M&A Roundtable

Insights and Strategy for and by M&A Professionals

Elevate your M&A practice and join a group of experienced professionals with the M&A Roundtable. Connect with a select group of accomplished M&A practitioners to gain valuable perspectives, share proven methods, and enhance your expertise.

The M&A Roundtable offers a unique opportunity to:

• Share insights and best practices with industry peers
• Gain valuable perspectives on current M&A trends and challenges
• Expand your professional network in a confidential and supportive environment

Space is limited, so please join the waitlist to secure your spot. 

Who Is It For?

The M&A Roundtable is exclusively open to M&A advisors and investment bankers.

Benefits of Joining

This community provides an opportunity to:

• Deepen Your Insights: Learn from the diverse perspectives of your peers and the occasional expert guest (e.g., M&A attorneys, business appraisers, etc.), discussing deal trends, challenges, best practices, and lessons learned.
• Advance Your Professional Practice: Enhance your credibility, gain strategic advice tailored to your goals, and solve challenges through shared expertise.
• Build Your Community: Forge valuable relationships with driven M&A professionals.

How It Works

For a monthly fee of $500, you will have access to two online discussions per month via a secure online conferencing platform. These discussions will be:

• Coordinated: Groups are organized based on members’ experience levels, ensuring optimal peer-to-peer sharing.
• Confidential: 100% private and confidential
• Length: 90 minutes long
• Format: Video optional 
• Agendas: Set by the group.

We carefully choose 5 to 10 participants to limit potential competition.

About Your Facilitator

President and Founder of Morgan & Westfield

25+ Years of M&A Experience: Over 25 years of experience facilitating mergers, acquisitions, sales, and other business transfers with transaction values up to $500 Million.

300+ Transactions: Successfully participated in or managed the sale of over 300 privately held companies representing both buyers and sellers in North America, Central America, South America, Europe, and Asia.

Author of 6 Books on M&A: The Art of the Exit, A Beginner’s Guide to Business Valuation, The Exit Strategy Handbook, Closing the Deal, Acquired, and Food and Beverage M&A.

Host of M&A Talk: Host of the #1 podcast on mergers and acquisitions – M&A Talk.

Host of M&A Talk: The #1 Podcast on Mergers & Acquisitions

• Available on:
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Join the Waitlist Now

If you’re interested in joining this exclusive community, we invite you to apply today. Spaces are limited to 10 seats, so don’t miss this opportunity to connect with and learn from the best in the business.

We look forward to welcoming you to the M&A Roundtable!

Have Feedback?

Do you have feedback or suggestions on how we can Improve the roundtable? Share it with us here.

M&A Roundtable FAQ

General Information

• What is the M&A Roundtable?

  The M&A Roundtable is an exclusive community for experienced M&A advisors and investment bankers. It provides a confidential space for professionals to share insights, discuss trends, and gain strategic advice to enhance their practices.

• Who can join the M&A Roundtable?

  The M&A Roundtable is exclusively open to M&A advisors and investment bankers with at least ten years of professional M&A advisory experience. This ensures that discussions are advanced and relevant to seasoned professionals.

• What are the benefits of joining the M&A Roundtable?

  Members benefit from deepening their insights, advancing their professional practice, and building a strong community with peers. The Roundtable offers a platform to discuss deal trends, share best practices, and solve challenges in a private setting.

• Is the Roundtable confidential?

  Yes, all discussions within the M&A Roundtable are 100% private and confidential. Participants are expected to adhere to this standard to ensure a trusting environment.

Membership and Fees

• Is there a fee to join?

  Yes, there is a set-up fee of $500, followed by a monthly fee of $500.

• How much does it cost to join?

  The monthly fee is $500, which includes access to two online discussions per month. There is also a one-time set-up fee of $500.

• Is there a minimum number of months to be a member?

  No, no minimum commitment is required.

• Can I cancel anytime?

  Yes, you can cancel your membership at any time. Billing is automatic on a monthly basis. If you decide to rejoin later, you’ll need to reapply, join the waitlist, and pay the set-up fee again.

Discussion Format and Participation

• What topics will be covered in the discussions?

  Topics will vary based on current M&A trends, challenges, and member interests. Occasional guest experts, such as M&A attorneys or business appraisers, will also join to provide specialized insights. The Roundtable gives you the opportunity to ask these experts the behind-the-scene questions you would not ask in front of a client.

• What if I have specific topics I want to discuss?

  Members drive the agenda and are encouraged to suggest topics for discussion. For example, if you’re working on a difficult deal, bring the details to the Roundtable and allow the group to help you tease out the problems. This helps ensure that the Roundtable remains relevant and valuable to all participants.

• How do you handle sensitive information shared during discussions?

  Sensitive information shared during discussions is treated with the utmost confidentiality. All participants acknowledge the sensitive nature of the information and agree to maintain its confidentiality. No recordings or digital notes are permitted, and explicit consent is required before sharing any part of the conversation.

• What is the format of the discussions?

  The format is interactive, allowing members to share insights, ask questions, and engage in in-depth discussions on current M&A trends and challenges. The small group size, typically 5 to 10 participants, ensures a focused and confidential environment. The discussions are conducted online via a secure conferencing platform. Each session is 90 minutes long, with video participation being optional.

• What if I have to miss a discussion?

  It’s unfortunate if you have to miss a session, but due to confidentiality, we don’t record the discussions. We encourage you to attend whenever possible to get the most out of your membership.

Quality and Screening of Participants

• How do you ensure the quality of discussions?

  We maintain high-quality discussions by having an experienced facilitator guide each session. Additionally, we carefully screen all participants to ensure they bring the requisite expertise and experience to contribute meaningfully to the conversation.

• How do you screen members?

  We carefully review each applicant’s professional background to ensure they meet our criteria of at least 10 years of dedicated M&A advisory experience. We also assess the number and nature of transactions they’ve been involved in to ensure a high level of expertise. Our goal is to create a well-rounded group where all members can contribute meaningfully and gain valuable insights. Members will also be selected to avoid any direct competition.

Application and Feedback

• How can I join the M&A Roundtable?

  To join, please fill out the application form on our launch page. Due to the exclusive nature of the group, spaces are limited. If your application is approved, you will be notified and provided with further instructions.

• What happens after I apply?

  After submitting your application, it will be reviewed carefully. If you meet the criteria, you’ll be notified of your acceptance and provided with details on how to join the upcoming discussions.

• Can I invite other professionals to join?

  Yes, you are welcome to refer qualified peers to the Roundtable. However, they will need to go through the same application process to ensure they meet the membership criteria.

• How can I provide feedback on the Roundtable?

  We welcome your feedback! You can provide your insights and suggestions through the feedback form on our website. Your feedback is important to us and will be used to improve the Roundtable experience.