DEAL ANNOUNCEMENT — TECHSTRAT CLIENT MBS SOURCE ACQUIRED BY SOLVE

October 21, 2025

TechStrat is pleased to announce that we served as exclusive M&A advisor to MBS Source in its acquisition by SOLVE, a leading provider of pre-trade data and analytics for the fixed income markets and a portfolio company of Charlesbank Capital Partners.

The combination brings together SOLVE’s AI-driven platform and MBS Source’s deep expertise in structured products—enhancing coverage across agency and non-agency MBS, ABS, and CLO markets—and further strengthens SOLVE’s position as a comprehensive solution for fixed income transparency and predictive pricing.

MBS Source, founded in 2006 and based in Mercer Island, Washington, provides data and workflow tools for mortgage- and asset-backed securities used by over 100 institutional clients. With this transaction, MBS Source gains access to SOLVE’s global infrastructure and client network to further scale its analytics and trading solutions.

TechStrat congratulates both teams on this successful partnership and looks forward to supporting their continued growth.

Press Release: https://solvefixedincome.com/news/solve-and-mbs/