| Name | Title | Contact Details |
|---|
CMG Financial is a mortgage bank founded in 1993 by Christopher M. George, located in San Ramon, California. The company operates nationwide and is approved by major housing finance agencies such as FNMA, FHLMC, and GNMA. CMG Financial offers three main origination channels: retail lending through CMG Home Loans, wholesale lending, and correspondent lending for institutional partners. The company is known for its innovative mortgage solutions, including the Home Ownership Accelerator™ loan, which helps borrowers manage debt with biweekly payments, and the HomeFundIt™ platform, which provides crowdfunding-enabled down payment assistance. CMG Financial has expanded its operations through recent acquisitions, including HomeBridge Financial Services retail division and Norcom Mortgages retail operations, as well as forming joint ventures with builders and realtors. CMG Financial focuses on making homeownership accessible, particularly for first-time buyers. The company serves both individual borrowers and institutional partners, maintaining a strong position in the mortgage market with a significant mortgage servicing rights portfolio.
Washington Equities Mortgage Co is a Lynbrook, NY-based company in the Financial Services sector.
BDT & MSD Partners is a merchant bank established in 2023 from the merger of BDT & Company and MSD Partners. The firm focuses on providing strategic advisory services and long-term capital solutions tailored for business owners, family offices, and strategic investors. Their core services include strategic advisory for mergers and acquisitions, capital structure optimization, and trust and estate planning. They also offer investment management through affiliated advisers, focusing on risk-adjusted returns. Additionally, BDT & MSD Partners supports family offices with legacy management and multi-generational wealth planning. Led by Byron Trott and Gregg Lemkau, the firm has a strong leadership team that includes key personnel in compliance, technology, and operations. They manage multiple funds and have made notable investments, such as acquiring a stake in IMA Group to foster growth. The firm is dedicated to aligning with long-term investors and leverages a global network of business owners and investors for shared insights.
Bank of the West is a regional financial services company chartered in California and headquartered in San Francisco with $71.7 billion in assets. Founded in 1874, Bank of the West provides a wide range of personal, commercial, wealth management and international banking services through more than 650 offices in 22 states and digital channels. Bank of the West is a subsidiary of BNP Paribas, which has a presence in 75 countries with 180,000 employees.
Union Bank + Trust is a Monticello, AR-based company in the Financial Services sector.