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Dale Kurland founded Classic Strategies Group on the belief that mortgage banking executives deserve the best service possible when they're considering an M&A transaction. They need a trusted partner with significant experience who will simplify the process and who will be with them from initial discussions through the transaction closing.

Dale is the former head of Bear Sterns' mortgage banking merger and acquisition team and has been advising mortgage banks on M&A transactions for more than 20 years. Ms. Kurland is equally at home working directly for her own clients or being brought on by other investment bankers that don't have the specific expertise their clients need. She represents both buyers and sellers of mortgage banking companies and consults with management teams to formulate strategies.

Prior to forming CSG, Ms. Kurland operated DK Advisory Services, Inc., and participated in several major mortgage banking transactions including the sale of assets of JI Kislak Mortgage Corporation as well as the sales of James Madison Mortgage Corporation to the Dime Savings Bank and Knutson Mortgage Corporation to Temple Inland Mortgage. She also worked with the owners of First Town Mortgage Corporation and HomeSouth Mortgage in the sale of their companies to Chase Home Mortgage. In addition, she advised Western Bancorp in its merger with Pacific National bank and Desai Capital Management in its acquisition of Lender's Services, Inc. where she served on the Board of Directors until the sale of the company to Fidelity National Financial in February 2003.

Previously, as head of the Mortgage Banking M&A Group at Bear Stearns, Ms. Kurland advised clients on the purchase and sale of mortgage companies and mortgage servicing portfolios. She was the senior banker on PNC's purchase of Sears Mortgage Corporation, which was an Institutional Investor "Deal of the Year."

"Dale Kurland has successfully negotiated the sale of four of my mortgage banking holdings. She has a unique grasp the dynamics needed to analyze all aspects of a 'deal' and to guide both buyer and seller to a mutually beneficial conclusion."

John R. Delfino

"Thank you for all your help, expertise and guidance through this whole affair. You have demonstrated a terrific sense of loyalty and professionalism without diminishing your effectiveness. On a personal level, I enjoyed some mentoring and direction, keeping me focused on the task at hand. "

Stanley C. Middleman
President and CEO
Freedom Mortgage Company/Irwin Mortgage Company

"Baytree Lending Company had an exceptional experience working with Classic Strategies Group. As the only intermediary on the transaction, Dale was extremely fair. On more than one occasion, she demonstrated her professionalism and experience in working through tough issue for both parties. We could not have asked for a better partner on our transaction. "


James P. Hayes
Senior Vice President
Baytree National Bank and Trust

"Dale Kurland represented the Seller when we bought a mortgage banking company. When it was time for us to sell, we immediately called Dale. We were delighted with the outcome of our sale and continue to recommend Dale
whenever we speak to someone who is contemplating the purchase or sale of a mortgage company."

Roger Wikner

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