Understanding M&A and Private Capital Markets

WASHINGTON CHAPTER EVENT

Understanding M&A and Private
Capital Markets


Help your clients achieve the exit they want and leverage private capital markets to increase your assets under management. Presentation will discuss the process for working with IB and other professionals to determine best fit for your client.  Explain what to listen for so you can decipher your clients’ true goals. We will discuss different exit options, who the buyers are for each option, and what your clients’ businesses must look like to achieve their desired outcomes. 

 

Learning Objectives:

  • Compare and contrast various sources of private capital available to lower-middle market business owners.
  • What is the process of working with Investment Bankers and discuss how business owners can effectively utilize private equity firms, private debt funds, and search funds to support M&A, exit, or transfer business ownership.
  • Understand how utilizing an investment banker can effectively guide your clients to the right sources of situational capital.

 

About the Presenters:

Learn from industry experts Robert Hild, Chairman and CEO of ACT Capital, Trevor Hill, Managing Director ACT Capital, Evan Fisher, Managing Director, and David Roberts, President & Managing Director.

Meet the Presenters

 

Thank you to our Sponsors!

This event will be held at the Merrill Lynch Bellevue Office.

Address: 10400 NE 4th St Floor 25, Bellevue, WA 98004.

EXIT PLANNING IS GOOD BUSINESS STRATEGY

The EPI Washington 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.EPIWashington.com

About the Presenters


 

Robert Hild

Robert Hild

Chairman and CEO of ACT Capital

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Trevor Hill

Trevor Hill

Managing Director of ACT Capital

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Evan Fisher

Evan Fisher

Managing Director

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David Roberts

David Roberts

President & Managing Director

View Bio