Sortis Capital

Guardian Acquires National Private Lender, Unites Family of Companies under the Sortis Group

Feb 29, 2016

PORTLAND, February 29, 2016 -- Guardian Investment Real Estate, a real estate investment banking firm, based in the Pacific Northwest, has announced the acquisition of Portland-based private lender Sortis. Guardian will adopt the Sortis name to resolve an ongoing trademark issue with mutual life insurance conglomerate Guardian Life Insurance Company of America.

The newly formed parent entity will be renamed Sortis Group. Under the Sortis Group umbrella will be Sortis CapitalLLC, which combines the former Guardian capital markets and loan advisory businesses, Tremony Capital LLC and Sortis Financial LLC, a private lending operation.

“We believe our new brand better represents who we are as a company by uniting several business divisions undera single umbrella greatly simplifying our corporate structure. By consolidating all of our entities under the Sortis brand, we will be in the best position to align strategy, develop future products and services. I truly believe that this will encourage strong collaboration within our companies,” said Paul Brenneke, CEO of Sortis Group.

Sortis Capital will continue to deliver a range of solutions which include, debt & equity placement, strategic capital advisory, loan sales advisory and distressed situation transactions. Sortis Capital will leverage Guardian’s decade-long reputation and recognition for market leadership and management’s deep experience across the capital markets to help clients of all sizes grow their businesses.

Brenneke continued, “The Sortis Capital name communicates our direction, while ensuring our branding and messaging more accurately reflects focus on credit plus the wider scope of services we now provide.”

Morgan Smith, formerly Managing Partner of Sortis, will continue on with the company as Managing Partner of Sortis Financial, the private lending subsidiary. Sortis Financial is a nationwide private real estate lender, placing loans from $250,000 to $20 million.

Smith commented, “Prior to this acquisition, Sortis received much of it’s funding through Guardian. It therefore became a natural fit for both companies to join operations officially. We are very excited to be a part of the Sortis Group and look forward to the continued growth of our lending platform under the new structure.”

About Sortis Group

Sortis Group is a family of unique and innovative financial services companies. Sortis Capital LLC, the advisory company, specializes in debt & equity capital placement, strategic capital advisory, loan sales advisory, and distressed situations. Sortis Financial LLC is a nationwide private real estate lender providing loans from $250,000 to $20 million. Leveraging three decades of experience, the professionals of Sortis Capital are dedicated to representing real estate and financial services for clients ranging from the lower middle markets to Fortune 500 businesses, and has a track record posting more than $10 billion in total transactions. The Sortis Group, headquartered in Portland, OR, also operates in Seattle, San Francisco, Los Angeles, Chicago, Atlanta and New York.


Next Steps

Contact the team at Sortis Capital to learn more