Divestiture • Business Services

Berkadia Acquires Berkadia Institutional Solutions powered by Moran

On January 14, 2021, Berkadia acquired business services company Berkadia Institutional Solutions powered by Moran from Moran & Company

Acquisition Context
  • This is Berkadia’s 1st transaction in the Business Services sector.
  • This is Berkadia’s 3rd transaction in the United States.
  • This is Berkadia’s 1st transaction in Illinois.

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M&A Deal Summary

Date January 14, 2021
Target Berkadia Institutional Solutions powered by Moran
Sector Business Services
Buyer(s) Berkadia
Sellers(s) Moran & Company
Deal Type Divestiture

Target Company

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.
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Buyer Overview 1

Buyer

Berkadia

New York, New York, United States

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 Context for Buyer #
Overall 3 of 3
Sector: Business Services 1 of 1
Type: Divestiture 1 of 1
State: Illinois 1 of 1
Country: United States 3 of 3
Year: 2021 1 of 1
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2020-09-03 LIHTC Advisors

Boise, Idaho, United States

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.

Buy -

Seller Profile 1

SELLER

Moran & Company

Chicago, Illinois, United States

Category Company
Founded 1971
Sector Business Services
DESCRIPTION

Moran & Company is a commercial real estate broker and advisor serving a variety of small to large institutional clients across the US.


Deal Context for Seller #
Overall 1 of 1
Sector: Business Services 1 of 1
Type: Divestiture 1 of 1
State: Illinois 1 of 1
Country: United States 1 of 1
Year: 2021 1 of 1