PGIM

SoFi is a financial services company founded in 2011 and headquartered in San Francisco, California. It offers a diverse range of products targeting early-stage professionals, including personal loans, MBA loans, and mortgage refinancing. In addition to lending, SoFi provides wealth management services that assist individuals in saving, spending, and investing their money. The company also offers financial solutions for retirement planning and student loan repayment management. Its comprehensive suite of services includes credit cards, checking and savings accounts, and small business financing, positioning SoFi as a versatile player in the financial sector.

PennyMac Mortgage Investment Trust is a specialty finance company that primarily invests in mortgage-related assets within the United States. The company operates through three segments: Credit Sensitive Strategies, Interest Rate Sensitive Strategies, and Correspondent Production. The Credit Sensitive Strategies segment focuses on credit risk transfer agreements, distressed loans, and non-agency subordinated bonds. In contrast, the Interest Rate Sensitive Strategies segment invests in mortgage servicing rights and various mortgage-backed securities, while also engaging in interest rate hedging activities. The Correspondent Production segment is involved in purchasing and reselling newly originated prime credit residential loans, either directly or as mortgage-backed securities. The company also provides loan servicing and mortgage banking services, which encompass a range of activities from customer service to loan modifications and refinancing. As a real estate investment trust, PennyMac Mortgage Investment Trust generally avoids federal corporate income taxes by distributing at least 90% of its taxable income to shareholders. Founded in 2009, the company is headquartered in Westlake Village, California.

Montana Capital Partners is a Swiss-based investment boutique established in 2011, specializing in the secondary market and high-quality asset management solutions. The firm focuses on small transactions within attractive niches of the secondary market, often sourcing deals directly from sellers. This direct approach allows Montana Capital Partners to tailor solutions that meet the specific needs of sellers. In addition to its secondary market investments, the firm also offers investment management services, emphasizing complex and innovative financial solutions.