Maris Advisors — Acquisition Intelligence

Don’t Just Model the Deal.
Audit the Exposure.

Sellers Have Brokers Protecting Their Price. Who’s Auditing Your Exposure?

Exclusive Buyer Representation  |  $0 Retainer — Seller Pays Commission at Closing

Somewhere in the stack of documents crossing your desk right now — the purchase agreement, the title commitment, the environmental reports, the settlement statement — there may be a number that doesn’t match, a date that quietly moved, or an item that was never delivered at all. Sellers don’t point these out. Most buyers find them at the closing table. The unlucky ones find them after.

ClearPath Purchase Engine™ was built so you find them first. It is our proprietary buyer-side diligence platform: every checklist item tracked against a live deadline, every document filed with a tamper-evident fingerprint, every candidate building screened against the public record, and the core facts of your transaction checked against each other — word for word, with the exact sentence from each document as proof. Your deal, watched the way you’d watch it yourself if you had the hours.

The ClearPath Purchase Engine™

Four Ways Your Interests Stay Protected.

Everything ClearPath produces is built for the people who act on your behalf — your counsel, your CPA, your engineers, your title company. We put the facts in their hands early, in a form they can rely on. They decide; you stay in control.

01
Nothing Slips. No Deadline Passes Unattended.

A medical office acquisition is not a warehouse acquisition — so ClearPath resolves a diligence checklist tuned to your sector and your transaction, spanning environmental, title, capital systems, utilities, and the Arizona-specific layer. Every item is tracked from open to done, and every critical date — inspection deadlines, objection windows, the day your earnest money goes hard — sits on a live countdown. The dates that cost buyers real money are the ones nobody was watching. Ours are watched.

02
Every Document Carries a Receipt.

The moment a document enters your deal, ClearPath records a content fingerprint derived from the file’s own bytes. If that file is ever altered — by anyone, at any point — the fingerprint no longer matches, and ClearPath says so instead of staying quiet. Two years from now, you can prove the purchase agreement in your file is the purchase agreement that was filed. That’s not a feature most buyers think to ask for. It’s one they’re glad exists.

03
Screening That Never Bluffs.

For every building you’re considering, ClearPath pulls federal environmental databases, enforcement and inspection histories, state cleanup-site records, and municipal permit histories — and reports what it finds as facts, with sources. Just as important: when a source can’t be reached, your report says “unscreened,” never a silent pass. You will never mistake a gap in the data for a clean bill of health, because we refuse to let the report imply one.

04
The Documents Get Cross-Examined.

Purchase price. Earnest money. Closing date. Buyer, seller, address, parcel number, title company, escrow file number. Nine facts, checked against each other across every core transaction document. Where the documents agree, your record says so. Where they differ — and they differ more often than anyone likes to admit — you see each document’s exact words, side by side, page references included.

The Signature Capability

Nine Facts. Four Documents. Evidence to the Sentence.

ClearPath’s tie-out reads each core document and answers a fixed set of questions with the value exactly as written — no interpretation, no rounding, no benefit of the doubt. The comparison is deterministic: amounts must match as amounts, dates as real calendar dates, names and identifiers under strict matching rules. Every observation carries the verbatim sentence it came from and the page it appears on. And when a value can’t be located, your record says “not compared” and names the document — it never guesses on your behalf.

Why does that matter? Because the discrepancies that hurt buyers are rarely dramatic. A settlement statement showing a different earnest money figure than the purchase agreement. A closing date that moved in one document but not the other. An entity name that quietly shifted between the contract and the title commitment. Individually small, easy to miss, expensive to discover late. When ClearPath finds one, your counsel and escrow officer get the exact language from each document — not a summary, not a paraphrase — and they resolve it while it’s still cheap to resolve.

While Your Deal Runs

You’ll Know the Day We Know.

Diligence findings shouldn’t wait for a weekly status call. Every Maris Advisors acquisition engagement runs with a dedicated Slack channel connecting you directly to your advisor for the length of the deal. When a discrepancy surfaces, when a screening comes back with a finding, when a critical date is approaching — you hear about it the day it happens, with the documentation attached. No surprises held for the next meeting. No learning about a problem from the other side of the table.

The Deliverable

A Document Package Honest Enough to Show Its Gaps.

At any point in the deal, ClearPath produces a Transaction Document Assembly: one PDF containing your diligence status report, an indexed set of every document on file — each one re-verified against its content fingerprint as the assembly is built — and something most document packages conspicuously omit: a list of every checklist item that expects a document and has none on file.

That last section is there on purpose. A document package that hides what’s missing invites you to assume nothing is. Yours shows the gaps, plainly labeled, so your professionals can see in one pass what the file contains and what it doesn’t — and so the file you hand your lender, your counsel, or your future self tells the whole truth about itself.

Sector Depth

The Questions Your Diligence Should Be Asking.

A standard checklist applies the same logic to a medical office building as to a warehouse — and the risks that actually kill deals live in the difference. ClearPath resolves a distinct item set for each of 26 sectors. Below, a sample of what sector-aware diligence puts in front of the right specialist — your counsel, your engineers, your environmental professionals — while you still have leverage, not after.

Asset Class
General Office & Professional Services
Ask Your Counsel
Rights of First Refusal in Tenant Estoppels

A tenant ROFR buried in an estoppel can constrain your ability to resell the building — and it stays buried until someone reads for it. Estoppel review belongs on the checklist early, not at the closing table.

Ask Your CPA
CAM Reconciliation History

If common-area maintenance has been under-billed, the true cost of ownership lands on you. A multi-year CAM reconciliation review is a standard buyer-side ask — when someone remembers to make it.

Ask Your Counsel
Legal Non-Conforming Zoning Status

A grandfathered building may not be rebuildable to its current size after a casualty event — a status lenders weigh heavily. Zoning verification is a checklist item, not an assumption.

Ask Your Counsel
Exclusive-Use Provisions in Existing Leases

An existing tenant’s exclusive-use clause can restrict who you may lease vacant space to — quietly narrowing the building’s future before you own it. Lease review before close is where this surfaces.

Asset Class
Medical Office Building (MOB)
Ask Your Healthcare Counsel
Physician-Tenant Lease Terms

Below-market physician leases raise federal healthcare-regulatory questions that belong with specialized healthcare counsel before closing — because after closing, the questions belong to you.

Ask Your Counsel
Licensure and Approval Status at Transfer

Certain medical services require governmental approvals that may be tied to the current owner or operator. Whether they transfer with the building is a question for counsel — early, while the answer can still shape the deal.

Ask Your Engineers
Clinical Air-Handling Requirements

Clinical areas carry air filtration and exchange-rate requirements well beyond standard office HVAC. A mechanical assessment against your intended clinical use belongs in diligence, not in the first-year surprise budget.

Ask Your Counsel
Equipment Financing Liens

High-value imaging equipment is frequently financed. A UCC search establishes whether the equipment conveys free of security interests — before you assume the scanner in the building is the scanner you bought.

Asset Class
Industrial & Warehouse / Distribution
Ask Your Engineers
Verified Clear Height

A building marketed at one clear height can measure differently under the fire-suppression piping. Physical verification against your racking plan is a diligence item — marketing flyers are not load documents.

Ask Your Engineers
Sprinkler System Rating vs. Intended Use

Whether the fire-suppression system is rated for your intended storage profile is an engineering question with real capital consequences — and it belongs in the inspection scope, not in a post-closing discovery.

Ask Your Engineers
Truck Court Depth

Modern trailer operations depend on truck court turning depth. The survey answers this definitively; assumptions do not — and a building that can’t turn a trailer can’t serve the tenants you’re buying it for.

Ask Your Engineers
Slab Rating and Power Capacity

Floor load ratings and three-phase power capacity determine which operations a building can actually support. Both are verifiable facts your inspection scope should capture — while they’re still the seller’s problem to explain.

Asset Class
Semiconductor & Advanced Manufacturing
Ask Your Engineers
Vibration Environment

Precision manufacturing tools carry strict vibration criteria, and nearby rail, freeway, or mechanical sources are measurable. Measure before commitment — because a building that fails the vibration study fails it permanently.

Ask Your Engineers
Cleanroom Certification Currency

Cleanroom certifications lapse. A facility marketed on a past certification may require full re-commissioning — certification status and date are checklist facts, not marketing copy.

Ask Your Counsel & Engineers
Hazardous Materials Infrastructure Compliance

Hazardous production materials storage is regulated by local fire code. Whether the existing infrastructure supports your planned production volume is a question for code counsel and your process engineers — before the building is yours to retrofit.

Ask Your Engineers
Process Utility Capacity

Process cooling water, specialty gases, and electrical capacity against your intended tool set are engineering verifications — and the gap between marketed capacity and actual capacity is a discovery you want made on the buyer’s clock.

Asset Class
Flex Space & Mixed-Use R&D
Ask Your Counsel
Parking Ratio vs. Intended Headcount

Flex buildings zoned at warehouse parking density often cannot support office-density occupancy without a variance — and a variance is never guaranteed. Zoning verification against your intended use comes first, because occupancy plans don’t negotiate with the code.

Ask Your Counsel
Permit History on Mezzanines and Build-Outs

Unpermitted mezzanine space included in the marketed square footage raises lender, insurance, and occupancy questions. The municipal permit history is pullable — and ClearPath’s screening pulls it.

Ask Your Counsel
Undisbursed Tenant Improvement Obligations

A recently signed lease with an unfunded TI allowance is an obligation the buyer inherits — one the seller is not eager to highlight. Lease and estoppel review is where it surfaces, before the number is yours.

Ask Your Engineers
HVAC Zoning Between Office and Warehouse Components

Shared HVAC across office and warehouse components limits independent climate control for R&D or server environments. A mechanical systems review answers whether the building fits the use — before you commit to a building that can’t.

How We Work

Your Specialists Decide. We Make Sure They See Everything.

ClearPath outputs are factual records: what the filed documents state, what the public-record screens returned, what remains open on the checklist. Maris Advisors draws no conclusions from these findings and renders no adequacy, compliance, or valuation judgments — those calls belong to your counsel, your CPA, your engineers, your environmental professionals, and your title company, and we route every finding to them with the evidence attached. That division of labor is not fine print. It’s the design — the people with the license and the liability make the call, and they make it with the whole picture in front of them.

How clients arrive at ClearPath

ClearPath doesn’t start the conversation. It finishes it.

Most acquisitions reach ClearPath after a decision has been made elsewhere on the Maris Advisors platform. Whichever door you came through, the same standard applies.

From Lease vs. Buy™
The decision is made. Now close it.

When the lease-versus-own analysis points to owning, the acquisition moves straight into ClearPath for full buyer-side diligence — the checklist resolves to your sector, the screening runs on your candidate building, and the document trail starts on day one.

From Building Intelligence™
From shortlist to executed deal.

Building Intelligence screens and compares candidate buildings across dozens of public-record factors. When one rises to the top, ClearPath takes that property through full diligence — title, environmental, physical, and the document tie-out — before earnest money goes hard.

From a Direct Engagement
Retain us as your buyer’s rep.

Many clients arrive with an acquisition already in motion and need true buyer representation — not a dual-agent broker quietly working both sides. When you retain Maris Advisors as your exclusive buyer’s rep, ClearPath comes with the engagement. Standard buyer-side commission, paid by the seller at close. No retainer. No conflict.

Whether you came in through our front door or showed up at the closing table, ClearPath is the same engine, run by the same advisor, against the same standard. We never represent the seller. Ever.

Start the Conversation

Let’s talk about your acquisition.

480-625-9059

sbordley@marisadvisors.com

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32 years of corporate consultancy. Buyer representation only. No landlord clients. No conflicts. No exceptions.