Webinar on-Demand

Deal or No Deal: Growth and Exit Strategies for Today's Mortgage Lender

As the pandemic recedes, M&A interest and IPO activity are heating up in the mortgage industry. Whether 2020's record-breaking profits have you looking to buy, sell, or take your company public, you'll want to watch this fireside chat with industry expert Rob Chrisman and LBA Ware CEO and Founder Lori Brewer. 

Some of the key topics discussed include:

  • Deal-making 101: Various deal types and strategic motivators of investors, buyers, and sellers
  • Rob's insider take on today's biggest M&A and IPO headlines. 
  • Lori's insights on the importance of understanding and reconciling compensation strategies pre-merger.
  • What to look for under the hood when evaluating business operations during due diligence.


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Featured Speakers

Industry Expert Rob Chrisman

Rob Chrisman

Capital Markets Consultant, Chrisman, Inc.

Most know Rob from the mortgage commentary he sends out six days a week. He began his career in capital markets 36 years ago in 1985 and his background includes hedging pipelines, running a small subprime company, and helping various companies with various issues on a consulting basis. He left the daily working world in 2008 to focus on his family but continued to publish his commentary. He spends 4-5 hours a day on this, and wakes up at 4AM Pacific Time to check overnight news and edit the commentary before sending it out. He was on the board of directors of Peoples Bank in Overland Park, and is still on the board of directors, or advises the boards, of several financial companies and the California MBA, and visits groups virtually around the country consulting and speaking. He is a product of the California education system with a BS from Cal Poly, San Luis Obispo, and an MBA from UC Berkeley.


Lori Brewer

Founder & CEO, LBA Ware

LBA Ware™ Founder and CEO Lori Brewer is an accomplished entrepreneur and technology leader who has manifested her forward-thinking visions into the development of numerous fintech enterprise applications including the premier incentive compensation platform CompenSafe™ and mortgage business intelligence software, LimeGear. As an officer in the U.S. Air Force, she designed an inaugural website for the C-130 Hercules, organizing and presenting crucial information for troops around the globe. As a civilian software developer, she was hired by a mortgage lender and found similar challenges: disorganized and disparate data, a clear need for improved processes and the opportunity to show high returns on technology investments. Now with over 25 years in mortgage banking experience, she is an indispensable technology leader in the industry and recipient of the prestigious Tech All-Star award by the Mortgage Bankers Association.