The Houston President’s Forum on October 30th, 2013, was my seventh forum as a TEI Board Member. As a banker, I have always participated on panels that dealt with financing or buying and selling companies. We typically have a good turnout for these panels, and 2013 was no exception and it contributed to a lively discussion that included both panelist and guest. After the panel was over, one of the guest came up to me to ask some follow up questions. He told me that his company was looking for an appropriate acquisition target. At the Networking Reception at the end of the day, we talked further and exchanged business cards. When I first followed up with him, he asked me to check back after the new year as they were busy at the moment and while they were looking, did not have a target company identified at that time. A couple of weeks later, he called me said they were looking at a company and he wanted to see about financing the acquisition. By June of the following year, I had multiple credit facilities out to this new client including a Line of Credit, a construction loan for some owner occupied real estate, and a loan to acquire a similar company. It has been a very great start to a relationship I believe will continue to grow.

– Lance Cumberland
Bank of America Merrill Lynch

"It was a terrific day yesterday and I was proud to be part of the Metro DC TEI team. I thought we presented well in all the break outs I attended and that the (CEO) guests gained a lot of value from the day. 

– Edward Tuvin
Wells Fargo Bank

“I very much enjoyed participating in the TEI Boston Forum and breakout session concerning Recruiting and Retaining Talent. The morning’s opening remarks were interesting and the Q&A sessions indicated to me the participants’ desire for interactive presentations. The breakout session in which I participated was very interactive and I think the CEOs valued the participation and the opportunity to speak to each other and share ideas just as much as they appreciated hearing from the panel. I know I learned some things from both the panel and participants!”

– Kristin Glennan McGurn
Seyfarth Shaw, LLP

"I heard rave reviews about the last panel presentation on M&A. It was an educational and entertaining format! Thanks for having me. I was impressed with the caliber of attendees and the effort put into the symposium itself by TEI."

 –  Barrie Dekker
Productive Strategies


“…It was my delight to meet you this past Wednesday at the TEI chapter meeting. I am excited about my participation with this impressive group. 

– Cordell Guillory
Bank of America Merrill Lynch

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