MBA Mergers & Acquisitions Workshop in Phoenix Jan. 20-21

The Mortgage Bankers Association’s second annual Mergers and Acquisitions Workshop takes place Jan. 20-21 at the Hilton Phoenix Airport.   

Buying, Selling or Growing a Mortgage Business?

Margin tightening, production and servicing cost pressures, stricter capital and liquidity requirements and a flat industry volume forecast–today’s business and regulatory environment presents both opportunities and challenges for mortgage company executives.  

Whether you are a buyer or a seller, hear from the experts and network with your peers at MBA’s second annual Mergers and Acquisitions Workshop.  

Taking place on the evening of January 20 and all day on January 21 in Phoenix, this workshop brings together top advisors in the field as well as buyers, sellers, investors and other stakeholders.  

Attend this important event to discuss and debate M&A-related issues and gain the critical insight you need to make informed strategic decisions. Whether you are ready to move forward, or are simply exploring your options, your decisions will be clearer by attending this Workshop.  

New This Year: More Networking and a Seller’s Perspectives Panel We first offered this workshop last November to rave reviews. We listened to attendee feedback and this year have added more networking, including a Networking Reception on the eve of the full day event. We’ve also added a Seller’s Perspectives Panel to our agenda to complement our well received Acquirer’s Panel.  

Other Topics Covered

–Market Trends and Outlook

–Seller Perspectives: Factors to Consider when Seeking to Sell or Partner with an Investor

–Q&A Panel with the Buyers: What are the Most Desired Seller Attributes?

–Inside the Transaction

–Who Should Be Involved? Who Should Be Informed?

–Key Steps and Timeline

–Pricing the Deal and Structuring Options

–Due Diligence Process and Impact on Value

–Operational, Financial, Legal and Regulatory Risks and Considerations

–Transition and Integration  

Who Should Attend

–CEOs, COOs and CFOs of independent mortgage banks, community banks and credit unions and other mortgage firms

–Capital markets executives

–Investment banks, including representatives of private equity, hedge funds, REITs

–Regulatory compliance officers

–Advisory firms

–M&A attorneys and accountants  

To register and for more information, click  

Speaker Opportunities: Contact Marina Walsh at 202-557-2817 or by Oct. 15.  

Sponsorship: Limited sponsorships available. Contact Jenny Masoud at 202-557-2879 or or Marina Walsh at 202-557-2817 or  

Accommodations: Hilton Phoenix Airport

MBA has a block of rooms available for registered attendees of this event for $189/night/room. Please contact the hotel directly at (480) 894-1600and let them know you are with the Mortgage Bankers Association to book your room.