Dear Prospective Client:

For many years we have focused on understanding and fulfilling the distinct and individual objectives of each and every client. To better understand and address their needs we have implemented numerous initiatives. Such initiatives include, conducting client surveys, employing former business owner’s to critque our process, and hiring seasoned executive coaches to perform client need’s assessment.

We are confident in our ability to consistently exceed our clients’ expectations. Our industry awards, case studies, closing rates, and client testimonials all support this statement of confidence. Whether or not you choose LockeBridge as your investment banking advisor, we encourage you to thoroughly investigate each and every claim made by LockeBridge or asserted by any other advisor before engaging them to execute a life altering transaction for you and/or your shareholders.

Our “Client Experience” section outlines a small sample of the recent deals we have structured for our clients, as well as the value achieved for their company as a result of working with us preparing and executing the investment banking process. We hope you will spend some time reviewing this information.

We look forward to learning about your personal and corporate objectives.

Sincerely,

Scott Waxler
Managing Partner