Milliman Acquires Blue Water Mortgage Servicing Rights Valuation and Hedging Services from Apex Analytics

Hale Capital Partners Acquires APEX Analytics (formerly Voxtur Analytics)

March 13, 2026

Data & Analytics

Hale Capital Partners, through its advised funds, completed a cooperative restructuring under which it acquired APEX Analytics Corp. (formerly Voxtur Analytics Corp.), a provider of real estate data analytics, valuation technology, and appraisal and property tax solutions. As part of the transition, APEX Analytics has rebranded and will operate independently under Hale Capital’s ownership, with Rob Cain appointed Chief Restructuring Officer.

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.

Rocktop Technologies Acquires Incenter Capital Advisors

May 16, 2025

Financial Services

Rocktop Technologies, a technology and AI-enabled Solutions-as-a-Service firm, has acquired Incenter Capital Advisors to expand its mortgage servicing rights (MSR) market reach and deepen data-driven capital markets capabilities. The acquisition combines Rocktop's data, document, and AI infrastructure with Incenter's MSR valuation, trading, and post-transaction support expertise to offer integrated valuation, execution, and portfolio surveillance services to institutional mortgage investors.

Voxtur Acquires Blue Water Financial Technologies

August 12, 2022

Financial Services

Voxtur Analytics Corp.'s U.S. subsidiary executed an agreement to acquire all membership interests of Blue Water Financial Technologies Holding Company, LLC, a SaaS-based mortgage asset valuation and MSR trading platform. The transaction is valued at approximately USD $101 million (USD $30M cash plus share consideration), is expected to be accretive, and is subject to regulatory approvals and customary closing conditions.

StoicLane Acquires Majority Stake in Lender's Valuation Services (LVS)

October 20, 2021

Real Estate

StoicLane has closed on a majority stake in appraisal management company Lender's Valuation Services (LVS). The investment is the first for StoicLane's mortgage services platform and aims to help LVS scale its appraisal management and tech-enabled mortgage services nationwide.

HUB International Acquires Millennium Advisory Services, Inc.

September 7, 2021

Financial Services

HUB International Limited has acquired Millennium Advisory Services, Inc., a fee-only financial planning and asset management firm based in Glen Allen, Virginia. The acquisition (terms undisclosed) brings Millennium's team, including co‑founders Paul Hunt and Steve Anderson, into HUB's Retirement and Private Wealth (Hub RPW) Mid‑Atlantic practice to strengthen HUB's presence in Virginia and the education/endowment markets.