Breakout Session: The Family Office: What Gets a Meeting and a Deal Done

Family offices have become one of the most active buyer classes in the middle market.  Unfortunately, most M&A advisors lack a reliable way to identify them, qualify their mandates, or structure a pitch that gets traction. This session cuts through the noise with a practitioner's perspective. Ira J. Perlmuter, CIO at IJP Family Partners and investment officer for several billionaire families, will share how family office capital is actually deployed. Join him to find out what drives acquisition criteria, how deal flow reaches the right desk, and what separates the opportunities that move forward.

CPE Credit: 1 - Specialized Knowledge

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