M&A Deal Summary

Mutual of Omaha Bank Acquires Synergy One Lending

On May 3, 2018, Mutual of Omaha Bank acquired financial services company Synergy One Lending from Reverse Mortgage Solutions

Acquisition Highlights
  • This is Mutual of Omaha Bank’s 3rd transaction in the Financial Services sector.
  • This is Mutual of Omaha Bank’s 3rd transaction in the United States.
  • This is Mutual of Omaha Bank’s 1st transaction in California.

M&A Deal Summary

Date 2018-05-03
Target Synergy One Lending
Sector Financial Services
Buyer(s) Mutual of Omaha Bank
Sellers(s) Reverse Mortgage Solutions
Deal Type Divestiture

Target

Synergy One Lending

San Diego, California, United States
Security One Lending, Inc. is a provider of loans for home refinance, home purchase, and home equity. Security One Lending was founded in 2006 and is based in San Diego, California.

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Buyer(S) 1

Buyer

Mutual of Omaha Bank

Omaha, Nebraska, United States

Category Company
Sector Financial Services
DESCRIPTION
Mutual of Omaha Bank's corporate headquarters in Omaha, Nebraska.
Mutual of Omaha Bank's corporate headquarters in Omaha, Nebraska.

Mutual of Omaha Bank is a provider of various banking products and services to individuals and businesses. Mutual of Omaha Bank is based in Omaha, Nebraska.


DEAL STATS #
Overall 3 of 3
Sector (Financial Services) 3 of 3
Type (Divestiture) 1 of 1
State (California) 1 of 1
Country (United States) 3 of 3
Year (2018) 1 of 1
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2007-11-02 Nebraska State Bank

Omaha, Nebraska, United States

Nebraska State Bank is a provider of financial services and products for commercials and individuals.

Buy -

Seller(S) 1

SELLER

Reverse Mortgage Solutions

Spring, Texas, United States

Category Company
Founded 2007
Sector Software
DESCRIPTION

Reverse Mortgage Solutions, Inc. is a provider of reverse mortgage loan servicing, sub-servicing, and loan origination software.


DEAL STATS #
Overall 1 of 1
Sector (Financial Services) 1 of 1
Type (Divestiture) 1 of 1
State (California) 1 of 1
Country (United States) 1 of 1
Year (2018) 1 of 1
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2013-04-30 Synergy One Lending

San Diego, California, United States

Security One Lending, Inc. is a provider of loans for home refinance, home purchase, and home equity. Security One Lending was founded in 2006 and is based in San Diego, California.

Buy -