Event Type Chapter Events
april
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2024 Outlook of Family Office Investing and Participation in the M&A Markets
Tuesday, April 16, 2024
12:00 pm – 1:00 pm
Virtual Event
Executives from leading family offices will come together to share their perspectives on the investment landscape of 2024. You’ll gain insights into how these offices anticipate the M&A market will develop over the year. You’ll also discover how broader factors like macroeconomic conditions, geopolitical tensions, evolving regulations, and the outcome of the US presidential election could shape their investment strategies and M&A activities throughout 2024.
Mark your calendar and get ready to join us for this pivotal conversation.
Members and Non-Members: Complimentary
Virtual Event Details
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Event has already taken place!
Time
(Tuesday) 12:00 pm - 1:00 pm ET
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Race to $1 Billion: Post Merger Integration for Growth Minded Buyers Wednesday, April 17, 2024 4:00 – 7:00 pm
The Tower Club 8000 Towers Crescent Drive #1700 Vienna, VA 22182 |
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Optimize your post-deal strategy! Learn from the experts how to navigate challenges and drive value through effective integration. Focus on people, processes, and systems for measurable success.
Don’t miss this opportunity to be a part of this vital conversation. Mark your calendar and secure your spot now! Members: Complimentary | Non-Member Guests: $50 |
Time
(Wednesday) 4:00 pm - 7:00 pm ET
Location
The Tower Club
8000 Towers Crescent Drive #1700
17apr4:30 pm6:30 pmDetroit Chapter - The Current State of M&A in Michigan and Beyond
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The Under Addressed and Often Overlooked Aspects of M&A
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The Under Addressed and Often Overlooked Aspects of M&A Deals Wednesday, April 17, 2024 4:30-6:30 P.M |
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Warner Norcross + Judd LLP 2715 Woodward Ave., Suite 300 Detroit, MI 48201 |
Please join the AM&AA Detroit Chapter for a thought-provoking panel discussion diving into the under addressed and often overlooked aspects of Mergers and Acquisitions. This panel discussion with representatives from Warner, UHY, and Cascade Partners aims to provide invaluable insights into critical elements of a transaction such as the valuation, structuring and tax implications of rollover equity and the negotiation of the terms of the M&A transaction document that impact post-closing litigation.
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Mark your calendars, and we look forward to seeing you there! AM&AA Members: $25 | Non-Member Guests: $50 |
Time
(Wednesday) 4:30 pm - 6:30 pm
Location
Warner + Norcross Judd
2715 Woodward Avenue Suite 300
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Additional Information Prerequisites: There are no prerequisites for this session. Refunds and Cancellations: Requests for refunds must be received in writing by April 17, 2024. No refunds will be granted after April 18, 2024. For more information regarding refund, concerns, and/or program cancellation policies please contact our offices at 312-856-9590 Alliance of Merger & Acquisition Advisors (AM&AA) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org. Registration
Members: Complimentary & Non-Members: $45 |
Time
(Thursday) 7:30 am - 9:15 am CT
Location
The Briar Club
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Alternative Transactions Panel Discussion and Breakfast Event
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Alternative Transactions Panel Discussion and Breakfast Event Wednesday, April 24th, 2024 7:30 – 9:00 am
Park House 100 Highland Park Village Level 3 Dallas, TX 75205 |
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You’re invited to join us for a morning of breakfast, networking, and a dynamic presentation by our panel of experts that will explore approaches to ESOPs, IPO preparation, and MBO.
Mark your calendars and secure your spot now so you don’t miss out! |
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AM&AA Members: Complimentary | Non-Member Guests: $45 |
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Time
(Wednesday) 7:30 am - 9:30 am CT
Location
ParkHouse Dallas Private Social Club
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Utilizing Effective Tax Strategies in
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Utilizing Effective Tax Strategies in M&A – “F” Reorganizations and Qualified Small Business Stock Thursday, April 25th, 2024 4:30 – 7:00 p.m.
McDonald Hopkins LLC 600 Superior Ave., E., Suite 2100. Cleveland, OH 4414
Join us for an engaging discussion with Adam Grais and Christal Contini, followed by a networking reception. They will be presenting on the following topics:
This is an evening you won’t want to miss! Mark your calendars and secure your spot for this complimentary event. |
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Registration AM&AA Members & Non-Members: Complimentary |
Time
(Thursday) 4:30 pm - 7:00 pm ET
Location
McDonald Hopkins LLC
600 Superior Ave., E., Suite 2100
may
03may7:30 am9:00 amSouthern California Chapter Event - AM&AA National M&A Market Survey Report
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AM&AA National M&A Market Survey Report Friday, May 3, 2024 7:30 – 9:00 am
The University Club of Pasadena 175 North Oakland Avenue Pasadena, CA 91101 |
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Want to get the latest in-depth review of the current M&A environment for the lower middle market to help advise your clients considering selling or buying a business? Attend the next SoCal AM&AA meeting and receive a detailed presentation of the latest AM&AA 2024-Q2 National M&A Market Survey comprising data reported on over 2,000 deals, Presented by Bill McCalpin of Capitalize Network and AM&AA National Vice Chair Want to get the latest in-depth review of the current M&A environment for the lower middle market? Attend and receive a detailed presentation of the latest AM&AA 2024-Q2 National M&A Market Survey comprising data reported on over 2,000 deals. Analysis includes: We’ll discuss key factors for getting M&A deals signed and closed in today’s market and analyze how they’ve evolved. We’ll also explore the 2024 M&A outlook, including the forces driving the market, and connect with your peers from CPA and attorney firms, CFOs, and lenders. You can also earn 1 CPE credit by attending this event! Mark your calendars and register now so you don’t miss this. Members: $45 | Non-Members: $60 |
Time
(Friday) 7:30 am - 9:00 am
Location
The University Club of Pasadena
175 North Oakland Avenue
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Seamless Integration: Navigating Post-Transaction Integration with Expertise Tuesday, May 7th, 2024 11:30 a.m. – 1:00 p.m.
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Seamless Integration: Navigating Post-Transaction Integration with Expertise
Tuesday, May 7th, 2024
11:30 a.m. – 1:00 p.m.
IMA Offices
95 S State Street, Suite 5
Salt Lake City, Utah 84111
Join us for an insightful exploration into post-transaction execution challenges at the upcoming AM&AA Utah Chapter event, “Seamless Integration: Navigating Post-Transaction Integration with Expertise.”
Agenda:
11:30 am: Check-in and networking
12:15 pm: Lunch and panel presentation
1:00 pm: Adjourn
In this exclusive event, we bring together a distinguished panel of industry experts who will delve into key facets of post-transaction integration, offering invaluable insights and strategies to ensure a seamless transition and maximize the ultimate value of a post-transaction entity.
Our panel will cover the following topics:
- Financial Integration: Discover best practices and innovative approaches for harmonizing financial systems and ensuring transparency and accuracy in financial reporting to drive financial success post-transaction.
- Culture and People Alignment: Learn how to effectively blend organizational cultures, align teams, and engage employees to foster a unified and motivated workforce that drives collaboration, innovation, and long-term success.
- Risk Measures and Controls: Explore robust risk management strategies and controls designed to identify, mitigate, and manage risks associated with post-transaction integration, safeguarding assets, reputation, and shareholder value.
- Customer and Strategic Partners: Gain insights into maintaining and enhancing customer relationships, managing strategic relationships, and leveraging synergies to drive growth, retention, and value creation in the post-transaction landscape.
Don’t miss this opportunity to network with fellow industry professionals, gain actionable insights from seasoned experts, and position your organization for success in navigating the complexities of post-transaction integration.
Plus, earn 1 CPE credit by attending!
We look forward to seeing you!
AM&AA Members: Complimentary | Non-Members: $40
Time
(Tuesday) 11:30 am - 1:00 pm ET
Location
IMA Offices
95 S State Street, Suite 5
07may4:00 pm7:00 pmDC.MD.VA Chapter Event - Optimizing Cash Tax Strategies for Business Growth
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Optimizing Cash Tax Strategies for Business Growth Tuesday, May 7th, 2024 4:00-7:00 PM
Tower Club 8000 Towers Crescent Dr Suite 1700 Vienna, VA 22182
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You’re invited to our next chapter event!
In this discussion, we will explore crucial aspects of the effect that tax has on net working capital and ultimately transactions. We will be focusing on understanding the complexities and nuances of the various cash taxes that a business leader could experience.
Our discussion will be structured around the following key points:
Attendees will gain a thorough understanding of these critical factors, empowering them to navigate the transfer process effectively.
Don’t miss this opportunity. Mark your calendar and register now! Members: Complimentary | Non-Members: $50 |
Time
(Tuesday) 4:00 pm - 7:00 pm ET
Location
The Tower Club
8000 Towers Crescent Drive #1700
07may5:30 pm7:30 pmSouthern Nevada Chapter Event - Our Experiences of Selling Our Company
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Our Experiences of Selling Our Company Tuesday, May 7th, 2024 5:30 – 7:30 pm
Upstairs Private Dining Room @ Sierra Gold 6515 S. Jones Blvd. Las Vegas, NV 89118
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Join us for an evening of visiting with Guy Bennallack & Karrie Bennallack, prior business owners, to discuss their experiences in selling their business. The things we wish we knew prior to selling, the time it took to sell our company, how we adapted to the transition process, and how we accepted the payout schedule.
This is one you won’t want to miss, so mark your calendar and secure your spot now! Members: $70 | Non-Members: $80 |
Time
(Tuesday) 5:30 pm - 7:30 pm
Location
Sierra Gold Second Floor Private Dining Room
13may5:00 pm7:30 pmHouston Chapter Event - The M&A Networking Event
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Time
(Monday) 5:00 pm - 7:30 pm CT
Location
a'Bouzy
2300 Westheimer Rd
14may5:30 pm7:30 pmTampa Bay Chapter –Elevate Your Expertise: Join the AM&AA Membership Drive Today!
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Elevate Your Expertise: Join the AM&AA Membership Drive Today! Tuesday, May 14th, 2024 5:30-7:30 p.m. ET
University Club of Tampa 201 N Franklin St #3800 Tampa, FL 33602 |
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Join us at the University Club of Tampa on May 14th, from 5:30 to 7:30 PM, for an unforgettable evening dedicated to expanding our vibrant community at the AM&AA Tampa Bay Membership Drive! As we gather in the heart of our city, in a venue known for its elegance and exclusivity, this event promises not only to be a highlight on our calendar but also a fantastic opportunity to welcome potential new members into our fold. We are extending a special invitation to all our members to bring along guests who share our passion for mergers, acquisitions, and the overall advancement of the professional ecosystem in Tampa Bay. Whether your colleagues are seasoned professionals or emerging talents in the field, this gathering will serve as the perfect platform for them to learn about the unique benefits and opportunities that come with being a part of AM&AA. From networking with some of the most influential minds in our industry to gaining insights that are at the forefront of M&A, this event is designed to showcase the very essence of what makes our community thrive. Engage in lively conversations, enjoy refreshments, and take part in discussions that will inspire and challenge you. Our membership drive is not just about expanding our numbers; it’s a celebration of our collective ambition to drive success and innovation in mergers and acquisitions.
Mark your calendars for May 14th, and let’s make this event a cornerstone for future growth and collaboration. Together, we are not just building networks; we are shaping the future of our industry. |
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AM&AA Members: $60 | Non-Member Guests: $75 |
Time
(Tuesday) 5:30 pm - 7:30 pm ET
Location
University Club of Tampa
201 N Franklin St #3800
14may6:00 pm8:30 pmSouthern Nevada Chapter Event - Member Only Dinner
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Join us for an upcoming Southern Nevada Chapter event Member Only Dinner Tuesday, May 14th, 2024 6:00 – 8:30 pm
The Capital Grille 3200 Las Vegas Blvd S Suite 3300 Las Vegas, NV 89109
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We have an upcoming member’s only collaboration dinner. It’ll be a great chance to network with members and sponsors over dinner to share deal opportunities and success strategies.
This event is for AM&AA members only, so take a look at all the benefits and sign up to be a part of events like this one. |
Time
(Tuesday) 6:00 pm - 8:30 pm
Location
The Capital Grille
3200 Las Vegas Blvd S Suite 3300
15may7:30 am9:15 amHouston Chapter Event - Houston Deal Connect
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Time
(Wednesday) 7:30 am - 9:15 am CT
Location
The Briar Club
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How robust is the M&A market today and what lies ahead in 2024? Wednesday, May 15th, 2024 5:00 – 7:00 p.m. CT Wintrust Bank 231 S. LaSalle Street Conference Center Chicago, Illinois 60604 |
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Join the AMAA Midwest Chapter for a lively and interactive panel discussion on the state of the M&A market mid-2024. Our panel will be moderated by Roger Schoenfeld, the AMAA Midwest Chapter Chair, and will include private equity sponsors, diligence providers, lenders and other industry advisors. Drinks and appetizers will be available before and after the program during networking opportunities. Meet advisors from all aspects of the M&A industry and learn about the latest trends and M&A statistics provided by the AMAA semi-annual market survey.
So, mark your calendars and join us for a lively afternoon of networking, discussion and industry knowledge. See you there! AM&AA Members: $45 | Non-Members: $65 |
Time
(Wednesday) 5:00 pm - 7:00 pm CT
Location
Wintrust Bank
231 S. LaSalle Street
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Cornhole Craze: Mixing, Mingling and Friendly Competition Thursday, May 16, 2024 4:30-7:30 p.m. EST
Craft Food Hall 200 5th Ave. Waltham, MA 02451
You’re invited to our spring networking event! Enjoy cornhole, food, drinks, and connection with fellow M&A professionals, members, and guests.
We’d love to see you there—mark your calendar for May 16th and secure your spot now! Registration: Members: $50 | Non-Members: $70
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Time
(Thursday) 4:30 pm - 7:30 pm
Location
Craft Food Hall
200 5th Avenue
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Deal Networking and Reception featuring Super Bowl Stories with NY Giants Steve and Zak DeOssie Tuesday, May 21st, 2024 5:30-8:30 p.m. ET Ice Miller LLP 1500 Broadway Suite
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Deal Networking and Reception featuring Super Bowl Stories with NY Giants Steve and Zak DeOssie
Tuesday, May 21st, 2024
5:30-8:30 p.m. ET
Ice Miller LLP
1500 Broadway Suite 2900
New York, NY 10036
Join the AM&AA NYC chapter for an evening of deal networking followed by a rendition of Superbowl stories from the father-son duo of Super Bowl champions!
IB/Investors Dealmatch: M&A intermediaries and Investors are invited to attend the pre-event Dealmatch at 4:30 pm to showcase your deals and funds investment criteria.
Please send RSVP to Zak DeOssie & Frank Mancuso. Only 10 seats of each category are available and will be assigned on a first-come basis. *Must register for the event prior to being confirmed for Dealmatch.
If you are interested in sponsoring, please contact Sri Geedipalli and Tom Kesoglou.
AM&AA Members: $55 | Non-Member Guests: $95
Time
(Tuesday) 5:30 pm - 8:30 pm
Location
Ice Miller Offices