Sortis - M&A Summary and Business Overview

Business ServicesCompany

Sortis M&A Summary

Sortis has acquired 3 companies, including 3 in the last 5 years.

Sortis’ largest acquisition to date was in 2023, when it acquired Ace Group International for $85M. Sortis has acquired in 2 different US states. The Company’s most targeted sectors include information technology (34%) and leisure (34%).

Sortis Business Overview

Where is Sortis headquartered?

Sortis is headquartered in Portland, Oregon.

What sector is Sortis in?

Sortis is a business services company.

When was Sortis founded?

Sortis was founded in 2003.

M&A Summary

  • M&A Total Activity3
    • M&A Buy Activity3
  • Total Sectors Invested 3
  • Total Countries Invested 1

Sortis

Sortis Holdings, Inc.

9 SE 3rd Avenue, Suite 100,
Portland, Oregon 97214
United States,
(503) 512-5432
www.sortis.com

Sortis is an investment firm with a primary focus on real estate, both as a lender and as a direct investor. From its origins as a bank holding company, Sortis has evolved into a diversified firm that both lends and opportunistically invests in real estate, with a focus on the Western U.S. Since real estate and financial markets are constantly evolving, the firm’s ability to move between asset classes and positions in the capital stack makes it nimbler than its competitors. Sortis is also a developer of real estate through its affiliate companies. Operating under the principles of client focus, integrity, hard work, and creativity, Sortis Holdings provides its accredited investors with well-managed, diverse asset-based investment strategies. Sortis was founded in 1995 and is based in Portland, Oregon.


M&A Summary

Buy vs Sell

Year ≤ '19 '20 '21 '22 '23 '24 T
Buy (0.6/yr) # - 1 - 1 1 - 3
vol $85M $85M
Sell (0.0/yr) # - - - - - - 0
  3

Most Recent M&A

Company Date Value Type
Ace Group International LLC 2023-01-17 85M USD Add-on Acquisition
New York, New York · www.acehotel.com
WLCR.io 2022-06-22 - Add-on Acquisition
Portland, Oregon · www.wlcr.io
Sustainable Restaurant Group 2020-07-28 - Special Situations/Distressed
Portland, Oregon · www.sustainablerestaurantgroup.com
View All >>

M&A by Sector

Sector Buy # Value Sell # Value
Information Technology 1 (33%) - - -
Leisure 1 (33%) 85M (100%) - -
Restaurants 1 (33%) - - -
Total 3 $85M - -

By Geo

State/Country Buy Value Sell Value
United States 3 85M - -
  Oregon 2 - - -
  New York 1 85M - -
Total 3 $85M - -

Deal Values

buy # Total
< $100M 1 $85M
TOTAL $85M
Largest Ace Group International LLC
$85M (2023-01-17)

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