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Welcome to Part 3 of the Houston Chapter Deal Lifecycle Series "Preparing for the Sale."  This event will help deal teams understand the transition process, regardless of their role. What drivers increase or decrease value? Does private equity play a role? What is a common timeline? What steps are needed before taking the business to market with an investment banker or advisor? This panel-driven session includes specialists in law, financial reporting, investment banking, and transaction advisory who understand the financial, legal, and emotional components involved in the exit and transition process. Read more

Welcome to Part 4 of the Houston Chapter Deal Lifecycle Series "Deal Execution."  Learn how to walk through the process of executing a deal. Hear from experienced transaction attorney Bill Boyar with BoyarMiller, CPA Michael Landers with UHY, and Chuck Hendee, an owner who's been through the process. This group of professionals will discuss the deal execution process from LOI to post-close, including expectations for timing. Read more

Welcome to Part 5 of the Houston Chapter Deal Lifecycle Series "Capitalizing on Overlooked Markets." Learn first-hand how the market is pivoting to provide capital for underserved populations, including statistics and trends in specific segments. From this panel, you will walk away with greater knowledge of alternative capital sources, as well as an understanding of how certifications and contracts impact valuation. Read more

Executives from leading family offices will come together to share their perspectives on the investment landscape of 2024. You'll gain insights into how these offices anticipate the M&A market will develop over the year. You'll also discover how broader factors like macroeconomic conditions, geopolitical tensions, evolving regulations, and the outcome of the US presidential election could shape their investment strategies and M&A activities throughout 2024. Read more

Business owners should know what drives the value of their business, so they can make informed decisions about selling or growing. Owners often receive a lot of misinformation about value. Even traditional valuation reports, which are designed for compliance or litigation, fail to address real market value considerations. The solution… M&A Advisors can deliver a Market Value Study to provide clients real feedback from market buyers. Learn how to use a Market Value Study to educate clients on real market value metrics, and simultaneously position yourself as the client’s trusted M&A Advisor. This course includes a sample market value study. Instructor: Chris Blees, BiggsKofford Capital Read more

Discover Insights from the AM&AA 2024-Q1 National Market Survey and receive the latest report. Many advisors use this report to win clients by sharing insights into their market, as well as in closing their deals. Don't miss this opportunity to stay ahead of the curve in the dynamic world of mergers and acquisitions. This purchase includes access to an OnDemand seminar on how to read and think through the survey.  Dive into detailed data derived from over 2,000 deals, including sale multiples categorized by deal size and industry, breakdown of consideration composition, and analysis of target company financial performance for deals closed in Q3 and Q4 of 2023, as well as deals currently under LOI in the 2024-Q1 M&A pipeline. Explore essential insights into the factors driving deals to LOI and closure in today's M&A landscape, with a focus on how these factors have evolved over time. Additionally, gain valuable foresight into the outlook for the M&A market in 2024, including the prevailing headwinds and tailwinds shaping the forecast. Instructor: Bill McCalpin, CapitalizeNetwork Read more