Category: Working With Investment Banks and Advisors

Discussions about contracts, client and advisor expectations, relationship management issues

M&A Client/Intermediary Engagement Agreements

M&A Client/Intermediary Engagement Agreements

I am on the conference planning committee for the June, 2010 M&A Source Conference in Orlando, and wrote the following description of a workshop to be conducted for approximately 150 M&A intermediaries from across...

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