Mortgage banking advisory services done right...

---

Before launching his own firm, Scott held roles in the Mortgage Banking vertical from Loan Officer to Executive Vice President of Production, working with some of America's finest teams and originators.  He has built both enterprise and retail models and partnered successfully with heads of Marketing, Finance, IT, Secondary and Operations and has seen what works and doesn't work and can help guide your company through its current challenges with clear, crisp action items to get the results you're looking for in this fast-moving, ever-changing business climate of the mortgage industry.

Considering the cyclical nature of the mortgage business, sometimes the best way to grow is through a merger with a larger firm with greater capacity and more or less expensive capital.  Our team provides strategic advisory for small to medium size mortgage companies considering growth or an exit strategy through a merger or acquisition.  We work with many large, national lenders that are open to exploring these situations.  

Our M&A focus is to derive successful outcomes for both buyers and sellers by leveraging our relationships, understanding production/operations  trends, geographies, market share,  evaluation of financials and the myriad of other factors that can put both parties in an outcome that benefits the organizations they represent.  Whether you run a small broker shop or a $2B annual lender, we have opportunities that may interest you.