Chicago Deferred Exchange Overview

  • Founded
  • 1989

Founded
  • Status
  • Acquired/​Merged

  • Latest Deal Type
  • M&A

  • Financing Rounds
  • 4

Chicago Deferred Exchange General Information

Description

Provider of qualified intermediary services for taxpayers seeking to structure tax-deferred like-kind exchanges. The company provides detailed guidance to taxpayers attempting to structure a tax-deferred exchange in accordance with Internal Revenue Code (IRC) Section 1031, allowing taxpayers to defer current recognition of capital gains tax on the exchange of property that is held either for productive use in a trade or business or for investment.

Contact Information

Ownership Status
Acquired/Merged
(Operating Subsidiary)
Financing Status
Formerly PE-Backed
Primary Industry
Other Financial Services
Parent Company
Primary Office
  • 231 South LaSalle Street
  • 13th Floor
  • Chicago, IL 60604
  • United States

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Chicago Deferred Exchange Valuation & Funding

Deal Type Date Amount Valuation/
EBITDA
Post-Val Status Debt

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Chicago Deferred Exchange Executive Team (3)

Name Title Board Seat Contact Info
Mary Cunningham Chief Executive Officer & President
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Chicago Deferred Exchange Former Investors

Investor Name Investor Type Holding Investor Since Participating Rounds Contact Info

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