In this episode, Ned Miller and Jim Huerth dive into the strategic approaches M&A advisors can use to leverage the banking world for client acquisition and collaboration. They share insights on how to build strong, value-driven relationships with bankers. Discover the keys to successful networking, including focusing on bankers' needs, providing valuable education and insights, and understanding their target market.

Miller and Huerth discuss the power of referrals and the crucial role M&A advisors play in connecting bankers with the right clients. Learn how to position yourself as an asset, not a threat, and build a team of influencers to enhance your network. This episode is packed with practical advice on staying engaged with bankers, managing risk, and ultimately becoming an indispensable part of the banking world in the M&A industry.

Tune in now and elevate your understanding of M&A dynamics with the podcast that delivers actionable insights and unlocks the door to new possibilities. To learn more about M&A trends and insights, please like, subscribe, and rate our podcast. New episodes go live every Thursday at 9 am CST.

Some Key takeaways include:

• Developing relationships with bankers is crucial for M&A advisors to succeed.

• M&A advisors should focus on the needs of bankers and provide value through education and insights.

• Understanding the banker's target market and identifying the right bankers to target is essential.

• Referrals play a significant role in building relationships with bankers.

• M&A advisors can help bankers find suitable clients and add value through their expertise. M&A advisors should view themselves as educators and focus on educating bankers

• Stay engaged with bankers by regularly sharing information and meeting in person

• Develop a team of influencers to provide specialized assistance

• Be mindful of managing risk and offer solutions to help banks mitigate risk

About the show:

The M&A Mastermind Podcast is your go-to source for the latest industry trends and strategies to level up your M&A practice.

The show features thought leaders who specialize in the lower middle market space and share their experiences and expertise across key areas of execution, such as: market analysis, lead generation, deal management, strategic partnerships, buyer access and much more.

With host Nick Olsen, each episode's "mastermind" will share ways in which they have found success in navigating the M&A industry to best support the small-to-medium sized private business owners they focus on serving.

Chapters:

00:00 Introduction and Background of Guests

02:05 Sales Strategies in the M&A World

04:05 Leveraging and Networking with Banking Executives

05:01 Identifying the Right Bankers to Target

09:14 Networking Tactics for M&A Advisors

12:42 Building Relationships with Bankers

14:28 Assessing the Reputation of Bankers

23:59 The Importance of Referrals

26:12 Evaluating Bankers for Long-Term Relationships

27:30 The Importance of Intimacy and Face-to-Face Interactions

29:44 Evaluating Rainmakers and Their Market Approach

33:42 The Role of Visionary Commercial Bankers

38:35 Being an Asset to Bankers and Managing Fear

44:25 Takeaways and Conclusion

Keywords: Mergers and Acquisitions, M&A, Investment banking, corporate finance, Sell-side, Valuation, Due diligence, how to sell my business, M&A market trends, M&A advisors, banking world, client acquisition, collaboration, relationships, trusted advisor, networking, value, education, insights, target market, referrals, relationships, bankers, value, engagement, risk management