Event Type Chapter Events
october
06oct5:00 pm6:00 pmSouth Florida Chapter Event – Economic & Private Equity Outlook
Event Details
Event Details
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Economic & Private Equity Outlook
Monday, October 6, 2025
5:00 pm – 6:00 pm
Virtual
Join us for an exclusive panel discussion featuring the Chief Economist of the 5th largest bank in the country, U.S. Bank, and senior executives from leading New York and South Florida private equity firms investing in the lower middle market.
The conversation will deliver timely insights into the economic outlook and evolving dynamics of private equity — tailored for business owners/C-level executives and M&A advisors navigating today’s deal environment. Don’t miss this opportunity to gain actionable perspectives from esteemed panelists:
Drew Assapimonwait, Principal at HIG Capital
Mario Masrieh, Managing Director at Trivest Partners,
Beth Ann Bovino, Chief Economist at U.S. Bank
Mike Vaupen, Managing Director at Vestar Capital
Ernesto Carrisoza, CEO, Managing Partner & CIO at WM Partners
Moderator: Ygnacio Garcia-Saladrigas
Virtual Event Details
RUN
Event has already taken place!
Time
(Monday) 5:00 pm - 6:00 pm ET
08oct4:00 pm5:50 pmNew England Chapter Event - Octoberfest with USA 500
Event Details
Event Details
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Time
(Wednesday) 4:00 pm - 5:50 pm
Location
Sullivan & Worcester
1 Post Office Square
Event Details
Event Details
Cybersecurity and M&A: The State of Market, Trends, Drivers, and Future Predictions Presented by SD Capital Wednesday, October 15th, 2025 4:30-7:00 PM
The UVA Darden Sands Family Grounds 1100 Wilson Blvd. 30th floor Arlington, VA 22209
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We’d love for you to join us for an evening of conversation and insights at our upcoming event, Cybersecurity and M&A: The State of Market, Trends, Drivers, and Future Predictions, presented by SD Capital!
This isn’t just another panel. It’s a chance to hear from leaders in investment, law, and technology as they share what they’re seeing in today’s market and where things are headed. From deal structures and partnerships to policy changes and the future of cybersecurity investments, our speakers will dig into the trends that really matter.
You’ll hear from: Morgan Higgins, Partner, Blue Delta Capital Partners John Cofrancesco, CEO & Founder, American AI Logistics Reena Bajowala, Shareholder, Greenberg Traurig, LLP With Tom Springer, Managing Partner at SD Capital, guiding the conversation.
We’re excited to bring this group together and hope you’ll be part of the discussion! |
Time
(Wednesday) 4:30 pm - 7:00 pm ET
Location
The UVA Darden Sands Family Grounds
1100 Wilson Blvd
Event Details
Minority Stakes, Major Impact: The Power of Non-Controlling Investments
Event Details
Minority Stakes, Major Impact: The Power of Non-Controlling Investments
Thursday, October 16th, 2025
7:30 – 9:15 am
Houston Country Club
1 Potomac Dr.
Houston, TX 77057
Not every investment has to take center stage to make a major impact. Minority stakes can be powerful tools for shaping a company’s future and strengthening its capital strategy.
Join us for Minority Stakes, Major Impact: The Power of Non-Controlling Investments, an in-person program designed to spark new ways of thinking about financing. Our panel will share real-world examples that reveal how minority investments compare with traditional options, when they make the most sense, and how they can complement other financing structures in a capital stack.
You’ll walk away with insights on:
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The role of minority investments compared to other financing solutions
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Creative structures like asset-based lending, combination debt and equity, and minority equity/debt options
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How to blend these approaches to accelerate growth and create long-term value
Whether you’re an investor, a business owner, or an advisor, this conversation will give you practical takeaways you can put to work right away.
Time
(Thursday) 7:30 am - 9:15 am CT
Location
Houston Country Club
1 Potomac Dr.
16oct2:00 pm3:00 pmVirtual Chapter Event - Virtual Connection Session (VCS)
Event Details
Virtual Connection Session (VCS)
Event Details
Virtual Connection Session (VCS) Thursday, October 16th, 2025 3pm EST / 2pm CST / 12pm PST Virtual |
The AM&AA Virtual Chapter’s monthly Virtual Connection Session (VCS) is designed to facilitate collaboration among the Virtual Chapter and other AM&AA members by providing a hub for engaging networking opportunities. The event will begin with introductions, followed by a member spotlight and topical discussion, networking breakout rooms, and an open mic session for sharing deals, needs, and thanks. |
Registration Members: Complimentary |
Time
(Thursday) 2:00 pm - 3:00 pm MT
17oct10:30 am4:00 pmDetroit Chapter - Fall Clay Shooting with AM&AA
Event Details
Fall Clay Shooting with AM&AA Friday,
Event Details
Fall Clay Shooting with AM&AA Friday, October 17th, 2025 10:30 am – 4:00 pm |
Hunters Creek Club 675 E Sutton Rd Metamora MI 48455 |
Join us for clay shooting on the executive course at Hunters Creek Club! It will be an afternoon of sport, networking, and seasonal fun.
Participants will enjoy a 50-target walking course with 50 shells provided, followed by hearty appetizers, hors d’oeuvres, and non-alcoholic refreshments before the shoot and beer and mixed drinks afterward. This outdoor event is the perfect way to welcome autumn, so please dress for the weather and wear sturdy shoes suited for a dirt and gravel path. If you need a gun, rentals are available at the club (rental cost not included).
We look forward to an exciting day on the course with you! |
Time
(Friday) 10:30 am - 4:00 pm
Location
Hunters Creek Club
675 E Sutton Rd
Event Details
A Candid Conversation with Private Equity Operating Partners
Event Details
A Candid Conversation with Private Equity Operating Partners Wednesday, October 29, 2025 7:30 – 9:00 am
Park House 100 Highland Park Village 3 Dallas, TX 75205
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The AM&AA DFW Chapter invites you to an engaging panel breakfast focused on the evolving role of the Private Equity Operating Partner.
Join us for a morning of networking, insights, and practical perspectives from leading experts in the field. Whether you’re an investor, advisor, or business leader, this event offers a unique opportunity to hear firsthand how operating partners are driving value creation in today’s market. |
AM&AA Members: Complimentary | Non-members: $65 |
Time
(Wednesday) 7:30 am - 9:00 am CT
Location
ParkHouse Dallas Private Social Club
29oct11:30 am1:30 pmUtah Chapter Event - 🎃 Spooky Transactions: Tales from the Deal Side
Event Details
🎃 Spooky Transactions: Tales from the Deal Side Wednesday, October 29th, 2025 11:30 am – 1:00 pm IMA 95
Event Details
🎃 Spooky Transactions: Tales from the Deal Side
Wednesday, October 29th, 2025
11:30 am – 1:00 pm
IMA
95 South State Street 5th Floor Suite 1300
Salt Lake City, UT 84111
This October, join the AM&AA Utah Chapter for a Halloween-inspired event you won’t want to miss.
Spooky Transactions: Tales from the Deal Side is a candid panel discussion featuring seasoned M&A professionals who will share stories from transactions that almost fell apart—or did. From hauntingly close calls to deal dynamics that turned frightening, our panelists will reveal the lessons learned from the ghosts of deals past.
Expect insights, laughter, and maybe a few goosebumps as we pull back the curtain on real-life M&A missteps, recoveries, and red flags you should watch for.
Details:
11:30a Check-in, Networking & discussion with local deal professionals
12:00p Lunch and panel presentation
Dress code: Business casual (bonus points for Halloween flair)
Register now to reserve your spot!
Time
(Wednesday) 11:30 am - 1:30 pm ET
Location
IMA Offices
95 S State Street, Suite 5
30oct7:30 am9:00 amArizona Chapter Event - One Big Beautiful Bill Act
Event Details
One Big Beautiful Bill Act Thursday, October 30, 2025 7:30 – 9:00 am MST Arizona Country Club 5668 Orange Blossom
Event Details
One Big Beautiful Bill Act
Thursday, October 30, 2025
7:30 – 9:00 am MST
Arizona Country Club
5668 Orange Blossom Lane
Phoenix, Az 85018
The One Big Beautiful Bill Act is reshaping the way businesses think about tax, compliance, and deal-making. Big legislative shifts like this don’t just tweak the rules, they open up entirely new ways of approaching strategy.
At this event, we’ll dive into what the OBBBA really means for mergers and acquisitions, from the fine print of compliance to the bigger-picture implications on valuations and deal structures. You’ll hear directly from an expert who has spent decades guiding companies through complex transactions, and you’ll walk away with fresh ideas for navigating this new landscape.
It’s a great chance to get ahead of the curve, ask your toughest questions, and connect with peers who are thinking just as strategically about what’s next.
Time
(Thursday) 7:30 am - 9:00 am MT
Location
Arizona Country Club
5668 E. Orange Blossom Lane
november
Event Details
Event Details
The Good, The Bad & The Buyout: Real Stories of Internal Transitions Tuesday, November 4, 2025 5:30 – 7:30 pm
Sierra Gold (Upstairs Private Dining Room) 6515 S. Jones Blvd. Las Vegas, NV 89118
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Internal ownership transitions may happen quietly, but the lessons they hold are anything but small. Join us for an engaging evening of collaboration, dinner, and discussion as we uncover the good, the bad, and the buyout, straight from those who have lived it.
Why Attend?
Whether you are an advisor or an owner, you will walk away with practical wisdom and real-world strategies you can apply immediately. |
Time
(Tuesday) 5:30 pm - 7:30 pm
Location
Sierra Gold Second Floor Private Dining Room
05nov5:00 pm8:00 pmMidwest Chapter Event - M&A Deal Highlight-An Inside Look
Event Details
M&A Deal Highlight-An Inside Look Wednesday, November 5th,
Event Details
M&A Deal Highlight-An Inside Look
Wednesday, November 5th, 2025
5:00 – 8:00 p.m. CT
Michigan and Wacker Room
110 Wacker Drive 4th Floor
Chicago, Illinois
Ever wonder what really happens behind the scenes of an M&A deal? Not the headlines, the inside story.
That is exactly what you will get at M&A Deal Highlight: An Inside Look. Prospect Partners will pull back the curtain on one of their transactions, sharing the real-world twists, turns and takeaways that make deals exciting (and sometimes a little messy). With Roger Schoenfeld guiding the conversation, expect a lively and candid discussion that brings deal-making to life.
Of course, no great evening is complete without good company and good food. You will mix and mingle with fellow M&A pros over cocktails and appetizers, swapping stories, insights and maybe even your next big idea.
Come for the inside scoop, stay for the connections!
Time
(Wednesday) 5:00 pm - 8:00 pm CT
Location
Michigan and Wacker Room
110 Wacker Drive 4th Floor
11nov9:30 am11:30 amLong Island Chapter Event - Dealmaker Perspectives: Year-End M&A Outlook
Event Details
Event Details
Dealmaker Perspectives: Year-End M&A Outlook Tuesday, November 11, 2025 9:30 – 11:30am
The Mansion at Oyster Bay 1 S Woods Rd. Woodbury, NY 11797
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The end of the year is always a pivotal time in dealmaking. With shifting market dynamics, evolving tax policy, and growing uncertainty in the global economy, the stakes for strategic planning have never been higher.
At Dealmaker Perspectives: Year-End M&A Outlook, you’ll hear directly from a panel of seasoned professionals who live and breathe transactions every day. From investment banking to legal counsel and accounting, they’ll share grounded perspectives on what the market looks like now and how to prepare for what’s ahead.
This is a chance to gain insights you can use immediately, ask questions that matter to your practice, and connect with peers who are just as focused on finding opportunities in the middle of uncertainty. |
AM&AA Members & Non-Members: $95 |
Time
(Tuesday) 9:30 am - 11:30 am
Location
The Mansion at Oyster Bay
12nov5:00 pm7:00 pmDetroit Chapter - The Blue Angels Way: Leadership Lessons from the Sky
Event Details
The Blue Angels Way: Leadership Lessons from the Sky Wednesday, November 12th, 2025
Event Details
The Blue Angels Way: Leadership Lessons from the Sky
Wednesday, November 12th, 2025
5:00 – 7:00 p.m.
Victors Aviation
2676 Industrial Row
Troy, MI 48084
What can the world’s most elite pilots teach us about leading through complexity, building unstoppable teams, and performing under pressure?
At The Blue Angels Way: Leadership Lessons from the Sky, you will hear directly from Nathan Miller, U.S. Marine Corps (Ret.) and former Blue Angel pilot, as he reveals the mindset and methods that keep fighter jets flying inches apart at hundreds of miles per hour.
Nate will share how the same focus, preparation, and trust that fuel aviation excellence also drive success in business, leadership, and M&A. Expect a rare and inspiring look into what it takes to operate at the highest level and how those lessons can elevate the way you lead and the way you close deals.
This evening is about more than insight. It is about connection, perspective, and stepping outside the ordinary to experience something unforgettable.
Join us for an evening that promises to inspire and energize.
Time
(Wednesday) 5:00 pm - 7:00 pm
Location
Victors Aviation
2676 Industrial Row
Event Details
Deal Me
Event Details
Deal Me In: Young Professionals Casino Night Wednesday, November 12th, 2025 5:00 – 7:00pm
BoyarMiller 2925 Richmond Ave Houston, TX 77098 |
It’s time to go all in. Deal Me In: Young Professionals Casino Night is your chance to mix great conversation with a little friendly competition.
Join fellow young professionals for an evening of blackjack, craps, and roulette with real dealers, plus cocktails and bites to keep the energy going. Whether you’re winning big or just rolling the dice, the real jackpot is the new connections you’ll make.
We’re bringing the fun of Vegas to Houston, and you won’t want to miss it! |
Registration Members: $35 | Non-members: $75 |
Time
(Wednesday) 5:00 pm - 7:00 pm CT
Location
BoyarMiller
2925 Richmond Ave
13nov4:00 pm7:00 pmPhiladelphia Chapter Event - Founder Series: Capital Perspectives
Event Details
Event Details
Founder Series: Capital Perspectives Thursday, November 13th, 2025 4:00 pm – 7:00 pm
The Radnor Hotel 591 E Lancaster Ave Saint Davids, PA 19087
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What does the right capital partner actually look like, and how do you attract them?Join the AM&AA Philadelphia Chapter this fall for a fresh edition of our Founder Series: Capital Perspectives, where we bring private investors to the table for a candid conversation about growth, capital, and scaling smart.
You’ll hear directly from investors with a range of perspectives on strategy, sector focus, and what they look for in a partner. Whether you’re actively seeking capital or simply planning ahead, this panel is designed to help founders and owners better understand the landscape and make more informed decisions about their next move. |
Registration
Members: $50 | Non-members: $100
Time
(Thursday) 4:00 pm - 7:00 pm ET
Location
The Radnor Hotel
591 E Lancaster Ave
20nov4:30 pm7:00 pmHouston Chapter Event - I've Got Friends in Deal Places
Event Details
Event Details
I’ve Got Friends in Deal Places Thursday, November 20th, 2025 4:30-7:00pm
The Rustic Uptown Park 1121 Uptown Park Blvd. Houston, TX 77056
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Pull up a chair, grab a drink, and get ready for a night that’s all about good connections and great conversations! The Houston dealmaking community is coming together for an easygoing evening where relationships take center stage and the atmosphere is as welcoming as it gets.
This is your chance to meet new faces, catch up with familiar ones, and share a few laughs while talking shop. There will be plenty of light bites, casual networking, and maybe even a little friendly competition to keep things interesting.
If you believe that the best deals start with genuine connections, this gathering is your kind of place. Come ready to relax, connect, and enjoy the company of people who know how to get deals done — and have a good time doing it. |
Registration
Members: $25 | Non-Members: $65 |
Time
(Thursday) 4:30 pm - 7:00 pm CT
Location
The Rustic Uptown Park
1121 Uptown Park Blvd.
december
Event Details
2025 Deal of the Year Award Celebration & Networking Happy Hour
Event Details
2025 Deal of the Year Award Celebration & Networking Happy Hour
Wednesday, December 3rd, 2025
4:30 – 6:30 PM MST
Blanchard Family Wines
1855 Blake St #120
Denver, CO 80202
The deals are in, the nominations are rolling, and it’s time to celebrate the 2025 Deal of the Year! Join the Rocky Mountain Chapter on December 3rd at Blanchard Family Wines for an evening of recognition, networking, and just a little friendly competition. This is your chance to:
Award submissions are open until November 21st. Know a deal that deserves the spotlight? Submit it here: Submit Your Deal Winners will be selected by an independent judging committee and honored at the event. Whether you’re there to celebrate your own win or toast the achievements of your peers, it’s going to be an evening of fun, recognition, and connection you won’t want to miss. RSVP today and secure your spot for this first-of-its-kind celebration! |
Time
(Wednesday) 4:30 pm - 6:30 pm MT
Location
Blanchard Family Wines
1855 Blake St #120