M&A Deal Summary

Guild Mortgage Acquires Legacy Mortgage

On February 7, 2023, Guild Mortgage acquired financial services company Legacy Mortgage

Acquisition Highlights
  • This is Guild Mortgage’s 7th transaction in the Financial Services sector.
  • This is Guild Mortgage’s 7th transaction in the United States.
  • This is Guild Mortgage’s 1st transaction in New Mexico.

M&A Deal Summary

Date 2023-02-07
Target Legacy Mortgage
Sector Financial Services
Buyer(s) Guild Mortgage
Deal Type Add-on Acquisition

Target

Legacy Mortgage

Albuquerque, New Mexico, United States
Legacy Mortgage provides a wide range of purchase and refinance loan options. Legacy Mortgage was founded in 2002 and is based in Albuquerque, New Mexico.

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Buyer(S) 1

Buyer

Guild Mortgage

San Diego, California, United States

Category Company
Founded 1960
Sector Financial Services
Revenue 1.1B USD (2024)
DESCRIPTION

Guild Mortgage is a U.S. mortgage-lending company that provides home loans, refinancing, and mortgage servicing for residential borrowers. The Company offers a variety of mortgage products including conventional loans and government-backed programs (FHA, VA, USDA), down-payment assistance loans, home-equity financing, and more. Guild Mortgage was formed in 1960 and is based in San Diego, California.


DEAL STATS #
Overall 7 of 9
Sector: Financial Services M&A 7 of 9
Type: Add-on Acquisition M&A Deals 6 of 8
State: New Mexico M&A 1 of 1
Country: United States M&A 7 of 9
Year: 2023 M&A 1 of 2
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2022-12-01 Inlanta Mortgage

Pewaukee, Wisconsin, United States

Inlanta Mortgage is an independent lender serving borrowers in 27 states. Inlanta Mortgage was founded in 1993 and is based in Pewaukee, Wisconsin.

Buy -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2023-03-13 Cherry Creek Mortgage

Greenwood Village, Colorado, United States

Cherry Creek Mortgage offer a variety of unique mortgage programs that can help navigate the affordability issues that are impacting many home buyers in today's market. Cherry Creek Mortgage was founded in 1987 and is based in Greenwood Village, Colorado.

Buy -