Investortools Acquires Merritt Research Services

KKR Acquires Merchants Mortgage Trust & Corporation

January 19, 2022

Financial Services

KKR has acquired Merchants Mortgage Trust & Corporation (MMTC), a Denver-area real estate lending platform that originates short-term residential bridge loans for individual investors. KKR's investment, made through its private credit funds as part of its Asset-Based Finance strategy, provides MMTC with long-term capital to expand origination, product offerings, geographic footprint and financing capabilities.

Reorg Acquires LoansIntel

January 9, 2024

Data & Analytics

Reorg, a global provider of credit data, analysis and intelligence, has acquired LoansIntel, a credit research and workflow solution for private loan and high-yield issuers. The deal brings LoansIntel's fundamental analysis and plug-and-play data into Reorg's product suite to expand its credit intelligence and technology capabilities.

SOLVE Acquires MBS Source

October 16, 2025

Data & Analytics

SOLVE, a provider of AI-driven fixed-income market data and analytics, has acquired MBS Source, a Mercer Island-based provider of data and trading solutions for mortgage- and asset-backed securities. The acquisition expands SOLVE’s structured products coverage and adds specialized predictive pricing, prepayment models, and trading functionality to its multi-asset fixed income platform.

Milliman Acquires MorVest Capital

December 8, 2025

Financial Services

Milliman, a global actuarial and consulting firm, has acquired MorVest Capital, a Dallas-based provider of mortgage servicing rights (MSR) analytics, valuation, and advisory services. The deal expands Milliman’s mortgage analytics, MSR valuation, financing and hedging capabilities to better serve lenders, servicers and capital providers.

MRI Software Acquires Orchard Information Systems

March 31, 2020

Software

MRI Software has acquired Orchard Information Systems, a UK/Ireland provider of social housing property management software, adding Orchard's specialist capabilities to MRI's residential and social housing offerings. The deal expands MRI's UK residential product portfolio and allows Orchard clients access to MRI's cloud, resident portal and accounting capabilities.

SVB Financial Group Acquires MoffettNathanson LLC

December 13, 2021

Financial Services

SVB Financial Group acquired MoffettNathanson LLC, a New York–based independent sell‑side equity research firm, to expand SVB’s investment banking research coverage into technology and healthcare. The acquisition brings MoffettNathanson’s senior analysts and sector expertise into SVB Leerink’s platform, strengthening SVB’s capabilities for innovation‑economy clients.