Chad is the founder of Union Investment Management (“UIM”), a unique commercial mortgage origination platform delivering superior terms on the full range of CRE mortgage products to premier owners of real estate nationwide. He is experienced with sourcing mortgage products for the leading international and domestic banks, insurance companies, mortgage REITs, investment banks and debt funds. UIM delivers first mortgage and mezzanine debt, bridge financing, equity instruments, construction financing, CPACE financing, EB-5 financing, and the acquisition or financing of both distressed bonds/loans and REO assets at the most advantageous terms for owners.
Previously, Chad was Managing Director at Wachovia Securities and served as Head of Large Loan Origination for the northeast US, providing both fixed and floating rate mortgage financing nationwide to many of the country’s leading real estate owners and developers. At Wachovia, Chad personally originated greater than $15 billion of mortgage debt, leading Wachovia to achieve the largest domestic market share of CMBS loan production and securitization for three consecutive years. Prior to that, Chad was Director of Large Loan Origination at Deutsche Bank (DB) where, during his tenure, DB became the nation’s largest CMBS originator and issuer for two consecutive years. At DB, Chad structured and originated several of the most complex financing transactions to date.
Before Deutsche Bank, Chad was a founding member of the Principal Finance and Credit Arbitrage group at Warburg Dillon Read (the investment banking arm of UBS) where he served as Executive Director and Global Head of Mortgage Origination, overseeing both the origination and underwriting teams. Within two years, UBS grew into a leading originator in the commercial mortgage sector, transacting in both the large (>$100M) and small loan markets.
Chad was also formerly Senior Vice President at GMAC Commercial Mortgage where he co-founded the Wholesale Lending division and originated commercial loans nationwide. At GMAC, Chad was part of the founding group of 15 employees which grew to over 2,000 within three years. He also established several key partnerships, including agreements with First Union and Credit Lyonnaise, which helped grow GMAC into the nation’s largest commercial mortgage loan servicer.
Chad’s career in commercial mortgage lending began at Remsen Partners. After becoming Managing Director, he was responsible for all daily
business functions of the firm. Remsen Partners was instrumental in the development of the CMBS industry, beginning with single- borrower securitizations and its later evolution into mortgage conduits. In 1992, Remsen became the second largest CMBS conduit in the US.
Chad began his career as a CPA in 1988 with Kenneth Leventhal & Co as a Senior Accountant. At KL, he participated in underwriting the first single-borrower commercial loan securitizations and provided direct assistance to the rating agencies in the formation of their uniform underwriting guidelines. He also participated in global debt restructurings for firms such as Lincoln Property Company and Trammel Crow Company. Additionally, he provided forensic underwriting services to the RTC and FBI during the savings and loan crises.
Chad received his BBA in Accounting and Finance from Southern Methodist University (SMU).
Rob is CEO of the private investment firm KDS Partners, which acquires and scales premier middle market companies in support of management. Until its sale Rob was Chairman of Thomas Scientific, the third largest distributor of laboratory products, which he acquired together with The Carlyle Group. He is also Co-CEO of Ramy Brook, a leading woman’s contemporary fashion brand. Rob and Chad worked together in the early 1990's completing some of the first single-owner large pool commercial securitizations.
In addition to his real estate financing expertise, Rob has been a leading private equity investor for nearly 30 years. He has consummated many transactions in the consumer, business services, healthcare and technology sectors, with related manufacturing expertise. And has worked extensively with most channels of distribution. Rob has acquired and built fifteen platform companies, returning almost $4 billion to investors. He has a reputation for maintaining the utmost integrity while creating significant value for his clients, investors, and management partners.
Rob was a founding partner at MidOcean Partners and one of three members of the firm’s Executive Committee. Prior to MidOcean, Rob was a partner at DB Capital Partners, the private equity arm of Deutsche Bank, which the partners acquired in a spin out to form MidOcean Partners. Previously Rob was a partner at Investcorp International, a global private equity firm. Rob started his career in the Mergers and Acquisitions group of Drexel Burnham Lambert.
Rob received his MBA from Columbia Business School where he was a Samuel Bronfman Fellow. He received a BA Summa Cum Laude, Phi Beta Kappa from Union College. Rob is on the Advisory Board for Mount Sinai Hospital. He has served on the Board of Duke’s Financial Economics Department, in addition to many other charitable endeavors.
Union Investment Management