Summary
Overview
Work History
Education
Skills
Timeline
Organizations
Generic

ANDREW HENNEGAN

Cincinnati,Ohio

Summary

Versatile leader with extensive experience managing acquisitions, dispositions, capital markets, financial oversight, and investor relations. Proven ability to strategically reposition assets through refinancing and dispositions, driving portfolio growth and enhancing investment performance. Expertise in asset evaluation, financial modeling, and executing successful transactions.

Overview

13
13
years of professional experience

Work History

Director of Finance & Acquisitions

SPS Partners
03.2022 - Current
  • Directed acquisitions through analysis, negotiation, legal, title, due diligence and closing, expanding the firm's portfolio from $76 million AUM to $235 million AUM within 2 years
  • Sourced debt and assisted in structuring limited partner and preferred equity investments
  • Controlled REO schedule, monitored debt maturities, analyzed financials, derived fair market values, and identified sale/refinance opportunities for 60+ assets
  • Managed property budgets, conducted variance reporting and reforecasting, implemented construction loan draw processes, and ensured loan compliance
  • Published investment offerings and investor reports to attract investor interest and communicate investment performance

Senior Investment Analyst, Equity Investments & Mortgage Loan Production

Eagle Realty Group, a division of Western & Southern Financial Group
10.2019 - 03.2022
  • Originated over $500 million in commitments for debt, equity, and high yield CRE alternative investments
  • Presented investment recommendations to Western & Southern's Real Estate & Finance Board
  • Evaluated offering memoranda from trusted network of brokers and property owners to identify and assess viable investment opportunities
  • Negotiated investment terms and drafted commitment agreements, securing favorable deal structures that aligned with investment strategy
  • Reviewed documentation and tracked closing checklist items to ensure compliance and facilitate timely closings

Investment Analyst, Mortgage Banking

NorthMarq Capital
05.2015 - 10.2019
  • Facilitated $750 million in loan originations through agency, life company, cmbs, credit union, and bank lenders
  • Analyzed market data to derive sale comparable valuation assumptions
  • Underwrote historical and future operating performance to determine income approach valuation assumptions
  • Supported multiple production executives in due diligence, origination, and closing processes, ensuring timely and accurate deal execution
  • Evaluated diverse property types: multi-family, industrial, office, retail, hotel, and self-storage for comprehensive investment assessments.

Accounting, Finance & Acquisition Co-op

Neyer Properties, Inc.
01.2013 - 05.2015
  • Analyze property financial statements and budgets to ensure loan compliance
  • Abstracted loan documents and supported the CFO in developing the REO schedule, enhancing reporting accuracy and portfolio management
  • Inspected properties identified as acquisition prospects to assess investment viability
  • Performed AR/AP entry, bank reconciliation, and conducted financial reviews to ensure accurate book-keeping
  • Assisted with the distribution of investor reports

Education

Bachelor of Business Administration - Accounting, Real Estate

University of Cincinnati
Cincinnati, OH
05.2015

Skills

  • Advanced Financial Modeling
  • Investment Due Diligence
  • Valuation Analysis (DCF and Comps)
  • Investment Memorandum Preparation
  • Transaction Execution and Closing Management
  • Capital Structuring and Debt Analysis
  • Market and Industry Research
  • Pipeline and Deal Flow Coordination
  • Investment Committee Presentation
  • Performance Monitoring and Asset Management

Timeline

Director of Finance & Acquisitions

SPS Partners
03.2022 - Current

Senior Investment Analyst, Equity Investments & Mortgage Loan Production

Eagle Realty Group, a division of Western & Southern Financial Group
10.2019 - 03.2022

Investment Analyst, Mortgage Banking

NorthMarq Capital
05.2015 - 10.2019

Accounting, Finance & Acquisition Co-op

Neyer Properties, Inc.
01.2013 - 05.2015

Bachelor of Business Administration - Accounting, Real Estate

University of Cincinnati

Organizations

  • University of Cincinnati Real Estate Association (UCREA)
  • UCREA Mentorship Program
  • Greater Cincinnati Northern Kentucky Apartment Association (GCNKAA)
  • National Association for Industrial and Office Parks (NAIOP)
  • Urban Land Institute (ULI)
ANDREW HENNEGAN