M-One Capital Announces the Sale of Guild Holdings Company
OMAHA, NE – On Nov. 28, 2025 – M-One Capital’s longtime portfolio company, Guild Holdings Company (NYSE: GHLD) (“Guild”), was acquired in an all-cash transaction by Bayview MSR Opportunity (U.S.) Master Fund, L.P. (the “MSR Fund”). Guild, a portfolio company of M-One Capital since December 2007, announced on June 28, 2025, that it had signed a definitive agreement under which the MSR Fund, a fund managed by Bayview, would acquire all of the outstanding shares of GHLD’s common stock for $20.00 per share or approximately $1.3 billion in aggregate equity value. Shares of GHLD’s publicly traded common stock ceased trading and were delisted from the NYSE in connection with the completion of the sale. Guild will operate as a privately held independent entity of the MSR Fund, which also owns Lakeview Loan Servicing, LLC, a mortgage servicer and owner of mortgage servicing rights.
“We are pleased to have had the opportunity to grow Guild’s national brand in partnership with M-One Capital for the past 18 years,” said Terry Schmidt, CEO of Guild. “The Guild leadership team is excited to bring our expertise in distributed retail origination, retained servicing, and the customer-for-life business model to Bayview and the MSR Fund. We intend for this relationship to further enhance our mission to deliver the promise of homeownership in communities across the country while fueling innovation and long-term growth.”
“We are excited for this next chapter of the Guild story,” said M-One Capital Managing Partner and former Guild Chairman Patrick Duffy. M-One Capital went on to express its appreciation of the Guild team following the successful 18-year partnership. “We are grateful to have had such a long partnership with the Guild team and are proud of what has been accomplished since our initial investment. We are confident that Bayview will be an excellent steward of this exceptional company and a great platform for continued growth,” continued Duffy.
For more information, please see this release from Guild.
About Guild Holdings Company
Guild Mortgage Company, a wholly owned subsidiary of Guild Holdings Company, was founded in 1960 and is a nationally recognized independent mortgage lender providing residential mortgage products and local in-house origination and servicing. Guild employs a relationship-based loan sourcing strategy to execute on its mission of delivering the promise of home ownership in neighborhoods and communities across 49 states and the District of Columbia. Guild’s highly trained loan professionals are experienced in government-sponsored programs such as FHA, VA, USDA, down payment assistance programs, and other specialized loan programs. For more information visit https://www.guildmortgage.com/.
About M-One Capital
M-One Capital Management, LLC is a registered investment adviser that conducts business as M-One Capital. Headquartered in Omaha, Nebraska, M-One Capital is a private investment firm focused on being a value-added partner for management teams, founders, and family owners. Specializing in supporting management teams who retain operating control and meaningful ownership, M-One Capital provides equity capital, guidance, and strategic resources to the entrepreneurs and companies in which it invests. McCarthy Capital rebranded to M-One Capital in 2025. For more information, please visit m-onecapital.com.
About Bayview Asset Management, LLC
Bayview is a global alternative investment firm that provides flexible capital solutions for its partners while producing attractive risk-adjusted returns for its clients. Bayview’s investment platform benefits from connectivity to Bayview’s affiliated origination and servicing businesses, which provide market insights, data and analytics, and differentiated sourcing capabilities. This allows Bayview to invest through market cycles across the credit landscape, with a focus on residential, consumer, and commercial credit, including whole loans, credit risk transfer transactions, structured products, and mortgage servicing rights. Bayview had approximately $33.9 billion in assets under management as of June 30, 2025, with operations across North America and Europe.
Forward-Looking Statements
This press release may contain certain “forward-looking statements” (including “forward-looking statements” within the meaning of the U.S. Private Securities Litigation Reform Act of 1995) with respect to the financial condition, results of operations and business of Guild and certain plans and objectives of the Board of Directors of Guild. All statements other than statements of historical or current facts included in this press release are forward-looking statements. Forward-looking statements often use words such as “anticipate”, “target”, “expect,” “estimate,” “intend,” “plan,” “goal,” “believe,” “will,” “may,” “should,” “would,” “could,” or other words or terms of similar meaning. Such statements are based upon the company’s current beliefs and expectations and are subject to significant risks and uncertainties. Actual results may vary materially from those set forth in the forward-looking statements.
Although the company believes the expectations contained in its forward-looking statements are reasonable, it can give no assurance that such expectations will prove correct. The company undertakes no obligation to correct or update any forward-looking statements, whether as a result of new information, future events or otherwise. Information on factors that may affect the business and financial results of the company can be found in the filings of the company made from time to time with the SEC. Unless indicated otherwise, the terms “Guild” and “company” each refers, collectively, to Guild and its subsidiaries.