Feb 14, 2024 11:23:05 AM | Client Success Stories 360training enhances its strategic portfolio after acquisition with TruSight support

360training, a leader in regulated training for financial services, has announced the recent acquisition of Mortgage Educators and Compliance. This strategic opportunity was identified by TruSight and brought to the attention of GreyLion, one of 360training’s private equity sponsors. 

At the core of this acquisition is TruSight’s Intermediary Coverage service offering, which provides private equity firms with access to thousands of long-tail investment banks and intermediary contacts. TruSight leveraged its extensive intermediary network to find a suitable acquisition candidate for 360training and its financial sponsors, working with investment banker Bill McCalpin of Capitalize Network, and his client, Mortgage Educators and Compliance. 

"Capitalize Network's buyer search was greatly benefitted by TruSight’s extensive network and valuable buyer connections. 360training was a great acquirer to work with throughout the entire deal process and the outcome was a great success for our client," said Bill McCalpin, CEO of Capitalize Network.

This acquisition signifies a major step for 360training in strengthening its position as a leader in the regulated financial services training sector. By integrating Mortgage Educators and Compliance, 360training is set to offer a more diverse and comprehensive range of educational services, particularly tailored to the evolving needs of financial services professionals. 

“We’ve known the team at TruSight for some time now and always appreciate their thoughtful approach to deal sourcing. Their ability to connect us with great professionals like Bill McCalpin and Capitalize Network is a valued enhancement to our own sourcing efforts," said Henry Heinerscheid, Partner at GreyLion.

For more than a decade, TruSight has helped clients optimize their position in the Lower Middle Market by providing intermediary and proprietary deal flow. Private equity firms, strategic investors and family offices rely on TruSight to identify and connect them to high-quality deals that they would have missed from long-tail investment banks and brokers, and private businesses. And for investment banks and advisors, TruSight expands deal distribution confidentially and transparently, delivering high-quality introductions to investors. 

For additional information regarding this acquisition, or to learn how TruSight is helping companies grow through acquisition with its deal sourcing services, please email TruSight Founder & Managing Director Dan Mahoney. 

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About 360training

Established in 1997, 360training.com, Inc. is a trusted leader specializing in comprehensive online training solutions for individuals and businesses across various industries, including financial services, real estate, healthcare, and environmental health and safety. With innovative technology and a commitment to quality education, they offer accredited courses fostering safe and healthy communities. 360training has delivered over 11 million training plans across multiple brands. 

About Mortgage Educators and Compliance 

As a leader and recognized brand for over 14 years, Mortgage Educators & Compliance (MEC) is headquartered in American Fork, UT. MEC has been approved by the Nationwide Multistate Licensing System (NMLS) since 2009, teaching tens of thousands of students nationwide every year. As a leading CE provider, MEC specializes in online mortgage and financial services professional development, offering state-approved continuing education for Mortgage Loan Originators so they can provide services in the communities they serve. Their highly-rated course curriculum is maintained by national industry experts with years of experience in their fields. These courses are structured to provide learners with a top-tier education in a format that's both convenient and adaptable to their schedule. 

Beyond delivering high-quality content, they provide comprehensive access to state licensing regulations and keep learners updated with the latest industry insights, ensuring a well-rounded educational experience.  

About Capitalize Network

Capitalize Network specializes in combining pre-transaction planning and preparation with investment banking services to provide far superior outcomes for its clients by integrating extensive business, transaction, and personal planning, analysis, and modeling well in advance of the sale transaction.

About TruSight

TruSight connects private equity firms and family office investors with an extensive network of long-tail investment banks and business owners. By innovating with business intelligence and technology, our services increase investor deal flow and enhance buyer networks for intermediaries, creating a more targeted M&A process for everyone. In February of 2022, TruSight acquired Private Equity Info, strengthening its position in business intelligence and data science for deal origination.


Joseph Loreto

Written By: Joseph Loreto

Joe is a Principal at TruSight, connecting sell-side advisors with private equity clients.