Event Type Events
august
06aug11:00 am12:00 pmAM&AA Ed|ge | 2025 Summer Market Report
Event Details
Event Details
2025 Summer Market Report
Get an exclusive look at the latest insights from the 2025 Q3 Summer Market Report, featuring data from over 2,000 deals. This session will offer a comprehensive analysis of market trends, including impacts of tariffs/trade policy shifts/government spending cuts on deal volume, sale multiples, consideration structures, and the financial performance of target companies. We’ll also dive into the key factors driving successful deal closings, shifts in the M&A pipeline, and industry-specific activity. Looking ahead, the discussion will explore the Q3 and Q4 2025 outlook, along with the headwinds and tailwinds shaping the market forecast.
What You’ll Gain:
A clear view of how deal volume, valuations, and financing structures are evolving
Industry-specific insights into M&A activity and performance
Key drivers behind deals under LOI and successful closings
A forward-looking analysis of the top challenges and opportunities in Q3 and Q4 2025
Who Should Attend:
M&A advisors – Investment Bankers, Business Brokers, Attorneys, Financial Service Advisors (CPAs, QofE Advisors, etc.), Value Growth Advisors, etc.
Investors – Private Equity Professionals, Independent Sponsors, Family Office Advisors, Corporate M&A Professionals, etc.
Capital Finance Advisors – Commercial Lenders, Secondary Lenders (Mezzanine, etc.), ABL Lenders, etc.
Business Owners seeking a deeper understanding of the current M&A market and outlook
This session delivers the critical data and expert analysis you need to stay ahead in a rapidly changing M&A landscape.
Participants will earn 1.0 CPE credit in the Field of Study: Specialized Knowledge.
Virtual Event Details
RUN
Event has already taken place!
Time
(Wednesday) 11:00 am - 12:00 pm
Event Details
Event Details
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M&AA Philadelphia 2nd Annual Member/Guest Golf Outing Monday, August 11th, 2025 9:30 am – 6:00 pm
White Manor Country Club 831 Providence Rd Malvern, PA 19355 |
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AM&AA Philadelphia is excited to welcome members and guests back for our Second Annual Golf Outing at the beautiful White Manor Country Club. You may become a member below or contact an active AM&AA member for a guest code for registration.
Schedule:
This is a great opportunity to enjoy a day on the course with fellow deal professionals and invited guests.
Not a member yet? Become a member today to get to go to exciting events like this all year long!
We look forward to seeing you on the green!
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Registration
Golf Registration: $200
Just Reception: $50
Time
(Monday) 9:30 am - 6:00 pm ET
Location
White Manor Country Club
831 Providence Rd.
12aug5:30 pm7:30 pmSouthern Nevada Chapter Event -2025 Economic Update
Event Details
Event Details
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2025 Economic Update Tuesday, August 12th, 2025 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 the 2025 Economic Update, where we’ll dig into what’s really happening in the economy—nationally and right here in our region. Enjoy a great dinner, connect with peers, and leave with insights you can use.
What we’ll cover:
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Time
(Tuesday) 5:30 pm - 7:30 pm
Location
Sierra Gold Second Floor Private Dining Room
Event Details
Steering Your Clients Through
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Steering Your Clients Through the AI Shift: IP Risk Management in M&A and Private Equity Thursday, August 21st, 2025 3pm EST / 2pm CST / 12pm PST
Virtual |
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Join us for an upcoming AM&AA Virtual Chapter presentation on “Steering Through the AI Revolution and Emerging IP Challenges”, where we’ll unpack how AI is reshaping the M&A and private equity landscape. David Ashton, Partner at Patterson + Sheridan LLP, a nationally recognized intellectual property law firm, will discuss:
Whether you’re advising on deals or evaluating technology assets, this session offers key insights for navigating today’s AI-driven environment. |
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Registration Members: Complimentary | Non-Members: $25 |
Time
(Thursday) 2:00 pm - 3:00 pm MT
21aug5:30 pm8:00 pmSouthern California Chapter Event - Legal Issues in M&A
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Event Details
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Evening social and learn, Legal issues in M&A Thursday, August 21st, 2025 5:30 – 8:00 pm |
Time
(Thursday) 5:30 pm - 8:00 pm
Location
Buchalter
1000 Wilshire Blvd., Suite 2000
27aug11:30 am1:30 pmUtah Chapter Event - Cooling Off with Curling
Event Details
Cooling Off with Curling Wednesday, August 27th, 2025 11:30 am – 1:00 pm Utah Olympic Oval 5662 Cougar Lane Kearns, UT 84118
Event Details
Cooling Off with Curling
Wednesday, August 27th, 2025
11:30 am – 1:00 pm
Utah Olympic Oval
5662 Cougar Lane
Kearns, UT 84118
Join us for a cool break from the summer heat and an even cooler networking experience at the AM&AA Utah Chapter’s Cooling Off with Curling social event!
We’re bringing together professionals, investors, and dealmakers from across Utah’s M&A community for an afternoon of connection, competition, and conversation—on ice. Whether you’re a curling pro or have never touched a broom, this is a laid-back chance to strengthen relationships and spark new ones in a unique setting.
What to Expect:
Boxed lunch + refreshments
Hands on instruction from Curling professionals followed by friendly curling matches (gear provided)
Quality time with your peers in the local middle-market community
Space is limited, and spots fill up fast—don’t get left out in the cold.
Register now to reserve your spot!
Time
(Wednesday) 11:30 am - 1:30 pm ET
Location
Utah Olympic Oval
5662 Cougar Ln
27aug4:00 pm6:00 pmDetroit Chapter - M&A on the Rocks
Event Details
M&A on the Rocks Wednesday, August
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M&A on the Rocks Wednesday, August 27th, 2025 4:00 – 6:00 PM |
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Firebird Tavern – Troy 4845 Rochester Rd. Troy, MI 48085
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The AM&AA Detroit Chapter is back with the next event in our mixer series, M&A on the Rocks, and we’d love to see you there!
This is a great chance to connect with fellow professionals in a relaxed setting, meet new faces, and catch up with colleagues. Whether you’ve been in the deal space for years or are just getting started, this event is for you.
If you can, bring along a young professional from your firm. These mixers are a great way to help grow the next generation of M&A leaders.
Looking forward to another fantastic evening together!
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AM&AA Members: $25 | Non-members: $40 |
Time
(Wednesday) 4:00 pm - 6:00 pm
Location
Firebird Tavern- Troy
4845 Rochester Rd.
27aug6:00 pm7:30 pmHouston Chapter Event - Tannins & Term Sheets
Event Details
Tannins & Term
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Tannins & Term Sheets Wednesday, August 27th, 2025 6:00 – 7:30 PM
Navy Blue 2445 Times Blvd Houston, TX 77005
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The AM&AA Houston Chapter invites you to Tannins & Term Sheets, an exclusive evening designed to combine professional networking with an expert-led wine tasting experience!
This event offers a unique opportunity to deepen relationships, expand your network, and enhance your knowledge of fine wines.
Reserve your spot now to ensure you don’t miss this exceptional evening. |
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Registration
Members: Complimentary | Non-Members: $75 |
Time
(Wednesday) 6:00 pm - 7:30 pm CT
Location
Navy Blue
2445 Times Blvd
september
09sep4:30 pm6:30 pmDetroit Chapter - Bill McCalpin and the 2025 Summer Market Report
Event Details
Bill McCalpin and the 2025 Summer Market Report
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Bill McCalpin and the 2025 Summer Market Report Tuesday, September 9th, 2025 4:30 – 7:30 PM |
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Doeren Mayhew Office 305 W Big Beaver Rd, STE 200 Troy, MI 48084
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Join the AM&AA Detroit Chapter for an exclusive look at the 2025 Q3 Summer Market Report, based on insights from over 2,000 deals. We’ll explore how tariffs, trade policy changes, and government spending cuts are shaping deal volume, sale multiples, and target company performance. Plus, gain valuable perspectives on M&A pipeline shifts, industry trends, and the Q3–Q4 2025 market outlook.
Register Today! |
Time
(Tuesday) 4:30 pm - 6:30 pm
Location
Doeren Mayhew Office
305 West Big Beaver Rd., Ste. 200
10sep5:30 pm7:30 pmDC.MD.VA Chapter Event - AM&AA September Social
Event Details
Event Details
AM&AA September Social
Wednesday, September 10th, 2025
5:30-7:30 PM
Rooftop Terrace & Penthouse Lounge
2100 L Street, NW
Washington, DC 20037
Registration is now open for the AM&AA DC/MD/VA September Social! If you’ve been looking for the perfect way to kick off the fall season, join us for a relaxed evening on the rooftop at GT’s DC office. Enjoy delicious food and drinks while you take in stunning city views and connect with people who could help shape your next deal, collaboration, or career move—whether later this season or in the year ahead.
Whether you’re new to AM&AA or a longtime member, this event is a great opportunity to open doors and build relationships that last.
Spots are limited, so reserve yours and join us this fall!
Time
(Wednesday) 5:30 pm - 7:30 pm ET
Location
Rooftop Terrace & Penthouse Lounge
2100 L Street, NW
16sep5:00 pm7:00 pmAustin Chapter Event - Austin Chapter Re-Launch
Event Details
Event Details
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Austin Chapter Re-Launch Tuesday, September 16, 2025 5:00 – 7:00 PM |
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The Flower Shop 1300 E 7th St. Austin, TX 78702 |
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The Austin M&A scene is back and ready for its next chapter! We’re bringing together dealmakers, advisors, investors, and professionals from across the city to reconnect, spark new ideas, and strengthen the relationships that move business forward. Whether you’ve been part of AM&AA for years or are just curious about the community, this is your chance to step into the conversation, meet the people shaping Austin’s deal flow, and be part of our chapter’s fresh momentum. The energy, the connections, the possibilities and it all starts here! |
Time
(Tuesday) 5:00 pm - 7:00 pm
Location
The Flower Shop
1300 E 7th St.
Event Details
Private Equity Originations Panel: Sourcing Buyout Opportunities According to
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Private Equity Originations Panel: Sourcing Buyout Opportunities According to Investment Thesis’ Wednesday, September 17th, 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 is bringing together an incredible group of voices for a lively breakfast conversation on how private equity professionals source buyout opportunities through the lens of their investment thesis.
You’ll hear from leaders representing an SBIC, a family office, an independent sponsor, and a managed fund. Each will share their perspective on how they find and evaluate opportunities in today’s competitive market.
Expect great conversation, fresh ideas, and plenty of opportunities to connect with peers who share your passion for deal-making.
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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
17sep11:30 am1:00 pmHouston Chapter Young Professional Event - Building a Practice for the Long-Term
Event Details
Building a Practice for the Long-Term
Event Details
Building a Practice for the Long-Term
Wednesday, September 17th, 2025
11:30 am – 1:00 pm
UHY Conference Room
Houston, TX 77027
Join AM&AA’s Young Professionals initiative for a lunchtime discussion featuring three experienced professionals representing different corners of the dealmaking world. Simon Haidamous (Genesis Park), Michael Landers (UHY LLP), and Colleen Migl (Quadros, Migl & Crosby) each offer a distinct perspective on their paths to leadership, shaped by the different ways they’ve built and advanced their practices over time.
Together, they’ll share lessons learned, pivotal decisions, and the mindset that has shaped their long-term growth.
This event is ideal for professionals under 40 who are actively building their careers in accounting, law, finance, private equity, banking, investment banking, or M&A. Come for the insight, stay for the connections, and leave with a clearer perspective on how to shape a career that lasts.
Time
(Wednesday) 11:30 am - 1:00 pm CT
Location
UHY Conference Room
1177 West Loop South
18sep1:00 pm4:00 pmDetroit Chapter - Mergers, Acquisitions & Home Runs
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Mergers, Acquisitions & Home Runs Thursday,
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Mergers, Acquisitions & Home Runs Thursday, September 18th, 2025 1:00 – 4:00 PM |
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Comerica Park 2100 Woodward Ave Detroit, MI 48201
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The AM&AA Detroit Chapter invites you to Mergers, Acquisitions & Home Runs, a unique networking event set against the backdrop of a Tigers playoff push!
We’ve reserved great seats down the first base line at Comerica Park as the Detroit Tigers take on the Cleveland Guardians. It’s a fun and relaxed way to connect with fellow M&A professionals while enjoying some late-season action.
Whether you’re looking to reconnect with familiar faces or meet new ones in the transaction space, this is a great opportunity to do both in a one-of-a-kind setting.
Seats are limited! Reserve your spot today before seats are gone! |
Time
(Thursday) 1:00 pm - 4:00 pm
Location
Comerica Park
2100 Woodward Ave
18sep6:00 pm9:00 pmRocky Mountain Chapter Event - 3rd Annual Member Only Dinner
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3rd Annual Member Only Dinner
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3rd Annual Member Only Dinner Thursday, September 18th, 2025 6:00 – 9:00 pm MST Ocean Prime DTC 8000 E Bellview Ave C10 Greenwood Village, CO 80111 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: $120 |
Time
(Thursday) 6:00 pm - 9:00 pm MT
Location
Ocean Prime DTC
8000 E Belleview Ave C10
23sep4:30 pm7:00 pmPittsburgh Chapter Event - AI for ROI: Driving Growth and Exit Value
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Event Details
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AI for ROI: Driving Growth and Exit Value Tuesday, September 23, 2025 4:30 – 7:00 PM
Hotel Monaco (Sofia Ballroom) 620 William Penn Place Pittsburgh, PA 15219
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Join the AM&AA Pittsburgh Chapter for a timely and practical look at how AI can drive measurable growth and sharpen exit readiness. We’ll hear from Patrick Patterson, CEO of Level Agency, a dynamic leader who has built a 200-person marketing powerhouse and helped companies achieve 4X growth by applying real AI strategies that move the needle.
This isn’t just theory. It’s a behind-the-scenes look at how data, automation, and AI can unlock enterprise value in the middle market. From customer acquisition to investor appeal, we’ll dig into where AI is having the biggest impact and what business owners should be thinking about now to stay ahead of the curve.
Cocktails, conversation, and candid insights. You’ll walk away with ideas worth exploring and connections worth keeping!
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Registration Members: $25 | Non-Members: $80 |
Time
(Tuesday) 4:30 pm - 7:00 pm ET
Location
Hotel Monaco (Sofia Ballroom)
620 William Penn Place
23sep5:00 pm8:00 pmDetroit Chapter - Paddles, Pars & Transactions: How Paddle & Par was Conceived
Event Details
Paddles, Pars & Transactions: How Paddle & Par was Conceived Tuesday,
Event Details
Paddles, Pars & Transactions: How Paddle & Par was Conceived
Tuesday, September 23rd, 2025
5:00 p.m. – 8:00 p.m.
Paddle & Par
31535 Southfield Rd
Beverly Hills, MI 48025
The Detroit Chapter of AM&AA invites you to an evening where pickleball rallies, golf swings, and dealmaking conversations collide. At Paddle & Par, you’ll connect with fellow professionals in law, accounting, advisory, and private equity—all while enjoying some friendly competition, food, and cocktails.
Here’s what’s in store:
🎾 Pickleball & Golf Fun – Break the ice with some lighthearted competition on the pickleball courts and golf simulators.
🍕 Eats & Drinks – Keep your energy high with pizza, apps, and cocktails.
💡 Founder Story – Hear firsthand how Paddle & Par went from concept to reality, fueled by the vision of its founders and funding from Bank of Ann Arbor.
🤝 Connections That Count – Build relationships that can move deals forward and expand your professional circle in a unique, relaxed setting.
Bring your curiosity, your competitive spirit, and your best networking game. Come ready to play! Athletic or casual wear is encouraged. Locker rooms will be available on-site if you prefer to change before or after the event. Whether you’re swinging a paddle, lining up a putt, or sharing a drink, you’ll walk away with both stories and connections worth keeping.
Time
(Tuesday) 5:00 pm - 8:00 pm
Location
Paddle & Par
31535 Southfield Rd
25sep7:30 am9:15 amHouston Chapter Event - The Tax Tail that Wags the Deal Dog
Event Details
The Tax Tail that Wags the Deal Dog
Event Details
The Tax Tail that Wags the Deal Dog
Thursday, September 25th, 2025
7:30 – 9:15 am
The Briar Club
2603 Timmons Ln
Houston, TX 77027
When it comes to M&A, it’s often said that the deal lives or dies in the details. More often than not, those details are tax-driven.
Join us for a thought-provoking panel discussion where top tax and legal professionals pull back the curtain on how tax strategy shapes every stage of the transaction. From entity restructures and rollover equity to earn outs, installment payments, and indemnity planning (understanding the tax tail isn’t just about compliance, it’s about creating value).
You’ll gain insights into:
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How tax planning can make or break a deal
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Common pitfalls that can derail negotiations and how to avoid them
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Real-world examples where early tax strategy drove better outcomes
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The critical collaboration between CPAs, attorneys, and bankers that unlocks success
Whether you’re a seasoned dealmaker or simply want a deeper understanding of the forces behind M&A strategy, this session will give you the tools to lead with tax insight rather than treat it as an afterthought.
CPE credits are available.
Time
(Thursday) 7:30 am - 9:15 am CT
Location
The Briar Club
october
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
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
november
13nov1:00 pm8:30 pmAM&AA DEAL CONNECT & CASINO NIGHT
Event Details
AM&AA DEAL CONNECT & CASINO NIGHT AM&AA is bringing the electrifying energy of Vegas to Dallas
Event Details
AM&AA DEAL CONNECT & CASINO NIGHT
AM&AA is bringing the electrifying energy of Vegas to Dallas with our Texas Hold ‘Em Poker & Casino Night—where high-stakes play meets high-value connections. Get ready for an evening of risk, reward, and unrivaled networking as you roll the dice, make your bets, and strike up deals in an atmosphere charged with excitement.
Test your luck in our high-stakes poker tournament or hit the casino floor for speed networking with M&A professionals from across the country. Indulge in gourmet fare and handcrafted cocktails, courtesy of Tower Club while forging connections that could be game-changers. Over $2,000 in prizes!
Lock in early access to Deal Connect – the M&A middle market arena – where top tier investment banks, private equity firms, and investors come to play for keeps. IB members receive complimentary access!
Accelerate Your Success:
- Execute deals 2X faster with targeted connections.
- Capture synergies 3X sooner to drive better outcomes.
During this event, you’ll have the chance to schedule 20-minute meetings through AM&AA Deal Rooms software, powered by AI for optimized matchmaking.
Who You’ll Meet:
- Nationally recognized investment banks and intermediaries
- Leading private equity investors, family offices, independent sponsors
- Capital providers
Beyond the thrill of the games and deals, this event is about giving back. AM&AA is proud to support the Military Warriors Support Foundation, helping combat-wounded veterans, Gold Star spouses, and their families. By joining us, you’re not only playing to win—you’re making a meaningful impact.
Don’t miss this unbeatable combination of games, networking, charity, and community.
Spots are limited—secure your registration today!
Deal Connect
1:00 PM – 4:30 PM CST
Casino Night
6:00 PM – 8:30 PM CST
Time
(Thursday) 1:00 pm - 8:30 pm CT
Location
Tower Club - Dallas
1601 Elm St, 48th Floor
13nov4:00 pm7:00 pmPhiladelphia Chapter Event - Founder Series: Capital Perspectives
Event Details
Event Details
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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
december
03dec4:30 pm7:00 pmRocky Mountain Chapter Event - Year-End Economic Outlook and Holiday Party
Event Details
RMC Year-End Economic Outlook and
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RMC Year-End Economic Outlook and Holiday Party Wednesday, December 3rd, 2025 4:30 – 7:00 pm MST IMA Financial 1705 17th Street #100 Denver, CO 80202 Join the Rocky Mountain Chapter for our year-end holiday event! More details to come. Registration: Members: $50 Non-Members: $85 |
Time
(Wednesday) 4:30 pm - 7:00 pm MT
Location
IMA Colorado
1705 17th Street Suite #100