Our Team

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Harold Bordwin

Principal and Managing Director

Experience

Harold is responsible for all aspects of business development and execution at Keen-Summit Capital Partners. He focuses on the developing and implementing strategic real estate and corporate finance plans for his clients. Those plans involve real estate analysis, real estate acquisitions and dispositions, lease modifications and terminations, and corporate finance and capital market services. Harold has more than 25 years of real estate advisory and transactional experience, with particular expertise in workouts and restructurings, specializing in strategic planning, the sale of real estate assets and lease negotiations. He has represented financial, corporate and retail clients. As a recognized expert on real estate restructuring issues, Harold has testified before the Judiciary Committee of the United States House of Representatives. He has also been interviewed and quoted in numerous articles for The Wall Street Journal, The New York Times, USA Today and various trade publications.

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Matthew Bordwin

Principal and Managing Director

Experience

Matthew is responsible for all aspects of business development and execution at Keen-Summit Capital Partners. He focuses primarily on the development of new business, marketing and implementing strategic real estate plans for his clients. Those plans involve real estate analysis, real estate acquisitions and dispositions, lease modifications and terminations, and corporate finance and capital market services. Matthew has more the 24 years of real estate advisory and transactional experience, with a particular expertise in workouts and restructurings, specializing in strategic planning, the sale of real estate assets and lease negotiations. He has represented financial, corporate and retail clients. As a recognized expert on real estate restructuring issues, Matthew is a frequent speaker on industry topics and has been quoted in national and industry publications. Matthew is a former member of the National Board of Trustees of the Turnaround Management Association and the National Board of Directors of the American Bankruptcy Institute.

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Craig A. Fox

Director

Experience

Craig focuses on developing and implementing strategic real estate plans for his clients by providing real estate advisory and transaction services including accelerated sales, lease renegotiations, sale-leasebacks, valuations, capital raises and debt restructurings. Those plans involve real estate analysis, real estate acquisitions and dispositions, lease-related services (including negotiation, modification and termination of leases), and real estate financing and sale/leaseback services. With over 20 years of industry experience, Craig has worked on a wide range of multi-million dollar disposition and lease renegotiation transactions for retail and commercial clients.

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Christopher J. Mahoney

Director

Experience

Chris has 25 years of real estate advisory and transactional experience, with particular expertise in workouts and restructurings. He is responsible for many aspects of business management, project management and project implementation. He specializes in the development and implementation of strategic real estate plans for his clients. Chris provides in-depth real estate and business value analysis, which transitions into the management and implementation of strategic plans for real estate and lease liability transactions. Chris has overseen the disposition of multi-million dollar real estate portfolios and large single property assignments of all property types, and managed several large lease renegotiation projects across all client types.

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Heather M. Milazzo

Vice President

Experience

Heather is responsible for the analysis, marketing, negotiation and disposition of real estate and leasehold properties for healthy and distressed companies across the country. She has found savings in lease mitigations and termination negotiations for national retail chains and marketed and sold various commercial, industrial and income producing properties across the country. She has been instrumental in the organization of due diligence packages in complex and large portfolio cases. Heather uses her background in public relations to oversee marketing plans for our clients.

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Jennifer Meyerowitz, Esq.

Managing Director

Experience

Prior to joining Keen-Summit, Jennifer was responsible for deal sourcing at Summit Investment Management. Jennifer led the Bankruptcy and Restructuring Practice Group at Garden City Group managing both the sales and operations team before joining Summit. She began her career as a practicing attorney at Alston & Bird LLP where, for nearly 10 years, she represented debtors, secured and unsecured creditors, creditors’ committees, banks and trustees in complex workouts, debt restructurings, commercial litigation and chapter 11 bankruptcy proceedings.

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David Levy

Director

Experience

David is head of the Summit Investment Management and Keen-Summit Capital Partners Chicago office. He is responsible for all aspects of business development and execution in connection with the company’s distressed debt acquisitions and opportunistic credit transactions, plus real estate brokerage and auction, investment banking, and lease modification and restructuring services. David has more than 13 year’s experience in real estate advisory and transaction experience, with particular expertise in workout, bankruptcy, and other special situations. David holds both the Certified Commercial Investment Member (CCIM) and Certified Auctioneers Institute (CAI) designations, making one of fewer than fifty professionals in the United States to hold both. He is a frequent speaker and moderator on real estate restructuring programs, a member of the Turnaround Management Association Chicago/Midwest Board of Directors, and has held various leadership roles on the American Bankruptcy Institute Real Estate Committee.

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Anthony Cardillo

Manager

Experience

Anthony primarily focuses on the development and implementation of strategic real estate plans for his clients.  Those plans involve real estate analysis, lease negotiations, lease modifications, lease terminations and real estate financing services. Anthony also concentrates on the development of new business opportunities. Anthony has prior experience in commercial and residential lending, serving as a commercial mortgage broker and residential loan originator. Anthony studied Finance at Fordham University in New York.

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Andrew Winn

Manager

Experience

Andrew assists the team with the preparation and implementation of marketing campaigns. He provides valuable research on property analysis and prepares property reviews. Andrew actively assists with lease negotiation project setup and implementation. He is a licensed real estate salesperson and passed the first level of the CFA exam. Andrew studied engineering at Lafayette College.

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James Morton

Consultant

Experience

James Morton has more than 30 years of experience in the commercial real estate industry. While working at Doppelt & Company and Trammell Crow Company he developed a strong concentration in marketing surplus properties and bankruptcy disposition. His clients have included Best Buy, Office Depot, Hechinger/Builders Square, Kimco/Ames Department Stores, Long John Silver’s, Service Merchandise, Silo/Fretter, TJX Companies, Tops Supermarkets and Advance Auto Parts.

In addition to disposition services, Mr. Morton has worked with national retailers such as OfficeMax, HomePlace and VF Corporation in new store site selection and securing non-retail real estate, such as distribution centers and call centers, for these retail clients.

Recently, Mr. Morton has gained expertise in the national triple net investment marketplace while working at Terra National Real Estate Group, providing lease restructuring and special project services to Advance Auto Parts.

Mr. Morton has experience owning, developing and managing property for his own account.

Prior to entering the commercial real estate industry Mr. Morton worked as a City Planner.