Add-on Acquisition • Business Services

SitusAMC Acquires MountainView Financial Solutions

On January 5, 2018, SitusAMC acquired business services company MountainView Financial Solutions

Acquisition Context
  • This is SitusAMC’s 2nd transaction in the Business Services sector.
  • This is SitusAMC’s 2nd transaction in the United States.
  • This is SitusAMC’s 1st transaction in Colorado.

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M&A Deal Summary

Date January 5, 2018
Target MountainView Financial Solutions
Sector Business Services
Buyer(s) SitusAMC
Deal Type Add-on Acquisition

Target Company

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.
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Buyer Overview 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, New York.


Deal Context for Buyer #
Overall 3 of 11
Sector: Business Services 2 of 4
Type: Add-on Acquisition 2 of 10
State: Colorado 1 of 1
Country: United States 2 of 10
Year: 2018 1 of 1
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2017-05-03 The Collingwood Group

Washington, District of Columbia, United States

The Collingwood Group LLC is a provider of advisory services and business development opportunities combined with access to decision makers, financial sponsors, corporate boards and senior industry executives. The firm’s core focus is helping companies and investors drive growth, build their business.

Buy -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2019-06-19 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.

Buy -