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

  • Concepts that define the Private Capital Markets and how those differ from the public markets
  • The connection between sources of capital, transfer methods, and valuation of a privately-held business
  • Current trends in the private capital marketplace (such as private equity fundraising levels, funding from public markets, transaction volume, and valuation statistics)
  • How middle-market finance theory differs from corporate finance theory

Presented By

 

CPE Credit: 4
CM&AA Modules - Private Capital Markets: How Deals Get Done
 
1:00 PM - 5:00 PM

CM&AA Modules - M&A Process & Best Practices

  • Best practices and methods for private capital transactions
  • Identify deal opportunities with Middle Market companies
  • 10-Steps to transaction completion
  • M&A Practice Management considerations

Presented By

 

CPE Credit: 4
CM&AA Modules - M&A Process & Best Practices
 
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

 
AM&AA Advisory Council Breakfast
 
8:00 AM - 12:00 PM

CM&AA Modules - Strategic Buyer Process

  • Reasons buyers deploy “Growth by Acquisition” strategy
  • Logical process and considerations used in strategic buying decisions
  • Weaving growth strategy into the acquisition and integration processes
  • Insights into cultivating and fostering relationships with the right targets
  • Technology and tools leveraged by high performing buy-side groups and functions

Presented By

 

CPE Credit: 4
CM&AA Modules - Strategic Buyer Process
 
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.
 

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
 
 
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.

PRESENTED BY

 
 
 
7:30 AM - 9:00 AM

Conference Breakfast

 

 
 
 

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
 

 
AM&AA Chapter Leaders Breakfast
 
8:00 AM - 5:00 PM

Expo & Networking

Stop by the Expo Hall to connect with exhibitors and learn how their services can take your deal to the next level!
 

 
 
 
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:

  1. Current Questions about Due Diligence
  2. Lessons Learned from Deals that Almost Didn't
  3. BIEF Campaign for Clarity
     
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

 

 
 
 
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
 
 
5:00 PM - 6:30 PM

Closing Reception