SitusAMC | Situs Capital Management and The Burke Group Announce Affiliations

Situs Capital Management and The Burke Group Announce Affiliations

NEW YORK Situs, the leading consultant to the real estate financial services industry today announced an affiliation with The Burke Group LLC, a leading Southeastern M&A advisory firm to community banks. With this affiliation, members of The Burke Group become registered representatives of Situs Capital Management, the broker dealer subsidiary of Situs. The Burke Group will continue to operate independently as a consultant to clients, but will now provide securities issuance and broker dealer advisory services through Situs Capital Management.

“The Burke Group has excellent relationships and we are thrilled to be working with their entire team,” said Charles Rierson, Managing Director and co-Head of the Financial Institutions Group at Situs. “Jon is a consummate professional who has seen all phases of bank consolidation over the last three decades. The current team has a great book of business with potential for considerable growth and this affiliation will help both firms immensely.“

Situs and The Burke Group will also work together on business development opportunities. Situs provides due diligence and loan underwriting services to its large bank client base for transaction support. In conjunction with The Burke Group, Situs will be able to extend these services into the community banking space, which often has significant commercial real estate assets. Both Burke and Situs see tremendous potential in an alliance between a due diligence firm and a transaction investment banking advisor and believe that this symbiotic combination will create something truly unique.

“Situs is a truly global firm with tremendous resources and a first class reputation for quality,” said Jon Burke, Principal, The Burke Group. “The financial services landscape is changing rapidly which creates opportunity for firms with real insight into the marketplace that can shift resources quickly and efficiently. The Burke Group and Situs are known for these very attributes and our cultures will mesh well.”


Situs is the leading consultant to the real estate financial services industry. For more than 30 years, Situs has offered a broad portfolio of strategic solutions including Real Estate Advisory, Regulatory Compliance, Asset/Loan Servicing, Data Management, Valuation and Technology Solutions to help clients gain unique market insight, manage risk and increase efficiencies. Based in Houston, TX, Situs has offices across the US, Europe and Asia and has been involved in more than $1 Trillion of total real estate deals. A rated servicer with Moody’s, Fitch and Morningstar Credit Ratings, Situs has more than $100 billion of assets under management and is ranked a top 20 servicer in multiple categories by the Mortgage Bankers Association. In 2015, Situs was awarded “Advisor of the Year” by Real Estate Finance & Investment. Situs Capital Management, LLC, a wholly owned subsidiary of Situs, is member of FINRA and SIPC and is a broker dealer registered with the SEC. For more information, please visit


The Burke Group is a leading provider of advisory services to the banking and financial services industry. Jon Burke and Dennis Wolfarth co-founded a predecessor firm whose roots date back over 20 years. The Burke Group is known for its independent M&A advisory as well as capital raising and strategic advisory. Based in Atlanta, GA, The Burke Group has advised companies in the financial services industry primarily across the Southeast but also in the Midwest, Mid-Atlantic and West. For more information, please visit