Financial Services

Argent Mortgage, in three years since its founding, had grown to be the largest wholesale non-prime mortgage lender in the industry, with over $50 billion in annual mortgage originations. Much of this rapid growth was attributable to building strong relationships with mortgage brokers, the sole channel for new mortgage originations, and to automated decisioning tools that enabled faster response times.

Chase is part of J.P. Morgan Chase & Co. a leading global financial services firm with assets of $2.1 trillion. The firm is a leader in investment banking, financial services for consumers, small business and commercial banking, financial transaction processing, asset management, and private equity. Clients include corporations, institutional investors & hedge funds.

Elavon provides end-to-end payment processing services to merchants and financial institutions in the United States, Puerto Rico, Canada, and throughout Europe. Their payment products are supported by the most reliable network in the industry and include credit and debit card processing, electronic check services, gift cards, dynamic currency conversion, multi-currency support, and cross-border acquiring.

A leading sub-prime mortgage lender was interested in spinning off from their retail banking parent company (Regions Bank). The CEO believed that a premium valuation could be achieved from a strategic buyer who was interested in marketing lucrative sub-prime securitized assets. Needed to reposition the firm and make it more attractive.

FleetCor is the largest global fleet card processor with over 650,000 business locations and over 3.5 million fuel card holders. This privately owned company with sales revenue of ~$160 million employs 700 associates in 20 offices in the U.S., Canada, and Europe.

Harland Clarke is a leading provider to financial and commercial institutions as well as individual consumers and small businesses. The company, headquartered in San Antonio, Texas, has a national presence with manufacturing facilities and customer service centers across the country.

Harris Bank is the third largest bank in Chicagoland area with $50+ billion in assets and 280 branches serving over 1 million customers. Operates in retail, business banking and private banking sectors. Owned by BMO Financial, a $370 billion global banking organization

HR Block Bank is mortgage servicer of over $40 billion of residential mortgage loans. Over 200,000 residential mortgage customers nationwide. Subsidiary of H&R Block, the world’s larges tax services provider with 12,000 offices in the US and 1,300 in Canada and Australia.

JP Morgan Private Bank is the largest private bank in the United States and third largest in the world with over $300 billion in total private client assets. The bank offers wealth management services: investment management, wealth structuring, tax and estate planning, lending and capital advisory, art and philanthropy advisory, family governance – serving over 40% of the Forbes World’s Richest People and Forbes Wealthiest Americans list.