Figure Eight Deal Makers Roundtable
Discuss M&A and finance deals ($10m - $99m), professionals involved, tools and resources to use, BD strategy, future trends, and more.
Date and time
Location
Online
About this event
WHAT and WHY
We hold monthly meetings to discuss recent and current transactions, the professional firms involved, tools and resources to use, business development strategy, and future trends. Attendees can benefit by sharing ideas and strategies while expanding and deepening their professional relationships.
We focus on Corporate M&A, Debt Finance, and Equity Finance deals from $10 million to $99 million. Hence, "Figure Eight."
WHO
We invite core members in:
1. Corporate Finance and M&A Law
2. Investment Banking
3. CPA firm Transaction Advisory Services
Other firm categories are welcome to attend and include but are not limited to: private equity, business brokers, wealth management, commercial insurance, alternative finance, commercial banking, and family office.
WHERE
No more than one member firm from each professional category in each of the following regions:
New York, NY
San Francisco, CA
Miami, FL
Dallas, TX
Los Angeles, CA
Seattle, WA
Austin, TX
Chicago, IL
Washington, DC
Atlanta, GA
Denver, CO
Phoenix, AZ
Charlotte, NC
Boston, MA
Toronto, CN
WHEN
Monthly video conference meeting on the second Wednesday of each month. 12pm to 2pm EST.
Zoom link: https://us06web.zoom.us/j/2642502750
Eventbrite link: https://2024-05DealMakers.eventbrite.com
MEMBERSHIP and SPONSORSHIP
Membership $60 per month. First two meetings are complimentary. Payment link: https://www.paypal.com/webapps/billing/plans/subscribe?plan_id=P-1R121653VA7075052MXKV2UQ
Private group access on LinkedIn for members: https://www.linkedin.com/groups/14405183/
Sponsorships $200 per month. Limited to one per category. Payment link: https://www.paypal.com/webapps/billing/plans/subscribe?plan_id=P-3RK46814FW725894HMXKV3TI
MODERATOR
Please contact Jeff Tockman JD/MBA, the group meeting moderator, with questions or to be a guest. Jeff has moderated over 2,500 events for legal, financial, and tax firms over the last 20 years.
Frequently asked questions
We invite core members in: 1. Corporate Transactional M&A Lawyers. 2. Investment Bankers. 3. CPA firm Transactional Advisory / M&A Specialists.
Professionals in private equity, business brokerage, wealth management, commercial insurance, alternative finance, commercial banking, and other areas may be added after feedback from the three core members in a region.
This is a professionally moderated group discussion. We will follow a past, present, and future model. First discussing closed deals briefly, then most of the meeting focused on current deals, then wrapping up the meeting to discuss future trends and opportunities.
Category exclusivity in your region. For example, a corporate M&A attorney from San Francisco will be the only corporate M&A attorney from the "region" north to the next region in Portland and south to the next region in Los Angeles. Meetings, follow up emails, and Linkedin access.
Sponsors limited to 1 per category for the group. For example, there would be only one sponsor firm that does Investment Banking. The sponsor firms' images and details are featured in the promotional materials for the events in emails, calendar invitations, event registration pages, and Linkedin.
How others are structuring transactions, latest trends and developments in legal issues, changes in loan terms, market updates, changes in multiples, new financing products, hybrid securities, the Rep & Warranty Insurance marketplace, tax structures, software and tools, estate planning issues.
Organized by
Jeffrey Tockman
The Referral Navigator
linkedin.com/in/jefftockman
www.TheReferralNavigator.com
TheReferralNavigator@gmail.com
561-922-9321 direct