SCHEDULE: McCarthy Capital Exits Guild Holdings After All-Cash Acquisition

McCarthy Capital Mortgage Investors and related entities report zero beneficial ownership in Guild Holdings Co following its all-cash acquisition on November 28, 2025.

Summary

• Reporting persons, including McCarthy Capital Mortgage Investors, LLC (MCMI), M-One Capital Management, LLC, M-One Capital Partners, LLC, and Patrick J. Duffy, no longer beneficially own any shares of Guild Holdings Co.
• This change in ownership is a direct result of an all-cash transaction on November 28, 2025, where all outstanding shares of Guild Holdings Co were acquired.
• MCMI previously held 40,333,019 shares of Class B Common Stock, which were convertible to Class A Common Stock on a one-to-one basis.
• As of the event date, the aggregate amount beneficially owned by each reporting person is 0.00 shares, representing 0.0% of the class.

Sentiment

Score: 7

Explanation: StockSavvy.ai views this as a positive outcome for the reporting persons, as they successfully exited their investment in Guild Holdings Co through an all-cash transaction, indicating a complete and liquid realization of their stake.

Positives

• Reporting persons successfully divested their entire stake in Guild Holdings Co through an all-cash transaction.
• The all-cash nature of the acquisition provides a clear and immediate liquidity event for the reporting persons.

Future Outlook

Not applicable, as this filing reports a completed past event regarding beneficial ownership.

Industry Context

StockSavvy.ai notes that Schedule 13G/A filings are crucial for tracking significant ownership changes in publicly traded companies. The complete divestment by McCarthy Capital and related entities via an all-cash acquisition of Guild Holdings Co signifies a definitive exit strategy, often indicative of a successful investment realization for the selling parties. Such transactions can reshape the shareholder base and potentially influence future strategic directions of the acquired entity, though this filing focuses solely on the reporting persons' exit.

Stakeholder Impact

• Shareholders (Reporting Persons): No longer hold shares in Guild Holdings Co, having divested their entire stake.

Key Dates

Keywords

Guild Holdings Co, McCarthy Capital Mortgage Investors, M-One Capital Management, M-One Capital Partners, Patrick J. Duffy, Schedule 13G/A, beneficial ownership, all-cash acquisition, divestment, Class A Common Stock, Class B Common Stock