How to Best Engage an Investment Banking Firm – M&A Opportunities & Insights


How to Best Engage an Investment Banking Firm - M&A Opportunities & Insights

Please join Sam Messina, a Director at Paramax Corporation, for this unique presentation on how you can gain insights on effectively guiding your clients on various M&A opportunities, when working with an Investment Banking firm.

Sam’s years in Investment Banking and Wealth Management have resulted in proven techniques you can offer to your clients. This discussion will help you, the trusted advisor, navigate your client through the complexities of transitioning their business in order to maximize their ultimate exit plan.


Learning Objectives:

    • Why partner with an Investment Banking Firm?
    • Understanding an effective Investment Banking process.
    • Why a collaborative approach works best?
    • The role of a CEPA.


About The Exit Planning Advisor Playbook Series:

The EPI Exit Planning Advisor Playbook Webinar Series is a FREE web-based continuing education presentation for EPI members and the general public.

How are financial advisors, accountants, consultants, attorneys, and M&A advisors implementing what they learned through EPI inside of their practices and with their owners? This webinar series is for professional advisors who are looking to build out a significant practice by incorporating exit planning concepts and processes into their marketing and services. Advisors also want to drive best practices and have better conversations with business owners. This series will feature experts in practice development, practice management, marketing and branding, delivery of exit planning services, tools and resources, and strategic planning. Accompanying speakers will be advisors just like you, sharing their stories. Register today and enhance your exit planning knowledge every month with EPI!



Exit planning is one of the fasting growing industries in the financial/professional services industry and EPI is committed to bringing you the best industry content, right at your fingertips! We are proud to offer hundreds of free webinars each year to keep you current on technical, business development, and special interest topics: designed to help you sharpen your skills and advance your career.

About the Presenter

Sam Messina, CEPA

Sam Messina, CEPA

Director of Business Development,
Paramax Corporation

Contact Sam

Prior to joining Paramax, Sam delivered more than three decades of outstanding wealth management and financial planning advice to individual and business clients. He held various notable positions, including managing director at UBS Financial Services and president of McDonald Investments, a Keybank company. He also headed up Essex Capital Markets, an Upstate New York Registered Investment Advisory (RIA) and broker-dealer, which he sold to McDonald/ Keybank in 1998.

During his time as managing director at UBS, Sam was responsible for the NYS/Northern New England market, with more than $200 million in revenue and $30 billion in client assets. Sam was one of the pioneers in UBS’s business transition planning effort, helping them to become an industry leader in guiding business owners to effectively plan and optimally sell their businesses. Sam helped negotiate the sale of McDonald to UBS in 2007, which proved to be the most successful acquisition and transition the industry had experienced to date.

Sam also has ownership interests in a number of private companies in Upstate New York, which provides him with valuable insight into the goals and objectives as well as the daily challenges and opportunities faced by business owners today.


  • Bachelor of Arts, Economics Princeton University


  • Certified Exit Planning Advisor (CEPA)

FINRA Series 3, 4, 5, 7, 8, 24, 63, 65, 79, and Securities Industry Essentials (SIE) licenses


At Paramax, we’ve facilitated more than 350 transactions, ranging in enterprise value from $5 million to $500 million, for public and privately held companies across industries and around the world. With each deal we’ve closed, we’ve uncovered value, buyers, opportunities, and terms that our clients never thought possible.

We specialize in providing middle-market clients with strategic sell-side advisory services informed by our team’s diverse, executive-level operating experience and expertise. Our exemplary track record of completed deals has earned us a reputation for optimizing outcomes for our clients, whether privately held or public, domestic or international.

Connect with the Presenter: Paramax Corporation  |  Website:  |  Phone: (585) 568-6100  |  Email: Connect with Sam