Startups
Sterling Point Advisors (SPA) is a boutique mergers and acquisitions firm serving businesses in the lower middle market. Founded with a mission to help business owners create long-term financial prosperity for their families, SPA can add value through consulting, as well as assisting in your succession planning and exit strategy.
As a M&A advisor, SPA will direct the deal process, including preparing marketing materials, communications between potential buyers and sellers, lawyers, accountants and all parties involved in due diligence. As a trusted intermediary, SPA will guide the team while giving the client one point of contact throughout the entire deal process.
Services offered:
Sell-Side Representation
Buy-Side Representation
Strategic Consulting
Industries Served:
Veterinary Medicine
Manufacturing
Industrial
Wood Treatment
Professional Services
Value-Add Distribution
Healthcare
As a M&A advisor, SPA will direct the deal process, including preparing marketing materials, communications between potential buyers and sellers, lawyers, accountants and all parties involved in due diligence. As a trusted intermediary, SPA will guide the team while giving the client one point of contact throughout the entire deal process.
Services offered:
Sell-Side Representation
Buy-Side Representation
Strategic Consulting
Industries Served:
Veterinary Medicine
Manufacturing
Industrial
Wood Treatment
Professional Services
Value-Add Distribution
Healthcare
Overview
Location
United States, Virginia, Glen Allen
Employees
1-10
Founded date
2018
Mentions in press and media 9
| Date | Title | Description |
| Sign up to see | Sign up to see | Sign up to see |
| Apr 15, 2024 | As a ‘higher-for-longer’ rate scenario unfolds, how is the mortgage industry adapting? | Last week’s above-consensus inflation figures brought the mortgage market back to a sour reality: The average 30-year fixed mortgage rate, an index closely watched by industry experts, may be close to or even above the 7% level for longer t... |
| May 9, 2023 | Agency loan-repurchase strategy sparks pushback | Independent mortgage banks have been coping with a still-surging wave of loan-repurchase requests from Fannie Mae and Freddie Mac that represents yet another threat to lenders’ already stretched balance sheets. Much of the problem stems fro... |
| Feb 8, 2023 | Inside American Pacific Mortgage’s quest for expansion | Mortgage rates are on a declining trend, but don’t be fooled – the industry’s efforts to rightsize from a pandemic boom will continue through 2023. Up to 30% of the 1,000 largest independent mortgage banks will disappear by the end of this ... |
| Feb 7, 2023 | Smaller nonbanks facing “come to Jesus moment” as MSR values dip | The year ahead for the mortgage-servicing rights market is shaping up to be a lucrative play for investors, lenders and others looking to purchase MSR assets. Independent mortgage banks (IMBs) leaning on MSR sales, however, now face a suppl... |
| Nov 16, 2022 | Meet the likely buyers of independent mortgage banks in 2023 | By the time 2022 is wrapped up, mortgage lenders will have originated about $2.2 trillion in loans, about half of 2021’s $4.4 trillion in volume, according to industry forecasters. But Brian Hale, who is assisting several buyers in their hu... |
| Nov 9, 2022 | “Last night, my Uber driver was a loan officer.” | The steady drumbeat of dour news in the mortgage industry punctuated by headlines announcing layoffs and closures among the ranks of independent mortgage banks continues to play out, with several lenders over the last two weeks adding to th... |
| Nov 3, 2022 | FoA Mortgage’s shutdown brightens the prospects of a small Indiana lender | A team of more than 60 mortgage bankers at now-defunct Finance of America Mortgage has landed at Hallmark Home Mortgage. The retail team covers the states of Colorado, Georgia, Kansas, Louisiana, Missouri, South Carolina and Texas. Marc Wad... |
| Nov 3, 2022 | The great mortgage bank consolidation wave is underway | One mortgage M&A expert believes that of the 130 or so IMBs that did $1 billion to $2 billion for production in 2021, 17% of them will not even be able to do $500 million over the 12 months ending June 30, 2023. Up to 30% of the 1,000 l... |
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FAQ about Sterling Point Advisors
When was Sterling Point Advisors founded?
Sterling Point Advisors was founded in 2018.
What has the press written about Sterling Point Advisors?
Parsers VC has collected 9 articles mentioning Sterling Point Advisors, among them “As a ‘higher-for-longer’ rate scenario unfolds, how is the mortgage industry adapting?” (Apr 15, 2024) and “Agency loan-repurchase strategy sparks pushback” (May 9, 2023).
Is Sterling Point Advisors still active?
Yes, Sterling Point Advisors is active; its latest activity on Parsers VC dates from Jun 5, 2024.