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Axial Concord: 350+ deal professionals share BD plans

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In the increasingly competitive and changing private capital markets, what is your strategy to find and be found? That was the central tenet of Axial CEO Peter Lehrman’s speech at our inaugural conference, Axial Concord, on September 30.

Concord Connecting  Concord Lunch

With a goal of bringing insights back to their firms for 2015 planning and beyond, Axial brought together over 350 middle market investors, advisors, lenders, and private company owners for several matching sessions and content.  Focused on tactical solutions to improve business development in the digital age, members attended business development panels including:

  • Why creating a strong digital presence is a necessary foundation to growth moving forward
  • The importance of substantially differentiating your firm
  • When to invest in business development technology and dedicated team members

Unlike most middle market M&A conferences, 20% of attendees were transaction-ready CEOs seeking financing solutions or advisory services. Having all three legs of the entrepreneurial economy connect – businesses, advisors, and capital providers – created better connections and more future deals and partnerships. One of our members described the tangible benefits of his participation:

“I picked up 97 cards and had a fantastic time listening to both sides owners looking for capital and PEGS/IB/Finance specialists looking for deal flow.”

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