EO Okanagan Presents: M&A Strategies w/ RWT Growth

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EO Okanagan Presents: M&A Strategies w/ RWT Growth

We help business owners looking for the intimacy of a boutique firm understand what to expect when selling your business while avoiding cost

By EO Okanagan

Date and time

Tuesday, November 9, 2021 · 12 - 1pm PST

Location

RWT Growth Inc.

455 Lawrence Avenue #102 Kelowna, BC V1Y Canada

Refund Policy

Contact the organizer to request a refund.
Eventbrite's fee is nonrefundable.

About this event

This is a candid discussion on what investment bankers look at when we take on M&A transactions and how to position a company for success.

In this lunch and learn we will cover the following:

  • Teach you how to put certain things in place and or take certain actions so that one maximizes value when selling their business.
  • Take you through basic things owners should consider, actions surrounding a few core areas (finance, strategy, products and etc.) and what to expect from the process
  • Discuss the common mistakes of not having a sales strategy, not understanding the requirements in order to maximize value and having unrealistic expectations for a transaction.
  • Leverage for you our understanding of entrepreneurs and those of the investment banking market and our uncommon expertise to deliver uncommon results with your business sale.
  • Determine with you the value of working with a boutique investment banking firm in Canada that has a London UK presence and how this will help you find additional buyers that the typical SME simply does not get access to.

Lunch is included with your ticket.

Presented by:

Reece Tomlinson

Reece is the founding partner of RWT and is an investment banker, entrepreneur, leader, advisor and strategic thinker. He has extensive experience advising on complex capital and M&A transactions.

Deepak Jassal

Deepak is an investment banker with extensive experience in executing complex financial transactions, M&A and capital raising / financing.

David Redekop

David has extensive entrepreneurial experience as both founder and CEO as well as extensive experience in public company finance, capital raising and accounting.

About RWT Growth

RWT Growth is a boutique, full service, capital advisory firm focusing on taking companies to the next level via a combination of advisory, capital, M&A and investment banking services.

Since 2014, we have assisted leaders in achieving sizeable, distinctive and lasting increases in performance, capability and profitability. Our unique combination of real-world experience gained from leading companies, advising on all matters of capital transactions and solving complex challenges for our clients, combined with substantial capital and investment banking experience, has allowed us to deliver impactful and lasting results for our clients around the world.

To date we have advised on over $800m of transactions and worked on deals in over 16 countries.

Organized by

Entrepreneurs’ Organization is a support network of 14,000+ like-minded entrepreneurs across 61 countries. It is a member led organization offering unparalleled value for a peer to peer group. EO Okanagan has approximately 30 members with a median number of employees of 16. Our core purpose is to inspire entrepreneurs to live their best life.

Contact us at:

support@eookanagan.com

Sales Ended