Capital Solutions Closes $35 Million Financing for Sponsored Purchase of a Mortgage Technology and Services Platform

The Capital Solutions Group (“Capital Solutions”) announces the closing of a $35 million financing to support a private equity sponsor’s (the “Sponsor”) purchase of a new platform providing outsourced quality control and compliance services and software as a service to leading residential mortgage lenders.  Capital Solutions acted as the exclusive debt advisor to the Sponsor for the financing.   “We continue to add to our track record of successfully executing sponsored middle market debt financings with value-added results,” commented Brad Stewart, Partner, who led the financing for Capital Solutions. “The Sponsor had identified an attractive platform that was poised for continued growth despite industry forecasts for residential mortgage origination declines for 2022, so there was a compelling credit story specific to this company for Capital Solutions to articulate to prospective lenders and we were able to identify several attractive financing options for the sponsor to select from.”

If you are a private equity sponsor seeking to finance a new platform or existing portfolio company that can benefit from an advisor who will expertly articulate the credit merits of that platform to find the optimal lending partner, please contact any of the Capital Solutions senior professionals listed below to learn how we can similarly add value to your company’s financing.

About The Capital Solutions Group:  Since our founding in 2009, we have advised on over $3 billion of debt issuance, financial restructuring / amendments, and strategic advisory assignments; these transactions have been executed primarily for private equity sponsored companies.  
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