Working with the SBA in M&A Transactions

Friday, October 17th, 2025

11:30 – 1:30 p.m.

The Union Club Cleveland

1211 Euclid Ave.

Cleveland, OH 44115

We’ve got a great conversation coming up, and we’d love for you to be part of it. Join the NE Ohio Chapter for Working with the SBA in M&A Transactions.

This panel will dig into how SBA financing fits into today’s deals, what’s happening in the lower middle market, and the practical strategies that make transactions work. You’ll hear real insights from people who spend every day in the dealmaking trenches:

• Ray Graves, U.S. Small Business Administration – Cleveland District

• Dan Weinmann, Opportunity Capital

• Michael Fox, Zorro Capital

• Matt Lay, First Federal of Lakewood

From guiding owners through exits to structuring smart financing, each of our panelists brings a different lens to the table. It’s a chance to learn what’s working, what’s changing, and what to keep an eye on if you’re active in M&A.

We hope you’ll join us for a lively discussion with lunch and plenty of time to connect with peers in the community.