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The Collingwood Group

Full company profile

uuid002kn9a

Namestring
The Collingwood Group
Legal namestring
SitusAMC
Websiteurl
collingwoodllc.com
Company typeenum
Private
Founded yearint
2007
Short descriptiontext

The Collingwood Group is a Washington, DC-based financial services business advisory firm founded in 2007, serving clients across the financial services sector with a senior partner-led team of approximately 11-50 practitioners.

Operating statusenum
Operating
Ownership categoryenum
Headcount rangeband
11–50
akta.pro rankint
HeadquartersWashington, United States
HQ citystring
Washington
HQ countrystring
United States
HQ regionstring
North America
Markets served

Serves global market

Offices1 record

Each record includes

City, Country, Type, Description, Source

Keyword5 values
financial advisory services, business consulting, regulatory advisory, financial services consulting, government affairs advisory
Industry2 codes
1Fraud Risk Management & Anti-Bribery/Anti-Corruption (ABAC)
CodeBPAHAFALPrimaryYes
2Strategic Partnerships, Alliances & JVs Advisory
CodeBPAHADAIPrimaryNo
NAICS code1 code
  • Management Consulting Services54161
SIC code1 code
  • Services-Management Consulting Services8742
Product category
Financial Advisory Services
GTM motion2 records

Each record includes

Type, Description, Source

Revenue model5 records
1Professional Services — Commercial CRE
TypeProfessional Services
Description

Advisory, outsourcing, and talent solutions for commercial real estate lenders and investors, including underwriting, investment advisory, securitization management, primary and special servicing, asset management, valuations, and forensic analysis. These are expert-led engagements typically structured as recurring or project-based engagements with enterprise clients.

situsamc.com
2Professional Services — Residential Real Estate
TypeProfessional Services
Description

Loan fulfillment, warehouse administration, diligence and QC, brokerage and transaction advisory, title production, collateral and curative services, and consulting and advisory for residential mortgage market participants. Services span the full residential loan lifecycle from origination through securitization and portfolio management.

situsamc.com
3Technology / Software Platforms
TypeSubscription Recurring
Description

Subscription and usage-based access to proprietary technology platforms including ComplianceEase (compliance review), ProMerit (warehouse lending), Aware (warehouse borrowing), EmBtrust (document custody), Centricity (portfolio management), SBO (loan accounting), Acuity (doc classification/data extraction), BRES-AUS (automated underwriting), RateLock (conduit/pipeline). Revenue derived from platform subscriptions, usage fees, or licensing arrangements with residential mortgage industry participants.

situsamc.com
4Capital Markets Transaction Support
TypeTransaction Fee
Description

Transaction advisory, brokerage, and support for MSR trades, whole loan sales, and securities transactions. Revenue derived from transaction fees on capital markets deal execution for residential mortgage clients.

situsamc.com
5Data, Research & Analytics
TypeSubscription Recurring
Description

Proprietary research reports (ValTrends, MSR market reports), investment criteria data, market analytics tools, and analytics platforms (RERC, RegulatorConnect) sold to commercial and residential real estate finance participants.

situsamc.com
Marketing channels11 records

Each record includes

Title, Type, Stage, Description, Source

Distribution channels3 records

Each record includes

Title, Type, Scope, Target buyer, Description, Source

Cost components1 value
Personnel
GTM typeB2B
B2B
Offering typeServices
Services
Brand1 of 9 records shown
1ComplianceEase
Description

Mortgage compliance review technology platform

situsamc.com
+8 more records
Core offering1 text field

The Collingwood Group is a privately held financial services business advisory firm founded in 2007 and headquartered in Washington, DC. The firm operates with 11-50 employees providing specialized advisory services to clients in the financial services sector.

Differentiator
Functional benefit
Problem solved
Quantifiable outcome1 of 8 values shown
  • $29.8B+ in new CRE originations supported in 2025
+7 more records
Product overview1 text field

SitusAMC offers a comprehensive suite of residential real estate technology platforms alongside commercial real estate services. The residential technology portfolio consists of nine distinct platforms covering the mortgage lifecycle: ComplianceEase (compliance review), Promerit (warehouse lending), Aware (warehouse borrowing), EmbTrust (document custody), Centricity (transaction/portfolio/asset management), SBO (loan accounting), Acuity (document classification and data extraction), BRES AUS (automated underwriting), and RateLock (conduit/loan pipeline). These platforms are complemented by advisory, outsourcing, and talent solutions spanning commercial and residential real estate finance.

Product and service1 record
1Financial Services Business Advisory
CategoryBusiness Advisory
Description

Strategic advisory services for clients in the financial services sector, based in Washington, DC.

Scale indicator9 records

Each record includes

Type, Value, Description, Source

Recent move1 record

Each record includes

Date, Type, Title, Description, Source

Expansion highlight1 record

Each record includes

Type, Description

Market position
Strengths5 records

Each record includes

Headline, Details, Source

Competitive moat3 records

Each record includes

Type, Details

Key risks5 records

Each record includes

Headline, Details, Source

Key highlights4 records

Each record includes

Headline, Details, Source

Customer concentration

Classification, Details

Segment5 records

Each record includes

Title, Type, Primary, Description, Pain point addressed, Use case, Source

Ideal customer profile1 record

Each record includes

Profile, Firmographic size, Sales motion, Sales cycle length, Buying structure, Purchase trigger, Buyer persona, Geography, Industry vertical, Primary use case, Description, Pain points, Evidence proof points, Target buyer

Technology focused
No
API detail
Has APIbool
No

Docs URL, Description

AI maturity
App detail

Has app

Feature15 records

Each record includes

Title, Differentiator, Description, Source

Core technology
Revenue estimate
Valuation estimate
Number of profiles
Profiles10 records

Each record includes

Name, Designation, Designation category, Overview, Profile commentary, Source

No data
No data
Funding overview

Funding stage, Last funding date, Total funding USD

Funding rounds

Each record includes

Round, Amount USD, Date, Pre money valuation, Total investors, Investors, News

Investors

Each record includes

Name, Type, Date of entry, Rounds participated, Website

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Each record includes

Name, Acquisition type, Announced date, Completed date, Status, Website, News

Investment

Each record includes

Name, Round, Announced date, Lead investor, Website, News

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

The Collingwood Group

Financial Advisory Servicescollingwoodllc.com

The Collingwood Group is a Washington, DC-based financial services business advisory firm founded in 2007, serving clients across the financial services sector with a senior partner-led team of approximately 11-50 practitioners.

The Collingwood Group firmographics

Firmographics
Name
The Collingwood Group
Legal name
SitusAMC
Website
https://collingwoodllc.com
Company type
Private
Founded year
2007
Operating status
Operating
Headcount range
11–50 employees
Short description
The Collingwood Group is a Washington, DC-based financial services business advisory firm founded in 2007, serving clients across the financial services sector with a senior partner-led team of approximately 11-50 practitioners.
Ownership category
akta.pro rank

The Collingwood Group industry classification

Industry
Product category
Financial Advisory Services
NAICS
Management Consulting Services (54161)
SIC
Services-Management Consulting Services (8742)
akta.pro primary industry
Fraud Risk Management & Anti-Bribery/Anti-Corruption (ABAC) (BPAHAFAL)
akta.pro secondary industry
Strategic Partnerships, Alliances & JVs Advisory (BPAHADAI)

Keywords

  • Financial advisory services
  • Business consulting
  • Regulatory advisory
  • Financial services consulting
  • Government affairs advisory

Where The Collingwood Group is headquartered

Location

Headquarters

HQ city
Washington
HQ country
United States
HQ region
North America

Offices1 record

Markets served

The Collingwood Group business model

Business model
GTM type
B2B
Offering type
Services
Cost components
Personnel

Revenue model

  1. Professional Services — Commercial CRE: Advisory, outsourcing, and talent solutions for commercial real estate lenders and investors, including underwriting, investment advisory, securitization management, primary and special servicing, asset management, valuations, and forensic analysis. These are expert-led engagements typically structured as recurring or project-based engagements with enterprise clients.
  2. Professional Services — Residential Real Estate: Loan fulfillment, warehouse administration, diligence and QC, brokerage and transaction advisory, title production, collateral and curative services, and consulting and advisory for residential mortgage market participants. Services span the full residential loan lifecycle from origination through securitization and portfolio management.
  3. Technology / Software Platforms: Subscription and usage-based access to proprietary technology platforms including ComplianceEase (compliance review), ProMerit (warehouse lending), Aware (warehouse borrowing), EmBtrust (document custody), Centricity (portfolio management), SBO (loan accounting), Acuity (doc classification/data extraction), BRES-AUS (automated underwriting), RateLock (conduit/pipeline). Revenue derived from platform subscriptions, usage fees, or licensing arrangements with residential mortgage industry participants.
  4. Capital Markets Transaction Support: Transaction advisory, brokerage, and support for MSR trades, whole loan sales, and securities transactions. Revenue derived from transaction fees on capital markets deal execution for residential mortgage clients.
  5. Data, Research & Analytics: Proprietary research reports (ValTrends, MSR market reports), investment criteria data, market analytics tools, and analytics platforms (RERC, RegulatorConnect) sold to commercial and residential real estate finance participants.

Go-to-market motion2 records

Distribution channels3 records

Marketing channels11 records

The Collingwood Group product offering

Product offering

Core offering

The Collingwood Group is a privately held financial services business advisory firm founded in 2007 and headquartered in Washington, DC. The firm operates with 11-50 employees providing specialized advisory services to clients in the financial services sector.

Product overview

SitusAMC offers a comprehensive suite of residential real estate technology platforms alongside commercial real estate services. The residential technology portfolio consists of nine distinct platforms covering the mortgage lifecycle: ComplianceEase (compliance review), Promerit (warehouse lending), Aware (warehouse borrowing), EmbTrust (document custody), Centricity (transaction/portfolio/asset management), SBO (loan accounting), Acuity (document classification and data extraction), BRES AUS (automated underwriting), and RateLock (conduit/loan pipeline). These platforms are complemented by advisory, outsourcing, and talent solutions spanning commercial and residential real estate finance.

Differentiator

Problem solved

Functional benefit

Brands

  • ComplianceEase: Mortgage compliance review technology platform
  • Promerit
  • Aware
  • Embtrust
  • Centricity
  • SBO
  • Acuity
  • Bres-AUS
  • RateLock

Products and services

  • Financial Services Business Advisory Strategic advisory services for clients in the financial services sector, based in Washington, DC.

Quantifiable outcome

  • $29.8B+ in new CRE originations supported in 2025
  • +7 more outcomes

Companies that use The Collingwood Group

Customer profile

Segments5 records

Ideal customer profiles1 record

The Collingwood Group technology and API

Technology

Technology focussed No

API detail

Has API
No
API docs
API detail

Core technology

AI maturity

App detail

Feature15 records

The Collingwood Group partnerships and signals

Strategic signal

Scale indicators9 records

Recent moves1 record

Expansion highlights1 record

The Collingwood Group competitors and assessment

Company assessment

Market position

Strengths5 records

Competitive moat3 records

Key risks5 records

Key highlights4 records

Customer concentration

The Collingwood Group social profiles

Digital presence

The Collingwood Group financial estimates

Financial estimate

Revenue estimate

Valuation estimate

The Collingwood Group leadership team

Management profile

Number of profiles

Profiles10 records

The Collingwood Group funding detail

Funding detail

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

The Collingwood Group M&A and investment

M&A and investment

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about The Collingwood Group

What does The Collingwood Group do?

The Collingwood Group is a privately held financial services business advisory firm founded in 2007 and headquartered in Washington, DC. The firm operates with 11-50 employees providing specialized advisory services to clients in the financial services sector.

Is The Collingwood Group a public or private company?

The Collingwood Group is a private company. It is classified as unknown and is currently operating.

When was The Collingwood Group founded?

The Collingwood Group was founded in 2007. It employs 11 to 50 people.

Where is The Collingwood Group based?

The Collingwood Group is headquartered in Washington, United States, in the North America region.

How does The Collingwood Group make money?

Five revenue lines are on record. Professional Services — Commercial CRE is the primary driver. The others are professional Services — Residential Real Estate, technology / Software Platforms, capital Markets Transaction Support and data, Research & Analytics.

Does The Collingwood Group have an API?

No public API is recorded for The Collingwood Group.

What industry is The Collingwood Group in?

The Collingwood Group's product category is Financial Advisory Services. Its primary akta.pro industry code is BPAHAFAL, Fraud Risk Management & Anti-Bribery/Anti-Corruption (ABAC), with a secondary code of BPAHADAI, Strategic Partnerships, Alliances & JVs Advisory. Its NAICS code is 54161 and its SIC code is 8742.

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Live signals
PR NewswireThe Collingwood Group and Decision Ready Solutions Launch Strategic Technology Partnership Supporting Claims Solutions and QC BusinessThe Collingwood Group, a subsidiary of Situs, announced a strategic technology partnership with Decision Ready Solutions to expand its claims advisory and processing business. This collaboration combines Collingwood's subject matter expertise with Decision Ready's technology platform to enhance scalability and reduce error rates in mortgage claims management. The move aims to transform the servicing marketplace by addressing legacy technology issues and complex processing rules.PR NewswireSitus Announces Acquisition of The Collingwood Group, LLCSitus, a global provider of strategic business and technology solutions to the real estate finance industry, completed its acquisition of The Collingwood Group, a Washington, D.C. advisory firm focused on housing policy and regulation. The acquisition expands Situs' professional service offerings beyond commercial real estate into residential housing, providing regulatory policy experience across the residential housing and multifamily finance industry. Stone Point Capital, the private-equity firm and majority owner of Situs, noted that the deal will significantly broaden Situs' position as a leading provider of risk management and operational support services to the real estate finance industry.GlobeNewswireFormer Freddie Mac Executive Joins The Collingwood Group as Managing DirectorPaul Mullings, former Freddie Mac senior vice president of single family business, joined The Collingwood Group as Managing Director. He previously led Freddie Mac's single family line and reestablished JP Morgan Chase's Private Label Mortgage-Backed Securitization Program. He will support the firm's business advisory and risk management practices.GlobeNewswireThe Collingwood Group Official Statement on FHA Loan-level CertificationThe Collingwood Group praised the FHA for publishing a new loan-level certification for public comment, noting the agency's commitment to market recovery. The statement acknowledges the proposal's middle-ground intent but leaves open whether it achieves its objectives or can serve as a viable vehicle.GlobeNewswireCollingwood Group White Paper: The Mortgage Industry is Ripe for DisruptionThe Collingwood Group released a white paper on mortgage industry disruption, citing record low margins and high origination costs. It identifies innovators using technology to simplify origination and notes that consumer-driven disruption is near perfect.GlobeNewswireFormer Promontory Executive Joins The Collingwood Group as Senior Vice PresidentChris Negri, a housing finance veteran, joined The Collingwood Group as Senior Vice President on Aug. 5, 2015. He will manage customer relationships amid regulatory and compliance demands, having previously worked at Promontory Financial Group.GlobeNewswireMillennials Willing to Sacrifice Starbucks Visits, Cable TV To Finance Home PurchaseA Collingwood Group survey of 650 millennials found 65% would sacrifice conveniences like cell phones, internet, cable, or Starbucks to save for a home down payment. Nearly 75% prefer traditional bank mortgages, and 70% prefer suburban homes. The poll suggests the mortgage process needs cost-cutting and streamlining.GlobeNewswireFormer FHFA Senior Policy Analyst Joins The Collingwood Group as Vice PresidentBonnie McCloskey, a former FHFA senior policy analyst, joined The Collingwood Group as Vice President on Feb. 18, 2015. She will support the firm's Risk Management and Compliance and Business Advisory practices, bringing 27 years of federal housing finance experience.GlobeNewswireThe Collingwood Group Announces Launch of Multifamily PracticeThe Collingwood Group launched Collingwood Multifamily Services, a practice for multifamily owners, investors, and public sector providers. The firm will focus on regulated multifamily property ownership, housing finance, and operations, led by John Garvin. The launch follows their work on FHA program reforms.GlobeNewswireCollingwood Group Mortgage Outlook Report: Mortgage and Housing Industry Professionals Hopeful but Cautious Over Relaxed Mortgage RulesA Collingwood Group survey of mortgage and housing professionals found nearly 70% hopeful that relaxed lending rules will help the industry, though support for the FHA low down payment option was nuanced. Sixty-four percent expect better business conditions in the next six months, up from 64% in October.