EMINAE ROUNDTABLE: The Anatomy of a Deal – A Collaborative Case Study Experience

📅 Date: June 10, 2025

⏰ Time: 12:00 PM – 2:00 PM

📍 Location: Withum Tax Advisors | 1835 Market Street, Suite 1710, Philadelphia, PA

Join us for a unique, hands-on roundtable experience for M&A professionals, business advisors, and dealmakers. “The Anatomy of a Deal” will allow attendees to dive deep into the complexities of structuring real-world transactions in today’s evolving 2025 deal landscape.

This interactive session will center around a live case study and collaborative discussion. Attendees will work through a current M&A scenario, gaining multiple perspectives on approaching, structuring, and closing the deal.

Who Should Attend: We’re looking to include 2–3 representatives from each of the following categories:

• Attorneys
• CPAs
• Business Brokers
• SBA Lenders
• Business Service Providers
• Small Business Owners (Sellers/Buyers)
• Financial/Investment Advisors
• Investment Bankers

Space may be capped per industry group to ensure a balanced and productive discussion.

Tentative Agenda:

🕛 12:00 PM – Lunch & Networking

Connect over lunch with professionals across M&A, finance, and advisory sectors.

🕧 12:30 PM – M&A Landscape Overview (15–30 mins)

Gain insights into major trends, challenges, and opportunities shaping deals in 2025.

🕐 1:00 PM – Live Case Study (Moderated by Kalimah White)

Work through a real M&A transaction case study provided in advance.

Case Study Experience Includes:

• Overview of one seller with full CIM-style detail
• Two buyer profiles: 1 Search Fund & 1 Private Equity
• Interactive discussion on deal structure, advisor needs, and hurdles
• Explore how strategies change based on buyer type

Attendees will:

• Propose deal structures
• Address buy/sell side alignment
• Identify key team members needed
• Brainstorm how to get too close

🕝 1:50 PM – Closing Reflections & Takeaways

🕝 1:50 – 2:00 PM – Open Networking & Deal Follow-Up

Important Note: Case study details will be sent 2 days before the event. Bios of panelists will be provided in advance and again on-site.

Don’t miss this one-of-a-kind experiential learning opportunity to collaborate with industry peers, gain actionable insights, and sharpen your deal-making strategies.

👉 Register now to secure your seat. Space is limited.

What is the Eminae Roundtable?

The Eminae Network Round Table is not just any business meeting. It’s an exclusive, ‘by invite only’ gathering that brings together a select group of trusted advisors and business owners. This is your chance to be part of an elite community, sharing your expertise and learning from others on topics related to growing, merging, or exiting a company.

Our distinguished speakers, with their vast experience, offer valuable insights that can be directly applied to your business. They cover topics such as navigating the business landscape, optimizing operations, and maximizing potential for growth and profitability.

The event is structured to encourage collaboration and knowledge sharing. Members and guests, including advisors and CEOs, discuss the challenges business owners face when running a company. This is a unique opportunity to learn from industry experts and share your own industry-specific knowledge.

Click Here to learn about the EMINAE difference and what sets it apart from other networks

Eminae Network

Eminae Network is an exclusive, membership-based organization that brings CEOs, investors, and elite trusted advisors together. We focus on advising and educating companies on maximizing the value of their exit or acquisition strategies.

Eminae Network is dedicated to providing long-term strategies for organic or acquisition-based growth, helping forward-thinking businesses build value for a successful exit.

Find more Business & Professional events in Philadelphia

BROUGHT TO YOU BY: