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Developing an M&A Practice: Winning Engagements

Mergers & Acquisitions

 Developing an M&A Practice: Winning Engagements
CPE Credit

Program Type: Recorded Webinar (Audio, PPT Presentation)
Program Level: Overview
Prerequisites: None
Advanced Preparation: None
Delivery Method: Group Internet-Based
CPE Credits: One (1) Hour
Fields of Study: Business Management & Organization
Item Number: 11OMAVC4528
Shipping Weight: 0lbs. 0oz.
Price: $80.00
Program Description

The focus of the webinar will be to guide the participant through the tactical implementation of strategic plans to convert prospective clients to fee-paying engaged clients. Topics covered will include converting leads to appointments, lead qualification, ideal client profile, getting an engagement, and anticipating objections.

Learning Objectives

After completing this webinar, attendees will be able to:

- Develop an ideal client profile
- Qualify prospective clients strategically
- Increase their success rate for acquiring new clients

Who Should Attend

People interested in establishing a new M&A practice or examining strategies and tactics for increasing their success rate for attracting new clients in an existing practice.


Chuck Andrews
Mr. Chuck Andrews is Managing Director of The McLean Group's Chicago office having over 35 years experience in the technology arena. Since 2002, Chuck 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. Beginning his career with NCR Corporation, Mr. Andrews then proceeded to senior sales management jobs with Motorola, Dell, and Toshiba.

As a Toshiba VP of sales, Mr. Andrews grew central US portable PC sales to $320 million, and again, as a Dell regional sales manager, he sold $48 million in desktops to Ford Motor Co. - initiating 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). 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 and a member of Chicago's Union League Club.