In this episode, Whitney interviews Omar Khan, CFA, and M & A expert with Boardwalk Wealth. Omar shares various Tips and Tricks which can help inexperienced syndicators realize their end goals. What is the hallmark of an exceptional deal sponsor? How do you facilitate effective communication with your passive investors? And, why is it critical that you get the right partners with complementary skillsets? We also discuss some common mistakes that syndicators make \u2013 which you should AVOID at all costs. Tune in to get some great nuggets from this gentleman who has the rare distinction of advising capital financing and M&A transaction to the tune of $3.7 billion.
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