CABI: Annual Fall Meeting

Topic: Building Your Deal Team & Deal Case Studies

CABI: Annual Fall Meeting
Topic: Building Your Deal Team & Deal Case Studies

Successful M&A transactions rely on more than just the buyer and seller—they require a coordinated, experienced deal team working in lockstep from LOI through closing. This session brings together key advisors to walk through how each role contributes to a successful outcome, along with real-world case studies highlighting common transaction hurdles and how teams navigate them.

Moderator: Renee Wood
Lender: Andrea Garnett
Attorney: Trevor Crow
CPA: Josh Harrison

This interactive panel will explore how deal teams collaborate across:

• Deal structuring and financing
• Legal documentation and risk mitigation
• Financial diligence and tax considerations
• Business valuation and negotiation dynamics

Through practical case studies, panelists will share insights on identifying challenges early, aligning stakeholders, and preserving deal value through closing.

Join us for a candid, solutions-focused discussion designed for buyers, sellers, brokers, and advisors looking to strengthen their deal execution strategy. Enjoy a provided lunch and take advantage of dedicated time to connect with CABI’s sustaining sponsors and fellow members.

Build the right team—because every successful deal starts with the right partners at the table.