Värde Properties Acquires Trimont Real Estate Advisors

by Amy Works

MINNEAPOLIS — Through managed funds, Värde Properties, a global alternative investment firm, has acquired Atlanta-based Trimont Real Estate Advisors, a real estate financial services firm. Under the acquisition terms, the Värde funds will be majority owners and Trimont’s current owners will have a minority investment in the new entity, which will retain the Trimont name. Financial terms of the transaction were not disclosed.

With $85 billion of client capital under management, Trimont provides real estate financial services, including asset management, asset servicing, construction loan administration and services, and underwriting to a roster of clients that spans the real estate world. Trimont’s business will allow Värde to expand its growing real estate business platform. Additionally, Värde will integrate the operations of First City Financial Corp., a commercial finance company owned by Värde funds, with Trimont to create a new Dallas office for the new entity.

Greg Winchester, John Charles and Ernie Davis of Trimont have agreed to stay with the new entity through a transition period and will be shareholders in the company.

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