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
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."