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Building on Decades of Success, Incenter Mortgage Advisors Expands Capital Markets and Advisory Services

December 08, 2023 | Businesswire

Firm Rebrands as Incenter Capital Advisors, Committed to Strengthening Clients Through a Comprehensive Approach to the Capital Markets

IMA is best known as a leading provider of transaction, valuation and advisory services related to mortgage servicing rights (MSRs) and has organized more than $2 trillion in MSR assets. Building on IMA’s reputation for analytical excellence, Incenter Capital Advisors now has a broader mission—to help clients drive stronger financial performance, with an emphasis on corporate strategy and capital markets activities spanning the full gamut of asset classes, institutions and balance sheet types.

The transition will see Tom Piercy, founder and longtime leader of IMA, take on the role of Chief Growth Officer (CGO) of Incenter Capital Advisors, collaborating with JB Long, who steps into the new position of President. Mr. Long was one of the earliest executives at EverBank/TIAA Bank, which he helped grow from a monoline mortgage company into a publicly traded national banking franchise. Together, he and Mr. Piercy are leading a team of experienced bankers, market analysts and advisors, M&A veterans, portfolio managers, risk managers, and MSR trading experts, including several notable hires with more than 20 years each of ‘in the seat’ capital markets roles.

“By broadening its services, Incenter Capital Advisors is helping financial institutions to differentiate themselves in all market conditions. Our clients are turning to the capital markets to proactively seek out broader customer offerings, pricing dislocations, higher yielding assets, and portfolio growth. These markets also offer protections against today’s headwinds, including interest rate risk, capital and liquidity requirements, and stringent regulations,” said Mr. Long.

“The expansion of Incenter Capital Advisors provides our clients with a new competitive advantage,” said Bruno Pasceri, President of parent company Incenter Lender Services. “We’ve built a team of experienced, creative, and client-centric experts with broad industry relationships, challenging them to look at thorny issues in multiple ways. They are delivering clear, pragmatic solutions and opening opportunities that others simply cannot see.”

Incenter Capital Advisors’ comprehensive solutions include:
 

  • Transactions: Residential, Commercial, and Consumer: Whole loans, bulk and flow Mortgage Servicing Rights, Reverse Mortgage, Ginnie Mae early buyouts, structured hedging, and M&As.
  • Analytics and Reporting: Technical valuation models, hedging and risk management, dashboards and key performance indicators (KPIs), and committee/board presentations.
  • Advisory Solutions: Corporate and M&A strategies, product and service development, asset rotation and alternative investments, end investor and executive options, policies and procedures, regulatory and compliance strategies, and project and balance sheet management.
  • Specialty Solutions: Reverse Mortgage, eMSR Exchange™, Lending as a Service, Mortgage Servicing Rights, depository balance sheet solutions, and due diligence services.