M&A Deal Advisory

Investment Banking

MarketWise Advisors focus on the mortgage industry provides us with continuous access to public and private company executives, public and private investors, and other key participants in the industry. We offer expertise in a range of advisory services, including mergers, acquisitions, divestitures, follow-on offerings and private placements, to the real estate industry and related businesses.

As a result, MarketWise’s expertise, as well as our access to industry information and thought leaders, facilitates the structuring, evaluation and execution of innovative transactions designed to help our clients grow the value of their businesses and achieve their long-term strategic and capital objectives.

Deal Structure and Sale Advisory

MarketWise provides complete deal analysis, negotiation and sale advisory services. With extensive experience in mortgage technology transactions, MarketWise is uniquely positioned to assist mortgage technology vendors with private sale placement.

The MarketWise Investment Banking Program

• Strategic business review and evaluation
• M&A modeling and valuations
• Strategic partner identification and screening
• Transaction marketing and presentations
• Transaction pricing and structuring
• Transaction negotiation and document preparation.

Private Placements

MarketWise Advisors will work with principals of mortgage firms and related vendors to privately raise capital or to structure a debt offering. Given the unique nature of MarketWise’s focus on the mortgage industry, we have very strong knowledge and access to private investors seeking mortgage industry investments.