Agenda
WHAT MAKES AM&AA CONFERENCES DIFFERENT




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 Eastern Time Zone (ET).
monday, JANUARY 19, 2026
| 9:30 AM - 6:30 PM | Registration & Exhibits 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 Monday. Visit with exhibitors and learn how their services can take your deal to the next level! | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| 11:30 AM - 12:45 PM | Welcome Luncheon Featuring Keynote Speaker Wes Henderson Kick off the 27th annual Winter Conference by joining us for a lunch and keynote 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! Presented by:
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| 2:00 PM - 3:00 PM | General Session - M&A Market Update: Statistics, Surveys, and a Look Ahead into 2026 Join Industry professionals as they present statistics and insights on completed lower middle-market M&A transactions and also offer up highlights of the most recent AM&AA Market Survey Report. CPE Credit: 1 - Specialized Knowledge
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| 3:10 PM - 4:00 PM | Breakout Session Session details coming soon! | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| 4:10 PM - 5:00 PM | General Session - An Exclusive Mainstage Program for Middle Market Leaders The AM&AA Business Owner Series (BOSS) takes center stage at the Winter Conference as a dynamic, live panel featuring 3–4 accomplished business owners sharing their real-world journeys through growth, capital events, and transition. This session provides the AM&AA community with a rare, behind-the-scenes look at the strategic and personal decisions that define success in the middle market. CPE Credit: 1 - Specialized Knowledge
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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. | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
TUESDAY, JANUARY 20, 2026
| 7:30 AM - 9:00 AM | 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 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| 8:00 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! | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| 8:00 AM - 4:00 PM | Registration & Exhibit Hall The AM&AA Registration & Hospitality Desk 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 Session Session details coming soon! | Breakout Session Session details coming soon! | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| 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! Presented by:
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| 10:10 AM - 11:00 AM | General Session - The Brand Premium: How Strong Branding Drives Higher Valuations In today’s competitive M&A environment, a company’s brand is more than a marketing asset, it’s a value driver. Buyers increasingly recognize that strong brands command customer loyalty, pricing power, and strategic differentiation, all of which translate directly into higher multiples and faster deal processes. This panel brings together M&A-focused branding experts to explore how intentional brand strategy and positioning can enhance enterprise value well before a sale. Panelists will share real-world examples of companies that achieved premium outcomes through strong brand equity, discuss how buyers evaluate brand perception during diligence, and outline practical steps sellers can take to strengthen their brand narrative in advance of a transaction. Whether you’re advising clients or preparing your own company for sale, this discussion will illuminate how investing in brand, early and strategically, can deliver tangible returns at the closing table. CPE Credit: 1 - Specialized Knowledge | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| 11:10 AM - 12:00 PM | General Session - Emerging Managers Session details coming soon! | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| 12:00 PM - 1:00 PM | Lunch & Awards Ceremony Continue connecting with your peers over lunch and help us recognize the recipients of the Thought Leader of the Year Award 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. Presented by:
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| 1:20 PM - 2:10 PM | Breakout Session Session details coming soon! | Breakout Session Session details coming soon! | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| 2:30 PM - 3:20 PM | General Session - Tariffs, Taxes and Transactions Session details coming soon! | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| 3:30 PM - 4:30 PM | High Tea, Higher Returns Afternoon Tea hosted by the Women of AM&AA to celebrate and strengthen the female networks within our community — all are warmly welcome to attend. | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| 3:40 PM - 4:30 PM | General Session - Sports in Private Equity Session details coming soon! | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| 4:45 PM - 6:30 PM | Closing Reception This event marks the pinnacle of the conference, offering unparalleled networking that you don't want to miss! | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
WEDNESDAY, JANUARY 21, 2026
| 8:00 AM - 10:00 AM | AM&AA Advisory Council Meeting The AM&AA Advisory Council will discuss the organization's initiatives & strategies. | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| 8:00 AM - 11:00 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. | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||

