Boston M&A Bootcamp
Who This Bootcamp is For
What You'll Learn
2-Day Bootcamp Agenda






Day 1 – Thursday, April 30
Day 1 — Find → Evaluate → Value → LOI
Outcome: you leave Day 1 LOI-ready with a pipeline you can run repeatedly.
- HoldCo Realization (make it real):
- treat your agency as one asset, not your identity
Build your target universe: create a list fast (and correctly)
Outreach that actually starts conversations: scripts + positioning + follow-up cadence
Commercial pre-diligence: what to look for before you waste months
“Try to Kill the Deal” workshop: learn the kill criteria that saves you from deal-love
Valuation + deal structure fundamentals: price + terms tied to risk
LOI essentials: what matters, what doesn’t, and how to avoid rookie mistakes
Day 2 – Friday, May 1
Day 2 — Post-LOI: Diligence → Integration → Close Readiness
Outcome: you leave with a post-LOI execution plan so you don’t stall after the LOI.
What happens after LOI (the real timeline): diligence workflow, cadence, milestones
Build the “A-Team”: internal acquisition team + external pros (and who does what)
Diligence call practice: questions, sequencing, and how to verify reality vs. marketing
Integration planning (before close): Day 1/30/90 integration map, roles, and priorities
Funding / capital stack thinking: how buyers use other people’s money (and what to avoid)
Your next 90 days: a simple plan to keep momentum and convert conversations into deals
What You'll Leave With
Your M&A Instructor

What Past Event Attendees Say
Most people share 101-level stuff; Peter was selective in who he had in the room, allowing him to go straight into 202 and 303-level advanced material. Check out his stuff, he's the real deal." — Grant Hensel, Founder, Nonprofit Megaphone
The Location - Boston
201 Washington Street, Boston, MA 02108
Convene at One Boston Place is located on Court Street in the downtown financial district. It is about a 15-minute drive from Boston Logan International Airport.

Frequently Asked Questions
Full two-day event, catered meals, all templates and frameworks, 30 days of post-event advisor access, and lifetime access to the DAB Deal Flow network.
No. The lab is designed for first-time buyers. We start with fundamentals and build to advanced tactics.
Yes, second seat 50 % off.
No. If you have a live opportunity, you’ll get sharper faster. If you don’t, you’ll build pipeline in the room and leave with a clear path to generate real conversations immediately.
Agency owners (and leadership teams) who want to grow through acquisitions and are ready to build a repeatable process, whether you’re preparing for your first deal or tightening your approach after early conversations.