Houlihan Lokey’s Mortgage practice within the Financial Institutions Group has closed nearly 2x as many mortgage transactions as the next closest competitor.
|
|
Go With the Residential Mortgage M&A Specialist That These Leading Sponsors Rely On
|
|
In this ever-complex world of financial services, members of the sponsor community continue to specialize their investment strategies. Houlihan Lokey’s industry-leading Mortgage practice within its Financial Institutions Group (FIG) has become the specialist of choice for many of the sector’s leading sponsors. Our team has closed nearly 2x as many mortgage transactions as our next closest competitor since 2011, according to data provided by SNL Financial. Our deep domain and specialist knowledge gives us an edge in the market, which is why we’re hired on the industry’s highest profile M&A transactions and advisory assignments. |
|
|
Select Recent Houlihan Lokey-Advised, Sponsor-Backed Transactions
|
|
Click each transaction for more information. |
|
|
|
|
The acquisition will expand Guild into a truly national mortgage operation, as RMS rounds out the northeast portion of the map for GHLD. Furthermore, the acquisition is an attractive, accretive way for Guild to deploy cash after their history 2020 fiscal year. RMS’ superiority in the purchase space (23% more purchase mix than the industry average since 2010) further strengthens Guild’s position in that arena. Pro forma for the acquisition, the company would have represented the seventh largest nonbank originator in 2020. The transaction was announced on May 21, 2021, and is expected to close in the second quarter of 2021. |
|
|
|
|
The acquisition is strategic for Western Alliance, as the addition of AmeriHome extends its national commercial businesses with a complementary, low-risk national mortgage franchise. AmeriHome’s combination of business models, diversified and complementary channels, and sophisticated portfolio management strategies has successfully generated consistent and profitable returns throughout rate environments and economic cycles. The transaction closed on April 7, 2021. |
|
|
|
|
The acquisition enables Guaranteed Rate, Inc., one of the largest mortgage lenders in the United States with more than $70 billion in origination volume in 2020, to bolster retail loan origination and further scale its joint venture platform, while also developing new multichannel capabilities. The transaction closed on March 1, 2021. |
|
|
Houlihan Lokey Offers Dedicated Coverage Across All Market Segments and Transaction Types
|
|
| |
|
|
Additionally, you might be interested in our latest report highlighting five of the most compelling reasons why banks are taking a hard look at mortgage companies these days and why we believe this type of transaction may continue to spread across the sector.
As the leading advisor to the mortgage sector, we are uniquely positioned to help you think through your alternatives and execute on your growth plan. Please reach out to any of the Houlihan Lokey contacts below to discuss.
|
|
|
Financial Institutions Group
|
|
|
|
| |
 |
Jeffrey M. Levine
Managing Director
Global Head of Financial Services |
305.779.1177
Email |
|
|
 |
James Page
Managing Director |
212.497.7810
Email |
|
|
|
|
 |
Brent Ferrin
Managing Director |
212.497.4203
Email |
|
|
 |
Robert Losquadro
Director |
212.497.7855
Email |
|
|
|
|
 |
Michael Linger
Vice President |
212.497.4181
Email |
|
|
|
|
|
About Houlihan Lokey
Houlihan Lokey (NYSE:HLI) is a global investment bank with expertise in mergers and acquisitions, capital markets, financial restructuring, and financial and valuation advisory. The firm serves corporations, institutions, and governments worldwide with offices in the Americas, Europe, the Middle East, and the Asia-Pacific region. Independent advice and intellectual rigor are hallmarks of the firm’s commitment to client success across its advisory services. Houlihan Lokey is the No. 1 investment bank for global M&A transactions under $1 billion, the No. 1 M&A advisor for the past eight consecutive years in the U.S., the No. 1 global restructuring advisor for the past nine consecutive years, and the No. 1 global M&A fairness opinion advisor over the past 25 years, all based on number of transactions and according to data provided by Refinitiv.
|
|
|
| |
|
|
