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.
