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Incenter Announces Plan to Form New Mortgage-Focused Broker Dealer


SAINT PAUL, MN – Incenter LLC (“Incenter”), a Blackstone portfolio company, announced today that it has hired a fixed income sales and trading team as it works towards registering a wholly owned subsidiary, Incenter Securities Group LLC (“ISG”), as a mortgage-focused broker-dealer.

Initially, ISG plans to focus on offering capital markets execution services to mortgage originators and institutional investors in whole loan trading.  Once registered as a broker-dealer, ISG will expand its capital markets services to include mortgage backed securities trading.  ISG will also combine efforts with Incenter’s servicing broker, Incenter Mortgage Advisors LLC (“IMA”), to provide a full spectrum of valuation, trading and advisory services.

“By starting a mortgage-focused broker-dealer, Incenter will be able to offer a broader spectrum of services to its existing clients as well as outside participants and investors in the mortgage servicing rights, residential loan and mortgage back securities marketplace. We are delighted to add a high quality, experienced team including Peter Harrison, Tad Dahlke, Hal Hermelee, Kevin Doyle, Brian Doolittle and Paul Jacob”, said Nicholas Smith, Incenter’s President.  J. Reed Newkirk, currently an Incenter Managing Director, will serve as ISG’s Head of Sales and Trading following receipt of all necessary regulatory approvals.

“We are very excited for the opportunity to join forces with Incenter. The formation of ISG will allow us to build an integrated mortgage execution platform” said Hal Hermelee, Managing Director. “ISG will leverage our team’s capital markets expertise to serve the needs of the mortgage finance industry” added Tad Dahlke, Managing Director. Tom Piercy, Managing Director of IMA adds: “ISG will be valuable to our objectives as we will be able to combine direct access to loan and securities execution in the capital markets in addition to our MSR execution”

Incenter is a Blackstone portfolio company headquartered in Saint Paul, Minnesota with offices in Los Angeles, Denver, Dallas, New York and Manila, Philippines. Incenter employs over 300 professionals worldwide to provide its clients with access to capital, secondary markets solutions and fulfillment services.

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