Summer 2022 M&A Breakfast/Lunch Events: Chicago

Jun 23, 2022

Summer 2022 M&A Breakfast/Lunch Events: Chicago

Invitation-only dining event exclusively for financial advisory firm principals and senior executives.

With record setting financial sector M&A, there’s been a lot of news about the importance of completing a succession plan: Are you ready for the next chapter in your business?

Hosted by Allworth Co-Founder, Pat McClain, named one of InvestmentNews’ 10 “Icons and Innovators” for 2021, you’re cordially invited to an informational breakfast or lunch event to meet your advisory peers from the Chicago area.

Discussions will center around:

The importance of implementing a great succession plan
Consolidators versus integrators: There’s a big difference
What to look for when choosing a partner

Two Chicago-area events to choose from:

Option One: Breakfast

Date: July 19, 2022
Time: 8:00am – 10:00am Central
Location: Oakbrook Le Meridian Marriott, 2100 Spring Rd, Oak Brook, IL, 60523

Option Two: Lunch

Date: July 19, 2022
Time: 12:00pm – 2:00pm Central
Location: Coopers Hawk, 798 W Algonquin Rd, Arlington Heights, IL 60005

Please RSVP below and we’ll send you an email confirmation.

Event Registration – Chicago

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