Merger and Acquisition Advisory

Sell side
If you’re ready to sell your company, obtain additional capital and resources to fuel the growth of your origination platform, partner with a leading lender, gain personal liquidity, address a lack of a succession plan, or monetize the value you have created, RSA can help.

Our services include:

• Determining an indicative value of your company
• Preparing an offering memorandum
• Aiding in the identification and coordination of potential buyers.

Once a buyer is identified, RSA will provide:

• Data collection and organization for the buyers to review
• Preliminary meeting arrangements and, if warranted, an on-site visit
• Formal letter of interest consultation
• Arrangements for the formal due diligence
• Facilitation of the due diligence process
• Negotiation representation
• Purchase and sale agreement consultation
• Employment agreements for senior staff consultation

Buy side
If you want to enter the mortgage industry, expand current volume, fill a product or geographic niche, or take advantage of a consolidating market, RSA can help you determine optimal expansion plans.

Our services include:

• Finalizing acquisition strategy and criteria
• Identifying and screening targets
• Coordinating approach and discussions
• Facilitating due diligence process
• Performing valuation and transaction structuring
• Providing negotiation representation
• Consulting on purchase and sale agreement

For information on RSA's Business Continuity Plan, click here.