Event Type Chapter Events
may
Event Details
Event Details
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Breakfast and Learn, How to optimize your business for sale
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Time
(Thursday) 7:30 am - 9:00 am
13may4:30 pm6:30 pmDetroit Chapter - M&A in Motion: Trends Shaping the M&A Markets
Event Details
M&A in Motion: Trends Shaping the M&A Markets
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M&A in Motion: Trends Shaping the M&A Markets Tuesday, May 13th, 2025 4:30 – 6:30 PM |
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The San Marino Club 1685 E. Big Beaver Troy, MI 48083 |
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Join us for our next chapter event!
In an evolving M&A landscape, with what feels like continuous stops and starts, many buyers, fewer high-quality targets, and likely more questions ahead due to an ever-changing tariff landscape, we are bringing the experts to the table to talk trends, expectations for the balance of the year, and how to get a foot in front of others when chasing a deal.
Managing Directors from Plante Moran Corporate Finance, Greenwich Capital Group, and O’Keefe will be joined by Wingspire Capital and a prominent equity fund for this enlightening discussion led by Joe Alam from Mid-States Advisors.
Mark your calendar, and we’ll see you there! |
Time
(Tuesday) 4:30 pm - 6:30 pm
Location
The San Marino Club
1685 E. Big Beaver
Event Details
Event Details
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Navigating Earn-Outs in M&A: Balancing Opportunities and Risks Tuesday, May 13th, 2025 5:30 – 7:30 pm
Upstairs Private Dining Room @ Sierra Gold 6515 S. Jones Blvd Las Vegas, NV 89118
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Please join us for Discussion & Dinner. Open to Advisors & Owners.
In this discussion, we will delve into the intricacies of earn-outs in M&A transactions, examining their potential benefits, drawbacks, and the complexities they introduce.
We will explore the opportunities they offer for bridging valuation gaps, the risks associated with contingent payments, and common disputes that arise.
Additionally, we’ll discuss strategies to minimize these risks, foster alignment between parties, and enhance the likelihood of successful earn-out agreements.
Be a part of this conversation. Mark your calendar and register now. |
Time
(Tuesday) 5:30 pm - 7:30 pm
Location
Sierra Gold Second Floor Private Dining Room
14may2:00 pm3:00 pmVirtual Chapter Event - Virtual Connection Session (VCS)
Event Details
Virtual Connection Session (VCS)
Event Details
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Virtual Connection Session (VCS) Wednesday, May 14th, 2025 3pm EST / 2pm CST / 12pm PST
Virtual |
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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. To avoid confusion, note that the May VCS is scheduled for Wednesday, a day earlier than the usual 3rd Thursday cadence, due to scheduling conflicts. |
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Registration Members: Complimentary |
Time
(Wednesday) 2:00 pm - 3:00 pm MT
Event Details
The Future of M&A: AI-Driven Strategies for the
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The Future of M&A: AI-Driven Strategies for the M&A Advisor Thursday, May 15th, 2025 4:30 – 7:30 pm MST IMA Financial 1705 17th Street #100 Denver, CO 80202 Join us for an interactive workshop followed by a keynote presentation by Dr. Sean Saunders of Quantum Performance Partners, a consulting firm specializing in technology-driven M&A and business transformation. At 4:30 PM, we will host an optional hands-on AI workshop led by Quantum Performance Partners. Plan to bring your laptop and sign up for ChatGPT and/or Claude prior to the workshop. We will then host networking and the keynote presentation beginning at 5:30 PM. Registration: Members: $30 Non-Members: $50 |
Time
(Thursday) 4:30 pm - 7:30 pm MT
Location
IMA Colorado
1705 17th Street Suite #100
19may5:30 pm7:00 pmHouston Chapter Event - Spring Networking Social
Event Details
Spring Networking Social Monday, May 19th, 2025 5:30 – 7:00 PM
Event Details
Monday, May 19th, 2025
5:30 – 7:00 PM
Loro
5333 Kirby Dr
Houston, TX 77005
Kick off the week with great conversations and new connections at the AM&AA Spring Networking Social. Join fellow M&A professionals at Loro, known for its vibrant atmosphere and delicious Asian smokehouse fare, for an evening of drinks, light bites, and relationship-building just two days before our featured Deal Connect event.
Whether you’re a regular at AM&AA or new to the chapter, this is the perfect opportunity to meet peers, share insights, and expand your professional network.
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Registration AM&AA Spring Networking Social Members: $35 | Non-Members: $35 |
Time
(Monday) 5:30 pm - 7:00 pm CT
Location
Loro
5333 Kirby Dr
20may6:00 pm8:00 pmAtlanta Chapter Event - Middle Market M&A Insights - Latest AM&AA Market Report
Event Details
Join Our Chapter
Event Details
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Join Our Chapter for an Evening of Networking and the Latest Middle Market M&A Market Insights Tuesday, May 20th, 2025 6:00 – 8:00 pm EDT
Bennett Thrasher 3300 Riverwood Parkway #700 |
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Come connect with fellow professionals and gain valuable insights from the latest AM&AA Market Report, presented by Bill McCalpin!
Dive into keys trends across (+2,000 deals), including deal volume, sale multiples, consideration structures, and the financial metrics of target companies.
Key factors driving successful deal closings.
Explore shifts in the M&A pipeline and industry-specific deal activity.
Questions are welcomed during this highly interactive session!
Plus, Don’t Miss: Celebration of our March Madness Bracket Challenge winners. Delicious food and beverages provided.
Event Schedule 6:00 – Event Doors Open/Registration 6:30 – Networking & March Madness Winner Awards 7:00 – Speaker and Presentation
Parking: several convenient parking options are available. Space for this event is limited, mark your calendar, and we’ll see you there! |
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Registration Members: Complimentary | Non-Members: $20 |
Time
(Tuesday) 6:00 pm - 8:00 pm
Location
Bennett Thrasher
3300 Riverwood Parkway #700
Event Details
Optimizing Working Capital Amidst Tariff-Related & Macro Headwinds Wednesday,
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Optimizing Working Capital Amidst Tariff-Related & Macro Headwinds Wednesday, May 21st, 2025 7:30 – 9:00 am Park House 100 Highland Park Village 3 Dallas, TX 75205
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You’re invited to our upcoming chapter event!
Our panelists will share tips and stories detailing how business leaders in our community are calculating, managing, and adjusting to ongoing working capital requirements.
In planning for a business sale or M&A event, it is critical to consider working capital needs on a current and projected basis to avoid possible business disruption and negative purchase price considerations.
With added international tariff rate movement and supply chain headwinds on the horizon for our economy, working capital needs are bound to fluctuate and cause strain for many U.S. businesses.
This panel aims to provide the audience with best practices towards achieving a sustainable working capital balance that will help optimize financial stability and long term growth or exit objectives.
Mark your calendar and register now! |
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AM&AA Members: Complimentary | Non-members: $65 |
Time
(Wednesday) 7:30 am - 9:00 am CT
Location
ParkHouse Dallas Private Social Club
21may7:30 am9:15 amHouston Chapter Event - Deal Connect
Event Details
Deal Connect Wednesday, May 21st, 2025 7:30 – 9:15 AM
Event Details
Wednesday, May 21st, 2025
7:30 – 9:15 AM
The Briar Club
2603 Timmons Ln
Houston, TX 77027
Join us for Deal Connect, an interactive session designed to showcase current market activity and foster new connections across the M&A ecosystem. Several leading investment banking firms (414 Capital, DGP Capital, Gulfstar and more!) will share insights into their deal flow, investment criteria, and industry focus—offering a firsthand look at who’s active, what types of transactions are getting traction, and where opportunities may lie in today’s dynamic deal environment.
Following the presentations, we will have a panel discussion exploring broader market trends, strategic considerations, and what buyers and sellers should be thinking about heading into the second half of the year.
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Registration Members: Complimentary | Non-Members: $50 |
Time
(Wednesday) 7:30 am - 9:15 am CT
Location
The Briar Club
22may4:30 pm7:00 pmPittsburgh Chapter Event - M&A Outlook & Deal Data
Event Details
Event Details
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M&A Outlook & Deal Data Featuring Bill McCalpin, CEO & Founder, Capitalize Network Thursday, May 22nd, 2025 4:30 – 7:00 PM
Duquesne Club Ballroom 325 Sixth Ave |
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Join us as we launch our AM&AA Pittsburgh chapter with a deep dive into the latest M&A deal data and what it means for 2025!
Exclusive insights from Bill McCalpin will include:
Stick around for happy hour and find out what we’re all about, the perks of joining, and how to jump in!
Event Timeline: 4:30 – 5:00 p.m.: Registration 5:00 – 6:00 p.m.: Presentation 6:00 – 7:00 p.m.: Happy hour
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Registration Members: Complimentary | Non-Members: $75 |
Time
(Thursday) 4:30 pm - 7:00 pm ET
Location
Duquesne Club Ballroom
325 Sixth Street
Event Details
Behind the Brew: What It’s Really Like Working with
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Behind the Brew: What It’s Really Like Working with Private Equity Thursday, May 29th, 2025 11:30 am – 1:00 pm
Tanner LLC36 South State Street, 5th Floor Salt Lake City, UT 84111
Join the AM&AA Utah Chapter for our upcoming event!
Ever wondered what actually changes when a private equity deal closes?
Join us for an inside look as the CEO of Moab Brewery sits down with his private equity partner to share the real story—before and after the transaction. Together, they’ll walk through what it was like leading up to the deal, how the business dynamic evolved post-close, and what it takes to build a successful partnership between founder and investor.
Whether you advise on deals, invest in them, or run a company that may one day explore this path, this candid conversation will offer valuable insight from both sides of the table.
Mark your calendar and register now so you don’t miss out! |
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AM&AA Members: Complimentary | Non-Members: $35
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Time
(Thursday) 11:30 am - 1:00 pm ET
Location
Tanner LLC
29may4:00 pm8:00 pmNew England Chapter Event - M&A Spring Break in Newburyport
Event Details
Event Details
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Time
(Thursday) 4:00 pm - 8:00 pm
Location
Tuscan Sea Grille in Newburyport
38R Merrimac St
june
19jun7:30 am9:15 amHouston Chapter Event - Build Your Network. Build Your Business.
Event Details
Don’t Miss this Opportunity to
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Don’t Miss this Opportunity to Build Your Network. Build Your Business. Thursday, June 19th, 2025 7:30 – 9:15 am
The Briar Club 2603 Timmons Ln Houston, TX 77027
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Don’t miss this opportunity…June 19th, at The Briar Club for a Member’s Only Networking Breakfast.
Each member will introduce themselves at the beginning of the meeting. Everyone will dive deeper at their assigned tables to further introduce themselves and get to know their tablemates. Then, we’ll change tables to give you further opportunity to Build Your Network and Build Your Business.
This event is for AM&AA members only. If you’re not a member yet, why not? Check out the benefits, and join now before you register for this event. |
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Registration Members: Complimentary |
Time
(Thursday) 7:30 am - 9:15 am CT
Location
The Briar Club
august
september
18sep4:30 pm7:30 pmRocky Mountain Chapter Event - 3rd Annual Member Only Dinner
Event Details
3rd Annual Member Only Dinner
Event Details
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3rd Annual Member Only Dinner Thursday, September 18th, 2025 4:30 – 7:30 pm MST TBD Location Join us for an evening of conversation and exceptional dining at our exclusive Member-Only Dinner. This carefully curated event is designed to bring together like-minded professionals in a relaxed, yet refined setting, where the art of building meaningful relationships takes center stage. Over a multi-course meal, you’ll have the rare opportunity to connect with fellow members in a way that goes beyond the ordinary. The evening’s ambiance fosters a space for genuine conversation, collaboration, and the exchange of ideas—moments that can shape future partnerships, inspire new business ventures, and open doors to opportunities that wouldn’t happen in a traditional networking environment. This is more than an event—it’s your chance to invest in relationships that will help you thrive, both personally and professionally. We look forward to sharing this unforgettable evening with you! Registration: Members: $100 |
Time
(Thursday) 4:30 pm - 7:30 pm MT