How Do Banks Underwrite M&A Transactions?


How Do Banks Underwrite
M&A Transactions?

Learn how banks view and underwrite transactions. Are there differences in their views between mergers, acquisitions, & recapitalizations? What structures do they like and dislike?


Learning Objectives:

  • Gain a greater understanding of what is possible from a bank’s perspective.
  • What are the most important areas for a company to get right when approaching a bank for financing


About the Presenter:

Learn from presenter Bob Sellers about how banks underwrite M&A transactions.

Meet the Presenter


Registration is free. Thank you to our sponsors:




This meeting will be held at Saint Louis University: Il Monastero.

Address: Il Monastero Banquet Center, 3050 Olive St, St. Louis, MO 63103


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

About the Presenter

Bob Sellers

Bob Sellers

SVP, Corporate Banking, Academy Bank, St. Louis, Missouri

Meet Bob Sellers: Bob is a highly experience corporate banker in St. Louis. His 25+ years of experience includes commercial & industrial lending. Bob has developed niche expertise in enterprise value lending over the past decade. He is truly a leader in the finance industry in St. Louis.

Continuing Education

This meeting qualifies for the following continuing education credits:

One (1) CPE hour

One (1) CFP® credit


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