Press Release

Milliman Announces Acquisition of MorVest Capital, Expanding Leadership in Mortgage Sector and MSR Analytics

Acquisition enhances Milliman’s mortgage servicing rights services

SEATTLE–(BUSINESS WIRE)–Milliman, Inc., a leading global consulting and actuarial firm, today announced the acquisition of MorVest Capital, a premier provider of mortgage servicing rights (MSR) analytics, risk management, and advisory services. This strategic move reinforces Milliman’s commitment to delivering comprehensive analytical solutions to the mortgage sector and expands its capabilities with MSR valuation, financing, hedging, and brokering.


MorVest Capital, founded in 2013 and headquartered in Dallas, Texas, is recognized for its deep industry insights and client-centered approach to MSR strategy. The acquisition brings together Milliman’s renowned analytic and consulting capabilities with MorVest’s MSR expertise, creating a comprehensive offering for lenders, servicers, and investors.

“We are thrilled to welcome MorVest Capital to the Milliman family,” said Brett Ludden, Managing Director and head of Mortgage Solutions at Milliman. “MorVest’s advanced MSR analytics and proven advisory services will enhance our ability to serve mortgage market participants with data-driven insights and rigorous risk management. This acquisition accelerates our growth in the mortgage sector and strengthens our position as a trusted partner for financial institutions navigating complex market dynamics.”

MorVest Capital CEO, David Fleig, commented, “Joining Milliman is an exciting milestone for MorVest and our clients. Milliman’s global reach and actuarial expertise perfectly complement our innovative MSR analytics platform. Together, we can deliver even greater value to the mortgage industry by supporting clients with best-in-class risk management and strategic guidance.”

MorVest’s platform will be enhanced with Milliman’s expertise in mortgage behavior models, hedging strategies, data analytics, and software development. With the addition of MorVest, Milliman now provides a full set of risk management solutions to mortgage originators, servicers, and capital providers.

About MorVest Capital

MorVest Capital specializes in mortgage servicing rights analytics, valuation, and risk management. The firm provides advisory services to mortgage lenders, servicers, and investors across the United States.

About Milliman

Milliman leverages deep expertise, actuarial rigor, and advanced technology to develop solutions for a world at risk. We help clients in the public and private sectors navigate urgent, complex challenges—from extreme weather and market volatility to financial insecurity and rising health costs—so they can meet their business, financial, and social objectives. Our solutions encompass insurance, financial services, healthcare, life sciences, and employee benefits. Founded in 1947, Milliman is an independent firm with offices in major cities around the globe. Visit us at milliman.com.

Contacts

Jeremy Engdahl-Johnson

Milliman, Inc.

Tel: +1 646.473.3021

[email protected]

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