M&A in Mortgage: How Julia Brown Helps Lenders Prevent the Quiet Collapse | Fintech Hunting Podcast

05/11/2025 19 min

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Episode Synopsis

In this episode of The Fintech Hunting Podcast, recorded following the Loan Vision Innovation Conference in Atlanta, host Michael Hammond sits down with Julia Brown, CEO and Founder of Telescope Advisors, to unpack the hidden fractures that quietly derail mortgage M&A deals.Julia shares deep insights from the frontlines of organizational transformation and post-acquisition integration. Whether you’re an executive at a top mortgage enterprise or a growing IMB evaluating potential partners, this conversation delivers the strategies you need to avoid costly missteps and lead your team through change.Topics covered include:The real reasons M&A integrations fall apart after closingCultural alignment vs. operational efficiencyWhat PE firms are looking for in servicing portfoliosThe power of transparent leadership during transitionHow AI and workflow optimization are reshaping modern lendingWhy compensation alone won’t retain top talent in 2025This conversation is packed with practical takeaways for lenders, tech leaders, and operators navigating a rapidly evolving mortgage landscape.Featuring:Host: Michael Hammond, Founder & CEO, NexLevel AdvisorsGuest: Julia Brown, CEO & Founder, Telescope AdvisorsRecorded in Atlanta, GA at the Loan Vision Innovation ConferenceTimestamps00:00 – Introduction01:00 – The Quiet Collapse: Hidden Gaps in Business Value03:15 – Post-Merger Culture Clashes and Communication07:20 – The State of M&A Activity in Mortgage09:45 – AI, Automation, and Workflow Strategy14:20 – Lessons from Year One of Telescope Advisors15:45 – The Evolving Role of Mortgage LeadersContact Julia BrownEmail: [email protected]

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