Company of the Week
Confidential guidance, a network of qualified buyers, and expert support to help you achieve maximum value.
Warehouse Lender
2025
Closed Loan Volume - $125 million
Revenue - $1.8 million
Net Income - $400,000
Product Mix - Non-QM - 100%
Servicing - $7 Million
Geography - National
Licensed - N/A
Offices - 1 state
Agency approvals - N/A
Mortgage Company
2025
Closed Loan Volume - $350 million
Revenue - $2.4 million
Net Income - ($1,000,000)
Channel - Wholesale - 70%. Retail - 30%.
Product Mix - Conv - 70%. Govt - 20%. Non-QM - 10%.
Servicing - $0
Geography - Mid-Atlantic
Licensed - 22 states
Offices - 3 states
Agency approvals - FHA
The process/steps for consummating the buying of a company
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 Milestone 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
This website uses cookies.
We use cookies to analyze website traffic and optimize your website experience. By accepting our use of cookies, your data will be aggregated with all other user data.