Burr & Forman ’s Post

We are celebrating! Our 2023 Fall Conference 🍂was the largest in-person event yet! It was an action-packed 24 hours together with intense learning and conversations on the most pressing topics in the M&A world today. Our mastermind discussions focused on these key areas: ✔️ Evaluating deals/opportunities in today’s market ✔️ What makes us unique, what are our competitive advantages  ✔️ Lead generation/deal origination ✔️ What marketing tactics have been successful  And what new methods we should be using  The most important thing was deepening our connections with each other, understanding each other better and learning about new ways to work together. #collaboration #mergersandacquisitions #conference Sara Burden, CBI, MAMI, CMAP, FIBBA, FMAS, Bob McCormack, Sandy Miller, Dave Richards, MBA, CBI, CBB, Greg Martin, Jim Cumbee JD, MBA Hans Minnaar, Trisha Mossey, Jeff MacKenzie, Don Montgomery, CBI, Jim Friesen, MBA, CPA, CMAA, Ryan Buist, MBA, CBV (Chartered Business Valuator), Kyle Griffith, CBI, CMAP, Greg Maloney, Leon Perera, Jim Hoggatt, Rob Margeton, and Steven Pappas Lisa Riley

What can you expect from a marcus evans Summit? ✅ personalised agenda ⭐ ✅ innovative presentations 💡 ✅ mutually selected one-to-one meetings 🤝 ✅ networking in small intimate settings 🥂 Our next Private Wealth Management Summit will take place in Boston on June 10-12. Get in touch to find out more. #marcusevans #marcusevanssummits #summits #wealthmanagement

Will you be attending the premier event for Business Owners and C-level executives to learn and meet with renowned private equity firms, capital providers, and other M&A professionals this February? It's such a privilege to be leading a panel discussion on how effective recruiting and retention positively impact company performance! I will be joined by fantastic experts Eli Castle and Victoria Lakers to discuss how high-performing private equity firms take a systematic approach to hiring and how they define and cultivate culture through engagement. After the panel, audience members will be able to quantify how expensive a wrong hire can be and will come away knowing the key talent performance metrics every company should track. If you are a Business Owner or a C-level executive looking to raise capital, grow through acquisitions, or evaluate a liquidity event- this is the event of the year! • Balanced Ratio of Investment Banks and Private Equity Firms in DealSource® • M&A Deal Makers From Multiple ACG Chapters Across the United States • CapCon24 Is The Premier Event for ACG Sponsors • Visibility, Access to Investors, CEOs, Trusted Advisors and Deal Flow • Beautiful Marriott Marquis - San Diego Marina Link to register in the comments.

With an influx of invitations flooding your LPs, we have the KEY to make your Annual General Meeting (AGM) stand out and keep them coming back year on year. Let’s chat so your AGM Save the Date is the most sought after email in their inbox! #AGM #PrivateEquityMeetings #CorporatEvents #KeyEvents #InvestorRelations #AGMExcellence

Celebrating our partners' success! 🙌 We're thrilled every time we hear our experts have become integral members of our partners’ team, contributing to their growth and success. It's exciting to see our partners thrive. Here's to more achievements together 🚀 #ClientSuccess #TeamGrowth #TalentAcquisition #BusinessSuccess

Funding Opp: Don't forget to apply for the Co-100! 10 small businesses get $2K and the top winner gets $25K. 10 Categories Honoring the Best Small Businesses in America Growth Accelerators Community Champions Micro-Business Leaders Champions of Adaptability Customer Champions Global Stars Digital Innovators Enduring Businesses The Disruptors Culture Champions https://buff.ly/3yM2vQE

Enjoyed my discussion with Christopher Sugden, Managing Partner at Edison Partners. Do you know the 3 top trends that set successful growth stage boards apart? Read my blog below to find out. #privatecompanyboards #boardofdirectors

Established enterprises, whether owner-operated, partnerships, family-owned, or boasting high growth potential, form the core market for advisory boards. The State of the Market Report reveals the most common starting point for advisory board formation is businesses around the $1.5 million revenue mark, and the average size of a business with an advisory board in place is $20 million. Businesses often ask us what the investment required is to have an advisory board. The answer? It ranges from $40-70k annually, to cover monthly chair meetings and quarterly full board gatherings. What questions do you have about the advisory board sector? Let us know below 👇 #AdvisoryBoard #BusinessGrowth #CorporateStrategy 

I am seeing an uplift of enquiries around Advisory Board establishment in recent months. The Advisory Board Centre’s post highlights the key state of market. I believe the real Power and Peformance occurs when aligning the Advisory Boards members to business performance and critical outcomes, tracking ROI for your advisory board, like any other investment. #advisoryboards

Think getting a deal signed is the hardest part of partnering? Maybe not! Check out this event April 23rd to delve into case studies and extract valuable insights for successful partnership execution. Learn best practices from John Hallinan, Phil Tinmouth, Scott Bertetti, Michelle Marseglia, and Mary Lynne Hedley. Register now to gain a better understanding of how to make your partnership work. #partnerships #businessstrategy #collaboration