Mid-Atlantic Chapter Central PA Branch April 29 5:30 - 7:30 pm
Join Rob Newbold, Managing Partner at Graham Partners, as he speaks on "America's Resurgent Manufacturing Competitiveness."
Register Here
Sponsored by:
Midwest Chapter: April 29
"Due Diligence: Best Practices for Saving Money"
Join us for a late afternoon of networking and discussion, featuring a panel of local private equity buyers, sharing insights regarding efficiencies, major pitfalls, and war stories. Register Here
Dallas Chapter: May 7
7:00 am - 9:00 am
"Marketing the Seller's Business, Preparing for Launch"
Registration TBD
Sponsored by:
SBIA Midwest presents the
2015 Midwest Private Equity Conference: May 28-29
Ritz-Carlton Water Tower in Chicago. The conference is attended by lower middle market fund managers, limited partners, and investment bankers from around the region and across the U.S. Registration is NOW OPEN
AM&AA is excited to announce that we are expanding our international efforts by partnering with the Hong Kong Trade Development Council to produce:
think Asia, think Hong Kong
June 10 - McCormack Place, Chicago.
Admission is complimentary!
Register Here
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Member Corner
Two of our Members have recently received awards - Congratulations to John Curzon, CCK Strategies and Gretchen Perkins, Huron Capital
Accounting Today Names CCK Strategies #1 Midsize Firm to Work For in the Nation. CCK was founded in 1997 by three partners -John Curzon, Terry Cumbey and Eric Kunkel - with a focus on service. The company has grown to be comprised of more than 70 individuals and seven partners working together to plan strategic accounting solutions to a diverse base of entrepreneurs in and outside of Oklahoma.
Huron Capital's Gretchen Perkins Sourced Deals to Secure DEALMAKER OF THE YEAR
Perkins originated most of Huron's investments for the year, including Biff's Coffee, Optimum Plastics and XLerate. Read More
Where does the M&A Advisor Add Value? Kenneth Marks, High Rock Partners
Culture Interrupted: Best Practices for Merging Knowledge-Based Companies Mark Walztoni, Merger & Acquisition Integration
Why Consider Brazil as a Good Opportunity by
Juliana G. Meyer Gottardi
Patricia Freitas Fuoco
SEND US YOUR TOMBSTONES
Closed a deal lately....we would love to announce it and add it to the AM&AA website.
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MARRIOTT DOWNTOWN CHICAGO
JULY 7 - 9, 2015
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From start to finish, AM&AA Conferences are where middle market professionals gather cutting-edge, valuable insights on how to take get their deals over the finish line.
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| Email Your US Senators & Representatives NOW |
HR 686, The Small Business Mergers, Acquisitions, Sales and Brokerage Simplification Act of 2015 is beginning to move in the US House of Representatives
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This bipartisan bill is identical to an earlier bill, HR 2274, which was introduced in the 113th Congress and UNANIMOUSLY voted out of the House Financial Services Committee, 57-0, and ultimately passed UNANIMOUSLY by the full House, 422-0.
Your US Representatives need to hear from YOU that this bill is important to you, and to buyers and sellers of privately held businesses in your state.
The Alliance of Mergers & Acquisition Advisors (AM&AA) has created the following link to make it easy for you to email your US Representative with a prepared letter urging their support of HR 686/HR 2274.
No need for you to draft a letter, or know the name of your US Representative, or the proper form of address, or even your congressional district. This link will do it all for you! Email your US Senators & Representative NOW!
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| DealMarket - Partner ReLaunch |
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Brings Investors & Fundraisers Together!
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Our partner DealMarket supports financial professionals in improving their operational efficiency and investment performance. They have now relaunched with improved design and interface.
Benefit from new features and extended service offering!
Membership is free. Click here to learn more.
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| Pitchbook - New Data Partner |
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AM&AA Benefit - Learn What's New
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- PitchBook is a web-based information resource that enables users to more effectively identify the most likely buyers/investors on a sell-side engagement, source new deal flow, and network with the most active deal makers. It covers the full PE lifecycle from limited partners, to the investors (PE & Strategic), the companies & deals, and the advisory firms/industry professional.
- Small Firms (less than 5 investor professionals) - 10% off first year for 2 seats, 5 "view only" seats
- Larger Firms (5+ investor professionals) - 1 additional full seat with every 5 full-priced seats purchased
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Chicago - DePaul University - $4,495
Special Bonus Sessions Added!!
- April 20 - 24: "Value Growth & Market Readiness"
- May 18 - 22: "Value Growth & Market Readiness"
The April & May courses will include a special guest instructor on "Value Growth & Market Readiness". Duane Tyler, renowned instructor and senior partner of McGladrey, will share his perspectives, strategies, and experiences, on maximizing the value of companies during the years leading up to a transaction.
- September 14 - 18: Due Diligence/Quality of Earnings"
- October 19 - 23: "Post Merger Integration"
The Alliance of Merger & Acquisition Advisors 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.learningmarket.org
Program Level: Advanced
Delivery Method: Group Live
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Introducing a New Member Benefit Series:
We've heard you ask for it, and we're responding. Now you'll be able to learn about the tools available at your disposal via a series of educational webcasts and emails, answering the following questions (and more):
- What are my AM&AA benefits?
- How will this help me better meet the needs of my clients?
- What do I have to do to get started?
Stay tuned for additional information about these series! Registration will be free of charge.
Did you miss the 1st of our Member Benefit Series presentations?
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