Mergers and Acquisitions

We understand the needs of both the buy and the sell side of M&A deals and act as intermediaries in these types of transactions.

Many of our clients are company owners who have a carefully planned exit strategy that culminates in selling or merging their company for the right price and at the right time. Conversely, many of our larger clients have the proper capital and vision to acquire small to medium-size mortgage bankers. If you are a mortgage company owner and are interested in a current list of prospective acquiring banks and mortgage bankers, please call today.

Our Expertise

With a reputation for effective mediation, we have established ourselves as experienced mergers and acquisitions leaders who represent a range of models.

Models Represented:

  • Mortgage Banking Units – Depository
  • Mortgage Banking Companies – Privately Held
  • Consumer Direct Divisions
  • Retail Branch Divisions

Have Any Questions or want to get in touch?