Union Home Mortgage Acquires Nations Reliable Lending (NRL Mortgage)

Union Home Mortgage Acquires Amerifirst Home Mortgage

December 21, 2022

Financial Services

Union Home Mortgage (UHM) has acquired Kalamazoo-based Amerifirst Home Mortgage, bringing Amerifirst’s network of more than 300 licensed loan consultants into UHM’s national mortgage platform. The deal expands UHM’s presence in key markets — including Florida, Michigan, Ohio, North Carolina and California — and strengthens combined capabilities in USDA rural lending programs.

Western Alliance Bancorporation Acquires AmeriHome Mortgage Company

February 16, 2021

Financial Services

Western Alliance Bancorporation has executed a definitive agreement to acquire Aris Mortgage Holding Company, the parent of AmeriHome Mortgage Company, for an estimated aggregate purchase price of $1.0 billion in cash (including $275 million cash consideration plus adjusted tangible book value). The deal brings a national B2B mortgage acquirer and servicer to Western Alliance — AmeriHome purchased about $65 billion of originations in 2020 and managed a $99 billion mortgage servicing portfolio as of December 31, 2020 — and is expected to be accretive to earnings and enhance fee / non-interest income.

Guild Holdings Company Acquires Residential Mortgage Services Holdings (RMS)

May 11, 2021

Financial Services

Guild Holdings Company (Guild) entered into a definitive agreement to acquire Residential Mortgage Services Holdings, Inc. (RMS), a fast-growing retail mortgage originator focused in the Northeast. The deal (estimated initial purchase price of $196.7 million based on March 31, 2021 tangible book value, plus a three-year earnout) is expected to be accretive to 2021 EPS and to close in Q3 2021, subject to customary approvals.

Planet Home Lending Acquires Platinum Home Mortgage Corporation's Branches and Origination Staff

June 1, 2023

Financial Services

Planet Home Lending, part of Planet Financial Group, has acquired the assets of Platinum Home Mortgage Corporation, inheriting the majority of its origination staff and more than 20 branch offices. The acquisition expands Planet's retail footprint across the Midwest, Northwest and West Coast and brings additional purchase-focused production and loan officers to Planet's platform.

New Residential Investment Corp Acquires Caliber Home Loans

April 14, 2021

Financial Services

New Residential Investment Corp. has agreed to acquire Caliber Home Loans, Inc. from an affiliate of Lone Star Funds for $1.675 billion in cash. The deal combines Caliber with New Residential's mortgage origination and servicing platform NewRez to expand purchase origination, servicing capabilities and scale across interest rate environments.

Align Financial Holdings Acquires National Lloyds Corporation; Carriers Sold to ReAlign Insurance Holdings

July 1, 2020

Insurance

Hilltop Holdings completed the sale of its wholly owned subsidiary National Lloyds Corporation to Align Financial Holdings, LLC on June 30, 2020, after receiving regulatory approvals. Align concurrently sold National Lloyds' insurance carriers (National Lloyds Insurance Company and American Summit Insurance Company) to ReAlign Insurance Holdings, LLC; the transaction positions Align to scale its specialty insurance platform while Hilltop monetized the subsidiary.