an expansion strategy for one of its recent acquisitions of a major all-inclusive resort company and travel wholesaler with 30+ hotels in Latin America and the Caribbean.

All-Inclusive
Resort | Riviera Maya

Hacienda Hospitality professionals provided market and financial analysis services to RLJ Development LLC (now RLJ Lodging Trust), in connection with the proposed development of a number of real estate products related to the Hilton Cancun.

Hotel-Condominium | Cancun

Hacienda Hospitality professionals assisted Viva Resorts, with strategic planning services to increase its US market penetration, increase its all-inclusive package rate and help the company expand its portfolio. The expansion plan also centered on securing a suitable strategic partner with the objectives of increasing Viva’s brand awareness and US distribution channels.

All-Inclusive Resorts | Riviera Maya and Punta Mita

Hacienda Hospitality professionals provided market and financial analysis services to a US upscale hotel company based in New York, in connection with their expansion plans into Mexico. The prospective Loews Resort was to be positioned at the upper upscale or luxury level and include residential components.

Master-Planned Resort Development | Los Cabos

Senior professionals at Hacienda Hospitality conducted a market analysis for the Krystal timeshare component in Cancun.

Timeshare | Cancun

Hacienda Hospitality professionals assisted Apax Partners in evaluating the decision to extend an offer for the acquisition of Occidental Hotels & Resorts, a Spanish-based hotel company with a large portfolio of all-inclusive hotels in the Americas. Goldman Sachs assisted Occidental in the disposition of the company and the vendor due diligence.

Portfolio of All-Inclusive Resorts | Cancun

Provided asset valuation and transaction monitoring services to Starwood Vacation Ownership and Raintree Resorts International in connection with the transaction of fixed assets between both companies.

Vacation Ownership (Timeshare and Fractional) | Los Cabos, Puerto Vallarta and Cancún

Senior professionals at Hacienda Hospitality performed a market and financial feasibility analysis for a hotel company in connection with a proposed 1,400-acre eco-tourism resort located in Nayarit, Mexico.

Mixed-use Resort – Lodging, Residential, Golf, Retail, Marina and Equestrian Center | Nayarit

Hacienda Hospitality professionals assisted Host Marriott in conducting a market evaluation in relation to a potential investment in the JW Marriott Mexico City.

Luxury Hotel | Mexico, CDMX

Assisted Consorcio ARA, a major Mexico City-based home building company, in defining and executing a strategic plan to identify and attract a major international hotel company to co-develop a resort project in the Riviera Maya, Mexico.

Timeshare | Riviera Maya

Assisted a domestic Private Equity fund with a market due diligence for a potential investment in an upper-upscale hotel in Playa del Carmen.

Upper-Upscale Hotel | Riviera Maya

Hacienda Hospitality professionals provided advisory services to Citigroup in connection with a market assessment related to its equity position in an independent hotel located in Playa del Carmen.

Luxury Hotel | Riviera Maya

Hacienda Hospitality professionals conducted a market feasibility study in connection with an Embassy Suites located in Mexico DF.

Midscale Hotel | Mexico, CDMX

Evaluated the renewal of an existing master franchise agreement with a major international lodging brand. As part of this assignment the company wanted to explore the possibility of executing a new master licensing agreement with a different brand that could be more suitable based on the company’s existing strategic goals, objectives and expansion plans.

Lodging Portfolio | Various Locations

Served as an expert consultant, 25-acre resort residential community in the Mexican Pacific Coast.  The owner was engaged in arbitration with the developer of the community over certain alleged breaches to the contractual obligations contained in the development services agreement which triggered the termination of the developer’s responsibilities.

Resort Residential Community | Nayarit

Conducted acquisition due diligence for a client bidding on a publicly traded luxury hotel company, which identified potential operational improvements and forecasted post acquisition EBITDA improvement opportunities.

Resort Residential Community | Nayarit