What this Patriarch of Large, Private Paper and Forest Products Company Needed:
The client sought to selectively and strategically acquire collection of timberland assets in the U.S. South to place and preserve capital for investment diversification purposes – and possibly to pursue associated business opportunities relating to his core business interests.
Our Role:
Develop and execute a strategy based on a ‘blended’ compensation structure and long term management agreement.
What We Did:
- Utilized extensive contacts in forest landowning community to identify, target and evaluate prospective acquisitions.
- Successfully negotiated purchases that met client’s investment parameters
- Developed and executed forest-level operating plans
- Provided ongoing management oversight of forestry operations and asset monetization efforts (timber, land, recreation, conservation values).
Results:
Client acquired lands Summit sourced and analyzed and maintains an ongoing relationship with Summit, which continues to provide a variety of land acquisition and management services.