3rd_Annual_Southeastern_MA_Forum_Investment__Banking_Roundtable

3rd_Annual_Southeastern_MA_Forum_Investment__Banking_Roundtable

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3 rd ______________ Investment Banking Roundtable Panelists: James S. Grien – TM Capital Corp., Atlanta, GA Brock Matthias – VRA Partners, LLC, Atlanta, GA Andy Rose – MCG Capital Corporation, Atlanta, GA Gordon R. Watt – SunTrust Robinson Humphrey, Atlanta, GA Robert S. Winborne – Brookwood Associates, LLC, Atlanta, GA Moderator:    Raleigh, NC
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Role of Investment Banker in An Investment Banker Serves the Client in Two Distinct  Roles: As  Advisor , we seek to assure that our clients develop rational  expectations regarding transactional outcomes by providing  well grounded advice concerning: – Alternatives – Values – Risks As  Advocate,  we seek to maximize value for our clients by  crafting compelling, defensible investment rationales and  managing competitive processes in order to assure that we  “clear the market” regarding:
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Role of Investment Banker in Advantages  vs. Considerations Advisor Educate Clients Regarding Alternatives: – Strategic Buyer Sale – Financial Buyer Sale – Majority Recapitalization – Minority Recapitalization – Initial Public Offering – Other Transaction Forms
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Advisor -  continued Timing Considerations
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3rd_Annual_Southeastern_MA_Forum_Investment__Banking_Roundtable

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