M&A Deal Summary |
|
|---|---|
| Date | 2021-05-11 |
| Target | Residential Mortgage Services |
| Sector | Financial Services |
| Buyer(s) | Guild Mortgage |
| Sellers(s) | Eos |
| Deal Type | Add-on Acquisition |
| Deal Value | 197M USD |
| Advisor(s) | Houlihan Lokey (Financial) Winston & Strawn (Legal) |
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| Category | Company |
|---|---|
| Founded | 1960 |
| Sector | Financial Services |
| Employees | 4,800 |
| Revenue | 664M USD (2023) |
Guild Mortgage is a privately owned mortgage banking company focused on originating, servicing, and selling residential loan products primarily in California and other western states. Guild Mortgage offers a range of residential mortgage products primarily designed to meet the needs of high credit-quality (prime) borrowers. Guild Mortgage was formed in 1960 and is based in San Diego, California.
| DEAL STATS | # |
|---|---|
| Overall | 5 of 9 |
| Sector (Financial Services) | 5 of 9 |
| Type (Add-on Acquisition) | 4 of 8 |
| State (Maine) | 1 of 1 |
| Country (United States) | 5 of 9 |
| Year (2021) | 1 of 1 |
| Size (of disclosed) | 1 of 1 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2018-01-11 |
Cornerstone Mortgage
St. Louis, Missouri, United States Cornerstone Mortgage, Inc. is a mortgage banking firm that offers in-house processing, underwriting, refinancing and debt consolidation services. Cornerstone Mortgage, Inc. was founded in 1996 and is headquartered in St. Louis, Missouri. |
Buy | - |
| 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 | - |
| Category | Asset Manager |
|---|---|
| Founded | 1994 |
| PE ASSETS | 1.5B USD |
| Size | Large |
| Type | Sector Agnostic |
Eos is an investment firm with strategies covering private equity, public equity, and credit markets. The Firm targets businesses generating sales of $25 to $500 million and EBITDA of $5 to $50 million. Eos invests in businesses under-going ownership changes, divestitures, management buyouts or and recapitalizations. The Firm invests up to $100 million per transaction. Target sectors include business/outsourced services, alternative media/marketing, healthcare services, transportation/logistics, infrastructure/environmental services, energy, and financial services. Eos was formed in 1994 and is based in New York City.
| DEAL STATS | # |
|---|---|
| Overall | 22 of 25 |
| Sector (Financial Services) | 2 of 2 |
| Type (Add-on Acquisition) | 6 of 6 |
| State (Maine) | 1 of 1 |
| Country (United States) | 22 of 25 |
| Year (2021) | 1 of 2 |
| Size (of disclosed) | 5 of 5 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2019-02-04 |
Consolidated Analytics
Irvine, California, United States Consolidated Analytics is a provider of property valuation, loan due diligence, mortgage fulfillment, and advisory services for the real estate finance industry. Consolidated Analytics was founded in 1996 and is based in Irvine, California. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2021-11-10 |
RCG Global Services
Iselin, New Jersey, United States RCG Global Services provides end-to-end digital transformation and managed services via its U.S., Philippines, and India-based workforce that serves customers in the financial and insurance services, consumer, and healthcare sectors. RCG Global Services was founded in 1974 and is based in Iselin, New Jersey. |
Sell | - |
