“Level Field has been a FANTASTIC resource during our search and negotiation for a permanent facility. Their expertise is invaluable, and their humility allows them to take input from all sides and present an objective viewpoint that is very useful.”
Our services are tailored to meet the unique needs of each school. We are solely focused on delivering the best possible real estate, financial, and programmatic outcomes. Level Field’s expertise is grounded in our team’s experience as former charter school operators.
How We Can Help You
Project Feasibility & Roadmapping
We provide financial and project feasibility assessments focused on how best to achieve organizational goals.
- Assessment of single site or portfolio of properties to meet short- and long-term growth goals.
- Preliminary project sizing based on local market conditions, financing costs, potential acquisition costs, etc.
- Detailed review of organizational. financials and project budgets related to likely financing opportunities.
- Evaluation of multiple acquisition structures and timelines relative to affordability and capacity.
- Discussion and engagement with fee and turnkey developers, as needed.
Real Estate Development
We help you navigate the real estate development process from site search through construction financing.
- Site identification, evaluation and acquisition negotiation
- Team assemblage of third-party professionals, including architects, attorneys, project managers, and general contractors, via rigorous RFP processes
- Ongoing project leadership and management through design, entitlements, permitting, financing close and construction
- Project budget and schedule development, including pre-construction cash flow estimation
- Contract negotiation support
Financing Sourcing & Structuring
We match project financing with the most affordable and structurally sound terms available in the market, while also protecting overall project goals and schools’ longer-term financial sustainability.
- Organizational underwriting and financing capacity review
- Evaluation and recommendation of optimal financing alternatives
- Negotiation and evaluation of multiple lender term sheets
- Management of total development budgets, schedules and financing sources
- Hands on coordination and support of financing close
Strategic Financial Advisory
We support a broad range of strategic planning and diligence efforts, typically advising the board, Executive Director and Chief Financial Officer.
- Long-term strategic growth and financial planning
- Debt restructuring and refinancing
- Strategic option evaluation (e.g., mergers or joint ventures)
- Strategic financial analysis
- Executive coaching
What to Expect
The Level Field team is composed exclusively of former charter school operators (Real Estate Directors, CFOs, COOs, General Counsels) and understands the pace at which charter leadership teams work. We work alongside your team, bringing the urgency, sense of mission and collegial spirit that characterize the best of the charter sector.
