Mergers and Acquisitions

Whether you are buying or selling, the key to a successful sale is matching companies that are culturally and philosophically compatible. A successful mortgage lender is not the result of pricing, products, or systems it is made successful by its people. If the parties are not compatible the venture is destined for failure. The experienced M&A staff of MBS has one of the best track records in the industry of bringing together compatible parties that result in lasting unions.

MBS recognizes the importance of developing a corporate vision when entertaining a merger or and acquisition. We believe that a merger without a clear and realistic vision may lead to not having a “good fit” for both the buying and selling companies. Identifying strengths and weakness of each is a critical factor in pre-merger analysis and a task that is not underemphasized by MBS. Integrating cultures requires paying close attention to potential cultural misalignments and developing a strategy that represents a combination of the best of both cultures.

Our M&A experts can help you with:

  • Creating Exit Strategies – MBS knows how to structure your operation and implement procedures to create the highest values perceived in the marketplace.

  • Corporate Market Valuations – MBS can determine a company’s value for use in acquisition, sale, estate planning, employee stock options, or securing credit.

  • Financial Analysis – MBS can help you with evaluating performance and benchmarking to peers and establishing goals to create greater value.

  • Extensive National or Regional Marketing Campaign – MBS can produce buyers or sellers matching the cultural profile that will result in a successful long-term relationship.

  • Establishing and Negotiation of “Deal Points”

  • Analysis and Negotiation of Definitive Agreements

  • Due Diligence –MBS can perform operational and financial reviews for acquisition clients and potential business partners, wherein we review and critique the efficiency and functionality of the existing operation, procedures and staff covering management, production, operations, secondary marketing, technology, and servicing.

>>> Click here to listen to a special Question and Answer session with
MBS's David Lykken and Chuck Klein
regarding the current state of Mergers and Acquisitions in the Mortgage Industry. <<<

Call:  512.977.9900