Recent Acquisition Pinnacle Financial Group was acquired by Marcus & Millichap in 2018, indicating opportunities to engage with a company in transition that may seek integrated financial and brokerage services to support its growth and stakeholder integration.

Market Position As one of the largest independent mortgage companies in the Midwest with over $3 billion raised for real estate developers, Pinnacle presents a significant opportunity for financial institutions and service providers targeting commercial real estate funding and capital raising.

Industry Focus Specializing in non-residential leasing and real estate financing, Pinnacle collaborates with developers and owners, making it a potential client for firms offering real estate technology solutions, financial analytics, or property management services tailored to commercial clients.

Growth Potential With a modest team of 11 to 50 employees and revenue between $1 million and $10 million, Pinnacle is poised for growth, representing a valuable prospect for professional services that facilitate operational expansion or technology upgrades.

Strategic Partnerships Historic partnerships with firms like Brown Gibbons Lang and Hub International suggest an openness to collaborative dealings, presenting opportunities for cross-industry solutions such as insurance, financing, or strategic consulting services to enhance its service offerings.