About Silver Strike Advisors

As longtime colleagues in the mortgage banking industry, David Schneider and Steve Stein have worked together for over 20 years to grow and acquire companies, lead teams through significant change in challenging times, and create a customer-first culture built on strong financial management fundamentals. Their complementary skills allowed them to create franchise value for mortgage investors and maintain strong employee engagement in all market conditions and continuous industry change. They are taking their unique, experience-driven perspective to help mortgage companies and investors work though the critical next steps of their journey in the mortgage marketplace.  

Why Silver Strike Advisors 

• Our significant track record leading several different mortgage companies; both depositories and IMBs
• We developed and built new business models, including new production channels, and forming new entities
• We’ve participated as principals in over 10 M&A transactions, covering every aspect of the process​

Areas of Expertise

We advise you and your team on your most challenging business objectives and define specific action plans to achieve the defined goals. Key initiatives include:

• Production Channel Opportunities
  • Develop new partnerships including Joint Ventures and Private Label relationships
  • Analyze your operating platform to unlock the performance capabilities in your firm
• Leadership Effectiveness
  • Review your organization structure to ensure alignment with corporate vision
  • Implement Management Review Process to ensure accountability
• Strategic Repositioning
  • Optimize your firm’s assets through the sale or merger process
  • Identifying opportunities for growth through acquisitions 
• Risk Management
  • Advise on high-impact regulatory concerns
  • Analyze and implement appropriate risk mitigation strategies​

Questions? 
​Please contact:
​

• ​​​David Schneider - Managing Director and Co-founder - 206-407-8612
• Steve Stein - Managing Director and Co-founder - 949-422-8154