Sales Trigger: Walker & Dunlop Ex-CFO Onboarded

🚀 Battle Card: Walker & Dunlop, Inc.

• Ernest Freedman, Independent Director and Member of the Audit and Risk Committee · 🔗 LinkedIn

• Bringing in a former public company CFO with deep rental housing and capital markets expertise strengthens financial oversight and strategic funding capabilities. → Source

• Capitalize on this Walker & Dunlop, Inc. sales trigger to emphasize CFO-level value.

• Complex capital markets transactions slowing growth

• Need for enhanced audit and risk management governance

• Primary: Capital markets advisory platform → faster deal structuring & execution

• Expansion: Risk & compliance management software → real-time audit controls & reporting

• HQ: Bethesda, MD

• Employees: ≈ 1,200

• Rev: ≈ $2 B

• Website: walkerdunlop.com

🤼 Competitive Intel

• JLL (jll.com) — Commercial real estate services & investment
• Unique edge: Global brokerage network with deep capital markets desks
• Evaluated by CFO & Head of Capital Markets for deal flow volume

• CBRE (cbre.com) — Real estate investment & advisory
• Unique edge: Largest AUM and property sale expertise
• Evaluated by COO & Finance for asset valuation tools

• Cushman & Wakefield (cushmanwakefield.com) — Property management & advisory
• Unique edge: Robust risk management analytics
• Evaluated by Audit Committee for compliance oversight

• Marcus & Millichap (marcusmillichap.com) — Investment sales & financing
• Unique edge: Specialized capital markets research
• Evaluated by VP of Capital Markets for research accuracy

✅ Do-Now Checklist

Next Step

🧠 Copy My Prompt for Personalized Cold Outreach

────────────────────────────
✏️ YOUR COMPANY
────────────────────────────
OUR_COMPANY   = ❑≈ TBD❑
OFFER_BRIEF   = ❑capital markets advisory platform❑
PROOF_METRIC  = ❑20% faster capital deployment❑
CTA_STYLE     = ❑quick_call❑
TONE          = ❑friendly❑

────────────────────────────
📌 TARGET COMPANY
────────────────────────────
NAME        = Ernest
COMPANY     = Walker & Dunlop, Inc.
DEPT        = Audit and Risk Committee
SIZE        = ≈ 5
BOTTLENECK  = Complex capital markets transactions slowing growth
EVENT       = Board of Directors Welcomes Ernest Freedman
DETAIL      = Walker & Dunlop Board of Directors Welcomes Ernest Freedman
PAIN        = Need for enhanced audit and risk management governance
SRC         = http://cts.businesswire.com/ct/CT?id=ftfLlWd9aZbF2NXfwppam3Bd664=&newsLang=en&newsId=20250911530399&div=41152219
SIM_CO      = Invitation Homes Inc.
WIN_METRIC  = 30% faster deal structuring
NEXT_SIZE   = ≈ 10
EMP_EST     = ≈ 1,200
REV_EST     = ≈ $2 B

────────────────────────
TASK FOR CHATGPT
────────────────────────
Role: “NewsletterForLeads SDR-Assist”.

Validate any ≈ guesses via SRC.

EMAIL  (keep breaks):
Subject: ≈ 5-person Audit and Risk Committee

Ernest—noticed your Audit and Risk Committee team is ≈ 5.

That’s when Complex capital markets transactions slowing growth slows growth.

We helped Invitation Homes Inc. fix this with capital markets advisory platform.

Result: 30% faster deal structuring.  
Quick call?

PS—next bottleneck hits ≈ 10.

DM ≤45 words, TONE:
Saw your post about Walker & Dunlop Board of Directors Welcomes Ernest Freedman — Need for enhanced audit and risk management governance.  
Capital markets advisory platform. 20% faster capital deployment. Quick chat?