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. | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
5:00 PM - 8:30 PM | AM&AA Advisory Council Meeting The AM&AA Advisory Council will discuss the organization's initiatives & strategies. |
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. Breakfast served at 7:30 a.m. | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
10:00 AM - 6:30 PM | Registration & Exhibits Open Conference registration begins at 10:00 a.m. 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, President | PCR Partners Allan Siposs, Managing Director | Keystone Capital Markets Andrew Tomat, Managing Director | Four Pillars, Inc. | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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. | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
4:20 PM - 5:10 PM | Breakout
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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
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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, Managing Director | 414 Capital Joe Basilico, Principal, Doeren Mayhew Advisors, LLC | Doeren Mayhew Jeff Michelson, Partner, Transaction Advisory | CohnReznick Robert Schroeder, Partner | BakerHostetler Eric Weiner, Partner | Blue Sage Capital | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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, Managing Director | Highland Rim Capital Tim McCormack, Partner, Private Equity Services | RubinBrown Robert Rough, Managing Director | Telos Capital Advisors, LLC Joe Solano, Managing Director | Garnett Station Partners | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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! | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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
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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. | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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. | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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! |