GENERAL SESSION: Take a Deep Dive into the Market Dynamics of M&A
Be part of this interactive session that explores the market dynamics behind M&A and why it’s happening across business sizes and models. Dig into key valuation variables, non-financial factors, and deal structures. Leave with your own blueprint to prepare your 12-month checklist for readiness to buy or sell.
Speakers
Moderator
Dr. Roque has been in Mortgage Lending/ Banking since 2003, focusing on Retail leadership, growth and M and A, focusing on highly complex acquisitions, revenue generating partnerships, technology alignment, systems and Capital Fundraising. Rick started Menlo (menlocompany.com), a consulting firm in 2009 working with Lenders on achieving growth goals and is Corporate VP of Growth at NFM Lending. Rick is a leading figure in the US on Mortgage Acquisitions, having identified, negotiated and closed over $30B in acquisition volume. Dr. Roque earned his BS in Electrical Engineering at Franciscan University, MS in Management from University of St. Thomas, and Doctorate, with a Finance concentration, from American International. Widely published and has spoken at over 60 conferences since 2013.
Speakers
John Bosley leads Planet’s correspondent, retail, capital markets, and MSR acquisition business lines. He brings more than 25 years of experience across mortgage capital markets, MSR acquisition, and finance, with a reputation for bringing clarity to complex analyses and structuring effective solutions for sophisticated transactions. Bosley’s strategic perspective and disciplined approach to execution have played a key role in Planet’s growth and consistent performance. He is known for aligning execution strategies with market opportunities and building durable investor relationships that support long-term success.
Julia Brown is the Founder of Teloscope Advisors, a boutique management advisory firm specializing in M and A integration, executive advisory, and operational transformation for independent mortgage banks and financial services companies. With 15 years of experience spanning mortgage origination, corporate development, and executive leadership, Julia is known for helping organizations navigate complexity, whether integrating acquisitions, scaling efficiently, or stabilizing leadership during moments of change. Her work focuses on aligning people, process, technology, and decision-making to drive measurable outcomes, not theoretical strategies. Prior to founding Teloscope Advisors, Julia served as Senior Vice President of M and A and Integration at Lower, where she led enterprise-wide integrations and was named Most Valuable Employee among more than 1,000 team members. Raised in Metro-Detroit, her earlier career experiences were UWM and Quicken Loans (now Rocket Mortgage), giving her firsthand experience across distributed retail, consumer direct, wholesale, and enterprise operating models. Through Teloscope Advisors, Julia delivers concierge-level services including M and A Integration Management, Business Management Consulting, Executive Advisory, and Fractional or Interim Executive leadership. She is an active board member of two organizations and a sought-after advisor to C-suite leaders navigating growth, consolidation, and transformation. Julia’s work is grounded in a simple belief: clarity drives momentum, and successful outcomes follow.
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