Bellwether Enterprise Completes Acquisition of Capital Advisors

CLEVELAND – Capital Advisors, Inc. (Capital Advisors), a privately held, full-service mortgage banking firm, and Bellwether Enterprise Real Estate Capital, LLC (Bellwether Enterprise), the commercial and multifamily mortgage banking subsidiary of Enterprise Community Investment, Inc. (Enterprise), today announced that Bellwether Enterprise has successfully acquired Capital Advisors in a strategic combination of the businesses. 

The acquisition adds more than $1 billion in annual loan volume and $1.75 billion in servicing to Bellwether Enterprise, and brings the firm’s total annual loan volume to more than $4.5 billion and its servicing portfolio to $10.2 billion.  

As part of the transaction, the principals of Capital Advisors received an equity stake in the newly expanded Bellwether Enterprise, and Capital Advisors' 31 current employees have been retained. Capital Advisors, which has been in business since 1994, is headquartered in Charlotte, North Carolina with offices in Atlanta; Birmingham, Alabama; Columbia and Greenville, South Carolina; Memphis, Tennessee and Raleigh and Greensboro, North Carolina. Capital Advisors has formally taken on the Bellwether Enterprise name, and its business practices and quality of service in all of the regional locations will remain the same.

“The acquisition of Capital Advisors has been a smooth process for both of our teams and the seamlessness of the transition underscores the values and culture, including a commitment to boutique-style service, that our firms share,” said Ned Huffman, president of Bellwether Enterprise. “As a continuation of our mission to become the best and most respected mortgage banking company in the United States, our acquisition of Capital Advisors will allow us to further grow our market share in the Southeast. We look forward to serving the region for years to come.”

“As we integrate our businesses over the next several months, our clients will continue to receive the high-quality service they’ve come to expect. Day-to-day operations, from application to closing, will remain entirely the same,” said Cooper Willis, president of Capital Advisors. 

“We are excited to join the Bellwether Enterprise team and believe that borrowers in the Southeast will benefit from the expansion of offerings, including Bellwether Enterprise’s agency and specialty lending products, as well as the company’s dedication to serving people in need by supporting workforce and affordable housing,” added Willis.

The U.S. is in the midst of a broad housing insecurity crisis that is affecting nearly 19 million low-income families who are homeless or paying more than half of their monthly income on housing. Enterprise’s goal is to end housing insecurity in the U.S within a generation. As part of the Enterprise family of companies, Bellwether Enterprise is committed to tapping its expertise and nationwide network to help achieve this goal.  For more information on Bellwether Enterprise and its services, visit


About Bellwether Enterprise
Bellwether Enterprise is a national, full-service commercial and multifamily mortgage banking company. As a subsidiary of Enterprise Community Investment, Bellwether Enterprise has production offices across the country and an integrated servicing platform based in Cleveland. With local market expertise, national lending relationships and financing structure experience, we provide clients with competitive, creative solutions for their financing needs. Bellwether Enterprise provides loans for a range of institutional investors including life insurance companies, pension funds, commercial banks and CMBS lenders and is a Designated Fannie Mae Full DUS® Lender, Freddie Mac Targeted Affordable Housing lender and Program Plus®Seller Servicer, Federal Housing Administration (FHA) approved Multifamily Accelerated Processing (MAP) lender and U.S. Department of Agriculture (USDA) Section 538 Rural Development lender.  

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