INTERACTIVE M&A SYMPOSIUM

The Interactive M&A Symposium is a unique event for business owners, senior executives, investors, and family offices. The experience offers a unique opportunity to participate in a highly interactive discussion with a panel of legal, accounting, investment and commercial banking, private equity, valuation, and wealth management professionals. Discussed are the challenges and issues confronting today’s business owners when acquiring, financing, or selling operating companies.

The Interactive M&A Symposium is not a lecture. Rather, by design it encourages dialogue that requires preparation and active participation. We believe those seeking real answers to issues facing business owners contemplating a succession plan, generating shareholder liquidity, and/or the partial or outright sale of their business find this format beneficial and informative.

Victory Partners assembles and provides a proprietary case study to all panel members and sponsors that serves as the foundation of the interactive dialogue. Using the issues and challenges posed by this case, we explore a variety of scenarios relating to the sale or recapitalization of a business and evaluate the potential solution in a contributive environment. The open discussion illustrates how creatively structuring a transaction can help business owners achieve business and personal goals, as well as consideration and long-term impact of pre-sale and succession planning and diversification of assets on wealth, income, and estate planning.

Hosted by Victory Partners, the discussion is facilitated by Royal Ascot Partners private equity firm and includes industry leaders from each of our participating sponsors. Participation is limited to invitation only, please contact us if you are interested in learning more about this exclusive event.

 

2014 DALLAS INTERACTIVE SYMPOSIUM