Smart scan
Point it at a matter: it detects document types, builds the chronology, and lists every party. Live.
Smart scan / 1026-00002
Briarwood Family Office LLC
Litigation
Document types detected
Contract / agreement5
Other2
Analysis / memo2
Filing / regulatory1
Correspondence1
Engagement letter1
Parties across the matter
Among BRIARWOOD FAMILY OFFICE LLCBRIARWOOD FAMILY OFFICE LLCBriarwood Family Office LLCCrane LLPFieldstone Accounting Partners LLPHARKNESS LLPHarkness LLPKeymark Valuation Group LLCMERIDIAN CAPITAL ADVISORS LLCOverview Meridian Capital Advisors LLCPINNACLE HOLDINGS GROUP LLCPetitioner Briarwood Family Office LLCPinnacle Holdings Group LLCRespondents Pinnacle Holdings Group LLC
Chronology
2027-10-15 · closing-checklist.xlsx
… loan: $68.3M secured term loan originated October 15, 2020; maturity October 15, 2027; interest rate SOFR + 285 bps. Outstanding principal as of Feb. 28, 2025: ~$61.7M. Estima …
2027-10-15 · funds-flow-memorandum.xlsx
… er 15, 2020 | 68300000 Interest Rate | SOFR + 285 bps Maturity Date | October 15, 2027 Outstanding Principal (as of February 28, 2025) | Per Harborline lender statement | 61700 …
2027-10-15 · client-memo-wind-down-analysis.docx
… erest at a variable rate of SOFR plus 285 basis points and matures on October 15, 2027. As of February 28, 2025, the outstanding principal balance on the Harborline loan was ap …
2027-10-15 · harborline-lender-consent-letter.docx
… two hundred eighty-five (285) basis points per annum, and maturing on October 15, 2027. The loan was made for the purpose of refinancing existing indebtedness on the portfolio …
2027-10-15 · wind-down-agreement.docx
… inancing Rate ("SOFR") plus 285 basis points, with a maturity date of October 15, 2027, pursuant to the terms and conditions of that certain Credit Agreement dated as of Octobe …
2025-12-31 · closing-checklist.xlsx
… s general partner, by Victor A. Sandoval. Target filing no later than December 31, 2025. | Calderwood & Harkness LLP; Pinnacle Holdings Group LLC (Victor A. Sandoval) | Secretar …
2025-12-31 · draft-certificate-of-cancellation.docx
… iling Upon Completion of Wind-Down] Target Filing Date: No Later Than December 31, 2025 CERTIFICATE OF CANCELLATION OF GREYSTONE REALTY PARTNERS, L.P. The undersigned, being the …
2025-12-31 · funds-flow-memorandum.xlsx
… No. KVG-2025-0214, dated February 22, 2025) Target Dissolution Date | December 31, 2025 (Certificate of Cancellation filing with DE Secretary of State) [sheet: Property Portfoli …
2025-12-31 · letter-to-ashford-crane-execution-logistics.eml
… C. § 17-203, upon completion of the wind-down (target: no later than December 31, 2025). The draft references the original Certificate of Limited Partnership filed June 14, 201 …
2025-12-31 · escrow-agreement.docx
… laware Code, which the parties have targeted for filing no later than December 31, 2025, in accordance with the timeline set forth in the Wind-Down Agreement. "Claim" means any …
2025-12-31 · harborline-lender-consent-letter.docx
… the Partnership's affairs, with a target filing date of no later than December 31, 2025. The partners intend to complete the disposition of all portfolio properties and the wind …
2025-12-31 · meridian-engagement-letter.docx
… te of the State of Delaware (which is targeted to occur no later than December 31, 2025); or (iii) the termination of this engagement pursuant to Section 9 below (such period, t …
2025-12-31 · mutual-release-agreement.docx
… ry of State of the State of Delaware, targeted to occur no later than December 31, 2025. This Release Agreement is annexed as Exhibit A to the Wind-Down Agreement and is deliver …
2025-12-31 · side-letter-management-fee-reduction.docx
… State of the State of Delaware, targeted for completion no later than December 31, 2025; and E. Purpose of This Side Letter. In connection with the Wind-Down Agreement, the Part …
2025-12-31 · wind-down-agreement.docx
… he form attached hereto as Exhibit D. "Target Dissolution Date" means December 31, 2025. "Term Sheet" means the binding Term Sheet for Consensual Wind-Down dated March 14, 2025, …
2025-12-15 · closing-checklist.xlsx
… & Harkness LLP (Carlos Espinoza) | Capitol Registered Agents, Inc. | December 15, 2025 | Pending | To be sent concurrent with or shortly before Certificate of Cancellation fili …
2025-06-30 · closing-checklist.xlsx
… anding principal as of Feb. 28, 2025: ~$61.7M. Estimated payoff as of June 30, 2025: $60,900,000 (principal) + $730,000 (accrued interest) + $1,827,000 (3% prepayment premiu …
2025-06-30 · funds-flow-memorandum.xlsx
… rline Loan Payoff — Principal | Estimated outstanding principal as of June 30, 2025 | -60900000 | 113100000 Priority 1 | Harborline Loan Payoff — Accrued Interest | Estimate …
2025-06-30 · letter-to-ashford-crane-execution-logistics.eml
… ng approximately $60,900,000 in estimated outstanding principal as of June 30, 2025, $730,000 in estimated accrued interest, and a $1,827,000 prepayment premium at 3%. We in …
2025-06-30 · harborline-lender-consent-letter.docx
… hat would be due to Harborline assuming a hypothetical payoff date of June 30, 2025 (which we use for illustrative purposes, recognizing that the actual payoff date will dep …
2025-06-30 · wind-down-agreement.docx
… amount required to repay the Harborline Loan in full, estimated as of June 30, 2025 at Sixty-Three Million Four Hundred Fifty-Seven Thousand Dollars ($63,457,000), comprisin …
2025-04-25 · closing-checklist.xlsx
… riarwood Family Office LLC; Pinnacle Holdings Group LLC; all payees | April 25, 2025 | In Progress | Wire instructions to be confirmed for Harborline, Meridian, Fieldstone, C …
2025-04-18 · closing-checklist.xlsx
… ll, CFO) | Fieldstone Accounting Partners LLP (Alicia M. Tran, CPA) | April 18, 2025 | Pending | Coordinate with Fieldstone on timeline for K-1 preparation. Briarwood EIN: 83 …
2025-04-15 · side-letter-management-fee-reduction.docx
… . By way of illustration, if Harborview Place is sold and conveyed on April 15, 2025, the Reduced Management Fee for Harborview Place for the month of April shall be calculat …
2025-04-11 · closing-checklist.xlsx
… Nakamura) | Harborline Commercial Lending, LLC (Sean P. Gillespie) | April 11, 2025 | Pending | Consent is a condition precedent. Copy of Wind-Down Agreement enclosed with c …
2025-04-04 · closing-checklist.xlsx
… LLP (Raymond T. Ashford / Jennifer L. Quinto) on behalf of Pinnacle | April 4, 2025 | In Progress | Execution copies transmitted to Ashford & Crane LLP. Requires signatures …
2025-03-28 · closing-checklist.xlsx
… Avenue, New York, NY 10022 Date Prepared | March 2025 Last Updated | March 28, 2025 Confidentiality | PRIVILEGED & CONFIDENTIAL — ATTORNEY WORK PRODUCT [sheet: Closing Check …
2025-03-27 · client-memo-wind-down-analysis.docx
… arkness LLP Yuki Nakamura, Associate, Calderwood & Harkness LLP DATE: March 27, 2025 RE: Analysis of Negotiated Wind-Down Terms and Distribution Economics — Greystone Realty …
2025-03-25 · letter-to-ashford-crane-execution-logistics.eml
… within **five (5) business days** of receipt — that is, by **Tuesday, March 25, 2025**. Upon receipt of all executed counterparts from your side, we will coordinate with Bria …
2025-03-18 · meridian-engagement-letter.docx
… l: (215) 555-4800 Fax: (215) 555-4801 www.meridiancapitaladvisors.com March 18, 2025 Greystone Realty Partners, L.P. c/o Pinnacle Holdings Group LLC, as General Partner 400 K …
2025-03-14 · closing-checklist.xlsx
… ses, and termination of the LPA. Based on binding Term Sheet executed March 14, 2025. | Calderwood & Harkness LLP (Linda Osei / Yuki Nakamura) | Ashford & Crane LLP (Raymond …
2025-03-14 · funds-flow-memorandum.xlsx
… Down Agreement dated March 2025, based on Binding Term Sheet executed March 14, 2025 Confidentiality | PRIVILEGED & CONFIDENTIAL — ATTORNEY WORK PRODUCT Subject Entity | Grey …
2025-03-14 · letter-to-ashford-crane-execution-logistics.eml
… message finds you well. Further to the binding Term Sheet executed on March 14, 2025, among Briarwood Family Office LLC ("Briarwood"), Pinnacle Holdings Group LLC ("Pinnacle" …
2025-03-14 · stipulation-and-order-of-dismissal.docx
… sputes between the Parties at that time. F. Consensual Resolution. On March 14, 2025, the Parties executed a binding Term Sheet for Consensual Wind-Down (the "Term Sheet"), m …
2025-03-14 · client-memo-wind-down-analysis.docx
… ) with a comprehensive analysis of the binding Term Sheet executed on March 14, 2025 (the "Term Sheet"), and the draft Wind-Down Agreement currently under negotiation for the …
2025-03-14 · harborline-lender-consent-letter.docx
… a consensual dissolution and orderly wind-down of the Partnership. On March 14, 2025, Briarwood and Pinnacle executed a binding Term Sheet for Consensual Wind-Down that set f …
2025-03-14 · meridian-engagement-letter.docx
… suant to that certain Wind-Down and Dissolution Agreement dated as of March 14, 2025, by and among Briarwood, Pinnacle, and Greystone (as may be amended, supplemented, or oth …
2025-03-14 · mutual-release-agreement.docx
… deadlines, which request was granted. D. The Wind-Down Agreement. On March 14, 2025, the Parties executed a binding Term Sheet for Consensual Wind-Down of Greystone Realty P …
2025-03-14 · side-letter-management-fee-reduction.docx
… 2024-1187-MTZ (the "Chancery Proceeding"); D. Wind-Down Agreement. On March 14, 2025, the Parties executed a binding Term Sheet for Consensual Wind-Down setting forth the pri …
2025-03-14 · wind-down-agreement.docx
… cuted following the Binding Term Sheet for Consensual Wind-Down dated March 14, 2025 Right-click to update Table of Contents PREAMBLE This Wind-Down Agreement (this "Agreemen …