M&A Business Combination
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MBS provides end-to-end support for mortgage companies navigating mergers, acquisitions, and corporate valuation. Whether you're preparing for a sale, seeking an acquisition target, or planning your exit strategy, our team performs thorough operational and financial due diligence, offers expert valuation services, and manages the deal process from strategic alignment to close. With a strong track record of matching culturally compatible partners, MBS ensures every transaction is structured for long-term success.
Key Elements of
M&A Business Combination
Valuation Services
Accurate and comprehensive valuations for sales, estate planning, trust contributions, and charitable giving—using proven tools including IRS allocation, proprietary marketability discounts, and AICPA standards.
Strategic Deal Structuring
Support for crafting Letters of Intent (LOIs), Definitive Agreements, and negotiating favorable deal points aligned with your goals.
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Exit Strategy Planning
Guidance on optimizing your company’s operations and financial profile to maximize value and attract qualified buyers.
Operational & Financial Due Diligence
Deep analysis of procedures, staffing, and functional efficiency across management, production, secondary, technology, and servicing.
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Target Identification & Compatibility Matching
Help finding and evaluating acquisition opportunities with cultural and strategic fit to avoid misalignment and ensure merger success.
Marketing & Buyer/Seller Matchmaking
National and regional campaigns designed to connect compatible parties and foster long-lasting, successful business combinations.