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Milestone Mergers, LLC
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Milestone Mergers, LLC

Signed in as:

filler@godaddy.com

  • Home
  • Sell a Mortgage Company
  • Buy a Mortgage Company
  • About Us
  • Start a Mortgage Company
  • Partner with a Bank
  • Mortgage Partners
  • Company of the Week
  • Calculate Company's Worth
  • Videos
  • Testimonials
  • Contact Us
  • Employment

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Buy A Mortgage Company With Confidence

Confidential guidance, a network of qualified buyers, and expert support to help you achieve maximum value

Schedule A Consultation

Company A

 

  • Closed Loan Volume - $2.2 billion 
  • Revenue - $77 million 
  • Net Income - $8.5 million 
  • Servicing - $3.5 billion 
  • Channel - 85% retail. 15% wholesale 
  • Geography - Nationwide 
  • Licensed - 46 states 
  • Offices - 28 states 
  • Agency approvals - All

Company C

Company C

 

  • Closed Loan Volume - $850 million 
  • Revenue - $36 million 
  • Net Income - $4 million 
  • Servicing - $300 million 
  • Channel - 100% retail 
  • Geography - Mid-Atlantic 
  • Licensed - 31 states 
  • Offices - 10 states 
  • Agency approvals - All

Company D

Company C

 

  • Closed Loan Volume - $380 million 
  • Revenue - $11 million 
  • Net Income - $1.2 million 
  • Servicing - $0 
  • Channel - 100% retail 
  • Geography - DC Metro 
  • Licensed - 22 states 
  • Offices - 4 states 
  • Agency approvals - All

Company E

 

  • Closed Loan Volume - $360 million 
  • Revenue - $9 million 
  • Net Income - ($1,000,000) 
  • Channel - Wholesale 70%. Retail - 30% 
  • Product Mix - 75% Conv. 10% Govt. Non-QM - 15% 
  • Servicing - $0 
  • Geography - Mid-Atlantic 
  • Licensed - 22 states 
  • Offices - 3 states 
  • Agency approvals - FHA

Quality First

Quality First

Quality First

We deliver exceptional results in everything we do, ensuring your satisfaction at every step.

Expert Care

Quality First

Quality First

Our experienced team brings skill and passion to every project, no matter the size.

Real Results

Quality First

Real Results

Proven outcomes that speak for themselves and make a meaningful difference for your business.

Mortgage & Banking Industry Expertise

Access To Qualified Acquisition Opportunities

Access To Qualified Acquisition Opportunities

Access To Qualified Acquisition Opportunities

Access To Qualified Acquisition Opportunities

Access To Qualified Acquisition Opportunities

Confidential Buyer Representation

Access To Qualified Acquisition Opportunities

Confidential Buyer Representation

Guidance Through Closing

Access To Qualified Acquisition Opportunities

Confidential Buyer Representation

The process/steps for consummating the buying of a company a

Step 1:

Step 1:

Step 1:

30 minute introductory call with Milestone Mergers.

Step 2:

Step 1:

Step 1:

Sign NDA with Milestone Mergers.


Step 3:

Step 1:

Step 3:

 *** Provide proof of liquid funds

Step 4:

Step 4:

Step 3:

 Sign Contract with Milestones Mergers.

Step 5:

Step 4:

Step 5:

Sign NDA with Seller. 


Step 6:

Step 4:

Step 5:

 Introductory Zoom Meeting with Seller.

Step 7:

Step 7:

Step 7:

Seller to Provide Due Diligence Items.

Step 8:

Step 7:

Step 7:

 Sign Non-binding Term Sheet for purchase of company.

Step 9:

Step 7:

Step 10:

 Complete Due Diligence.

Step 10:

Step 10:

Step 10:

 Sign Binding Contract for Purchase of company,

Step 11:

Step 10:

Step 11:

Close on Transaction.

  *** Proof of funds can be one or more of the following- Audited Financials, bank statements or a letter from an accredited financial institution confirming availability of funds with specific language indicating the funds are not encumbered. Letter must be on the financial institution’s letterhead and signed by an officer of the financial institution. Provide Corporate resolution (if appropriate). 

Please contact us to discuss buying a mortgage company.

Gary Freedman      Managing Partner       Fairfax, VA 22030        Cell: 703-501-0500 


Email: Gary.Freedman@MilestoneMergers.com

 Share your acquisition goals, preferred markets, and company criteria. Milestone Mergers can help identify qualified opportunities that align with your growth strategy.

EXPLORE ACQUISITION OPPORTUNITIES

Helpful Information

Financial Health and Growth Potential

Financial Health and Growth Potential

Financial Health and Growth Potential

Prospective buyers often prioritize companies with a strong financial performance and promising growth potential. Selling during a period of robust financial health can attract higher valuations and a broader pool of interested buyers.

Industry Trends and Market Conditions

Financial Health and Growth Potential

Financial Health and Growth Potential

Keeping an eye on industry trends and market conditions is essential. High demand for businesses in your sector can lead to better offers. Understanding the overall economic climate helps gauge potential buyers' appetite for acquisitions.

Competitive Landscape

Financial Health and Growth Potential

Competitive Landscape

Evaluate the competitive landscape in your industry. A unique position or a competitive edge can make your company an attractive proposition for buyers seeking strategic advantages.

Evaluating the Market

Industry Experts and Advisors

Competitive Landscape

Understanding the market dynamics and accurately assessing your company's value are pivotal steps in the selling process. Effective market evaluation involves a combination of financial analysis, due diligence preparation, and collaboration with industry experts.

Industry Experts and Advisors

Industry Experts and Advisors

Industry Experts and Advisors

Seek guidance from industry experts and experienced advisors, such as investment bankers and legal professionals. Their insights can provide valuable perspectives on market conditions and the sales process.

Identifying the Right Buyers

Industry Experts and Advisors

Industry Experts and Advisors

 Determine the type of buyer that aligns with your objectives, whether it's a strategic buyer, a competitor, a private equity firm, or a management buyout. 

Preparing for Due Diligence

Negotiation and Deal Structure

Negotiation and Deal Structure

Anticipate and prepare for the due diligence process by organizing financial records, contracts, and legal documents. Proactive preparation streamlines the examination of your company's operations.

Negotiation and Deal Structure

Negotiation and Deal Structure

Negotiation and Deal Structure

Engage in strategic negotiations to achieve the best deal structure. Consider factors like cash versus stock transactions, earn-outs, and non-compete agreements.

Conclusion

Negotiation and Deal Structure

Conclusion

Successfully selling a company requires a multifaceted approach. By carefully evaluating the optimal timing, thoroughly assessing the market, and considering strategic elements, you can navigate the complexities of the process and maximize the value of your business in a competitive market.

What Type of Mortgage Company Are You Looking to Buy?

Whether your goals include market expansion, greater scale, talent, or licensing advantages, Milestone Mergers can help identify opportunities aligned with your acquisition strategy.

Discuss Acquisition Goals

Frequently Asked Questions

Please reach us at gary.freedman@milestonemergers.com if you cannot find an answer to your question.

 Opportunities may include independent mortgage bankers, regional lenders, community bank mortgage divisions, retail platforms, wholesale operations, and companies with valuable licenses or agency approvals. 


The process starts with a confidential consultation to discuss your goals, preferred markets, budget, timeline, and ideal company profile. Milestone Mergers then identifies opportunities that align with your strategy.


Yes. Buyer and seller information is handled carefully throughout the process. Nondisclosure agreements may be used before sensitive company details are shared.


Milestone Mergers helps review the company’s production, profitability, licensing, agency approvals, leadership, operations, geographic reach, and potential fit with your acquisition goals. 


The timeline depends on the complexity of the transaction, due diligence, negotiations, financing, regulatory requirements, and the structure of the purchase. Some acquisitions may close within a few months, while others may take longer. 



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