M&A Deal Summary

SitusAMC Acquires American Mortgage Consultants

On June 19, 2019, SitusAMC acquired business services company American Mortgage Consultants from Stone Pointe

Acquisition Highlights
  • This is SitusAMC’s 3rd transaction in the Business Services sector.
  • This is SitusAMC’s 3rd transaction in the United States.
  • This is SitusAMC’s 1st transaction in New York.

M&A Deal Summary
Date 2019-06-19
Target American Mortgage Consultants
Sector Business Services
Buyer(s) SitusAMC
Sellers(s) Stone Pointe
Deal Type Add-on Acquisition

Target

American Mortgage Consultants

New York, New York, United States
American Mortgage Consultants, Inc. is a provider nationwide residential and consumer loan due diligence, quality control, securitization review, MSR review, advance assessment, servicing oversight, technology, and consulting services provider. AMC’s market-leading team of mortgage professionals provide customizable solutions to financial institutions nationwide.

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Buyer(S) 1

Buyer

SitusAMC

New York, New York, United States
Category Company
Founded 1985
Sector Business Services
DESCRIPTION

SitusAMC is a provider of end-to-end strategic business solutions and integrated process and technology solutions for the financial services Industry, and also has offered customized services to leading financial institutions, investors, owners, and developers. SitusAMC was founded in 1985 and is based in New York City.

DEAL STATS #
Overall 4 of 11
Sector (Business Services) 3 of 4
Type (Add-on Acquisition) 3 of 10
State (New York) 1 of 1
Country (United States) 3 of 10
Year (2019) 1 of 2
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2018-01-05 MountainView Financial Solutions

Denver, Colorado, United States

MountainView Financial Solutions is a provider of adviser to the financial services industry, delivers rigorous and objective analysis, data-driven insights and client-centric services to business Climb Higher™ by better identifying, quantifying and managing credit and interest rate risk exposure and optimizing balance sheet management.

Buy -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2019-10-23 Baseline Analytics

St. Johns, Florida, United States

Baseline Analytics LLC is a provider of reverse mortgage pricing, analytics, and technology solutions to leading financial institutions throughout the reverse mortgage industry. Baseline Analytics is based in St. Johns, Florida.

Buy -

Seller(S) 1

SELLER

Stone Pointe

Investor

Category Private Equity Firm
Size Small
Type Sector Agnostic
DESCRIPTION

Stone Point is a private equity firm focused on control investments in small to mid-sized profitable companies. Stone Point will consider a variety of transaction situations including recapitalizations, family successions, management buyouts, shareholder liquidity needs, and corporate carve-outs. Sectors of interest include niche manufacturers of industrial or consumer products, service companies with unique offerings, and value-added distribution. Stone Point prefers situations where management remains in place, however this is not required. Stone Point is based in Naperville, Illinois.

DEAL STATS #
Overall 2 of 3
Sector (Business Services) 1 of 1
Type (Add-on Acquisition) 2 of 2
State (New York) 1 of 1
Country (United States) 2 of 3
Year (2019) 1 of 1
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2018-08-07 Prospect Water

Lombard, Illinois, United States

Prospect Water Co. LLC is an independent water solutions platform in the Culligan dealer network, offers a comprehensive suite of water-related products and services — including water equipment, bottled water, water treatment, and equipment installation, maintenance, and repair — to residential and commercial accounts nationwide. Prospect Water was established in 2011 and is based in Lombard, Illinois.

Sell -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2020-03-11 Cody Pools

Round Rock, Texas, United States

Cody Pools is a custom swimming pool builder, serving the residential markets throughout Texas and commercial pool markets in the U.S. Cody Pools was founded in 1994 and is based in Round Rock, Texas.

Sell -
Mergr

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