Bret Schaffer is a Senior Investment Banker at Plethora Businesses, specializing in company sales, recapitalizations, growth capital raises, and debt placements. With over 20 years of investment banking experience, Bret has advised on complex transactions, negotiated major venture capital commitments, and managed risk, intellectual property, and operational strategies. He also brings deep expertise in Chapter 11 reorganizations, having successfully led a major restructuring and sale.

Before joining Plethora, Bret co-founded Mavent, Inc., a pioneering SaaS company that developed the mortgage industry’s first automated compliance system. He authored the business plan, secured the first enterprise client, and raised $25 million in venture financing, enabling Mavent to scale to 62 employees and serve leading institutions such as Fannie Mae, Morgan Stanley, and National City Bank. Mavent was acquired by Ellie Mae, later integrated into ICE Mortgage Technology, where its platform remains a cornerstone of compliance automation.

Earlier in his career, Bret held roles in software engineering and IT, including positions at Display Data Corporation and Logicon, and co-founded AutoLogic, a custom software firm for automotive dealers. His technical foundation and entrepreneurial success in SaaS give him unique insight into technology-driven businesses and growth strategies.

Bret holds a B.A. in Economics from UCLA, an M.B.A. from Pepperdine University, is a Chartered Financial Analyst (CFA), and maintains Series 7, 63, and 79 licenses.