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XPX CT: Investment Banking Process

  • March 18, 2016
  • 7:30 AM - 9:30 AM
  • Westport Inn, Ballroom, 1595 Post Road East, Westport, CT

Registration

Investment Banking Process - The journey to a closing

PowerPoint Slides

A panel of expert Investment Bankers will explore a plethora of strategic options and financing strategies that can be utilize in a transaction process to achieve the optimal result for business owners.

Panel
Mike Camerota, Touchstone Advisors
Martin Magida, Carter Morse & Mathias
Jon Rubin, Westbury Group
Jeff Swiggett, VR Business Brokers

Our panel of experts will discuss:

  • Considering potential strategic alternatives
  • Assembling a compressive transaction team
  • Choosing the right investment banker
  • Executing a disciplined transaction process
  • Using competition to maximizing value
  • Managing seller and buyer expectations and
  • Getting to a closing

Please join XPX CT for this lively discussion.

Click here for the Case Study.

Investment
XPX CT Members in good standing are complimentary.
Non-members early bird through 3/16: $60
After 3/16: $75



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