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 Open 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 & Keynote 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 - 2:50 PM | General Session #1 – Market Update 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 2026, 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. CPE Credit: 1 - Specialized Knowledge | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| 3:10 PM - 4:00 PM | Breakout Session Session details coming soon! | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| 4:10 PM - 5:00 PM | General Session #2 Session details coming soon! | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| 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 Open 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 #3 Session details coming soon! | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| 11:10 AM - 12:00 PM | General Session #4 Session details coming soon! | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| 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 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 #5 Session details coming soon! | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| 3:40 PM - 4:30 PM | General Session #6 Session details coming soon! | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| 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! | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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. | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||

