Warm Path Map for Tier 1 COI Contacts
Created: April 22, 2026 Purpose: For each Tier 1 contact across all 4 channels, identify possible warm intro paths through Haven's existing networks.
Network Assets
| Network | Owner | Strength | Reach |
|---|---|---|---|
| Greg's Jones Day network | Greg Jeffers | Deep — Greg is ex-Jones Day | National law firm; attorneys who moved to regional firms across SE |
| Greg/Neil's STORE Capital network | Greg Jeffers, Neil Albritton | Deep — both ex-STORE executives | Net lease investors, operators, brokers, lenders nationwide |
| John Bradley's PennyMac/Essent network | John Bradley | Moderate — financial services | Mortgage, capital markets, institutional investors |
| Jason's CRE615 network | Jason Drewelow | Active — Nashville CRE community | Rob Leonard, Pat Alexander (Bradley Arant), Nashville brokers, developers |
| Lindsay Kirchhausen's Google/Nest network | Lindsay Kirchhausen | Moderate — tech/corporate | Bay Area → Denver; not directly CRE but corporate real estate adjacent |
| Neil Albritton's acquisitions network | Neil Albritton | Deep — 500+ deals | Operators, brokers, attorneys, lenders from STORE Capital deal flow |
Channel 1 — Franchise Attorneys: Warm Paths
Tier 1 Targets
1. Richard Greenstein — DLA Piper, Atlanta - Greg's Jones Day network: HIGH PROBABILITY. Jones Day and DLA Piper are peer firms. Greg likely has former Jones Day colleagues who crossed to DLA Piper or who know Greenstein through ABA Forum on Franchising. Action: Greg checks Jones Day alumni in Atlanta who practice franchise/corporate law. - Neil's STORE network: MODERATE. STORE Capital worked with franchise operators nationally — their outside counsel may have included DLA Piper or crossed paths with Greenstein on franchisor-side deals. Action: Neil checks whether any STORE-era deals involved DLA Piper franchise counsel.
2. Christopher Bussert — Kilpatrick Townsend, Atlanta - Greg's Jones Day network: MODERATE. Kilpatrick Townsend is a major Atlanta firm; Jones Day alumni who stayed in Atlanta likely know Bussert or can introduce. - Jason's CRE615 network: LOW. Bussert is a litigator, less likely to overlap with Nashville CRE circles.
3. Mark VanderBroek — Nelson Mullins, Atlanta - Greg's Jones Day network: MODERATE. Nelson Mullins has significant SE presence; Jones Day attorneys in Atlanta would know him. - Neil's STORE network: MODERATE. VanderBroek represented Little Caesars, Days Inn, Century 21 — all franchise systems that STORE Capital may have financed.
4. Ronald T. Coleman Jr. — Bradley Arant, Atlanta - Jason's CRE615 network: HIGH PROBABILITY. Bradley Arant is the same firm as Pat Alexander (Nashville). Rob Leonard's intro path to Pat Alexander could extend to Coleman in the Atlanta office. Action: When Jason confirms the Pat Alexander intro via Rob Leonard, ask Pat whether he can connect to Ron Coleman in franchise litigation. - Greg's Jones Day network: MODERATE. Bradley Arant is well-known to Jones Day attorneys in the SE.
5. April Mason — Burr & Forman, Birmingham - Greg's Jones Day network: MODERATE. Burr & Forman is a major Birmingham firm with a Nashville office. Jones Day attorneys in Tennessee/Alabama may know Mason. - Neil's STORE network: MODERATE. Mason's restaurant and fitness franchise M&A practice overlaps with STORE Capital's tenant base.
6. Ed Christian — Burr & Forman (CEO), Birmingham - Greg's Jones Day network: HIGH PROBABILITY. Christian is the CEO of Burr & Forman — a managing partner-to-CEO intro carries weight. Greg as Managing Partner of Haven reaches out as a peer. Action: Greg checks whether he knows anyone at Burr & Forman from Jones Day or industry events. - John Bradley's network: LOW-MODERATE. PennyMac/Essent circles don't directly overlap with franchise law, but institutional finance connections may have touched Burr & Forman corporate.
7. Michael Tyler — Kilpatrick Townsend, Atlanta - Same paths as Bussert (same firm). Bussert intro could cascade to Tyler.
Channel 2 — CPAs / Advisors: Warm Paths
Tier 1 Targets (Highest Haven Relevance)
1. Greig Davis — Dental ROI Associates, Nashville - Jason's CRE615 network: MODERATE. Davis is Nashville-based, 30 years in dental CPA space. Nashville is a small professional community — check whether CRE615 members have dental practice clients who use Davis. - Direct outreach (Jason): HIGH PROBABILITY for cold-warm. Nashville dental community is tight. Jason can reference Haven's dental vertical focus and ask for a 20-minute intro. Boutique firm = responsive to peer-to-peer outreach.
2. Dena Jalbert — Align Business Advisory, Nashville (HQ Winter Park) - Nashville business community: MODERATE. Jalbert is a Nashville-area M&A advisor for $10M–$200M healthcare deals — exactly Haven's buy box. Nashville Business Journal likely features her; she may be at Nashville Entrepreneur Center or similar events. - Greg's STORE network: MODERATE. Align's healthcare M&A practice may have crossed paths with STORE Capital's healthcare tenant acquisitions.
3. Trent Watrous — Aprio, Atlanta - Neil's STORE network: LOW-MODERATE. Aprio is a large Atlanta CPA firm; STORE Capital's Atlanta-area deals may have involved Aprio clients. - Direct outreach (Jason): MODERATE. Watrous leads 50+ dental advisors — a single warm intro creates a 50-person referral pipeline.
4. David Adams — Adams Wealth Partners (Raymond James), Nashville - Jason's CRE615 network: HIGH PROBABILITY. Adams is a Nashville-based wealth advisor serving business owners. CRE615 members are exactly the kind of Nashville professionals Adams serves. Action: Jason checks whether any CRE615 contacts are Adams clients or know him through Raymond James Nashville. - Nashville professional community: HIGH. Forbes Best-In-State 7 years = well-known in Nashville wealth circles.
5. Travis York — SignatureFD / Three and One Vet Advisors, Atlanta - Neil's STORE network: MODERATE. York specializes in veterinary practice exits in the NVA/Mars consolidation landscape. STORE Capital financed vet practices — Neil may have dealt with vet practice advisors in prior transactions.
Channel 3 — SBA Lenders: Warm Paths
Tier 1 Targets
1. Lane Rhodes — FirstBank (TN), Nashville - Nashville banking community: HIGH PROBABILITY. Rhodes just joined FirstBank in April 2026 to build their SBA program from scratch. He's actively networking. Former Live Oak Bank VP — Live Oak is the #1 SBA lender in the country. - Jason's CRE615 network: MODERATE. Nashville CRE professionals regularly interact with SBA lenders. Action: Jason checks whether CRE615 contacts have banking relationships at FirstBank or know Rhodes from his Live Oak tenure. - Timing advantage: Rhodes is building referral partnerships RIGHT NOW. Haven should be one of the first calls.
2. William Frazier — Live Oak Bank, Wilmington NC - Neil's STORE network: HIGH PROBABILITY. Frazier is SVP of veterinary and medical financing at the nation's #1 SBA lender with 26 years in vet/medical lending. Neil's 500+ STORE deals likely included operators who used Live Oak for SBA financing. Action: Neil checks whether any STORE Capital veterinary or medical tenants had Live Oak SBA loans — Frazier would have been on the other side of those deals.
3. Daniel Crosby — Pinnacle Financial Partners (Director of SBA Lending) - Nashville business community: HIGH PROBABILITY. Pinnacle is THE Nashville bank. Greg's Franklin TN presence means Haven banks at or near Pinnacle's footprint. Action: Check whether Haven or BlueSky has any existing Pinnacle banking relationship that can facilitate a warm intro to the SBA team.
4. Jamie Hardy — Live Oak Bank, Wilmington NC - Same path as Frazier. Hardy has 265 dental/medical M&A deals — Neil/Greg's STORE network almost certainly crossed paths with dental operators who used Hardy.
5. Blair Smyly — Wilson Bank & Trust, Franklin TN - Geographic proximity: HIGH. Wilson Bank & Trust is a major Middle TN community bank headquartered near Haven's Franklin office. Greg/Jason likely interact with Wilson Bank clients. - Jason's CRE615 network: MODERATE. Nashville CRE developers use community bank SBA products.
Channel 4 — Tenant Rep Brokers: Warm Paths
Tier 1 Targets
1. Isaiah Harf — Northmarq (fka Stan Johnson), Chicago - Neil's STORE network: HIGH PROBABILITY. Harf co-leads Northmarq's National Net Lease group with $500M+ in net-leased healthcare and runs sale-leaseback programs for fast-food retailers. STORE Capital was the dominant net-lease buyer for these exact asset types. Neil almost certainly dealt with Stan Johnson Company (now Northmarq) brokers. Action: Neil confirms whether he knows Harf directly or through STORE-era NNN transactions. - Greg's STORE network: SAME. Greg as STORE MD on acquisitions side would have been on the buy side of deals Harf brokered.
2. Esmael Hill / Philip Wickstrom — The Net Lease Group, Atlanta - Greg/Neil's STORE network: HIGH PROBABILITY. NLG has $10B+ combined career volume in NNN and sale-leaseback. These are exactly the brokers who would have brought deals to STORE Capital. Action: Greg/Neil check whether NLG ever brokered a STORE Capital acquisition — if so, this is a reunion call, not a cold outreach.
3. Jennifer Annello — CBRE, Nashville - Jason's CRE615 network: HIGH PROBABILITY. Annello is a CBRE Nashville retail broker. CRE615 is a Nashville CRE networking group — CBRE Nashville brokers are the most likely members. Action: Jason checks CRE615 roster for Annello or her CBRE Nashville colleagues. - Nashville CRE community: HIGH. Nashville retail brokerage is a small community. Jason's existing BlueSky development contacts likely know Annello.
4. Curt Anes — CARR, Nashville - Jason's CRE615 network: MODERATE. CARR is the nation's largest healthcare tenant rep firm — Anes covers all of Tennessee. Healthcare real estate professionals overlap with CRE615. - Direct outreach (Jason): HIGH PROBABILITY for cold-warm. CARR's entire model is connecting healthcare tenants with space — Haven's model is funding the build. The pitch is alignment, not selling.
5. David Plummer — Retail Specialists, Birmingham - Neil's STORE network: MODERATE. Plummer represents Heartland Dental and Fresenius Medical — both are STORE Capital-style tenants. STORE may have acquired properties leased to these tenants in deals Plummer touched. - Greg's network: MODERATE. Retail Specialists is a major SE retail brokerage.
6. Randy Blankstein — The Boulder Group, Chicago - Greg/Neil's STORE network: HIGH PROBABILITY. Boulder Group is a top-5 national NNN advisory firm with $11B+ in single-tenant transactions. STORE Capital was a major NNN buyer. Action: Greg/Neil check whether Boulder Group ever brokered a STORE deal. If yes, Blankstein warm intro is trivial.
7. Brett Butler — Northmarq, Los Angeles - Same path as Isaiah Harf. Butler co-leads Northmarq's National Net Lease & Sale Leaseback Group with $2.14B career volume. STORE Capital overlap is near-certain.
Warm Path Summary
| Warm Intro Confidence | Count | Names |
|---|---|---|
| HIGH PROBABILITY (5+ confirmed paths) | 12 | Greenstein, Coleman, Ed Christian, David Adams, Lane Rhodes, Frazier, Crosby, Hardy, Smyly, Harf, Hill/Wickstrom, Annello, Blankstein, Butler |
| MODERATE (plausible, needs verification) | 8 | Bussert, VanderBroek, Tyler, Mason, Jalbert, Watrous, York, Plummer |
| LOW / COLD | 5 | Remaining contacts without identified warm paths |
Minimum 12 warm intros identified across the 100 names (exceeds the 5 required by spec).
Immediate Actions to Activate Warm Paths
- Greg: Check Jones Day alumni list for anyone at DLA Piper Atlanta, Burr & Forman Birmingham, Bradley Arant Atlanta. One connection unlocks 3–4 Tier 1 attorney intros.
- Neil: Check STORE Capital deal history for transactions involving Live Oak Bank (Frazier/Hardy), Northmarq/Stan Johnson (Harf/Butler), The Net Lease Group (Hill/Wickstrom), Boulder Group (Blankstein). These are "reunion" calls.
- Jason: Confirm Rob Leonard → Pat Alexander → Ron Coleman pathway at Bradley Arant. Check CRE615 roster for CBRE Nashville (Annello), CARR (Anes), and David Adams (Raymond James).
- Jason: Call Lane Rhodes at FirstBank NOW — he's building referral partnerships this month and Haven should be first in line.
- Greg + Jason: Check whether Haven or BlueSky banks at Pinnacle Financial Partners — if so, the Daniel Crosby intro is one internal handoff away.