THE HOUSING INDUSTRY M&A

EXECUTIVE ROUNDTABLE

WEDNESDAY, SEPTEMBER 19

An extension of the 2018 Five Star Conference and Expo
Special pricing for Five Star attendees

ABOUT

The Mortgage Servicing M&A Senior Executive Roundtable, a prestigious, powerhouse event, invites you to participate in interactive discussions with leading experts in private equity, lending, and M&A law on real-world merger and acquisition case studies and strategies.

Hosted at the conclusion of the 15th annual Five Star Conference and Expo at the Hyatt Regency Dallas, Five Star attending executives receive the lowest price for this limited seating roundtable, which will feature exclusive networking, engaging conversations, and practical, applicable insights for maximizing every aspect of mergers and transactions.

Be advised, informed, and connected like never before with topics including:
• Examining real M&A case studies
• The dos and don’ts of finding a buyer for your firm
• Locating quality targets for acquisition
• Common pitfalls in due diligence
• The most often overlooked components of an effective M&A strategy
• Presenting a potential deal to your shareholders
• Tested and proven negotiation strategies
• How to retain the ideal staff after your transaction
• Critical benchmarks for trend data inside your M&A
• Changing market conditions and how they’re impacting valuations

Two men shaking hands at M&A event

SCHEDULE

Business handshakes at M&A event

TUESDAY, SEPTEMBER 18TH

M&A SENIOR EXECUTIVE
NETWORKING RECEPTION

6:30 P.M.
Your Roundtable registration also includes exclusive access to the private M&A Networking Reception, hosted the night before the conclusion of the 2018 Five Star Conference. Enjoy cocktails and conversations with leading authorities in mortgage servicing, network with the real dealmakers, and place yourself ahead of the market for years to come.

Wednesday, September 16


  • 8:30 a.m.

  • 9:15 a.m.

  • 9:15-10:00 a.m.

  • 10:00-10:45 a.m.

  • 10:45 a.m.-12:00 p.m.

  • 12:00-12:45 p.m.

  • 12:45-1:30 p.m.

  • 1:30-2:15 p.m.

  • 2:15-3:15 p.m.

  • 3:15-4:15 p.m.

  • 4:15-5:30 p.m.

  • 6:00-6:30 p.m.

 
  • Registration & Continental Networking Breakfast

  • Opening Remarks

  • Forecasting the Economic Impact on M&S

    How will upcoming significant shifts in the U.S. economy impact the mortgage industry, and more specifically, your mergers and acquisitions? Hear candid answers from the brightest minds in the business.

  • Becoming Fluent in Fine Print

    With every transaction comes unique language and terms to watch out for, and remaining vigilant (without bogging down the process) is about way more than crossing i’s and dotting t’s; take it from the veterans who’ve been there as they share what could be lurking if you’re not looking.

  • When to Walk Away

    So you’ve found the perfect merger partner, until something goes wrong. Incorporating real-world M&As gone wrong by the experts who made them, discover red flags, handling impacted adjustments and timelines, limiting losses, and how to know when to walk away or double down.

  • Continental Networking Lunch

  • Terms and Conditions that May Apply

    In this timely conversation, our experts will dive into a series of terms and challenges that are beginning to arise in the M&A mortgage market, including new benchmarks for trend data, changing economic impacts on valuations, and essential components to effective M&A strategy.

  • The Company You Keep

    Once a transaction is completed and consolidation is underway, it’s now or never to retain and incorporate. Our executives will discuss identifying and keeping top talents, avoiding duplication, balancing payrolls, and smoothly merging incoming individuals into your corporate culture.

  • Everything's Bigger in Taxes

    When M&A tax planning, due diligence can be exhausting and a nightmare to negotiations. The experts are here to help with frank forward strategies about recent rule forms, key provisions to incorporate, various tax benefits, forecasting ROR, and incoming tax developments.

  • The Straw That Stirs the Drink

    It can be hard to see the forest for the trees from within a negotiation. In this can’t-miss conversation, enjoy an outside perspective as two sets of experts on opposite sides of the negotiation table work to seal the deal in mock M&As. Incorporate these insights into your next negotiation.

  • Shark Tank

    Enter a real-life shark tank experience within the transaction space.

  • Deal or No Deal

    See where deals are made and where sales fall through.

WEDNESDAY, SEPTEMBER 16

REGISTRATION & CONTINENTAL NETWORKING BREAKFAST

8:30a

OPENING REMARKS

9:15a

FORECASTING THE ECONOMIC IMPACT ON M&AS

9:15–10:00a

How will upcoming significant shifts in the U.S. economy impact the mortgage industry, and more specifically, your mergers and acquisitions? Hear candid answers from the brightest minds in the business.

BECOMING FLUENT IN FINE PRINT

10:00–10:45a

With every transaction comes unique language and terms to watch out for, and remaining vigilant (without bogging down the process) is about way more than crossing i’s and dotting t’s; take it from the veterans who’ve been there as they share what could be lurking if you’re not looking.

WHEN TO WALK AWAY

10:45a–12:00p

So you’ve found the perfect merger partner, until something goes wrong. Incorporating real-world M&As gone wrong by the experts who made them, discover red flags, handling impacted adjustments and timelines, limiting losses, and how to know when to walk away or double down.

CONTINENTAL NETWORKING LUNCH

12:00–12:45p

TERMS AND CONDITIONS THAT MAY APPLY

12:45–1:30p

In this timely conversation, our experts will dive into a series of terms and challenges that are beginning to arise in the M&A mortgage market, including new benchmarks for trend data, changing economic impacts on valuations, and essential components to effective M&A strategy.

THE COMPANY YOU KEEP

1:30–2:15p

Once a transaction is completed and consolidation is underway, it’s now or never to retain and incorporate. Our executives will discuss identifying and keeping top talents, avoiding duplication, balancing payrolls, and smoothly merging incoming individuals into your corporate culture.

EVERYTHING’S BIGGER IN TAXES

2:15–3:15p

When M&A tax planning, due diligence can be exhausting and a nightmare to negotiations. The experts are here to help with frank forward strategies about recent rule forms, key provisions to incorporate, various tax benefits, forecasting ROR, and incoming tax developments.

THE STRAW THAT STIRS THE DRINK

3:15–4:15p

It can be hard to see the forest for the trees from within a negotiation. In this can’t-miss conversation, enjoy an outside perspective as two sets of experts on opposite sides of the negotiation table work to seal the deal in mock M&As. Incorporate these insights into your next negotiation.

SHARK TANK

4:15–5:30 p.m.

Enter a real-life shark tank experience within the transaction space.

DEAL OR NO DEAL

6:00–6:30 p.m.

See where deals are made and where sales fall through.

RESERVE YOUR SEAT

MAXIMIZE YOUR STAY

Save $500 with your participation in the 2018 Five Star Conference, hosted directly before the M&A Executive Roundtable. Combine, save, and make the most of your stay.

The Five Star Conference and Expo is mortgage servicing and banking’s most signi cant event, annually connecting thousands of servicers, investors, attorneys, brokers, and property managers for three days of networking, education, exhibits, special events, and more. Amplify your experience with dual registration. Five Star is where business gets done.

RESERVE & SAVE TODAY

SEPTEMBER 19 | HYATT REGENCY | DALLAS, TEXAS
HOSTED AT THE CONCLUSION OF THE 2018 FIVE STAR CONFERENCE AND EXPO

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