Outcomes over optics. Always.

Not Advice.  Transformation.

HOW TO LEVEL THE PLAYING FIELD WITH PRIVATE EQUITY BUYERS AND AVOID LEAVING MILLIONS ON THE TABLE.

THIS MAY BE

YOUR FIRST TRANSACTION.

IT'S NOT THEIRS.

THIS MAY BE

YOUR FIRST TRANSACTION.

IT'S NOT THEIRS.

For founders of $10M-$100M companies preparing to sell to private equity without the chaos, confusion, or misaligned advisors.

Webinar Date: November, 19th at 12pm EST

7 Out of 10 M&A Deals Fail.

Ours Don't.

WHAT'S AT STAKE

For a $50M transaction without the right strategy:

$7.5M-$15M lost to poor positioning

$2M-$5M trapped in bad earnouts

6-12 months wasted on dead deals

2-3 years locked into terms you didn't negotiate

7 Out of 10 M&A

Deals Fail.

Ours Don't.

WHAT'S AT STAKE

For a $50M transaction without the right strategy:

$7.5M-$15M lost to poor positioning

$2M-$5M trapped in bad earnouts

6-12 months wasted on dead deals

2-3 years locked into terms you didn't negotiate

You Built It. Now Position It for Maximum Value.

You need operators who've closed deals not spreadsheet jockeys who've modeled them.

Real prep that makes you transaction-ready, not just pitch-ready.

This webinar is only for qualified founders of $10M - $100M businesses in annual revenue who are:

Webinar Date: November, 19th at 12pm EST

WHAT YOU'LL LEARN

What buyers actually evaluate (and what kills deals before they start)

We’ll show you how to prepare your company for sale using our Transaction Ready Certificate.
Without the right preparation, deals often fall apart. In this webinar, we’ll walk you through the same proven process we’ve used to help close over $5 billion in successful transactions.

The 5 M&A Mistakes That Cost Founders Millions

Most M&A failures don’t happen during negotiations — they happen long before the deal even starts.

In this webinar, we’ll walk you through the 5 most costly mistakes we see founders and executives make during M&A — and how to fix them before they cost you equity, control, or valuation.

What PE Firms Actually Look For (Hint: Not Just Revenue)

Most founders think they know what acquirers want.

But after advising on $5B+ in deal value, we can tell you what actually drives valuation and interest may surprise you.

What You’ll Learn in This Webinar:

- The real factors private equity and strategic buyers use to evaluate your company

- How to align your financials, operations, and story to what buyers value most

- The red flags that instantly reduce offers — or kill deals altogether

- How to present your company like a “premium asset,” not just another deal

- The “Transaction Ready” framework that helps companies drive competitive tension and close with confidence

Why Most Founders Give Away 20-40% More Than They Should

In most transactions, founders take on the most risk and receive the least protection, often without realizing it. In this webinar, we’ll reveal the key reasons founders lose control, equity, or upside during M&A, and show you how to avoid earnout traps, rep triggers, and valuation cliffs. You’ll walk away with a proven framework to protect your personal economics and exit with leverage, just like seasoned founders do.

Our Exact Process for Closing 20+ Deals with 95%+ Success Rates

We’ll walk you through the exact step-by-step playbook we’ve used to help CEOs raise capital, scale efficiently, or exit with confidence. This framework is built from real transactions, not theory, and is designed to eliminate guesswork at every stage of the journey. Whether you’re preparing for a raise, growth, or sale, you’ll leave with clarity, control, and a clear action plan.

When to Raise, When to Sell, When to Walk Away

Most leaders struggle with timing and in M&A, mistiming can cost you millions. In this webinar, we’ll help you understand when it’s the right moment to raise, when selling makes strategic sense, and when walking away is the smartest move. You’ll gain the clarity and frameworks needed to make high-stakes decisions with confidence.

How to Evaluate Partners Who Won't Destroy Your Culture

Choosing the wrong partner can cost more than accepting a lower offer in control, culture, and long-term value. In this session, we’ll share a proven framework for evaluating buyers beyond the headline number, so you can align on vision, not just valuation. You’ll learn how experienced founders pick the right deal not just the biggest one.

Real Results. Real Stories.

WHAT YOU GET:

Transaction Ready Checklist (47-point assessment) — $5K value

M&A Term Sheet Decoder (earnouts, reps & warranties) — $3.5K value

Valuation Positioning Framework — $7.5K value

Due Diligence Kill List (23 common deal-killers) — $4K value

Live Q&A with CIS Founding Partner — Priceless

TOTAL VALUE: $28,500+ | YOUR COST: $0


ABOUT THE ADVISOR / HOST

This session is led by a founding partner at CIS Partners, a capital strategy firm built by operators and investors who’ve closed over $2B in real-world M&A transactions.


We sat in the founder’s chair. We’ve been on the buy-side. And we’ve fixed broken deals that other advisors walked away from.

This isn’t a theory. It’s a strategy and structure we’ve used in the real world to help business owners raise capitals, acquire companies, or exit on their terms.

If you’re running a $10M - $100M business, this webinar was built for you.

ABOUT THE ADVISOR / HOST

This session is led by Rob Levin, Founding Partner of CIS Partners, a specialized capital advisory firm serving middle-market enterprises. The firm’s principals bring institutional expertise from over $2 billion in completed M&A transactions across multiple sectors.

Our team combines operational leadership experience with investment banking credentials, enabling us to structure and execute complex transactions that require both strategic insight and technical precision.

CIS Partners advises middle-market companies on capital formation, strategic acquisitions, and liquidity events through a disciplined, results-oriented approach.

This program is designed for principals and owners of companies with enterprise values between $10 million and $100 million.

We’re not brokers. We’re not bankers.

We’re operators and investors

who work with founders ready to scale, sell, or raise, the right way.

We’re not brokers. We’re not bankers.

We’re operators and investors

who work with founders ready to scale, sell, or raise, the right way.

STILL NOT SURE?

Frequently Asked Questions

Is this webinar actually free?

Yes! It’s 100% free for qualified founders.

Who’s this really for?

Founders and CEOs of companies doing $10M - $100M in revenue, preparing to raise, scale, or sell within the next 6-24 months.

Is this just a sales presentation in disguise?

No. We don’t do fluff. This is the same strategy we use internally with serious clients.

Middle-market multiples are at historic highs (6-8x vs. 4-5x). $2.3T in PE dry powder is chasing your segment. On a $50M exit, the difference between 6x and 8x is $10M+. If you've been thinking about a capital event,

this is the market if you're prepared.

Exclusive Resource for Attendees

Exclusive Resource for Attendees

Every qualified attendee will receive a copy of our Exit Readiness Checklist,

the same internal tool we use to assess whether a company is truly transaction ready.

It covers: Financial readiness, Operational gaps, Team structure, Diligence traps, Value positions

Webinar Date: November, 19th at 12pm EST

Abous Us

Capital Investment Strategies

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+1 856-316-7397

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