FIGURE EIGHT DEALMAKERS ROUNDTABLE

Corporate Finance and M&A Lawyers, Investment Bankers, M&A Advisors, and CPA firm Transaction Advisory Service.

Professionals in private equity, business brokerage, wealth management, commercial insurance, alternative finance, commercial banking, family office, interim professional services, CPA audit advisory, IT consulting, executive search, environmental M&A consulting, business valuation, CPA tax advisory, estate planning law, and other areas. They are not the primary focus of the deal conversations, yet, can still benefit from membership.

Members and sponsors are not given time in the meetings to provide their “elevator pitch.” This saves us a lot of time during the meeting and allows us to discuss dozens of deals in a two hour meeting. We also limit discussions of deals to only M&A, equity or debt finance deals between 10 and 99 million $USD. This allows people to know what to expect and get what they expect in every meeting. We have not heard of another group or event that has this recurring format to all of its meetings.

This is a professionally moderated group discussion. We follow a past, present, and future model. First, we discuss closed deals briefly. If members can, they mention how other members were helpful in a past closed deal. Second, most of the meeting focuses on discussions of current deals. Members can share how they are working with other members on current deals and are encouraged to discuss requests they have from other members for advice and connections. Third and finally, we wrap up discussing future trends and opportunities. That can include prognostications about the economy, deal terms falling in or out of favor, or trends around interest rates, private equity and independent sponsor activity levels, and more.

Members and guests are encouraged to list carefully to each person speaking and monitor that Zoom chat panel as well. They can ask clarifying questions, provide advice for those facing challenges on their deals, invite people to other events and groups, request introductions, and suggest introductions, especially when those introductions can help a member to close a current deal.

Members can attend monthly meetings, receive follow up emails from each meeting that include spreadsheets with all the members and guests contact details, have access to the private members only Linkedin group, and have category exclusivity in their region. e.g. a corporate finance and M&A attorney in Oregon will be the only corporate finance and M&A attorney from their “region,” which is the whole state. Larger states like TX and CA are divided into three regions.

Sponsors are exclusive to one per category for the entire 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 PDF attachments sent in the monthly email to members and guests, on the website, and in the private members only Linkedin group.