Sponsorship

The BNY Mellon Advisor of the Year program sponsor benefits:

PROPRIETARY RESEARCH PROJECT WITH LOCAL BUSINESS OWNERS

We have conducted proprietary original research on the state of exit readiness of San Diego companies for AOTY. The survey has been conducted by students from Cal State San Marcos’ Senior Experience Project, in cooperation with the Exit Planning Institute and our firm. More than 200 companies participated, including eight with more than $100 million in revenue.

COMMUNITY EVENT

In our commitment to making this a maximally inclusive program for and by the professional M&A community in San Diego, the sponsorship format is a single level sponsorship at $1,950. That way, this is truly a community effort of education and celebration of the M&A advisory community in San Diego. This price point enables firms of all sizes to participate.

ADVISORY BOARD

All sponsors are invited to be on the Advisory Board. The advisory board’s primary role will be to determine the award categories as well as weigh in on the criteria for each. We will also discuss several other items, including other forms of recognition for those helping underwrite the event.

AFFILIATED MARKETING

  • Name recognition/logo on materials such as the web site, program etc.
  • Up to four attendees at the event, with a reduced price for additional attendees
  • A seat on the Advisory Board, which will determine the award categories and structure and meets regularly throughout the year
  • Attendance at the private reception for business owners who participate in the Exit Readiness Survey
  • Pre-event coverage
  • Post-event photo coverage

If you'd like to become a sponsor or receive additional information, please email director@sdadvisoroftheyear.com