Our Services
Transform Advisory lends analytical and strategic support to build capacity for its clients, drive execution, and achieve the best results.
What Our Clients Are Saying
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“Nicole Robertson of Transform Advisory Company brings both clear technical excellence and a thoughtful user experience to financial modeling. She develops customized models from scratch or updates existing models, tailored to a wide range of asset classes and capital types. Her initiative in researching and confirming best practices for integrating a variety of financial tools supported and informed strategic capital planning. Nicole’s attention to detail and collaborative approach made iterative updates seamless and easy to track across multiple projects simultaneously. She was consistently available, highly responsive, and flexible, with a strong commitment to meeting deadlines - while reliably staying within her contracted scope, and proactively communicating as needed for adjustments. She is a trusted, solutions-oriented advisor, thought-partner, and a valuable addition to any team."
Margo Geppert Connelly
Senior Development Manager, East Freedman & Main -
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“As many developers know, you often Frankenstein your model together - you take pieces you've liked from multiple career stops and end up with something that works - when it doesn't break! As we take on more and more projects, we wanted a model that was sophisticated, repeatable, and programmable. Nicole CRUSHED it. She created an elegant, sophisticated, institutional quality model that includes details that even I, in the business for 15+ years, didn't think of. Would highly recommend Transform Advisory to anyone looking for modeling services - very much exceeded all expectations.”
Briana Wilkins
Vice President Real Estate Development, Parkway Corporation -
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“Transform Advisory developed a world-class, investment-grade proforma model to support [our] national multi-family development function. Nicole Robertson, the owner and lead consultant, demonstrated remarkable sophistication, keen real estate insight, and a strategic flexible approach that works easily for our development teams and instills confidence with our partners, lenders, and equity investors alike. The model’s rigor and clarity stands up to the most demanding scrutiny, and Nicole’s proactive follow-up and ongoing maintenance have consistently exceeded our expectations, enhancing our reputation for high-quality real estate financial analysis. We highly recommend Transform Advisory to any real estate company looking to support its team and improve its output and analytical capabilities.”
Brian Berson
CEO, Shepherd Root Real Estate -
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“I engaged Transform Advisory because I was looking for help underwriting an asset class I had less familiarity with and wanted to engage Nicole's expertise in hospitality so I could properly evaluate the potential project. Her years working for an independent boutique hospitality company coupled with her institutional background gave me confidence in the model she created for me. Her realistic assumptions and comp research helped me gain the trust of the off-market seller of this transaction. Ultimately, Transform Advisory's work helped show that the land the owner has is a compelling development opportunity that will help unlock significant economic development in a thriving town that otherwise lacks a quality hotel in a region seeking to capitalize on driving more business to the area. Couldn't have done it without Transform Advisory!”
Real Estate Developer
