3rd_Annual_Southeastern_MA_Forum_Investment__Banking_Roundtable

3rd_Annual_Southeastern_MA_Forum_Investment__Banking_Roundtable

Info icon This preview shows pages 1–5. Sign up to view the full content.

View Full Document Right Arrow Icon
3 rd Annual Southeastern M&A Forum ______________ 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:    Byron B. Kirkland – Smith, Anderson, Blount, Dorsett, Mitchell & Jernigan, LLP -  Raleigh, NC
Image of page 1

Info iconThis preview has intentionally blurred sections. Sign up to view the full version.

View Full Document Right Arrow Icon
Role of Investment Banker in M&A Transactions 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: – Price
Image of page 2
Role of Investment Banker in M&A Transactions Advantages  vs. Considerations Advisor Educate Clients Regarding Alternatives: – Strategic Buyer Sale – Financial Buyer Sale – Majority Recapitalization – Minority Recapitalization – Initial Public Offering – Other Transaction Forms
Image of page 3

Info iconThis preview has intentionally blurred sections. Sign up to view the full version.

View Full Document Right Arrow Icon
Role of Investment Banker in M&A Transactions Advisor -  continued Timing Considerations – Seller – Industry – Market Assessment of Value – Rational Expectations – Preview of Structure and Terms
Image of page 4
Image of page 5
This is the end of the preview. Sign up to access the rest of the document.

{[ snackBarMessage ]}

What students are saying

  • Left Quote Icon

    As a current student on this bumpy collegiate pathway, I stumbled upon Course Hero, where I can find study resources for nearly all my courses, get online help from tutors 24/7, and even share my old projects, papers, and lecture notes with other students.

    Student Picture

    Kiran Temple University Fox School of Business ‘17, Course Hero Intern

  • Left Quote Icon

    I cannot even describe how much Course Hero helped me this summer. It’s truly become something I can always rely on and help me. In the end, I was not only able to survive summer classes, but I was able to thrive thanks to Course Hero.

    Student Picture

    Dana University of Pennsylvania ‘17, Course Hero Intern

  • Left Quote Icon

    The ability to access any university’s resources through Course Hero proved invaluable in my case. I was behind on Tulane coursework and actually used UCLA’s materials to help me move forward and get everything together on time.

    Student Picture

    Jill Tulane University ‘16, Course Hero Intern