Kate Soto, Partner at Mirus Capital Advisors, has been a member of AM&AA since 2022. She currently serves on the board of the New England chapter. She has a passion for both teaching business owners how to build a sound financial footing, and learning how businesses carve out their place in the market. …
Hope Notes – Improving Collection on Purchase Money Promissory Notes in Business Sales that are Subordinate to a Senior Loan By: Charles A. Guerin, Shareholder at Munsch Hardt Kopf & Harr, P.C. Sometimes business sales are structured so that part of the purchase price is the Buyer’s cash, part of the purchase price…
Brian Steffens, Managing Director, Buy-Side Advisory, of G2 Capital Advisors, has been a dedicated member of AM&AA for over twelve years and in that time has shown a dedication to M&A based education and networking, including holding his CM&AA title for those twelve years as well as participating in AM&AA’s Education Committee and now the…
Megan McIver, Chief of Staff, West Series at Lockton Companies, has been a member of AM&AA for nearly three years and in that time has served in several roles including Rocky Mountain Chapter Vice-Chair, National Membership Committee Member, National Chapters Committee member and most recently became the Rocky Mountain Chapter Chair. When asked what…
Jay Russ, Business Development Director at Doeren Mayhew, has been an AM&AA member since January 2023. He joined just prior to the St. Pete Winter Conference and was approached to help start the Detroit Chapter which was created this year. Jay is currently on the Executive Committee for the Detroit Chapter as well as the…
Roger Schoenfeld, the Managing Director and Principal at Cross Keys Capital Midwest, has been an AM&AA member for the last eight years. He is currently the Leadership Group Chair of the Midwest AM&AA Chapter and part of the National Council. When asked what drives his commitment to his craft and industry, Roger replied: Helping…
Sharon Heaton, the Chief Executive Officer of sbLiftOff, has been an AM&AA member for 3 years now. She has served on the Executive Committee of the DC/MD/VA Chapter for 2 years, and is currently the Chair of the Executive Committee. When asked what drives her commitment to her craft and industry, Sharon replied: The…
The AM&AA New England Chapter was founded in 2014. They have 50 active members and host 4 major events a year, combining education and social activities, in addition to more casual events through the year. They often partner with other professional associations to co-host events in the region. We interviewed Tony Boschetto, Chapter Leader, to…