Presenter: John Howe

This course is designed to introduce you to the knowledge, tools and skills required to obtain a lower middle-market manufacturing engagement. After this course, you will be able to ask pertinent questions of a potential seller and know what research you should do beforehand. This course will enlighten those who haven't sold a manufacturing business before, and for those with manufacturing transaction experience, will further refine their understanding of the nuances of a successful engagement. The course is recommended for those who have had several 300 level courses and at least two years or more of intermediary experience.

Credits: 4

Presenter: Rich Mowrey

Do you want to deliver world class M&A advisory services with more success and less stress? This is Part 2 of a two-part course that investigates traditional and new procedures to assure competent delivery of services in each sequential step in the M&A process. Learn how experts execute steps six through twelve of the M&A process. Gain key insights to increase the effectiveness of both you and your staff. See why a successful team approach requires deployment of: Finders, Minders, and Binders at the right time. Delve into how different tasks require specific talents and proficiencies. The interrelationship among negotiating expertise, aptitude, and process experience is underscored to show how a changing market place drives the need for an organized, but flexible, approach.

Credits: 4

Presenter: Kyle Madden

This course will begin with a brief introduction to lower mid-market private equity, including how private equity groups are structured and funded as well as how private equity groups select, analyze, and price investment opportunities. The course will address writing a proper teaser and CIM, how the intermediary can better identify different M & A transaction types, and an inside look at the life cycle of a private equity transaction from origination to reaching exclusivity to the due diligence process.

It will conclude with the closing process, the development and execution of the “180-day plan” to address key post-closing items, and actual case studies of private equity deals successfully sourced and closed from M&A Source members. Break-out activities will focus on the teaser and CIM, initial screening of a “live deal,” as well as the review and analysis of a sample letter of intent. Attendees will gain a clearer understanding of private equity firms and how private equity firms evaluate, analyze, and close transactions.

Credits: 4