Event Type Events
april
01apr7:30 am9:30 amArizona Chapter Event - A Business Owner's Perspective - The Path To An Exit
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A Business Owner’s Perspective – The Path To An Exit Tuesday, April 1st, 2025 7:30 – 9:30 am MST Arizona Country Club 5668 E
Event Details
A Business Owner’s Perspective – The Path To An Exit
Tuesday, April 1st, 2025
7:30 – 9:30 am MST
Arizona Country Club
5668 E Orange Blossom Ln
Phoenix, AZ 85018
Please join us for a roundtable discussion with entrepreneurs who have successfully completed the sale of their business. We will discuss how they navigated the sale process and what they might have done differently to improve the outcome.
Mark your calendars and secure your spot now so you don’t miss out!
Time
(Tuesday) 7:30 am - 9:30 am MT
Location
Arizona Country Club
5668 E. Orange Blossom Lane
Event Details
Innovating M&A: AI-driven strategies to help buyers and sellers succeed in the
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Innovating M&A: AI-driven strategies to help buyers and sellers succeed in the new world Wednesday, April 2nd, 2025 5:30-8:00 p.m.
Ice Miller LLP 1500 Broadway Suite 2900
Join an exciting panel discussion on practical uses of AI technologies to close more M&A transactions.
Be part of the engaging conversations on how PE sponsors and lenders can source and win better deals, M&A Bankers can run effective processes and increase the odds of closing, and Business owners/portfolio companies can effectively implement AI tools as they prepare to go to market!
Mark your calendar, and we’ll see you there. |
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AM&AA Members: $55 | Non-Member Guests: $95 |
Time
(Wednesday) 5:30 pm - 8:00 pm
Location
Ice Miller Offices
03apr7:00 am9:00 amDetroit Chapter - The State of Manufacturing and Automotive Markets
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The State of Manufacturing and Automotive Markets
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The State of Manufacturing and Automotive Markets Thursday, April 3rd, 2025 7:00 – 9:00 am |
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The Somerset Inn 2601 W Big Beaver Rd Troy MI 48084 |
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Join the Detroit Chapter for our breakfast event.
This event will have an enlightening panel discussion about the current automotive and manufacturing markets and what to expect going forward.
Mark your calendar, and we’ll see you there! |
Time
(Thursday) 7:00 am - 9:00 am
Location
The Somerset Inn
2601 W Big Beaver Rd
10apr11:30 am1:00 pmNew England Chapter Event - Deal Trends Roundtable Lunch
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(Thursday) 11:30 am - 1:00 pm
Location
Polsinelli
1 International Place, Suite 3900
15apr4:30 pm7:00 pmNE Ohio Chapter Event - Tax Pitfalls in M&A Transactions
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Tax Pitfalls in M&A Transactions Tuesday, April 15th, 2025 4:30 – 7:30
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Tax Pitfalls in M&A Transactions Tuesday, April 15th, 2025 4:30 – 7:30 p.m.
McDonald Hopkins 600 Superior Ave, East Suite 2100 Cleveland, OH 44114
You’re invited to our upcoming chapter event!
Adam Grais and Christal Contini will cover the following topics:
It’ll be a highly productive conversation with drinks and hor d’oeuvres, you won’t want to miss! Mark your calendar, and we’ll see you there. |
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Registration AM&AA Members and Non-Members: Complimentary |
Time
(Tuesday) 4:30 pm - 7:00 pm ET
Location
McDonald Hopkins LLC
600 Superior Ave., E., Suite 2100
16apr7:30 am9:00 amDallas-Fort Worth Chapter Event - AM&AA 2025-Q1 M&A Market Report
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AM&AA 2025-Q1 M&A Market Report brought to you by Capitalize Network and
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AM&AA 2025-Q1 M&A Market Report brought to you by Capitalize Network and presented in-person by Robert Rough: Wednesday, April 16th, 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!
Robert Rough will share critical insights on behalf of Bill McCalpin and Capitalize Network’s ‘AM&AA 2025-Q1 M&A Market Report’. The presentation will include an in-depth M&A Outlook Survey, exclusively compiled and delivered to the AM&AA DFW Chapter by Capitalize Network, providing average deal volumes, valuation statistics, financial performance trends, and industry-specific metrics. This is a must-attend for anyone involved in the M&A market.
A special thank you to Bill McCalpin for providing us with Capitalize Network’s AM&AA 2025-Q1 M&A Market Report. |
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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
16apr11:00 am12:00 pmAM&AA Ed|ge | Tax Tactics for M&A: Unlocking Hidden Value in Every Deal
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Tax planning plays a critical role in M&A transactions, influencing deal structure, value, and post-sale outcomes. Without proper planning, unexpected tax liabilities can erode value, complicate negotiations, and create financial inefficiencies. This session will explore key tax strategies that help minimize liabilities and maximize after-tax proceeds. Jeffrey T. Getty, an experienced M&A advisor and tax attorney, will share insights into structuring deals for tax efficiency, leveraging advanced planning techniques, and addressing key tax considerations before, during, and after a transaction. Discussion Topics:
Why Join Live?
This session is designed for M&A advisors, investment bankers, business brokers, accountants, and attorneys looking to strengthen their tax planning expertise and deliver greater value in transactions. Participants will earn 1.0 CPE credit in the Field of Study: Specialized Knowledge. |
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Virtual Event Details
RUN
Event has already taken place!
Time
(Wednesday) 11:00 am - 12:00 pm
Event Details
Cybersecurity in M&A: Identifying Hidden Risks and Protecting
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Cybersecurity in M&A: Identifying Hidden Risks and Protecting Deal Value Thursday, April 17th, 2025 7:30 – 9:15 am
The Briar Club 2603 Timmons Ln Houston, TX 77027 |
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Cyber threats are an increasing concern in M&A, with undiscovered vulnerabilities posing financial, legal, and reputational risks that can derail a transaction.
This discussion will explore the critical role of cybersecurity due diligence in identifying hidden risks before a deal closes, as well as the challenges of integrating cybersecurity frameworks post-merger.
Through real-world case studies and industry insights, we’ll examine how evolving regulations, unassessed cyber liabilities, and incompatible security systems can impact M&A deals—and, more importantly, how to mitigate these risks effectively.
Reserve your seat today! This will be another sell-out event. |
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Registration Members: Complimentary | Non-Members: $50 |
Time
(Thursday) 7:30 am - 9:15 am CT
Location
The Briar Club
17apr11:00 am12:00 pmWomen of AM&AA Virtual Networking Event
Event Details
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Join us for a free, members-only virtual networking event designed to bring together women professionals in the Mergers & Acquisitions industry. This is your opportunity to connect with peers across private equity, M&A advisory, law, accounting, consulting, and more—all in a collaborative and engaging setting. Why Attend?
This exclusive event will be hosted by Lindsey Wendler, Managing Director at 414 Capital, and is open only to AM&AA members. Don’t miss this chance to build connections, exchange ideas, and strengthen your presence in the M&A community! |
Virtual Event Details
RUN
Event has already taken place!
Time
(Thursday) 11:00 am - 12:00 pm
17apr2:00 pm3:00 pmVirtual Chapter Event - Virtual Connection Session (VCS)
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Virtual Connection Session (VCS)
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Virtual Connection Session (VCS) Thursday, April 17th, 2025 3pm EST / 2pm CST / 12pm PST
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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.
VCS events are held on the 3rd Thursday of every month, with more structured content featured in Special Virtual Connection Sessions approximately once per quarter. |
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Registration Members: Complimentary |
Time
(Thursday) 2:00 pm - 3:00 pm MT
23apr5:00 pm8:00 pmPhiladelphia Chapter Event - AM&AA and XPX Spring Social
Event Details
Event Details
AM&AA and XPX Spring SocialWednesday, April 23rd, 2025 5:00 pm – 8:00 pm
Victory Brewing Company 1776 Benjamin Franklin Pkwy Philadelphia, PA 19103 |
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You’re invited to our next chapter event!
Please join AM&AA Philadelphia and XPX Philadelphia for our 2025 Spring Social on Victory Brewing’s Cloud Walker Patio for an evening of networking with other M&A professionals in the Philadelphia market! |
Registration
Members: $50 | Non-members: $76
Time
(Wednesday) 5:00 pm - 8:00 pm ET
Location
Victory Brewing Company Philadelphia
1776 Benjamin Franklin Pkwy
25apr10:00 am3:00 pmDetroit Chapter - Spring Clay Shooting with AM&AA
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Spring Clay Shooting with AM&AA
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Spring Clay Shooting with AM&AA Friday, April 25th, 2025 10:30 am – 3:00 pm |
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Hunters Creek Club 675 E Sutton Rd Metamora MI 48455 |
We will be shooting Clays on the executive course at Hunters Creek Club in Metamora. Registration at 10:30 and safety talk at 10:50. We will head to the course at 11:00 and shoot 50 clays over 14 stations. We will head back in after shooting for a buffet lunch and drinks. 12 and 20 gauge ammo will be provided along with the clays and ear protection. Lunch and drinks will be included in your price.
Time
(Friday) 10:00 am - 3:00 pm
Location
Hunters Creek Club
675 E Sutton Rd
29apr5:00 pm8:00 pmMidwest Chapter Event - M&A Market Update
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(Tuesday) 5:00 pm - 8:00 pm CT
Location
ZO Clubhouse at CME Center
10 South Wacker Drive, 10th Floor
30apr11:00 am12:00 pmAM&AA Ed|ge | Sales Tax Challenges in M&A - Compliance & Cleanup
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Unexpected sales tax liabilities can derail deals, create financial risks, and add post-close headaches. This AM&AA Ed|ge session will help M&A professionals navigate the complexities of sales tax in transactions—before and after closing. Join Brian Greer and Jeff Meigs of TaxConnex as they break down sales tax risks, compliance best practices, and mitigation strategies to protect your organization. Learn how to assess exposure, resolve inherited liabilities, and establish a seamless compliance process post-acquisition. Whether you’re advising clients or managing your own deal, this session will provide essential insights to minimize risk and ensure smooth transactions. Discussion Topics:
Why Join Live?
This session is ideal for M&A advisors, CPAs, accounting professionals, CFOs, and controllers looking to strengthen their understanding of sales tax compliance in transactions. |
Time
(Wednesday) 11:00 am - 12:00 pm
Event Details
The New Advisory Playbook: A Path to
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The New Advisory Playbook: A Path to a Frictionless Transaction
Wednesday, April 30th, 2025 3PM ET / 2PM CT / 12PM PT
Virtual |
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Join us for the next Virtual Chapter Event! We’ll be discussing how to single-handedly outpace the competition, double down on diligence, and triple acceleration timelines through digitalization.
Register now to learn how to get your transactions to closing faster! |
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Registration Members: Complimentary Non-Members: $25 |
Time
(Wednesday) 2:00 pm - 3:00 pm MT
may
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
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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
Event Details
Event Details
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How Your Website Can Strengthen Value Before—and After—an M&A Event Wednesday, May 14th, 2025 4:00 – 7:00 PM Presented by
Hosted at the law offices of Greenberg Traurig, LLP 1750 Tysons Boulevard, Suite 1000 McLean, VA 22102 |
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Your website is more than just a digital storefront—it’s a powerful engine for branding, marketing, lead generation, and business growth. But is it optimized to truly deliver results?
Join us for an insightful discussion on how a strong web presence can drive measurable impact on engagement, conversion, and revenue. Learn firsthand from marketing and website experts who have led successful digital transformations in their organizations.
This moderated panel discussion will feature real-world case studies and expert perspectives on content, user experience, and performance metrics, as well as post- transaction website strategies.
The session will conclude with an interactive Q&A, giving the audience an opportunity to engage directly with our panelists.
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Members: Complimentary | Non-Members: $50 |
Time
(Wednesday) 4:00 pm - 7:00 pm ET
Location
Greenberg Traurig
1750 Tysons Blvd. Suite 1000
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
21may7:30 am9:15 amHouston Chapter Event - Deal Connect
Event Details
Deal Connect Wednesday, May 21st, 2025 7:30 – 9:15 AM
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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
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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
august