A: Coming out of the recent event, Paul (Monson, Managing Partner) and I believe that M&A activity remains strong, and more and more business brokers are looking to take on larger deal sizes and move into M&A. During the event, we worked to continue cultivating relationships with various attendees, and to determine if there were needs that we could help solve for. We brainstormed through points of apprehension that may keep professionals from outsourcing their M&A advisory work and walked them through our business practices to help them better understand the value that we can provide.

A: As we’ve said before, we believe that it is critical to cultivating relationships across the M&A community, and we want to ensure that firms understand the value that a white-label CIM can provide. Quite frankly, Paul and I are really proud of the approach we take in helping our clients with their CIMs, financial models, pitch decks, investor presentations, valuations, and premium market research… now that’s a mouthful. But really, we want to evangelize what it is that we have to offer. Prior to attendance, it had been our goal for Paul and me to meet with one to four firms that present strong deal flow, but are challenged with resource constraints, making the production of a comprehensive and high-quality CIM difficult, if not impossible. It was also our desire to get in front of firms that are unhappy with analyst attrition due to the increased expense tied to rehiring, retraining, etc. We know from our own experiences how challenging attrition can be, and we want to make things easier so that everyone can focus on what they do best.

A: As we’ve said before, we believe that it is critical to cultivating relationships across the M&A community, and we want to ensure that firms understand the value that a white-label CIM can provide. Quite frankly, Paul and I are really proud of the approach we take in helping our clients with their CIMs, financial models, pitch decks, investor presentations, valuations, and premium market research… now that’s a mouthful. But really, we want to evangelize what it is that we have to offer. Prior to attendance, it had been our goal for Paul and me to meet with one to four firms that present strong deal flow, but are challenged with resource constraints, making the production of a comprehensive and high-quality CIM difficult, if not impossible. It was also our desire to get in front of firms that are unhappy with analyst attrition due to the increased expense tied to rehiring, retraining, etc. We know from our own experiences how challenging attrition can be, and we want to make things easier so that everyone can focus on what they do best.

A: We absolutely would… we’ve attended this event in the past and we will continue to do so. We only wish we had more time during the tradeshow segment on Wednesday to meet with more people. Unfortunately, booth hours were quite limited, and we know that there were many equity firms out there searching for the right partners to help them.