The firm and the mandate
Why Legacy Broker exists, who it represents, and where it fits alongside Nexxess relationships.
Nexxess consulting partners
Legacy Broker kickoff.
A working session on the new M&A firm, the referral path, the transaction process, and the terms that govern partner participation.
Working agenda
What changes on August 26.
Recognizing an opportunity
The owner, buyer, and advisor signals that merit a confidential introduction.
From introduction to close
Who owns each step, what partners can expect, and where communication happens.
Commercial and compliance terms
The written terms required before referral economics can apply.
Registration
Reserve your place.
Use the email associated with your Nexxess consulting relationship. Meeting access will be sent after registration is reviewed.