Chuck Klein

Chuck Klein
Managing Partner

[email protected]; (512) 501-2813


Mr. Klein is one of the nations leading experts on merger and acquisitions transactions in mortgage finance. He has helped orchestrate many of the largest mortgage related merger transactions in the US.


Mr. Klein is renowned for his extensive 25+ years carrer as Managing Director and owner of several mortgage industry M&A and consulting firms representing sellers and buyers in transactions involving banks and mortgage companies. Clients are confident he will find them partners that are philosophically compatible – as well as find niches, provide service, and implement business plans giving them long-lasting competitive advantages. 


He also manages the operational assessment activity for the firm where mortgage warehouse lenders hire MBS to review the operational risks of a mortgage bank warehouse line applicant. This division also performs in depth due diligence reviews, assessments and valuations of mortgage companies on behalf of companies acquiring them through mergers or acquisitions.


Chuck Klein is a past Director of the Texas Mortgage Bankers Association and has served as a member of Fannie Mae’s Secondary Marketing Liaison Committee.   He is an avid supporter of the University of Texas, Austin where he received a Bachelor's degree in Business Administration in 1972.  He and his wife Patty live in Waco, Texas where he is a member of the Baylor Scott and White Cancer Center Auxiliary Hospital and a member of College Avenue Baptist Church.