Financial Advisor and Investment Banker Engagement Resources from Practical Guidance

Financial advisors and investment bankers can bring unique experience, skills, and perspective to all kinds of M&A transactions, and whether your client is ready to sell their company and needs help finding a buyer or valuing their business, is seeking a new acquisition target, or needs a fairness opinion, engaging a financial advisor can be a critical transaction step. Practical Guidance has the resources you need to advise your client on everything from the decision to retain an advisor to negotiating a financial advisory engagement letter.

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Related Content

• Financial Advisory Engagement Letters
  Understand the key elements of financial advisory engagement letters and what you need to know before advising your client on negotiating their engagement letter.

• Auction Process in M&A Deals
  Learn more about the roles investment bankers and financial advisors play in the auction process and how they can help find the right buyer for your client.

• Buy-Side Investment Bank Engagement Letter Negotiation Checklist
  Use this checklist the next time you need to review and negotiate a buy-side financial advisor engagement letter for your client.

• Sell-side Investment Bank Engagement Letters Negotiation Checklist
  Use this checklist the next time you need to review and negotiate a sell-side financial advisor engagement letter for your client.

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