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  6. Milliman Acquires MorVest Capital

M&A Deal Summary

Milliman Acquires MorVest Capital

On December 8, 2025, Milliman acquired financial services company MorVest Capital

Acquisition Highlights
  • This is Milliman’s 1st transaction in the Financial Services sector.
  • This is Milliman’s 7th transaction in the United States.
  • This is Milliman’s 1st transaction in Texas.

M&A Deal Summary
Date 2025-12-08
Target MorVest Capital
Sector Financial Services
Buyer(s) Milliman
Deal Type Add-on Acquisition

Target

MorVest Capital

Port O'Connor, Texas, United States
MorVest Capital is a provider of mortgage servicing rights (MSR) analytics, risk management, and advisory services. MorVest Capital was founded in 2013 and is headquartered in Dallas, Texas.

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Buyer(S) 1

Buyer

Milliman

Seattle, Washington, United States
Category Company
Sector Business Services
DESCRIPTION

Milliman is a provider of actuarial and related products and services.

DEAL STATS #
Overall 7 of 7
Sector: Financial Services M&A 1 of 1
Type: Add-on Acquisition M&A Deals 7 of 7
State: Texas M&A 1 of 1
Country: United States M&A 7 of 7
Year: 2025 M&A 1 of 1
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2022-07-07 Milliman’s San Francisco Investment Consulting Practice

San Francisco, California, United States

Milliman’s San Francisco Investment Consulting Practice is a provider of investment consulting services to clients.

Sell -
Mergr

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