Agenda

Agenda details are subject to change, please check back regularly for updates and speaker additions.

All listed times are Eastern Daylight Time (EDT).

8:00 AM - 12:00 PM
CM&AA Modules - Private Capital Markets: How Deals Get Done

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
CPE Credit: 4
 
1:00 PM - 5:00 PM
CM&AA Modules - M&A Process & Best Practices

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

CPE Credit: 4
 
Time Zone: (UTC-05:00) Eastern Time (US & Canada) [Change Time Zone]
8:00 AM - 12:00 PM
CM&AA Modules - Strategic Buyer Process

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
CPE Credit: 4
 
5:00 PM - 6:30 PM
 

Opening Night Reception

Presented By

 
 
Time Zone: (UTC-05:00) Eastern Time (US & Canada) [Change Time Zone]
7:30 AM - 9:00 AM

Breakfast & Networking

 
 
9:00 AM - 10:00 AM

Opening Remarks & State of the M&A Market: A Discussion of Proprietary Data on Lower Middle Market Private Equity Transactions
 

CPE Credit: 1
 
10:00 AM - 11:00 AM

The Great Resignation Era: Attracting and Retaining Talent in Your Organization

Presented By


 

CPE Credit: 1
 
11:00 AM - 12:00 PM

Winning Strategies: Creating Success for and With Corporate Development Executives
 

CPE Credit: 1
 
12:00 PM - 1:00 PM

Lunch & Thought Leader of the Year Award Presentation

Presented By

 
 
1:00 PM - 2:00 PM

The Tax Man Cometh: Tax Reform and Its Impact on Private Equity & the M&A Market
 

CPE Credit: 1
 
1:00 PM - 4:00 PM

AM&AA Deal Connect

Celebrate the state of the market at the famous 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. Be part of this valuable conference experience.

 
 
2:00 PM - 3:00 PM

Table Talk: Interactive Discussions on Trending M&A Topics
 

CPE Credit: 1
 
3:00 PM - 5:00 PM

Networking & 1-1 Meetings

 
 
5:00 PM - 6:30 PM

Evening Reception

 
 
Time Zone: (UTC-05:00) Eastern Time (US & Canada) [Change Time Zone]
7:30 AM - 9:30 AM

Breakfast & Networking

 
 
8:00 AM - 9:00 AM

BIEF: Update on Campaign for Clarity 

This session will provide an update on the HR 935 bill that will codify an SEC no-action letter by exempting certain merger and acquisition brokers from registration as broker-dealers. The bill defines M&A brokers as brokers that facilitate the transfer of ownership of privately held companies with earnings [EBITDA] of less than $25 million or revenues of less than $250 million annually.
 

CPE Credit: 1
 
9:00 AM - 10:00 AM

Keynote Address

 
 
10:00 AM - 11:00 AM

The Watch List: Industries Positioned to Outperform for M&A in 2022 and Beyond
 

CPE Credit: 1
 
11:00 AM - 12:00 PM

AM&AA Deal Connect

Celebrate the state of the market at the famous 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. Be part of this valuable conference experience.

 
 
11:45 AM - 1:00 PM

Grab-N-Go Lunch

 
 
1:00 PM

Conference Concludes

 
 
Time Zone: (UTC-05:00) Eastern Time (US & Canada) [Change Time Zone]