Meridian Capital Group and Barings Announce Partnership to Acquire Barings Multifamily Capital and Create New Entity Led by David Brickman - Thoughts?

Thoughts on this general move? Any ideas on what this will mean for capital one since meridian has a strong partnership with them on the agency side? Likely to get dissolved now?

https://www.prnewswire.com/news-releases/meridian…

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Regulatory capture is so widespread within Fannie and Freddie, I didn't even think about that when I heard Brickman was starting an agency lender. I think this is some big news in the multifamily financing space. I had been hearing that Meridian was trying to buy the Barings license over the past year or two and I thought that would be a big deal...but Brickman coming in as the CEO is a crazy twist. I'm not sure how this would impact CapOne, I wonder what % of their agency business is through Meridian. I also wonder if Ralph had some kind of none-compete (ie, could not obtain an agency license for x years) when he sold Beech Street to CapOne. 

 

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