Client success story
A scalable managed services model for real estate investment managers
Discover how Big Sky collaborated with Baker Tilly to build an institutional grade operating model
Client success story
Watch the video to discover how Big Sky scaled its real estate investment platform with the help of Baker Tilly. CEO Jason Signor and Managing Director Blake Woodall explain how industry expertise and tailored support helped position the firm as an institutional-quality investment manager.
Client background
Big Sky is a healthcare-focused real estate investment manager with approximately $1.5 billion in assets under management. The firm operates coast to coast and focuses on investment decisions, asset management, and capital raising as its core competencies.
Business challenge
In prior organizations, Big Sky’s leadership managed large in-house accounting departments, which diverted focus from core investment activities. Earlier in Big Sky’s growth, the firm also outgrew smaller, “mom‑and‑pop” service providers and needed a partner capable of delivering comprehensive, institutional grade services without duplicating internal work.
As Big Sky launched and began raising its first fund, the firm needed an institutional quality operating structure without building a large internal accounting team. Leadership wanted to outsource functions to a trusted provider that could scale alongside the business.
Baker Tilly approach
Baker Tilly worked with Big Sky to deliver a fully integrated managed services model, providing dedicated professionals across fund administration, property accounting, corporate and fund accounting, and tax. As Big Sky grew from raising its first fund into an institutional quality investment manager over three years, Baker Tilly scaled its team and services to meet these evolving needs while functioning as an extension of Big Sky’s internal team.
Results achieved
With the help of Baker Tilly, Big Sky established an institutional quality operating model without building a large internal accounting team. As the firm grew from raising its first fund into a mature investment manager with approximately $1.5 billion in assets under management, Baker Tilly scaled its services alongside the business, improved operational efficiency, eliminated duplicative work, and provided the continuity and quality to meet Big Sky’s needs.
Build an institutional grade operating model without building a bigger team
Baker Tilly helps real estate investment managers scale efficiently through integrated managed services tailored to their growth stage.