Dallas, TX – EBB Group of Texas, LLC (“EBB Group” or the “Firm”), a boutique middle investment banking firm focusing on corporate mergers, acquisitions and divestitures, recently conducted its 2020 Strategic Planning Retreat. The meeting was an opportunity for EBB Group team members from around the country to develop their personal and professional relationships, as well as lay the foundation for the Firm’s future success. Amongst the topics discussed were:
- Refining EBB Group’s corporate vision and mission statement;
- Delineating the Firm’s short-term tactical accomplishments;
- Allowing new team members to initiate and develop in-person relationships
- Clarifying EBB Group’s compliance policies in line with guidance from its broker-dealer, Ashland Securities, LLC;
- Allowing new and established strategic partners an opportunity to delineate their offerings for team members;
- Sharing knowledge and best practices with regard to the deal process;
- Promoting future conferences and professional growth opportunities; and
- Outlining additional sector (e.g., trucking) and service (e.g., capital raises) opportunities.
The principals at EBB Group look forward to translating the meeting’s lessons into new forms of expertise and, ultimately, better service for our clients. We all anticipate a very productive and fruitful year ahead.
