Humanity and Deal Making – The Art of Successful M&A Transactions

Wednesday, March 27th, 2024
7:30-9:00 A.M. MST

Arizona Country Club

5668 E. Orange Blossom Lane
Phoenix, AZ 85018

M&A is not just about the numbers. It is also about the art of a successful handoff.

M&A involves real-life human beings who are the stakeholders. Powerful emotions like
trust, honesty, fear, and hope are inextricably linked to the sales process. Smart M&A advisors do not underestimate the importance of people’s feelings during an M&A transaction.

At breakfast, we will discuss:

1. The psychology of buyers and sellers
2. The importance of empathy for both buyers and sellers
3. The owners conundrum
4. M&A advisor as a rabbi, priest, counselor, and QB
5. Why transactions are life transactions, the secrets to navigating a stable deal

Mark your calendars and secure your spot now so you don’t miss out!