Capital Advisors Overview

  • Founded
  • 1994
  • Status
  • Acquired/​Merged
  • Employees
  • 26
  • Latest Deal Type
  • M&A
  • Financing Rounds
  • 1
  • Investments
  • 2

Capital Advisors General Information


Provider of commercial real estate financial services. The company provides mortgage banking, debt financing, loan closing and loan servicing services. It has more than $1 billion in annual loan volume and $1.75 billion in servicing portfolio.

Contact Information

Ownership Status
Financing Status
Corporate Backed or Acquired
Primary Industry
Thrifts and Mortgage Finance
Other Industries
Real Estate Services (B2C)
Other Financial Services
Primary Office
  • 200 South College Street
  • Suite 1520
  • Charlotte, NC 28202
  • United States
+1 (704) 000-0000
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Capital Advisors Valuation & Funding

Deal Type Date Amount Valuation/
Post-Val Status Debt

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Capital Advisors Executive Team (16)

Name Title Board Seat Contact Info
Cooper Willis President
Shippen Browne Executive Vice President
Brian Montgomery Vice President & Servicing Manager
George Simmons Senior Vice President
Mariann Hord Vice President, Corporate Management
You’re viewing 5 of 16 executive team members. Get the full list »

Capital Advisors Signals

Growth Rate

0.80% Weekly
Weekly Growth 0.80%, 93rd %ile
-35.5%. 530%

Size Multiple

219x Median
Size Multiple 219x, 100th %ile
0.00x 0.95x. 413Kx

Key Data Points

Twitter Followers


Similarweb Unique Visitors


Majestic Referring Domains


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Capital Advisors Investments & Acquisitions (2)

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
000000000000 00000 18-Jun-2014 0000000000 00.000 Personal Products
Dickinson, Logan, Todd & Barber 30-Nov-2013 Merger/Acquisition Thrifts and Mortgage Finance 000000 000000
To view Capital Advisors’s complete investments and acquisitions history, request access »

Capital Advisors Exits (1)

Company Name Exit Date Exit Type Exit Size Status Buyers
000000000000 00000 18-Jun-2014 0000000000 00.000 Completed
  • 2 buyers
To view Capital Advisors’s complete exits history, request access »