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    Brendan Michael McCarthy

    Research Analyst at Sidoti & Company

    Brendan Michael McCarthy is an Equity Research Analyst at Sidoti & Company, LLC, specializing in the financials and industrials sectors with a focus on companies such as Federal Agricultural Mortgage Corporation (AGM), GATX Corporation, and Beneficient. He has built a track record of strong performance, achieving a 100% success rate across five ratings and delivering an average return of 38.31%, placing him in the top third of U.S. stock analysts by performance. McCarthy joined Sidoti & Company to expand their sector coverage and has participated actively in earnings calls for firms such as Better Home & Finance Holding Company; prior career details are not publicly disclosed. He holds requisite professional credentials to serve as an equity research analyst and regularly contributes sector insights for institutional clients.

    Brendan Michael McCarthy's questions to Better Home & Finance Holding (BETR) leadership

    Brendan Michael McCarthy's questions to Better Home & Finance Holding (BETR) leadership • Q4 2024

    Question

    Asked about opportunities for corporate cost reduction, potential for new B2B partnerships, and the impact of losing the Ally business.

    Answer

    Further corporate cost reductions will come from compensation, vendor contracts, and real estate. B2B partnership opportunities are "exploding," with interest from servicers, lead-gen companies, and banks wanting to license their AI platform. The loss of the Ally business (~$1B in volume) will be more than offset by growth from NEO, and it will be a neutral event for EBITDA as the partnership was running at breakeven.

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