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Developing M&A Deal Flow in Specialty Industries

Mergers & Acquisitions

 Developing M&A Deal Flow in Specialty Industries
CPE Credit

Program Type: VideoCast (Audio,Video, 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: Accounting
Item Number: 11OMAVC4350
Shipping Weight: 0lbs. 0oz.
Price: $80.00
Program Description

As markets and technology continue to evolve at an ever-increasing rate, clients' need for up-to-date specialized market and industry information becomes much more critical. The generalist approach to advisory services, including middle market investment banking, is becoming ineffective as the gap continues to narrow between clients' access to publicly available information and the advisor's general knowledge.

From this, it is becoming increasingly clear that one of most effective approaches to promote deal flow under these developing conditions is specialization. This webinar explains a step-by-step process to develop middle market investment banking deal flow in specialty practices along with proven strategies on how advisors care position themselves as an expert in the eyes of their prospective clients.

Learning Objectives

After completing this webinar, attendees will be able to:

- Develop middle market investment banking deal flow in specialty practices
- Position themselves as an expert in the eyes of their prospective clients

Who Should Attend

Anyone with an interest in creating a step-by-step process to develop middle market investment banking deal flow in specialty practice


Richard Jackim, JD, MBA, CEPA
Mr. Richard Jackim is a Managing Director in MidCap Advisors' Chicago office. Mr. Jackim is an experienced investment banker and former Wall Street attorney. During his investment banking career Mr. Jackim has been involved in over 60 mergers or acquisitions of middle market companies with a combined market value of over $1 billion.

Mr. Jackim is a respected expert on the topic of exit planning and middle market investment banking. He is the author of the critically acclaimed book,The $10 Trillion Opportunity: Designing Successful Exit Strategies for Middle Market Business Owners—A Guide for Professional Advisors. Mr. Jackim has been quoted in or written articles for Business Week, The Chicago Tribune, The Counselor, The Business Ledger, Injection Molding Magazine, Bulk Transport, The Indianapolis Business Journal, Transport Topics, and other regional and national publications.

After law school, Mr. Jackim practiced corporate law on Wall Street with the New York law firm of White & Case. He later attended The Kellogg Graduate School of Management where he earned his MBA in corporate finance and marketing.

After graduating from Kellogg, Mr. Jackim worked as an investment banker for Prudential Capital, one of the investment units of The Prudential Insurance Company. Mr. Jackim was then recruited to become president of a nationally recognized middle market mergers & acquisitions firm with 14 offices around the country. After almost seven years growing that company, Mr. Jackim left to co-found an M&A firm that was quickly recognized by Crain's Chicago Business as one of the Top Investment Banking firms in Chicago.

Mr. Jackim is also the co-founder and president of the Exit Planning Institute, the leading provider of education, training, and resources for business advisors committed to the field of exit planning.

Enrique Brito, MBA, CFA, CVA, CM&AA, CMAP
Mr. Enrique Brito is a partner at Tatum, LLC., where he leads their corporate advisory services practice, focusing on advising middle market business owners on the implementation of exit strategies or growth plans requiring acquisitions and/or external funding. Mr. Brito has more than 20 years of corporate finance and investment banking experience involving transactions in the U.S., Mexico, Venezuela, Colombia, Argentina, and Peru. On behalf of the National Association of Certified Valuators and Analysts™ (NACVA®), he lectures on M&A and business valuation to national audiences (named Instructor of Great and Exceptional Distinction from 2003 to 2010).

Mr. Brito previously was a senior managing director at The McLean Group, a national investment bank and a Principal and Founder at Kaizen Consulting Group, a McLean, VA-based M&A advisory firm. He also was director of corporate finance with COMSAT International (subsequently merged with Lockheed Martin Global Telecommunications) where he participated in all aspects of M&A, business valuations, due diligence, and negotiations. As executive director at EuroCapital Corporation, he specialized in corporate finance projects involving multilateral financial institutions in Eastern Europe, Russia, and the Commonwealth of Independent States. Mr. Brito holds an MBA, with honors, from The American University and a BS degree in Industrial and Systems Engineering from the University of Florida. He also holds professional credentials as a Chartered Financial Analyst (CFA), Certified Valuation Analyst® (CVA®), Certified Merger & Acquisition Professional (CMAP), and Certified Merger & Acquisition Advisor (CM&AA).

Mr. Brito is a member of the CFA Institute, the Washington Society of Investment Analysts, the National Association of Certified Valuators and Analysts, and the Middle Market Investment Banking Association. He is a Financial Industry Regulatory Authority (FINRA) Registered Representative (Series 7, 63), Investment Banking Representative (Series 79), and General Securities Principal (Series 24).