Agenda
Agenda details are subject to change, please check back regularly for updates and speaker additions.
All listed times are Central Time Zone (CT).
8:00 AM - 12:00 PM | CM&AA Modules - Private Capital Markets: How Deals Get Done
Presented By CPE Credit: 4 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
1:00 PM - 5:00 PM | CM&AA Modules - M&A Process & Best Practices
Presented By CPE Credit: 4 |
8:00 AM - 11:00 AM | AM&AA Advisory Council Breakfast The AM&AA Advisory Council will meet to discuss topics around the organization's initiatives and growth. Breakfast provided. Invitation only | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
8:00 AM - 12:00 PM | CM&AA Modules - Strategic Buyer Process
Presented By CPE Credit: 4 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
11:00 AM - 6:30 PM | Registration & Expo Hall Open The AM&AA Registration & Hospitality Desk can help you gather all of your registration materials, confirm the locations of conference events, and answer any questions you may have. Stop by the Expo Hall to connect with exhibitors and learn how their services can take your deal to the next level! | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
12:00 PM - 1:00 PM | Welcome Lunch & Networking Grab a bite to eat to fuel your busy afternoon of networking and education. | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
1:00 PM - 2:00 PM | Opening Remarks & Statistics and Commentary on M&A Today In this program, you will hear from experts from GF Data® and leading M&A firms who will provide statistics and insights on where we currently stand in the M&A cycle, and what to expect for the rest of 2022. PRESENTED BY CPE Credit: 1 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
2:00 PM - 3:00 PM | ESG: Finding Sustainability A fireside discussion about the importance of understanding ESG as it relates to M&A transactions in the middle market. CPE Credit: 1 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
2:00 PM - 4:00 PM | AM&AA Deal Connect Celebrate the state of the market at the highly anticipated Deal Connect! This space allows for a free-form networking event tabled by screened, middle-market intermediaries and investment bankers, all bearing transaction opportunities. Go with the flow and go where the deals are being done. Private equity participants, be part of this summer’s most valuable conference experience. | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
3:00 PM - 4:00 PM | Innovative Success Stories that Have Helped Close Deals Join this session where middle market M&A professionals offer insights into creative and inventive tactics and strategies to get deals across the finish line. CPE Credit: 1 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
4:00 PM - 5:00 PM | Exclusive M&A Market Report presented by AM&AA & DealWare Hear the results from AM&AA and DealWare's National Q3 M&A Survey. Areas of insight include:
CPE Credit: 1 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
5:00 PM - 6:30 PM | Opening Night Reception Kick off your journey through the AM&AA 2022 Summer Conference and rub shoulders with the best the industry has to offer at the Opening Night Reception. The reception is your opportunity to connect and network with professionals while meeting potential new partners in a relaxed, social setting. |
7:30 AM - 9:00 AM | AM&AA Chapter Leaders Breakfast The AM&AA Chapter Leaders will meet to discuss topics around the organization's growth and initiatives. Breakfast provided. Invitation only | Conference Breakfast
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8:00 AM - 5:00 PM | Expo & Networking | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
9:00 AM - 10:00 AM | When Every Company Is a Tech Company, How Does the Valuation Landscape Change? Our panelist of experts will discuss the impact that investments in technology play in the valuations of privately held companies in the lower middle market. Specifically, the panelists will touch on the potential for companies that are traditionally valued as non-SAAS companies to start experiencing SAAS-like valuations while building their technology platforms. CPE Credit: 1 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
10:00 AM - 11:00 AM | Table Talk: Interactive Discussions on Trending M&A Topics Interactive discussions on trending M&A topics that include:
CPE Credit: 1 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
11:00 AM - 12:00 PM | Brass Tax In this session, a panel of experts discusses current tax topics, including federal legislation insights and tools and methodologies for designing structures that help get your deals closed. CPE Credit: 1 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
12:00 PM - 1:00 PM | Conference Lunch
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1:00 PM - 4:00 PM | AM&AA Deal Connect Celebrate the state of the market at the highly anticipated Deal Connect! This space allows for a free-form networking event tabled by screened, middle-market intermediaries and investment bankers, all bearing transaction opportunities. Go with the flow and go where the deals are being done. Private equity participants, be part of this summer’s most valuable conference experience. | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
2:00 PM - 3:00 PM | The Changing Landscape Around Interest Rates Lenders and private equity professionals discuss the ways that interest rate changes are affecting the M&A landscape. Will this impact valuations, activity? And if so, how much and for how long? CPE Credit: 1 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
3:00 PM - 4:00 PM | How Companies Boost ROI by Investing in Human Capital When a business is a “people business,” how do you invest these people to get the best ROI? Our panel of human capital experts will discuss the most pressing issues in dealing with the current human capital environment and will provide guidance on how they help companies make and manage their “people portfolios.” CPE Credit: 1 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
4:00 PM - 5:30 PM | Closing Reception |