Large loan book Gershman Investment Corp services over $4 billion in loans for multifamily and healthcare facilities, indicating strong deal flow and existing lender relationships that can be leveraged for value-added financing collaborations and co-originations.

Niche financing focus Specializes in tax free and taxable bonds for apartments, nursing homes, assisted living facilities, and hospitals, offering opportunities to introduce alternative financing structures, HUD products, and conventional alternatives to expand client solutions.

Independent scale Independent, privately-owned mortgage company with a long history since 1955, suggesting stability, potential for personalized service, and flexibility in structuring deals for mid-market borrowers in healthcare and multifamily sectors.

Regional footprint Based in Saint Louis with nationwide loan servicing capabilities, presenting sales angles around cross-regional client referrals, deployment of national lenders’ programs, and expansion through strategic partnerships in both healthcare and multifamily markets.

Tech and exposure Tech stack includes common web technologies; identify opportunities to modernize client-facing tools, accelerate underwriting through digital platforms, and integrate marketing automation to reach property developers, operators, and lenders in target segments.