Wed ⋅ 12:00am (EDT)
Mon ⋅ 9:00am (EDT)
Thu ⋅ 5:15pm (EDT)
Annual Summit Host
you have a client who is in need of sophisticated corporate legal advice and representation for a VC financing, Private Equity recap, and/or M&A event.
Gold Sponsors
Silver Sponsors
A middle-market company or PE firm is in need of $2-$25MM for acquisition or other term debt to fuel growth. Loans, working capital lines, acquisition lines, equipment lines, and owner-occupied RE.
A business is planning a significant transition.
when a business owner is interested in considering the sale of their business, wants to how the M&A process works, and how to increase the value of the company between now and a liquidity event.
A mature business owner needs help quantifying what the value of their business means to them and their family and developing a transition strategy around that need.
My team at BofA offers tailored capital solutions to help businesses expand, refinance, or prepare for a sale. We will design financing structures that align with your unique business objectives.
In an event of; Growth Initiatives, Merger & Acquisition, Exit Planning, Partnership Disputes, Debt or Investment Financing
You are looking to develop a strategic plan to build the value of your business.
When a company needs an Client Accounting Services Firm
Bronze Sponsors
The tax structure of a transaction requires evaluation and understanding
You or a client needs experienced deal counsel for middle market transactions.
your family business clients need help with strategic planning, profitability, organizational sustainability, professionalism, operating rhythm effectiveness and unexpected problem solving.