About this Event
Topic: Building Your Deal Team & Deal Case Studies
CABI: Annual Fall Meeting
Topic: Building Your Deal Team & Deal Case Studies
Successful M&A transactions rely on more than just the buyer and seller—they require a coordinated, experienced deal team working in lockstep from LOI through closing. This session brings together key advisors to walk through how each role contributes to a successful outcome, along with real-world case studies highlighting common transaction hurdles and how teams navigate them.
Moderator: Renee Wood
Lender: Andrea Garnett
Attorney: Trevor Crow
Valuation Advisor: Mark Ahern
CPA: Josh Harrison
This interactive panel will explore how deal teams collaborate across:
- Deal structuring and financing
- Legal documentation and risk mitigation
- Financial diligence and tax considerations
- Business valuation and negotiation dynamics
Through practical case studies, panelists will share insights on identifying challenges early, aligning stakeholders, and preserving deal value through closing.
Join us for a candid, solutions-focused discussion designed for buyers, sellers, brokers, and advisors looking to strengthen their deal execution strategy. Enjoy a provided lunch and take advantage of dedicated time to connect with CABI’s sustaining sponsors and fellow members.
Build the right team—because every successful deal starts with the right partners at the table.
Event Venue & Nearby Stays
Ruth's Chris Steak House, 7001 East Belleview Avenue, Denver, United States
USD 0.00 to USD 76.54
