Real Estate Financial Services Firm
Commercial Real Estate Financial Services Firm in Southeast U.S.
On NextCompany since September 30, 2026 (15 days)
Location undisclosed
Business overview
This commercial real estate financial services firm serves U.S. and select international markets from its Southeast U.S. headquarters. It provides CRE underwriting, due diligence, securitization, mortgage servicing, asset management, and distressed asset resolution. Long-term, blue-chip clients maintain ongoing or auto-renewing contracts. The firm reports $6,362,887 in gross revenue and $3,003,518 in EBITDA.
Globally distributed professionals support its capital-light operating model. Unused capacity supports cross-selling and geographic expansion. The business leases its U.S. headquarters, Asia office, and Asia storage space. The seller seeks retirement and would stay for a negotiable transition period.
Who is a good fit for this business
- Strategic acquirers in commercial real estate services seeking underwriting, servicing, and distressed asset capabilities.
- Buyers seeking a financial services business with long-term clients and ongoing or auto-renewing contracts.
- Operators seeking unused capacity for cross-selling or geographic expansion.
Details
- Reason for selling
- The individual is seeking retirement but would be willing to remain with the Company for a negotiable period following a sale to ensure a smooth transition to new ownership.
- Real estate
- Leased
Frequently Asked Questions
The firm provides CRE underwriting, due diligence, securitization, mortgage servicing, asset management, and distressed asset resolution. It serves U.S. and select international markets.
The firm reports $6,362,887 in gross revenue and $3,003,518 in EBITDA.
The firm serves long-term, blue-chip clients through ongoing or auto-renewing contracts.
The business leases a 1,773 sq. ft. U.S. headquarters. It also leases a 6,267 sq. ft. Asia office and 250 sq. ft. of Asia storage.
The firm has substantial unused capacity that supports cross-selling and geographic expansion. Globally distributed professionals work within its capital-light operating model.