HousingWireHousingWire
Global consulting and actuarial firm Milliman Inc. is expanding into the residential mortgage business, and it’s picked up Sterling Point Advisors‘ Jeff Juliane and Brett Ludden to lead the effort.
Ludden and Juliane will focus on providing comprehensive advisory services to mortgage lenders, servicers and investors.
“We are thrilled to welcome Jeff and Brett to Milliman,” said Jonathan Glowacki, a principal at Milliman. “Their extensive experience in financial services transactions, coupled with their deep understanding of the mortgage industry, will be invaluable as we expand our capabilities in the mortgage industry.
“Jeff and Brett will be able to immediately leverage the mortgage data, modeling, and analytics already provided by Milliman as they expand Milliman’s offerings to include a more comprehensive product suite as well as strategic, actionable advice.”
In a statement, Ludden said the move from a boutique firm to Milliman represented a “tremendous opportunity for our team to grow and expand our reach. Milliman’s global platform and resources will allow us to broaden the range of services and solutions we provide to our clients.”
At Sterling Point, Ludden and Juliane typically worked on deals involving small and midsized mortgage lenders.
As of Tuesday, HousingWire has reported on four mergers and acquisitions in the mortgage space in 2025, including the blockbuster deal Rocket Companies made to acquire Redfin. Ludden and Juliane advised Jet HomeLoans in its acquisition of Cherry Creek Mortgage’s securitization and servicing operations.