David Fleig

About David Fleig

The start of my career in public accounting led me to a CFO position in the mortgage…

Experience

1. President CEO

   Morvest Capital, Llc

   May 2013 — Present

   MorVest Capital, LLC is a financial services advisory firm specializing in liquidity and capital solutions for mortgage bankers. MorVest has built a comprehensive suite of advisory services for banks, mortgage banking C-level executives and industry investors. MorVest has become a major player in the MSR brokerage space, consistently achieving excellent price execution along with outstanding transaction management for our clients. MorVest is the market leader in providing financing for mortgage loan servicing rights (MSRs\") in partnership with its commercial bank partners. The Company\'s MorVest Analytics unit provides MSR asset valuation and risk management services utilizing state of the art software and forecasting modeling. We have created bundled MSR Advisory Services unique in the industry designed to assist clients with creating or refining their MSR plan. These services include customized financial modeling, retain/release best ex analysis, accounting support, SRP grid, and daily FV MSR tracker. MorVest brings decades of experience to mortgage company valuations and M&A. Whether buy-side or sell-side representation, the MorVest team has the ability to serve as trusted advisors in valuing companies and crafting successful M&A deals.FOCUS: MSR Advisory, MSR Brokerage, MSR Finance, MSR Valuations, Mergers & Acquisitions, Buy-side Representation, Sell-Side Representation, Company Valuations, Strategic Planning, Mezzanine Finance, Financial Forecasting, Expert Witness, MSR Analytics, MSR Portfolio Valuation, Mezzanine Capital Placement, MSR Risk Management, Mortgage Banking Liquidity Solutions