Mergers & Acquisitions Transaction Advisor Development Program Build a Career as a Professional M&A Transaction Advisor Executive Summary Become a professional Mergers & Acquisitions (M&A) Transaction Advisor (TA) serving the lower middle market. The Enginuity Group's comprehensive TA Development Program provides the training, mentoring, project support, and administrative resources needed to build your own advisory practice. For exceptional performers, the financial potential can be extraordinary. While results depend entirely on your experience, commitment, and execution, it is possible to earn more seven figures in your first year through successful transaction closings. ________________________________________ The Enginuity Group Opportunity Businesses change ownership every day—through sales, mergers, acquisitions, and recapitalizations. Behind each successful transaction is an experienced advisor who guides the client through one of the most significant events in the life of a business. The principals of The Enginuity Group have been buying, selling, and merging companies for more than four decades, making the firm one of the longest-established M&A advisory organizations in the industry. Unlike the cookie cutter business brokerages that primarily sell small "Main Street" businesses, The Enginuity Group focuses exclusively on lower middle market companies with annual revenues generally ranging from $10 million to $100 million. Ther process goes far beyond the traditional "business broker" approach. It is a comprehensive transaction methodology designed to maximize business value through strategic positioning, competitive buyer outreach, creative transaction structuring, and disciplined execution. Drawing upon decades of transaction experience, The Enginuity Group has transformed this knowledge into a structured professional development program that prepares qualified individuals to build successful careers as Transaction Advisors. ________________________________________ Not a Franchise—A Professional Development Program Do not confuse this program with the many seminars, webinars, or franchises that teach participants how to sell small businesses such as restaurants, laundromats, or retail stores. A Transaction Advisor works with established companies in the lower middle market, managing the entire transaction process—from initial assessment and valuation through buyer outreach, negotiation, due diligence, closing, and post-closing transition. Because the transactions are substantially larger, advisor fees are significantly higher and increase as you progress within the program. ________________________________________ The M&A Transaction Advisor Development Program Includes: 1. Application and Interview A comprehensive evaluation to determine your aptitude, experience, and potential for success as a Transaction Advisor. 2. Initial Four-Day Interactive Training More than 32 hours of live Zoom instruction featuring discussion, case studies, and practical application—not simply lectures. Topics include: • Transaction process fundamentals • Business valuation concepts • Creative deal structuring • Negotiation strategies • Buyer development • Marketing confidential opportunities • Managing due diligence • Closing transactions 3. Ongoing Monthly Mentoring Monthly Zoom sessions with the founder and fellow advisors to discuss active engagements, challenges, strategies, and best practices. 4. Individual Project Support Direct access to the founder and senior advisors for: • One-on-one coaching • Client meetings • Deal strategy • Transaction management • Assistance with both sell-side and buy-side engagements 5. Advanced Training In-person advanced training sessions approximately six months and twelve months after the initial training program. 6. The M&A Toolbox A complete library of templates, documents, checklists, procedures, forms, marketing materials, and administrative systems needed to establish and operate a professional Transaction Advisor practice. It is all there. ________________________________________ Financial Structure If accepted, you will be responsible for the training and materials fee, and, beginning with your first engagement, will receive an increasing amount of the engagement fee for each of your clients as you progress through three phases of development. Qualifications Admission is by application and interview only. Enrollment is intentionally limited to maintain the quality of instruction and mentoring. . Successful candidates possess the experience, business judgment, communication skills, and determination necessary to become trusted advisors to business owners. Those accepted into the program will receive the training, guidance, and practical support needed to become professional Transaction Advisors—often while working on live transactions and earning fees during the learning process. ________________________________________ Minimum Qualifications Applicants must possess: • Bachelor's degree or higher (BA, BS, MBA, or equivalent) • Financial resources sufficient to devote at least 50% of their professional time to building an M&A advisory practice while awaiting initial transaction closings • Ability to pass a background check • Working knowledge of accounting, finance, business operations, and corporate structures • At least five years of management or executive experience • Excellent verbal and written communication skills • A professional, outgoing personality with strong interpersonal skills • A high level of motivation, integrity, and commitment to building a successful advisory practice If you believe you meet these qualifications, enjoy working with business owners and executives, and have the drive to build a rewarding professional career, we invite you to contact The Enginuity Group redacted to learn more about this unique opportunity.