M&A Fundamentals: Strategies For Selecting An Investment Banker

Choosing an investment banker to help navigate the M&A process is a vital decision, and one that will have a lasting impact on your life and that of your company. But where do you begin?

Join us Thursday, August 22 at 10AM PDT for a complimentary webinar, "M&A Fundamentals: Strategies for Selecting an Investment Banker," presented by Ward Carter, Chairman of the Corum Group.

Register now to learn:

  • Why choosing an investment banker is so important
  • Unseen risks and pitfalls if there is not a good match
  • Steps to begin finding the right investment banker
  • Criteria to use in selecting an investment banker

Ward Carter is Chairman of the Corum Group, the leading seller of software companies worldwide—in its 27 year history, Corum has sold more software companies than anyone else in history. Ward joined Corum in 1997 after a long career in both technology and finance ranging from Wall Street to archival storage, and has successfully managed dozens of software company mergers and acquisitions worldwide.
This educational event is hosted by AppFolio SecureDocs, provider of a secure virtual data room for storing and sharing financial documents, and the Corum Group, the global leader in M&A services, specializing in serving software and information technology companies worldwide.

This Group Internet Based event is equal to 1.0 CPE credit for all participants toward Specialized Knowledge and Applications. There are no advanced preparations or prerequisites necessary to attend this event. This program’s level is basic.

AppFolio, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org. Due to this program being offered free of charge, there will be no refunds issued. For more information regarding a complaint and/or program cancellation policies, please contact our office at 805.308.6261.