Berkadia

New York, United States Founded: 2009 • Age: 17 yrs
Wealth management services are provided to clients by Berkadia.
Annual revenue $30.5M Latest available
Total funding $1.0B 20 rounds
Employees 1241 Tracked headcount
Investors 2 Known backers
Products 4 Services tracked
Competitors 10 Brand Intelligence

About Berkadia

Berkadia is a company based in New York (United States) founded in 2009. Berkadia has raised $1 billion across 20 funding rounds from investors including Apollo Commercial Real Estate Finance and Lloyd Jones. The company has 1,241 employees as of April 05, 2024. Berkadia has completed 5 acquisitions, including Centralparkcp.com, Keystone Capital Group and LIHTC Advisors. Berkadia offers products and services including Investment Sales, Mortgage Banking, Loan Servicing, and Research Insights. Berkadia operates in a competitive market with competitors including Focus Financial Partners, Alera Group, Wintrust, Creative Planning and Choice, among others.

  • Headquarter New York, United States
  • Employees 1241 as on 05 Apr, 2024
  • Sectors
    Financial Services
  • Phone
    Locked
  • Website
    Locked
  • Social
    Locked
  • Legal Name Berkadia Services India Private Limited
  • Date of Incorporation 17 Jul, 2002
  • Jurisdiction Hyderabad, Telangana, India
Operational Areas
Financial Services → Investment Management & Advisory Unlock Sub-Sector Unlock Segment
Key Metrics
  • Annual Revenue
    $30.53 M (USD)
    35.97
    as on Mar 31, 2023
  • Net Profit
    $3.78 M (USD)
    70.62
    as on Mar 31, 2023
  • EBITDA
    $5.32 M (USD)
    42.03
    as on Mar 31, 2023
  • Total Equity Funding
    $1 B (USD)

    in 20 rounds

  • Latest Funding Round
    $56.6 M (USD), Debt – Conventional

    Dec 11, 2023

  • Investors
  • Employee Count
    1241

    as on Apr 05, 2024

  • Investments & Acquisitions
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Products & Services of Berkadia

Berkadia offers a comprehensive portfolio of products and services, including Investment Sales, Mortgage Banking, Loan Servicing, and Research Insights.

Product name locked
Category locked
Primary

Facilitates buying and selling of commercial properties for investors

Product name locked
Category locked
Locked

Provides loans and financing for real estate developments

Product name locked
Category locked
Locked

Manages and services commercial mortgage loans for clients

Product name locked
Category locked
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Offers reports and data on real estate markets and trends

People of Berkadia

Headcount 5000-10000
Employee Profiles 575
Employee Profiles
People
Mark McCool
President, Berkadia Commercial Real Estate Services
People
Adrienne Barr
Senior Managing Director
People
Clark Scroggin Jr.
Vice President - Risk Analysis And Modeling
People
James Grande
Associate Director - Acquisitions

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Funding Insights of Berkadia

Berkadia has successfully raised a total of $1B across 20 strategic funding rounds. The most recent funding activity was a Debt – Conventional round of $56.6 million completed in December 2023. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.

Investors in Berkadia

Berkadia has secured backing from 2 investors, including institutional investors. Prominent investors backing the company include Apollo Commercial Real Estate Finance and Lloyd Jones.

All
Institutional
Investor Description Founded Year Domain Location
Private-equity firm investing in real estate, development, construction, and senior housing.
Locked Locked Locked
Mortgage REIT investing in senior mortgages, mezzanine loans and other commercial real estate-related debt investments
Locked Locked Locked
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Investor details for Berkadia

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Investments & Acquisitions by Berkadia

Berkadia has strategically engaged in corporate development activities, having acquired 5 companies. Notable acquisitions include Centralparkcp.com, Keystone Capital Group and LIHTC Advisors.

Investments
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Investment portfolio details for Berkadia

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Acquisitions
Company Name Description Domain Location Founded Year Amount
Acquisitions insight, sales, and advisory services are provided to clients.
Locked Locked 2011 Locked
Investments are made in healthcare, training, education, technology, and software.
Locked Locked 2009 Locked
Delivers comprehensive solutions for short and long-term loans.
Locked Locked 2007 Locked
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Complete acquisition details for Berkadia

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Financial Statements - Berkadia

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Detailed financials for Berkadia

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Berkadia Comparisons

Berkadia Primary company
Description
Wealth management services are provided to clients by Berkad...
Location
New York, United States
Founded Year
2009
Annual Revenue
$30.53 M (USD)
Net Profit
$3.78 M (USD)
EBITDA
$5.32 M (USD)
Employees
1,241
As of 2024
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Peer comparison for Berkadia

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Competitors of Berkadia

Berkadia operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Focus Financial Partners, Alera Group, Wintrust, Creative Planning and Choice, among others.

Company Name Domain Founded year HQ Location Description
Locked Locked Locked
Business consulting services are provided to banks and lending institutions.
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HR, insurance, and liability services are provided by Alera Group.
Locked Locked Locked
Bank offering diversified financial services
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Provider of wealth management services
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A full-service stockbroker offering diverse investment options in India.
Locked Locked Locked
M&A advisory, capital markets, and wealth management services are offered.
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Detailed competitors of Berkadia

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  • Domains and locations
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Latest news on Berkadia

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Complete news archive for Berkadia

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Frequently Asked Questions about Berkadia

Berkadia was founded in 2009 and raised its 1st funding round 8 years after it was founded.

Berkadia is headquartered in New York, United States. It is registered at New York, New York, United States.

Berkadia is a funded company, having raised a total of $1B across 20 funding rounds to date.

As of Apr 05, 2024, the latest employee count at Berkadia is 1,241.

Annual revenue of Berkadia is $30.53M as on Mar 31, 2023.

Berkadia was founded in 2009 and is headquartered in New York, United States. Operations are focused on the financial sector, where wealth management services are delivered to individuals and institutions. Core offerings include investment advisory, portfolio management, and financial planning. The company operates primarily within the United States, serving clients through its online platform at berkadia.com. Geographic emphasis is placed on domestic markets to support client financial goals.

Berkadia's top competitors include Focus Financial Partners, Alera Group and Raymond James.

Berkadia offers Investment Sales, Mortgage Banking, Loan Servicing, and Research Insights.

Berkadia has made 5 acquisitions, including Centralparkcp.com, Keystone Capital Group, and LIHTC Advisors.

Berkadia has 2 investors. Key investors include Apollo Commercial Real Estate Finance, and Lloyd Jones.

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