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
Speakers
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.
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