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Contact : (702) 710-6481
Shannan McWaters: smcwaters@mcneillhotels.com
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Open to accredited investors only

Invest with
McNeill Investment Group (MIG)

$100 MILLION

Target Raise

100+

Individual Accredited Investors

Why McNeill?

$600 MILLION +

Gross value of Assets Under Management
(AUM)

25

Established Hotels, and
2,927 Keys Under Management

150+

Years of combined
industry experience

Principal Experience

$18 BILLIOn+

of investment opportunities involving performing and non-performing senior loans, mezzanine loans, and preferred equity evaluated by Principals & Executives of MIG.

$4 Billion+

of direct debt and equity placements on behalf of publicly-traded entities and private institutional clients representing $12B+ in gross transaction value.

$9 Billion+

of leveraged buyouts, recapitalizations, acquisitions, and asset management of hospitality assets.

    INVESTMENT STRUCTURE

    Our Focus

    At MIG, our principals and executive leadership team are dedicated to creating a hospitality investment management platform that provides thoughtful investment opportunities and maximizes sponsor compensation for performance. We strive to find the right capital partners whose vision aligns with MIG and can provide synergies within our growth strategy.

    Proposed Holding Company Investment

    • Total Target Primary Raise: Up to $100 Million

    • Ownership: Non-voting common equity; up to 45% based on total target primary raise and post-money valuation of $221 Million

    • Investment Life: Perpetual with structured liquidity mechanisms as may be made available by MIG from time to time

    • Investment Uses: GP investments in new and existing sponsored vehicles, strategic OpCo investments, recapitalize existing legacy equity, general corporate purposes

    • Participation Rights: Share of subsidiary cash flow, including promoted interests. Additional opportunities to invest in other investment vehicles or products as a Limited Partner

    Proposed Holding Company Investment Terms

    $221 MILLION

    Post Money Valuation

    $100 MILLION

    Target Raise

    $100,000

    Minimum Investment

    Reg-D 506 (C)

    Offering

    WHY INVEST WITH MIG?

    Outstanding Hospitality Experience and Track Record

    McNeill’s executive team has an established track record of value creation in the lodging and leisure industry. McNeill creates value through institutional-quality asset and investment management, a robust and perpetual proprietary pipeline, and best-in class property operations

    Adaptable Foundation Backed by Experienced Leadership

    With a vertically integrated platform and an executive team with deep experience in both the hotel and financial sectors from institutions such as Goldman Sachs, Blackstone, Wells Fargo, and RobertDouglas, McNeill has the capability to capitalize on more diverse and strategic opportunities within the hospitality sector

    Established Existing Portfolio

    The McNeill platform is comprised of 25 owned and operated hotels spanning 2,927 rooms and an established hotel management company, providing potential investors with a “seeded” investment

    Scalable Platform Sized for Growth

    McNeill is equipped to deliver a full suite of hotel investment management services as the company expands into other sectors of the hospitality industry with a senior leadership team of seasoned hotel industry professionals

    MCNEILL INVESTMENT GROUP GENESIS

    The Company was founded by Phillip H. McNeill, Jr. and Mark Ricketts, second-generation hoteliers and the sons of industry pioneers and early Hampton Inn developers Phillip H. McNeill, Sr. and Tom Ricketts.

    Phillip H. McNeill, Jr. and Mark Ricketts oversaw the growth of the publicly-traded Equity Inns (NYSE:ENN) portfolio during the 1990s and early 2000s prior to its $2.2 Billion go-private sale in 2007.

    After holding senior executive positions at Goldman Sachs, Phillip H. McNeill, Jr. and Mark Ricketts partnered to establish McNeill in 2014. In the eight years following, the pair strategically capitalized the company over several iterations to spur growth of both its real estate holdings and management platform.

    Today, McNeill is made up of a portfolio of quality properties located across targeted secondary markets in several southeast and central states with a dedicated capital partner for growth, a fully-integrated management company, and a highly experienced executive team with a targeted, strategic growth plan.

    In 2022, the Company formally restructured following its June recapitalization and named Christopher Ropko, formerly CFO/CIO, as Managing Director & CEO of McNeill Investment Group. Phillip H. McNeill, Jr. now serves as Executive Chairman of McNeill Investment Group.

    MIG also recently hired seasoned industry professionals at key leadership roles to facilitate growth: Tom Burdi as Managing Director & Chief Operating Officer; Sussan Harshbarger as Managing Director & Chief Legal Officer; and Lindsey Chang as Executive Vice President, Investments.

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    2022 & Beyond

    MCNEILL INVESTMENT GROUP STRUCTURE & STRATEGY

    Today, McNeill Investment Group owns and invests in hospitality real estate and operating platforms. The portfolio consists of whole or partial interests in 18 select-service hotels, including a promoted GP interest in 12 hotels via a joint venture with Prospect Ridge, an additional three hotels under contract, and whole ownership of McNeill Hotel Company, the Company’s hotel management arm, which operates all hotels owned by the Company and seven hotels through third-party management agreements.

    Leveraging our existing expertise and infrastructure, the Company sees opportunity in expanding its business focus into a multi-strategy hospitality investment management platform, which will provide MIG the latitude to more opportunistically seek and execute on a broader spectrum of investments.

    MCNEILL INVESTMENT GROUP PROPCO

    McNeill Investment Group “PropCo” serves as the primary vehicle for direct and indirect real estate investments, including its ownership of hotels as well as its interest in a sponsored investment vehicle (“SponsorCo”). Today, PropCo consists of controlling majority or whole ownership interests in six select-service hotels and MIG’s 11.02% promoted GP interest in its programmatic joint venture with Prospect Ridge.

    Direct Real Estate Holdings

    Strategic hotel acquisitions and developments not limited to a specific sector or hotel class, but are opportunistic investments that may not fit into a SponsorCo vehicle and are accretive to growing MIG’s other business lines.

    Current Holdings:

    • Fairfield Inn & Suites Olive Branch, MS

    • Homewood Suites Carmel, IN

    • Hilton Garden Inn Beaverton, OR

    • TownePlace Suites Hattiesburg, MS

    • Hyatt Place Bloomington, IL

    • Home2 Suites Destin, FL (51%)

    • Three additional hotels under contract

    MIG SponsorCo

    MIG-sponsored investment vehicles with specific mandates. MIG to secure qualified investors and hold a promoted GP interest in each vehicle.

    PR MIG Holdings

    MIG serves as managing member and holds an 11.02% promoted GP interest in this venture, which was established in June 2022. The venture currently owns 12 hotels and is MIG’s primary vehicle for acquiring high yield, premium select service hotels in university and hospital-anchored markets.

    Hospitality Credit & Structured Capital

    A to-be-formed fund, to be raised from accredited investors, dedicated to deploying subordinate debt and preferred equity capital in the hospitality sector, or acquiring hospitality-backed notes in the secondary market.

    Target Size:
    Minimum $250 Million

    Economy Extended Stay

    A to-be-formed fund, to be raised from accredited investors, dedicated to acquiring, developing, and/or converting to economy extended stay hotels, which is a resilient asset class and complementary to MIG’s existing portfolio and property management expertise.

    Target Size:
    Minimum $250 Million

    SPONSORCO: HOSPITALITY CREDIT AND STRUCTURED CAPITAL

    MIG is uniquely positioned to manage a hospitality lending and structured capital investment platform with few additional resources by leveraging its existing infrastructure, expertise, and relationships. A platform would primarily focus on note acquisitions, mezzanine debt, and preferred equity investments, which would offer termed and relatively low-risk double-digit yields with durations ranging from 1-10 years.

    Quickly Implemented with Minimal Start-Up Costs

    MIG’s leadership team has extensive experience working with hotel debt markets, which would allow quick implementation of this strategy with few or no incremental hires. Additionally, there is no licensing requirement and fewer regulations around originating this type of structured capital investment.

    Leverage Existing Relationships to Build Proprietary Pipeline

    MIG has built a pipeline of opportunities through its network of its owner, broker, and lender relationships. MIG has a strong base of national lenders that typically extend only senior loans and would be a valuable source of referral business for borrowers looking to add leverage.

    Provide Liquidity and Capital Solutions for an Untapped Market

    There are very few platforms today originating lower balance investments, as most platforms have $20 Million deal size minimums. Combined with traditional senior lenders pulling back, we see an opportunity to fill a void that currently exists and that we expect will continue to grow

    Stable Returns with Defined Durations

    Hotel mezzanine debt market starts in the high single-digits and preferred equity investments can yield up to high-teens returns, offering investors attractive equity-like returns with an embedded hedge, consistent distributions, and termed investment horizons.

    Allows MIG to Evaluate Deals Through Multiple Lenses

    By being able to participate in the entire capital stack, MIG is able to take a more holistic approach to deals, thinking more creatively about how to fill gaps in the capital stack and providing capital that best fits our view of a deal’s risk profile.

    Management Expertise Covers Downside Scenario

    With its existing property management platform and experience, MIG is positioned to step into a troubled scenario as the borrower, if necessary, providing additional comfort to senior lenders and creating an opportunity to add direct real estate holdings to its portfolio at a substantial discount.

    A Selection of Our Portfolio

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    • Destin, FL

    • Athens, GA

    • Beaverton, OR

    • Carmel, IN

    • Columbia, MD

    • Gainesville, FL

    • Mobile, AL

    • Southaven, MS

    • Waco, TX

    Hampton Inn Memphis

    7097 Sleepy Hollow Dr., Southaven, Mississippi

    Phone: (662) 349-8855

    Visit Website

    Hampton Inn & Suites Columbia

    7045 Minstrel Way, Columbia, Maryland

    Phone: (410) 381-3001

    Visit Website

    Hilton Garden Inn Beaverton

    15220 NW Gateway Ct, Beaverton, Oregon

    Phone: (503) 439-1717

    Visit Website

    Courtyard by Marriott - Manhattan

    715 N 12th St, Manhattan, Kansas

    Phone: (785) 587-1972

    Visit Website

    Courtyard Nashville Green Hills

    3800 Bedford Avenue, Nashville, Tennessee

    Phone: (615) 298-7700

    Visit Website

    Fairfield Inn & Suites Memphis / Olive Branch

    7044 Hacks Cross Road, Olive Branch, Mississippi

    Phone: (662) 892-4469

    Visit Website

    Hyatt Place Huntsville - Research Park

    6860 Governors W, Huntsville, Alabama

    Phone: (256) 666-9660

    Visit Website

    Hyatt Place Bloomington/Normal

    200 Broadway, Normal, Illinois

    Phone: (309) 454-9288

    Visit Website

    Residence Inn Morgantown

    1046 Willowdale Road, Morgantown, West Virginia

    Phone: (304) 599-0237

    Visit Website

    Download McNeill Investment Overview

    Download Now

    MCNEILL INVESTMENT GROUP SENIOR LEADERSHIP

    Phillip H. McNeill, Jr.

    Executive Chairman

    Phillip McNeill, Jr. serves as Executive Chairman of McNeill Investment Group, the parent company of McNeill Hotel Company that he founded in 2014. He was formerly Executive Vice President of Equity Inns, a publicly traded (NYSE) Real Estate Investment Trust, extensively involved in growing the company from 8 hotels valued at $40 Million to a portfolio of 138 hotels which was sold to a real estate fund of Goldman Sachs for $2.2 Billion. Phillip has previously held senior executive positions in the hospitality division of Goldman Sachs as well as Pillar Hotel and Resorts. Phillip has over 30 years of experience in real estate development, management and construction across various asset classes. Phillip recently served on the Marriott Courtyard Design and Construction Committee formed to reimage the Courtyard guestroom.

    Christopher Ropko

    Managing Director, Chief Executive Officer

    Christopher Ropko is the Chief Executive Officer of McNeill Investment Group where he is responsible for the oversight and overall growth strategy of the Company including its owned real estate portfolio, sponsored investment vehicles and operating Company subsidiaries, principal of which is McNeill Hotel Company. In his previous role as Chief Financial Officer, Chris successfully positioned the Company’s balance sheet to thrive during the Pandemic period and led all capital structuring efforts, growing the Company’s overall assets under management (AUM) from $270 Million to over $475 Million in under four years.

    Prior to joining McNeill in 2018, Chris served as Managing Director at RobertDouglas, where he focused on structuring and raising debt and equity capital in excess of $2.5 Billion for lodging and specialty leisure properties, portfolios and companies throughout the Americas. Immediately prior to RobertDouglas, Chris was a Portfolio Manager and Commercial Real Estate Specialist at Pacific Investment Management Company (PIMCO). While at PIMCO, Chris sourced and executed investment opportunities across the entirety of PIMCO’s fund families involving CMBS, performing, sub- and non-performing loan portfolios, mezzanine loans, preferred equity and direct equity investments secured by all major property types, including hospitality assets. Prior to joining PIMCO, Chris held roles at Goldman Sachs in the Real Estate Principal Investment Area focused on acquisitions and asset management almost exclusively in the hospitality sector on behalf of the Whitehall series of private equity funds. Chris is actively involved in the local Memphis community volunteering his time as a youth football and track & field coach. He holds a Bachelor of Science degree from Cornell University’s School of Hotel Administration

    Tom Burdi

    Managing Director, Chief Operating Officer

    Tom has over 30 years of leadership and experience in portfolio and asset management, debt and equity investments, acquisitions, dispositions, joint ventures and investor relations. Most recently he served as Head of Asset Management for the office and industrial group at L & B Realty Advisors. Prior to that, Tom worked for several private equity firms including Senior Vice President of Hotel Asset Management at Goldman Sachs where he was responsible for 211 select service hotels with a value in excess of $2.3 Billion. He was hired by The Blackstone Group to serve as the Executive Vice President & Chief Financial Officer of Extended Stay Hotels to focus on the recapitalization and subsequent disposition of the company and also performed acquisitions for La Quinta Inns & Suites. Additional roles include executive positions in asset management and finance with Equity Office Properties, JER Partners and Heitman/JMB Institutional Realty Corporation. Tom holds a Bachelor of Science degree in Accounting from the University of Denver and a Master of Business Administration from the University of Chicago Booth School of Business.

    Sussan Harshbarger

    Managing Director, Chief Legal Officer

    With over 30 years of experience and expertise, Sussan has been counsel to the McNeill family of companies since their beginning. Even before officially becoming a member of the Executive team, Sussan has been working with the McNeill Executive Leadership Team on capital raises, acquisitions, financing, structuring, development, and real estate activities. As an equity partner of Wyatt, Tarrant, & Combs, LLP, Sussan was a leader in the firm’s commercial real estate & lending service team. She worked on multiple transactions and further developed her experience in the field of mergers & acquisitions, banking, and finance. Sussan has also served as corporate in-house counsel managing significant growth phases and as general counsel for a bank’s mortgage company.

    Lindsey Chang

    Executive Vice President, Investments

    Lindsey joined McNeill Investment Group after serving as Senior Vice President at RobertDouglas, where she provided capital solutions through investment sales, debt financings, joint venture equity raises, programmatic equity raises, and general advisory for a wide spectrum of hospitality assets and platforms. Prior to joining RobertDouglas, she spent two years working as an underwriter in Wells Fargo Bank’s Hospitality Finance Group, where she underwrote hotels for over $1.5 Billion in loan proceeds for refinancing, repositioning, new construction, and note acquisitions. Lindsey holds a Bachelor of Science degree from the School of Hotel Administration at Cornell University.

    Brent McDowell

    Executive Vice President, Business Development

    Brent joined the McNeill group of entities in 2015 after serving as Vice President of Pillar Hotels & Resorts Construction. In this role, he provided direction for a team of four project managers and was responsible for the strategic capital planning and execution of capital expenditures for a portfolio of over 300 hotels encompassing 10 hotel brands. This team executed capital projects averaging $80 Million per year with scopes ranging from emergency capital items to change of ownership PIPs and cyclical renovations. Brent also worked with Pillar Hotels and Resorts in the role of Regional Director of Operations overseeing the day-to-day operations of multiple units consisting of Marriott, Hilton, and Hyatt select service brands. Brent has been in the hospitality industry since 1993. While the roles over those 30 years are many, the focus of his efforts were largely related to the Sales, Marketing, and Revenue Management aspects of hotels ranging from suburban select service hotels to large, full-service destination/convention hotels.

    Larry Mills

    Executive Vice President, Finance

    Larry joined the company after gaining over 30 years of experience in the hospitality industry, beginning with 13 years with Holiday Inns and followed by 23 years as Senior Vice President – Controller for Davidson Hotels and Resorts. At Holiday Inns, he was responsible for the accounting and reporting for all domestic owned and managed hotels for Holiday Inns and Hampton Inns. Taking that experience to Davidson in 1991, he managed all accounting and reporting aspects as the company grew from 12 hotels to 46 hotels during his tenure. He graduated from Memphis State University (now University of Memphis) with a B.B.A in Accounting and became a Certified Public Accountant during his years at Holiday Inns.

    Valerie Bolton

    Executive Vice President, Human Resources

    Valerie Bolton brings over 16 years of hospitality HR experience to the McNeill group of entities. Prior to joining McNeill Investment Group, Valerie was the Director of Recruiting/Human Resources manager for Bowlmor-AMF where she led a team of seven. Previously, Valerie managed the recruiting efforts of over 100 hotels for Pillar Hotels and Resorts. Valerie graduated from University of North Texas with a Bachelor of Arts degree. While attending UNT, Valerie began working at a counseling clinic and realized her talent for helping individuals pursue and achieve their goals.

    Frequently Asked Questions

    Who can invest?

    This round is open to accredited investors only.

    An accredited investor includes:

    • earned income that exceeded $200,000 (or $300,000 together with a spouse or spousal equivalent) in each of the prior two years and reasonably expects the same for the current year, OR

    • has a net worth over $1 Million, either alone or together with a spouse or spousal equivalent (excluding the value of the person’s primary residence and any loans secured by the residence (up to the value of the residence)), OR

    • are a broker or other financial professional holding certain certifications, designations or credentials in good standing, including a Series or 82 license.

    A spousal equivalent means a cohabitant occupying a relationship generally equivalent to that of a spouse.

    What is the min/max amount I can invest?

    Our minimum investment will be $250,000 and the maximum will be $5 Million.

    Investments less than $250,000 or larger than $5 Million may be accepted at the sole discretion of MIG.

    How can I make a return on my investment?

    We want you to always be aware when investing and understand when you may expect to realize a financial return on your shares.

    In the short term, we expect to reinvest retained profit to help us grow. For the longer term, there are multiple ways in which you could make a return: If we are floated on the stock market, start buying back equity from investors, or if there are future liquidity events.

    All options are currently open, but whatever happens, you’ll get to be part of our future. As with all investments, there is a risk that you will lose all your investment. Please be aware of the risks associated with investing.

    What’s next?

    Schedule a Call? and take the plunge!

    DISCLAIMER AND CONFIDENTIALITY

    This overview is for general informational purposes only about McNeill Investment Group, LLC (the “Company”) and does not constitute an offer to sell or a solicitation of an offer to buy any interests in, the Company or any of its affiliates or any other securities. Any such offer will be made only pursuant to a private placement memorandum that will contain detailed information about the Company, our membership interests and the risks of an investment. This information is intended solely for your own limited use to determine whether you should have an interest in discussing an investment in or with the Company. You agree to treat confidentially the information contained in this memorandum (the “Information”).

    You agree that you will use such Information exclusively for the purpose of preliminarily evaluating the merits of a possible transaction with respect to the Company. You acknowledge and agree that the Information may not be construed as, and may not be used in connection with, an offer to sell, or a solicitation of an offer to buy or hold, an interest in any security or investment product. You will not knowingly use the Information in any way detrimental to the Company,and you agree that such Information will be kept confidential by you and your agents or advisors retained by you in connection with your evaluation of such a transaction; provided however, that any such Information may be disclosed to your directors, officers, employees, and representatives and to individuals acting in similar capacities on your behalf who need to know such Information for the purpose of evaluating a possible transaction between you and the Company (it being understood that such agents, advisors, directors, officers, employees and representatives shall be informed by you of the confidential nature of such Information and shall be directed by you to treat such Information confidentially). You will be responsible for disclosure or misuse of the Information by each person to whom you disclose the Information. No part of this material may be (i) copied, photocopied or duplicated in any form, by any means, or (ii) redistributed without the Company’s prior written consent.

    Although the Information has been prepared in good faith and is believed to be accurate, you understand that the Company has not made nor makes any express or implied representations, warranties, or assurances as to the accuracy or completeness of the Information. You agree that the Company shall not have any liability to you or any of your representatives or agents resulting from the use of the Information. The Information should not be relied upon for the purpose of investing in the Company or for any other purpose. Any information regarding projected or estimated investment returns are estimates only and should not be considered indicative of the actual results that may be realized or predictive of the performance of the Company or any underlying assets or investments. Past results should not be viewed as indicative of future performance. The Company expressly reserves the right in its sole discretion to reject any or all proposals or expressions of interest and may terminate discussions with any party at any time or without notice. If you do not wish to pursue this matter, kindly destroy or return this confidential memorandum to the Company at your earliest possible convenience.

    Christopher Ropko

    Managing Director, Chief Executive Officer
    +1 901-208-8208

    cropko@mcneillhotels.com

    Tom Burdi

    Managing Director, Chief Operating Officer
    +1 901-208-8201

    tburdi@mcneillhotels.com

    Lindsey Chang

    Executive Vice President, Investments
    +1 901-208-8212

    lchang@mcneillhotels.com