Martin Magida moderated a panel of investment bankers for the Exit Planning Exchange of CT session: Investment Banking Process - The Journey to a Closing. During the session, various investment bankers explored a range of strategic options and financing strategies that can be utilize in a transaction process to achieve the optimal result for business owners.
The discussion points included 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. In attendance were CPAs, attorneys, wealth managers, and consultants.
Carter Morse & Mathias | The Tide Mill Building | 99 Harbor Road | Southport, CT 06790Carter Morse & Goodrich | The Tide Mill Building | 99 Harbor Road | Southport, CT 06890
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