Windermere

Location: Dallas, OR & Monmouth, OR
Date Acquired: 2017

Investment Strategy

Strategic acquisition of a local, strong cash producing business.

Acquisition Details

A leading real estate company with a focus on local residential properties.

Business Improvements

Upgraded technology systems for more efficient transactions.

Outcome

Successfully sold in 2020 at a favorable price.

Every opportunity starts with a real conversation. From there, we bring our experience, network, and resources to the table—and stay committed to doing the right work, with the right focus, for lasting impact.

We'd love to work together.