It’s Dangerous to Go Alone! Working with Middle-Market Investment Bankers to Optimize Client Outcomes

In this discussion, we will take a closer look at the relationship between middle-market investment bankers and their clients, examining its complexities and best practices for success. We will discuss the investment banker’s role, strategies for identifying the right investment banker, and key issues to consider when negotiating investment banking engagement letters. In doing so, we will provide specific and actionable takeaways that should allow you to better advise your clients in this important area.

 

Event Details

WHEN

Tuesday, August 11, 2026

5:30 PM - 7:30 PM

WHERE

Upstairs Private Dining Room @ Sierra Gold

6515 S. Jones Blvd.

Las Vegas NV 89118

COST

Members: $70

Non-Members: $80