The AM&AA Open

Kick off your 2027 Winter Conference experience with an afternoon of golf and networking at Plantation Preserve. Connect with fellow M&A professionals, meet decision-makers, and build new relationships in a relaxed setting before the conference begins.

Foursomes will be strategically matched based on participants’ professions, deal sizes, business interests, and personal preferences.

Date: Wednesday, January 27, 2027
Time: 1:00 p.m. ET shotgun start
Location: Plantation Preserve, 7050 W. Broward Blvd., Plantation, FL 33317
Registration: $275 for AM&AA members; $375 for non-members
Lunch: Boxed lunch included
Club Rentals: Available for $75 plus tax

Select this option to add the AM&AA Open to your Winter Conference registration.

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. 

Invitation only for AM&AA Chapter Executive Committee Members.

Welcome Luncheon & Keynote

Join us for lunch as we kick off the 29th AM&AA Winter Conference. It’s a great chance to connect with fellow M&A professionals before an afternoon of meetings and sessions.

Market Update: New Directions for M&A in 2027

Breakout Sessions

Choose from two breakout sessions featuring focused discussions on timely topics in M&A. Session details and speakers will be announced soon.

CPE Credit: 1 - Specialized Knowledge

Fireside Chat: Navigating M&A in the Construction Industry

Selling a construction business is often the culmination of decisions made years before a transaction ever begins. In this fireside chat, roofing business owner Garen Armstrong will share his perspective as an active acquirer who is intentionally building and scaling a construction business with an eventual exit in mind. Drawing on his experience, Garen will discuss what makes a construction company attractive to buyers, how owners can build value well before going to market, and the operational, financial, and leadership decisions that can ultimately impact a transaction.

CPE Credit: 1 - Specialized Knowledge

AM&AA New & Legacy Member Happy Hour

Join us for a perfect opportunity to get to know fellow members, meet our leadership team, and learn how to get value from the start. Enjoy an exclusive happy hour, with networking, and a brief orientation to introduce you to the conference, members, and benefits available to you.

Invitation Only

The QSBS Playbook: From Formation to Tax-Efficient Exit and Beyond

This session will cover QSBS from business formation through exit, including eligibility requirements, early planning decisions, common mistakes that can put QSBS status at risk, and opportunities involving gifting, trusts, stacking, and rollovers.

CPE Credit: 1 - Specialized Knowledge

Breakout Sessions

Choose from two breakout sessions featuring focused discussions on timely topics in M&A. Session details and speakers will be announced soon.

CPE Credit: 1 - Specialized Knowledge

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!

How Bankers and PE Firms Build Relationships That Move Deal Flow

Deal flow doesn't run through mass distribution lists — it runs through relationships. Yet the two sides of the M&A ecosystem rarely compare notes on how those relationships actually get built. This session unpacks the reciprocal dynamic between investment bankers and private equity: how bankers move from a name on a distribution list to a trusted advisor who earns both sell-side mandates for portfolio companies and buy-side assignments, and how PE firms move from the back of a 1,000-name blast list into the inner circle of a sector-focused banker's short list — ahead of the deal, not after the teaser goes out. 

Moderated by a PE professional and joined by both investment bankers and PE practitioners, the panel trades concrete tactics from each side of the table: what earns trust, what wastes it, and what a genuinely mutual relationship looks like versus a transactional one. Attendees leave with a practical playbook for improving the relationships that drive their deal flow — regardless of which side of the table they sit on. 

Breakout Sessions

Choose from two breakout sessions featuring focused discussions on timely topics in M&A. Session details and speakers will be announced soon.

CPE Credit: 1 - Specialized Knowledge

How AI Is Actually Changing M&A Execution