Navigating Mortgage M&A: Closing Preparation and Communications

Update: 2024-05-09

Description

In this episode, we discuss cultural elements to consider when identifying a potential closing team, emphasizing the importance of collaboration to determine the inner circle best positioned to bring the companies together. As emotions heighten nearing the closing, we stress the importance of managing employee expectations and concerns to conducting pulse checks and identifying early wins that reflect the bright future of the company.

Comments

In Channel

The State of Global M&A and Private Equity: A Conversation with Steven Rathbone, Vice Chairman of Investment Banking at Stout

2025-11-2029:26

The Staying Power of Term Sheets

2025-08-2209:44

Navigating Recent Amendments To The Delaware General Corporation Law: Governing Conflicted Transactions

2025-05-2826:56

Navigating the New HSR Act: Implications for M&A Transactions

2025-01-0628:17

Navigating Mortgage M&A: Closing Preparation and Communications

2024-05-0921:53

Navigating Mortgage M&A: Third Party Consents – Warehouse Facilities and Regulatory Approvals

2024-03-0423:24

Navigating Mortgage M&A: Definitive Agreement Terms and Negotiations

2024-01-1239:42

Navigating Mortgage M&A: Fair Lending Due Diligence

2023-12-1428:14

Navigating Mortgage M&A: Due Diligence Trends: Corporate, Employment and Benefits Matters

2023-11-3018:07

Navigating Mortgage M&A: Term Sheet Negotiations

2023-11-0922:12

Navigating Mortgage M&A: Fixing to Get Ready: Financial Preparation

2023-10-2420:16

Navigating Mortgage M&A: Deal Trends and Market Cycles

2023-10-0620:01

Recent Delaware Supreme Court Decisions Regarding Fraud Liability

2021-05-0725:07

Ordinary Course of Business in the Shadow of the Pandemic

2021-01-0525:16

Antitrust Issues in the Fintech/Payments M&A Space

2020-11-3029:21

Pre-Closing Covenants and the Pandemic

2020-05-1815:45

Not Out of the Woods Yet: Will Your Closed Deal Be "Repriced" by COVID-19?

2020-05-0731:36

Bridging the Gap: Non-Cash Consideration in Post COVID-19 M&A

2020-05-0426:06

Transactional Liability Insurance in Distressed M&A: Challenges and Opportunities in Using Representations and Warranties Insurance in Section 363 Transactions

2020-04-2919:07

Top 10 Due Diligence Pitfalls for Fintech Transactions

2020-04-2229:48

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Navigating Mortgage M&A: Closing Preparation and Communications

#box-pro-ellipsis-176393430408936{-webkit-line-clamp:2;}Navigating Mortgage M&A: Closing Preparation and Communications

Navigating Mortgage M&A: Closing Preparation and Communications

Navigating Mortgage M&A: Closing Preparation and Communications