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Marketing the Deal: Finding the Right Buyers/Investors

Mergers & Acquisitions

 Marketing the Deal: Finding the Right Buyers/Investors
CPE Credit

Program Type: Recorded Webinar (Audio, PPT Presentation)
Program Level: Basic
Prerequisites: Previous training or experience with the fundamentals of accounting, finance, economics, and business writing.
Advanced Preparation: None
Delivery Method: Group Internet-Based
CPE Credits: One (1) Hour
Fields of Study: Marketing
Item Number: 13PMA1031
Shipping Weight: 0lbs. 0oz.
Price: $80.00
Program Description

This webinar will provide an overview and the steps in an M&A sell-side marketing campaign that are important in setting seller expectations about:

Valuations—from the Buyer's Perspective
Marketing the Deal—how it fits into a complete process
Milestones—what are they and when do they occur

We focus this webinar on elements that ensure a seller is prepared with clear expectations of what is involved in an M&A transaction to minimize surprises and allow a deal team to execute an efficient process.

There are a number of challenges sellers face when beginning the process of marketing their business. Investment bankers are experienced and trained in the processes that lead to a completed M&A transaction.

This webinar was created to help attendees understand the key steps that will help them communicate to prospective sellers those challenges and processes. While the focus of the webinar is on marketing the business, the steps prior to and after that stage of the process are critical to understand.

Learning Objectives

After completing this webinar, attendees will be able to:

- Articulate the marketing process for a sell-side engagement
- Identify where the marketing process fits within the total sell-side transaction
- List key metrics underlying value
- Differentiate between preparation, marketing, and closing
- Define marketing for a seller

Who Should Attend

CEOs, CPAs, attorneys, practioners


Chuck Andrews, CMAP, CBI
Mr. Chuck Andrews is managing director of The McLean Group's Chicago office and a senior member of the firm's Healthcare & Life Sciences Practice. He has 35 years experience in the technology arena. Since 2002, he has focused on M&A transactions among privately held firms in distribution, manufacturing, and services.

Prior to founding a business brokerage, Mr. Andrews was a principal with Trycos, Inc., where he built a national sales team to deliver eCommerce solutions to Fortune 500 firms. He began his career with NCR Corporation, before proceeding to senior sales management jobs with Motorola, Dell, and Toshiba. As a Toshiba VP of sales, Mr. Andrews grew central U.S. portable PC sales to $320 million. As a Dell regional sales manager, he sold $48 million in desktops to Ford Motor Co—Dell's first single order desktop sale to Ford.

Mr. Andrews holds the CBI designation from the International Business Brokers Association, is the past president of Midwest Business Brokers and Intermediaries and is a FINRA Registered Representative (Series 7, 66, 79). A certified Toastmaster, he often speaks at business and professional gatherings about ownership transfers involving privately held businesses. He is on the board of The Chicago Aid Society and International Childcare, a healthcare NGO.