When (and How) to Use an Investment Bank to Represent Your Client


When (and How) to Use an Investment Bank to Represent Your Client

Attend this session to see real life case studies to learn the inside scoop on how and why to use an investment bank. Channing will share three case studies illustrating both the investment banking process and how to best utilize an investment banker for your clients. The case studies will also illustrate the benefits of an auction process, what happens when an auction fails and how to recover, when it is appropriate to skip the process and negotiate with one buyer, and the differences between working with strategic buyers and private equity buyers.

Learning Objectives:

  • The details of the sale process
  • Factors that contribute to the sale-ability of companies
  • What advice to give clients to drive value
  • The importance of preparation
  • How can a process add value
  • How to minimize business disruption during a sale
  • How does an investment banker add value
  • What are the next ways to manage and collaborate with an investment banker
  • What if an owner does not want to use an auction process?


About the Presenter:

Learn from industry expert Channing Hamlet, Managing Director with Objective Capital Partners.


This event is free to attend! Thank you to our Sponsors:

This meeting will be held at Maggiano’s South Coast Plaza.

Address: 3333 Bristol Ave. Costa Mesa, CA 92626


The EPI Local Chapter is different than other groups because it brings together a diverse group of professionals from a wide range of specialties that can naturally work collaboratively on exit planning, succession planning, value growth, transaction or any engagement from both sides of the equation. The chapter meets regularly to network, reconnect, grow knowledge, and sharpen their skills with a common goal: Change the outcome for transitioning business owners. Make plans to join us for future events and connect with the local leadership by visiting www.EPIOrangeCounty.org.

About the Presenter

Channing Hamlet

Channing Hamlet

Managing Director with Objective Capital Partners

Meet Channing Hamlet.

Channing Hamlet is a Managing Director with Objective Capital Partners where he serves as an execution leader for the firm’s M&A and Valuation Advisory Services Practices. He brings in excess of 25 years of experience with investment banking and business valuation to Objective’s clients. Prior to joining Objective, Mr. Hamlet served as a Managing Director of Cabrillo Advisors, where he was instrumental in both leading their M&A execution and growing the valuation practice from inception into a national entity serving more than 700 clients in five years. Previously, he served as a Director at Vistage; Principal at LLR Partners, a $260 million private-equity firm; and member of Legg Mason’s Investment Banking group. Mr. Hamlet is active in numerous organizations including the Association for Corporate Growth where he serves on the Membership Committee for the Los Angeles; Group Leader in ProVisors; PEERS member; Vistage Advisors member; and more. He has a Master’s Degree in Operations Research and a Bachelor of Science in Mechanical Engineering from Cornell University. Mr. Hamlet holds FINRA Series 7, 63 and 79 licenses and is a Registered Representative of BA Securities LLC, Member FINRA SIPC.

Continuing Education

This meeting qualifies for the following continuing education credits:

One (1) CPE hour

One (1) CFP® hour (pending)

NOTE: Proper documentation must be collected and submitted to qualify for continuing education. For questions regarding awarded continuing education credits, please contact Josh Koza at JKoza@Exit-Planning-Institute.org.