Question 1

What type of professionals are the key focus of the meetings?

Accepted Answer

We invite core members: 1. Corporate Finance and M&A Lawyers. 2. Investment Bankers. 3. CPA firm Transaction Advisory Service.

Question 2

What other types of professionals may want to attend?

Accepted Answer

Professionals in private equity, business brokerage, wealth management, commercial insurance, alternative finance, commercial banking, and other areas. They are not the primary focus of the conversations yet can still benefit from membership.

Question 3

What is the format / agenda?

Accepted Answer

This is a professionally moderated group discussion. We will follow a past, present, and future model. First we discuss closed deals briefly, then most of the meeting focuses on current deals, then we wrap up discussing future trends and opportunities.

Question 4

What is included in the membership price?

Accepted Answer

Meetings, follow up emails, Linkedin access, and category exclusivity in your region. e.g. a corporate M&A attorney from San Francisco will be the only corporate M&A attorney from the "region" north to the next region in Portland and south to the next region in Los Angeles.

Question 5

What is included in the sponsorship price?

Accepted Answer

Sponsors limited to 1 per category for the group. For example, there would be only one sponsor firm that does Investment Banking. The sponsor firms' images and details are featured in the promotional materials in emails, calendar invitations, event registration pages, the website and Linkedin.

Question 6

What can I learn during these meetings?

Accepted Answer

How others are structuring transactions, latest trends and developments in legal issues, changes in loan terms, market updates, changes in multiples, new financing products, hybrid securities, the Rep & Warranty Insurance marketplace, tax structures, software and tools, estate planning issues.

Figure Eight Deal Makers Roundtable