Case studies

We actively engage with our portfolio companies to support them in the execution of key initiatives. Below are a few areas we have specifically been able to drive value for our portfolio

M & A

Business Development

"Serent unlocked tremendous value in Optimal Blue that we would not have realized without their involvement. Serent was the ideal partner throughout the term of their investment, standing alongside us, not in front of us, not behind us."

Larry Huff & Ivan Darius, Co-CEOs Optimal Blue

SERENT INVESTMENT TEAM

Description

Optimal Blue is a leading provider of enterprise lending software as a service (SaaS) to the mortgage industry. Shortly following the initial investment by Serent, Optimal Blue executed the acquisition of LoanSifter, another provider of mortgage technology solutions

Actions

  • Serent assisted in the identification, due diligence, and negotiation of the acquisition
  • Post close, management partnered with Serent to develop a comprehensive integration plan to expedite transitions in the technology and service organizations
  • Management also created a framework for offering additional products and services to the customers from the acquired company

Outcomes

Serent assisted in the identification, due diligence, and negotiation of the acquisition Post close, management partnered with Serent to develop a comprehensive integration plan to expedite transitions in the technology and service organizations Management also created a framework for offering additional products and services to the customers from the acquired company