How We Help
Our Services
In over twenty years of supporting mortgage companies, we’ve seen a lot.
We’ve seen radical changes in the areas of legal, compliance, quality control, licensing, counterparty risk, human resources, operations, and vendor management.
As corporate transactions have evolved (M&A, JV, restructuring), we’ve had a seat at the table in almost every capacity (buyer, seller, client, advisor).
This powerful combination of experiences allows us to provide real-world expertise in the following areas:
Transactional support: Strategic and operational guidance throughout a transaction lifecycle (due diligence, negotiation, closing, and integration), including:
- Mergers and acquisitions – buyer or seller
- Affiliated business arrangements and joint ventures – acquisitions or built from scratch
- Restructuring
Friction points within a legal/compliance/risk workflow – solve problems with satisfying solutions
Departmental and resource evaluations – fill gaps in staffing, structure, and knowledge
Efficiency – streamline processes and reduce costs
Talent assessments – diagnose team strengths and overall group dynamics
Executive and senior leadership – foster communication, structure, and team growth