MBA's Mergers & Acquisitions Workshop

The Ritz Carlton, Amelia Island, Fernandina Beach, FL

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Member Price $395.00 $395.00 $395.00
Non-Member Price $790.00 $790.00 $790.00


Mergers and Acquisitions Workshop

January 22, 2018

9:30 a.m. • 3:00 p.m., Ritz Carlton, Amelia Island


Today's business and regulatory environment presents both opportunities and challenges for mortgage company executives. You may be focused on capturing more market share in your geographic footprint, branching out to other markets, or entering other product or business lines. These strategic goals require that you consider raising capital, acquiring or merging with another company or growing organically. You may also be weighing other options that require realistically understanding your company's value and considering bids and exit strategies.

Before becoming a buyer or a seller, hear from the experts and network with your peers at MBA's annual Mergers and Acquisitions Workshop 2018, now co-located and immediately preceding MBA's Independent Mortgage Bankers Conference. Taking place Monday, January 22, 2018 at the Ritz Carlton at Amelia Island, this workshop brings together top advisors in the field as well as buyers, sellers, investors and other stakeholders.  Join other senior executives to discuss and debate M&A-related issues and gain the critical insight you need to make informed strategic decisions.

This six-hour intensive workshop will include four sessions: M&A outlook for 2018; the sales process and deal structures; seller perspectives panel; and buyer perspectives panel.  Lunch provided.

Explore your options and stick around for MBA’s Independent Mortgage Bankers Conference, with ample time for networking and one-on-one Q&A.  REGISTER TODAY.

Attendees of both MBA's Independent Mortgage Bankers Conference 2018 and this workshop can receive $50 off their respective registration fees for a total discount of $100. Please contact for this discount.

Who Should Attend:

Senior executives of both independent mortgage companies and banks, including CEOs, CFOs, COOs, Presidents, SVPs, General Counsels, Attorneys

Speaking Opportunities:  

Limited speaking opportunities may be available for the M&A Workshop.  Send proposals to Marina Walsh at

Sponsorship Opportunities:  

Sponsorship opportunities may be available for the M&A Workshop.  Contact Marina Walsh at


Send requests in writing to the attention of "Registration Substitutions" at and include a $50 processing fee. In order to guarantee that your name will appear on the final registration list, your substitution request must be received on or before January 1, 2018.

Send requests in writing to "MBA Cancellations" at See below for the refund schedule. Received on or before December 6, 2017: Full refund minus $50 processing fee. Received December 7 - December 17, 2017: Refund of 50 percent of the registration fee. Decemeber 18, 2017: No refunds on or after this date.