Agenda

Agenda details are subject to change. Please check back regularly for updates and speaker additions.

Each General Session or Breakout Discussion are eligible for (1) CPE credit.

All listed times are Mountain Time Zone (CT).

monday, JANUARY 20, 2025

12:00 PM - 5:30 PM

The AM&AA Open Golf Tournament

Conference attendees are invited to play in The AM&AA Open golf tournament on Monday prior to the Winter Conference. Players will be paired up based on provided preferences, ensuring valuable new connections and potential business opportunities. Don't miss this event designed for prime networking at a beautiful course in the #1 golf city in the country! 

Reserve your spot by selecting the add-on to purchase during registration or when modifying registration.
All players must be registered for the conference.

View course and tournament details >>

 
5:00 PM - 8:30 PM

AM&AA Advisory Council Meeting

The AM&AA Advisory Council will discuss the organization's initiatives & strategies.

Invitation only to AM&AA Advisory Council Members

 

TUESDAY, JANUARY 21, 2025

7:30 AM - 11:30 AM

AM&AA Chapter Executive Committee Members Workshop

This interactive workshop is designed for Executive Committee Members to identify and implement chapter growth strategies through multiple outlets, such as events, sponsorships and resources.
Please note: This workshop is held prior to the start of the conference. 

Breakfast served at 7:30 a.m.
Invitation only for AM&AA Chapter Executive Committee Members

 
 
10:00 AM - 6:30 PM

Registration & Exhibits Open

Conference registration begins at 10:00 a.m. 
The AM&AA Registration & Hospitality Desk will be located right off the lobby to welcome and check you into the conference as you arrive on Tuesday. Visit with exhibitors and learn how their services can take your deal to the next level!

1:1 Meetings open at 10:30 a.m. to begin scheduling. 

 
 
11:30 AM - 12:45 PM

Welcome Luncheon

Kick off the 26th annual Winter Conference by joining us for a lunch that offers prime opportunities to connect with M&A professionals before heading into an afternoon filled with meetings and valuable content. 

 
 
1:00 PM - 4:00 PM

AM&AA Deal Connect

The exclusive and highly anticipated Deal Connect allows private equity professionals to request meetings with middle market intermediaries and investment bankers holding various transaction opportunities at hosted tables. Stop by to make the most of your conference experience with this valuable opportunity! 

 
 
2:00 PM - 2:50 PM

General Session #1 – Market Update: New Year, Brighter Future for M&A 

Hear from industry experts in middle market M&A and private equity as they discuss current market characteristics, including data on completed transactions. The discussion will include a current market assessment on valuation, deal structuring and leverage. It will conclude with a view toward where M&A is headed in 2025, taking into consideration the improved marketplace fundamentals of lower interest rates and significant levels of un-invested capital that has been committed by institutional Limited Partners. 

PRESENTED BY

 
Graeme Frazier Allan Siposs Andrew Tomat
3:10 PM - 4:00 PM

General Session #2 – Navigating the World of Continuation Vehicles

Join this panel for valuable insights into the expanding continuation vehicle market, which can provide an attractive solution for liquidity in a challenging market. Panelists will explore the pros and cons of continuation vehicles for general partners, limited partners, and secondary investors.

 
Charles Cox
4:20 PM - 5:10 PM

Breakout

 

 
 

Breakout

 

 
 
5:00 PM - 6:30 PM

Opening Reception

Make the most of this opportunity to forge connections with industry power players and potential new partners!

 
 

WEDNESDAY, JANUARY 22, 2025

7:30 AM - 9:00 AM

Breakfast & Networking

Get fueled for the day with a delicious breakfast. Maximize your meeting time and invite a colleague to join you! 

 
 

CM&AA Reunion Breakfast

Members of CM&AA are invited to a special breakfast recognizing their achievements.

Invitation only for CM&AA instructors and recipients of the CM&AA designation

 
 
7:30 AM - 4:00 PM

Registration & Exhibit Hall Open

The AM&AA Registration & Hospitality Desk will be located in the Ballroom Foyer on Wednesday and will remain open throughout the day to assist with any questions you may have. Be sure to connect with exhibitors to learn how their services can help your business. 

 
 
9:00 AM - 9:50 AM

Breakout

 

 
 

M&A Market Survey Report

 

 
Bill McCalpin
10:00 AM - 12:00 PM

AM&AA Deal Connect

Looking for a deal? Stop by Deal Connect to meet with middle market intermediaries and investment bankers bearing transaction opportunities stationed at designated tables. Don't miss out on this valuable opportunity for private equity professionals!

 
 
10:10 AM - 11:00 AM

General Session #3 – Foundations of Success: Pre-LOI Due Diligence Essentials

Join us for an insightful panel discussion on pre-Letter of Intent (LOI) due diligence in mergers and acquisitions. Our expert panelists will explore the strategies, challenges, and best practices for conducting thorough due diligence before formal commitments are made.

 
Lindsey Wendler Joe Basilico Jeff Michelson Robert Schroeder Eric Weiner
11:20 AM - 12:10 PM

General Session #4 – Accelerating Success: Proven Strategies to Shorten Deal Timelines

In today’s competitive market, speed is often the difference between a successful deal and a missed opportunity. This panel brings together experienced dealmakers to share actionable strategies that reduce the time from initial engagement to closing. From streamlining due diligence and fostering better communication to leveraging technology and optimizing negotiation processes, panelists will offer insights on how to overcome common delays and ensure faster, more efficient transactions. Whether you're an advisor, investment banker, or private equity professional, these practical techniques will help you close deals more quickly and capitalize on market opportunities.

 
Lamar Stanley Tim McCormack Robert Rough Joe Solano
12:00 PM - 1:00 PM

Lunch & Awards Presentation

Continue connecting with your peers over lunch and help us recognize the recipients of the Thought Leader of the Year Award, presented by EisnerAmper, and Chapter Leader of the Year Award!

PRESENTED BY


 

 
 
1:00 PM - 4:00 PM

AM&AA Deal Connect

Calling all private equity professionals! This is the last opportunity of the conference to schedule 1:1 meetings or drop by stationed middle-market intermediaries and investment bankers with open transaction opportunities. 

 
 
1:20 PM - 2:10 PM

Breakout

 

 
 

Breakout

 

 
 
2:30 PM - 3:20 PM

General Session #5 – Trends in Financing You Should Know About

In discussing current trends in financing, this panel will share insights across debt capital markets; specifically addressing how changes in interest rates, inflation, and growth trends within middle market companies have impacted M&A transactions. Our panelists will also share their experiences in accessing financing options and what lender or capital source preference changes they’ve encountered when negotiating deal structures.

 
Amanda Foyt
3:40 PM - 4:30 PM

General Session #6 – Post-Election Tax Changes: Impact on M&A Deals

This panel will discuss the expected impact of post-election tax reforms on mergers and acquisitions based on the President Elect’s proposed tax plan. Experts will explore how changes in corporate taxes, capital gains, and international tax policies may affect deal structures, valuations, and market activity. Attendees will gain key insights into adapting M&A strategies in response to evolving tax regulations.

 
Eric Heath
4:30 PM - 6:30 PM

Closing Reception

This event marks the pinnacle of the conference, offering unparalleled networking that you don't want to miss!