Event Type Events
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
Event Details
Bill McCalpin and the 2025 Summer Market Report Tuesday, September 9th, 2025 4:30 – 7:30 PM |
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
Austin Chapter Re-Launch Tuesday, September 16, 2025 5:00 – 7:00 PM |
The Flower Shop 1300 E 7th St. Austin, TX 78702 |
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
Event Details
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
Event Details
Mergers, Acquisitions & Home Runs Thursday,
Event Details
Mergers, Acquisitions & Home Runs Thursday, September 18th, 2025 1:00 – 4:00 PM |
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
Event Details
3rd Annual Member Only Dinner
Event Details
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
Event Details
Event Details
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
25sep(sep 25)2:00 pm26(sep 26)3:00 pmVirtual Chapter Event - Virtual Connection Session (VCS)
Event Details
Virtual Connection Session (VCS)
Event Details
Virtual Connection Session (VCS) Thursday, September 25th, 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
25 (Thursday) 2:00 pm - 26 (Friday) 3:00 pm MT
25sep4:00 pm7:00 pmNew England Chapter Event - Deal Diagnosis: AM&AA Advisor Panel
Event Details
Event Details
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Time
(Thursday) 4:00 pm - 7:00 pm
Location
Gesmer Updegrove LLP
40 Broad Street
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
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
15oct5:00 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, October 15th, 2025
Event Details
The Blue Angels Way: Leadership Lessons from the Sky
Wednesday, October 15th, 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
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.
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
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
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
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
Event Details
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