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FT Partners Advises Optimal Blue in its Sale to GTCR

Overview of Transaction

  • Optimal Blue has agreed to sell to GTCR, a leading private equity firm
  • Backed by Serent Capital, Optimal Blue is one of the largest SaaS providers of enterprise services to mortgage originators & investors
  • The Company created the first cloud-based Product & Pricing Engine ("PPE") and is now the largest independent provider of pricing solutions in the mortgage ecosystem
  • GTCR has committed up to $350 million of equity capital to the investment to pursue growth initiatives at Optimal Blue as well as complementary acquisitions to provide information and other digital services to the $14 trillion mortgage marketplace

Significance of Transaction

  • Represents one of the largest Mortgage Technology M&A transactions in recent times
  • Represents a highly favorable outcome to Optimal Blue management and Serent Capital, its private equity backer

FT Partners' Role

  • FT Partners served as exclusive strategic and financial advisor to Optimal Blue and its Board of Directors
  • FT Partners leveraged its deep knowledge, extensive experience and broad industry relationships to help bring in a knowledgeable partner with deep domain expertise in financial services
  • Transaction demonstrates FT Partners' continued success advising top-tier financial technology companies