Erik A. Lopez

OCTOBER 19, 2016

Mergers & Acquisitions practice relies heavily on the use of forms and precedent. They are the very foundation of what we do. Absent an eidetic memory, even the most accomplished M&A attorneys need precedent consents, agreements, certificates, checklists, filings and other documents to consummate a transaction, and the quality of the forms used directly impacts the allocation of rights and obligations of the parties and, ultimately, the success or failure of the deal.

Compliance 52

Compliance Banking 52

Burch & Co.

DECEMBER 20, 2016

DATES: Feburary 1st through the 3rd. . Please let us know if you are in the Las Vegas area or will be attending AM&AA and would like to discuss how Burch & Company’s services can fit into your practice. We will be meeting with M&A Advisors and Intermediaries as well as Private Equity groups while attending this conference. Our goal is to get a better understanding of the regional third party compliance needs and to expand our network of contacts.

Compliance 40

Compliance Equity 40

Burch & Co.

SEPTEMBER 7, 2016

As an independent broker-dealer, Burch & Company receives inquiries from professionals who specialize in many different sectors of the financial industry seeking a well reputed firm with whom to associate. While there are many different types of activities that require securities licensing, the Investment Banker and Mergers & Acquisitions (M&A) Advisor are the most closely associated professions as it relates to the Series 79 examination.

Banking 40

Banking Start-ups Finance Equity 40

Burch & Co.

JUNE 3, 2016

One of the most important events that occurs in the life of a business owner is when they have reached a level of success that allows them to sell their company. This event can be the culmination of decades of hard work and careful planning or a once in a lifetime idea that has manifested into a profitable transaction. Advisors help these business owners navigate through the selling waters while allowing the owners to keep their ship steady throughout the process.

Compliance 40

Compliance Mergers & Acquisitions Equity Marketability 40

Speaker: Susan Spencer, Principal of Spencer Communications

Intent signal data can go a long way toward shortening sales cycles and closing more deals. The challenge is deciding which is the best type of intent data to help your company meet its sales and marketing goals. In this webinar, Susan Spencer, fractional CMO and principal of Spencer Communications, will unpack the differences between contact-level and company-level intent signals.

Marketability

Burch & Co.

MAY 31, 2016

DATES: July 27th and 28th. . Please let us know if you are in the Seattle area and would like to discuss how Burch and Company’s services can fit into your practice. We will be meeting with M&A Advisors and Intermediaries as well as Private Equity groups while attending this conference. Our goal is to get a better understanding of the regional third party compliance needs and to expand our network of contacts.

Marketability 40

Marketability Compliance Equity 40

Burch & Co.

JULY 7, 2016

The Wall Street Journal recently published an article written by Norm Champ, An Iniquitous Raid on Private Equity, on June 28 th , 2016, [link] , discussing the Securities and Exchange Commission’s (“SEC”) enforcement action against the private equity firm, Blackstreet. Norm Champ, former director of the Division of Investment Management at the SEC (2012-15) wrote, “The agency asserted that transaction fees collected by the manager in connection with buying and selling portfolio companies for i

Equity 40

Equity Compliance Private Equity Firm Marketability 40