Capital Development Partners’ Marcus Evans Summit Experience

A Marcus Evans Success Story

About Capital Development Partners

Capital Development Partners is a national developer of industrial real estate, infrastructure and power generation.

Capital Development Partners Overview

The Marcus Evans Advisory Board recognized you as a best-in-class firm in your category. Why do you believe you were recognized as a standout vs your competition?

Capital Development Partners was likely recognized as a best-in-class firm because of our ability to combine institutional-quality execution with the flexibility, responsiveness, and relationship-driven approach of an entrepreneurial organization. We do more than develop industrial buildings and power grids. We create logistics and infrastructure solutions tailored to the needs of our tenants, investors, and the port communities in which we operate.

What makes your firm unique?

What makes CDP unique is our ability to evaluate the entire logistics ecosystem surrounding a project. We consider access to ports, highways, rail, labor, utilities, and future infrastructure—not simply the building itself. This allows us to identify opportunities early and create facilities that solve real operational challenges for tenants while generating long-term value for our investment partners.

What is your greatest competitive advantage?

Our greatest competitive advantage is our ability to move quickly while maintaining institutional standards of execution. CDP has a hands-on leadership team that remains closely involved throughout site selection, capital formation, development, leasing, construction, and asset management. We also maintain strong relationships with port authorities, economic-development organizations, municipalities, railroads, brokers, contractors, tenants, and institutional investors. These relationships give us valuable insight into infrastructure improvements, cargo trends, tenant demand, and emerging opportunities within our markets. Ultimately, our advantage is our ability to bring the right people together, anticipate what the market will need, and successfully execute highly complex projects.

Who are some of your biggest clients and how have you helped them?

CDP has worked with major logistics, manufacturing, and distribution companies, including Whirlpool, Plastic Express, East Coast Warehouse & Distribution, Hyundai and UNIS, as well as institutional investment partners such as Stockbridge and institutional investors such as Australian Retirement Trust and the State Board of Florida Education Pension Fund.

Website: capitaldevelopmentpartners.com

The Partnership

When Capital Development Partners was first approached by Marcus Evans, the team approached the opportunity carefully. Before committing, they conducted research, held discussions with Marcus Evans representatives, and evaluated whether the Summit model could help them achieve their capital-raising objectives.

For Delle Smith, Director of Capital Markets, the key question was whether the Summit would connect the firm with investors capable of participating at the level the firm required. After completing their due diligence and gaining a clearer understanding of the event format, Capital Development Partners decided to move forward.

The Challenge: Finding the right investment partners

As a firm seeking meaningful capital relationships, Capital Development Partners needed access to investors that aligned with its investment strategy and funding requirements.

One of the team’s biggest concerns was whether the Summit audience would include investors able to participate at the check sizes the firm typically targets. Simply generating meetings was not enough. The goal was to connect with qualified investors who understood the real estate sector and could become long-term capital partners.

The Solution: Access to relevant investors through a targeted meeting environment

The Summit provided Capital Development Partners with a structured environment designed to facilitate direct conversations with investors. Through the qualification and matching process, the firm was able to meet individuals and organizations actively investing within the real estate space.

The support provided by the Marcus Evans account management team also played an important role in helping the firm prepare effectively and maximize the value of its participation.

What the approach enabled:

• Direct access to investors with interests in real estate opportunities

• Targeted one-to-one meetings with relevant investment professionals

• A structured environment for meaningful capital markets discussions

• Preparation and guidance from an engaged account management team

• Opportunities to build new relationships with potential investment partners

The Outcome: Delivering on expectations

For Capital Development Partners, the Summit experience successfully addressed one of its primary concerns: access to relevant investors.

Delle found the qualification and matching process effective, noting that the meetings connected the firm with investors who actively invest within the real estate sector. Importantly, Marcus Evans delivered on the commitments made during the sales process, providing the experience and access that had been promised.

While generating meetings and introductions was successful, the Capital Development Partners also recognized that long-term success depends on ongoing engagement after the event. Like many organizations, maintaining momentum with prospects and investors following initial conversations remains a critical part of converting opportunities into lasting business relationships.

Business Impact

• Access to investors aligned with the firm’s real estate investment focus

• Meaningful conversations with relevant capital providers

• A positive and productive qualification and matching experience

• Strong preparation support from the account management team

• New relationship-building opportunities through targeted investor introductions

How the Summit is different from other events

Quality connections with the right audience

For Capital Development Partners, one of the most valuable aspects of the Summit model was the ability to meet investors operating within its target market. Rather than spending time identifying potential prospects in a broader event environment, the structured meeting format enabled the firm to focus on meaningful conversations with relevant investors from the outset.

The combination of:

• Qualified one-on-one investor meetings

• Strong alignment with the real estate investment sector

• Effective qualification and matching processes

• Dedicated account management support

• Focused networking and relationship-building opportunities

..created an experience that helped Capital Development Partners maximize the value of its participation.

Results at a glance

Why Capital Development Partners continues to see value

A platform for meaningful investor engagement

The Summit provided Capital Development Partners with access to relevant investors, a strong matching process, and preparation support that helped the team make the most of its participation.

While post-event engagement remains an important challenge for any capital-raising initiative, the firm’s experience demonstrated that the Summit can serve as an effective platform for initiating conversations with qualified investors and creating opportunities for future business development.

For Delle, the experience ultimately came down to relevance and delivery: meeting the right people, having productive conversations, and receiving the support needed to maximize the opportunity.

Frequently Asked Questions

How did you first hear about Marcus Evans? What background/AI check did you do on our organisation and credibility? What are the steps you took to do your due diligence on the investment you were making on us?

Someone from Marcus Evans cold called us, and we did some research, had some calls with representatives of Marcus Evans, and that is how we found out about the organization.

What hesitations or concerns did you have when you were first approached?

The check sizes we need are typically more than what was being advertised to be allocated at the event, so we were worried we would not be able to get an investor out of the meetings that could be a good investor for us.

How would you describe the account management service you’ve received from the team? How did your relationship with your account manager and preparation support that success?

Our account manager has been a great resource. He has stayed on top of our account and has been very helpful to prepare us for success.

How did you find the qualification and matching process for the meetings you had?

Really well. We talked to people that invest within the real estate realm.

Did Marcus Evans deliver everything that was promised?

Yes.

Any other general comments or feedback regarding your experience?

The hardest part has been keeping the people we have met with engaged after the event. I have found that once we leave, we do not have investors continuing to engage with us even after tons of follow up.

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