AM&AA Ed|ge: Creating CIMs that Sell

Join Robert Rough, Co-Founder and Managing Director of Telos Capital Advisors, for an in-depth exploration of the Confidential Information Memorandum (CIM), an integral component of successful deal marketing in mergers and acquisitions. Building upon the CIM section of CM&AA Class #2, this webinar offers a deeper dive into the purpose, style, and content of a CIM, equipping participants with the knowledge to create outstanding marketing documents that capture the attention of potential buyers. Whether you're an investment banker, intermediary, or corporate executive, learn how to elevate your CIM game and stand out in a crowded marketplace.

Key objectives from the class include:

  • Uncover the critical role of the CIM in deal marketing and transaction success.
  • Acquire strategies for transforming CIMs into compelling sales pitches that drive buyer engagement.
  • Understand how to tailor CIMs to different audiences and deal dynamics for maximum effectiveness.
  • Learn what buyers truly value in a CIM and how to deliver it effectively.
  • Gain practical insights and actionable advice from industry expert Robert Rough, drawing from his extensive experience in investment banking and deal marketing.

Participants will earn 1.0 CPE credit in the Field of Study: Specialized Knowledge. 

Registration is $50 to AM&AA Members and $100 for Non-members.

Additional Information

Prerequisites: There are no prerequisites for this session.
Who Should Attend: This session is recommended for any professional in the M&A industry. Others are welcome.
Advanced Preparation: None
Program Level: Basic
Delivery Method: Group Live

Refunds and Cancellations: Requests for refunds must be received in writing by May 29, 2024. No refunds will be granted after May 29, 2024. For more information regarding refund, concerns, and/or program cancellation policies please contact our offices at 312-856-9590

Alliance of Merger & Acquisition Advisors (AM&AA) 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.nasbaregistry.org.

WHEN

Thursday, June 27, 2024
1:00 PM - 2:00 PM

Central Time Zone

WHERE

Click the button below to join the class.

CONTACT

Have a question?

info@amaaonline.com

Featured Speaker

Robert Rough
Robert Rough
Managing Director
Telos Capital Advisors, LLC

This class is $50 for AM&AA members and $100 for non-members.

You only need to have access to the internet. We recommend using either Chrome or Firefox. Additionally, good internet connectivity will ensure high-quality video conferencing. Audio for the class will be streamed via your computer speakers. We encourage you to test your speakers before the event to make sure everything works as it should.

You do not need to download or install any software to participate. Additionally, a webcam is also not required. 

For technical assistance, please send an email to info@amaaonline.com or click the conversation bubble on the right hand side of this page to start a live chat with an AM&AA event support representative.

AM&AA classes take place during the Central time zone (Dallas,Texas,USA). 

You must first sign up for the class by clicking the blue button at the top right of this page. At that time you will be asked to create a password. Once you have finished signing up, simply click on "CLASS LOGIN" to join the waiting room. Live chat with other attendees will be available while you wait for the class to begin.

Yes. A recording of the class will be available on-demand 2-3 business days after the live online event.

We welcome your questions. Please email us at info@amaaonline.com

You will be able to submit questions or comments by typing them into the Q&A widget during the class. These questions will be answered as time allows during the Question & Answer session following the presentation.

All feedback and suggestions for future topics may be sent to info@amaaonline.com