M&A Deal Summary

Berkadia Acquires LIHTC Advisors

On September 3, 2020, Berkadia acquired financial services company LIHTC Advisors

Acquisition Highlights
  • This is Berkadia’s 2nd transaction in the Financial Services sector.
  • This is Berkadia’s 2nd transaction in the United States.
  • This is Berkadia’s 1st transaction in Idaho.

M&A Deal Summary
Date 2020-09-03
Target LIHTC Advisors
Sector Financial Services
Buyer(s) Berkadia
Deal Type Add-on Acquisition

Target

LIHTC Advisors

Boise, Idaho, United States
website
LIHTC Advisors is a brokerage firm dedicated to providing full-service solutions for apartment investors and focusing on Low Income Housing Tax Credit (LIHTC) and other affordable housing properties.

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Buyer(S) 1

Buyer

Berkadia

New York, New York, United States

website

Category Company
Sector Business Services
DESCRIPTION

Berkadia, a joint venture of Berkshire Hathaway and Jefferies Financial Group, offers a suite of services to multifamily and commercial property clients. Powered by deep relationships and industry-changing technology, Berkadia's people sell, finance, and service commercial real estate, providing support for the entire life cycle of clients’ assets.

DEAL STATS #
Overall 2 of 3
Sector (Financial Services) 2 of 2
Type (Add-on Acquisition) 2 of 2
State (Idaho) 1 of 1
Country (United States) 2 of 3
Year (2020) 1 of 1
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2012-12-31 Hendricks-Berkadia

Phoenix, Arizona, United States

Hendricks-Berkadia provides multifamily debt placement, structured finance, and private equity, as well as apartment advisory services.

Buy -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2021-01-14 Berkadia Institutional Solutions powered by Moran

Chicago, Illinois, United States

Berkadia Institutional Solutions, powered by Moran is a platform dedicated to serving institutional investors nationally through Berkadia’s suite of services and resources combined with Moran’s strong institutional investor relationships, built on trust, client service and collaboration.

Buy -
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