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

Presented By

 

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

  • 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
 
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

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!

 
 
12:30 PM - 4:00 PM
AM&AA Advisory Council Luncheon

AM&AA Advisory Council Luncheon

The AM&AA Advisory Council will meet to discuss topics around the organization's initiatives and growth. Lunch provided.

Invitation only

 
 
5:00 PM - 6:30 PM
 

Opening Night Reception

Kick off your journey through the AM&AA 2022 Winter Conference with a welcome by Lindsey Wendler, Conference Chair and Managing Director at Skystone Securities | Stone Tower Capital. Then 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

 

 
 
Time Zone: (UTC-05:00) Eastern Time (US & Canada) [Change Time Zone]
7:30 AM - 1:00 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!

 
 
8:00 AM - 9:00 AM

Breakfast & Networking

 
 
8:00 AM - 9:30 AM
AM&AA Regional Chapter Committee Breakfast

The AM&AA Education Committee will meet to discuss topics around the organization's growth and initiatives. Breakfast provided.

Invitation only

 
 
9:00 AM - 10:00 AM

Opening Remarks & Brave New What?: A Discussion of Proprietary Data on Lower Middle Market Private Equity Transactions

Seasoned deal practitioners will review recent valuation and leverage trends, as reported by GF Data®, and then discuss how the processes integral to M&A have been transformed in the aftermath of the pandemic. The discussion is expected to touch on: putting a deal team in place and best practices ahead of sale; positioning a business as a platform or as an add-on property; and assessing changes in the timing and nature of owner exit. Following this session, deal practitioners will understand how the processes integral to M&A—preparing for exit, thinking about value, managing the transaction process—have been transformed in the aftermath of the pandemic.

Presented By




 

CPE Credit: 1
 
10:00 AM - 11:00 AM

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

Our panel of experts will lead a discussion of the turbulent "Workers Economy." Following this session, participants will walk away with best practices on how to assess, manage, and incentivize human capital.

Presented By




 

CPE Credit: 1
 
11:00 AM - 12:00 PM

Winning Strategies: Creating Success for and With Corporate Development Executives

Corporate Development Executives are charged with the mission of developing their companies organically and/or via acquisitions. As we interviewed Corporate Development Executives in preparation for this panel, we were told that CorpDev people in the middle and lower-middle markets felt that they are both under-served and under-staffed. That equals an opportunity for AMAA members who want to help fill a need.

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

Our panel of experts are ready to share current tax legislation updates moving through Congress that could affect the M&A market. Attendees will learn about specific tax policy and reform issues affecting the middle market, your clients, portfolio companies, and borrowers.

Presented By




 

CPE Credit: 1
 
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

Table Talk: Interactive Discussions on Trending M&A Topics

Interactive discussion on trending M&A topics that include integration, due diligence, and international aspects of M&A and how they affect deal structure.

Presented By




 

CPE Credit: 1
 
3:00 PM - 5:00 PM

Networking & 1-1 Meetings

 
 
5:00 PM - 6:30 PM

Evening Reception

Presented By

 

 
 
Time Zone: (UTC-05:00) Eastern Time (US & Canada) [Change Time Zone]
8:00 AM - 9:00 AM

BIEF: Update on Campaign for Clarity 

This session will provide a general update on legislative and regulatory issues that affect the lower middle M&A market currently being debated in Washington, D.C., as well as a specific update on the status of HR 935. This bill will codify the SEC no-action letter, which effectively exempts certain merger and acquisition brokers from registration as broker-dealers when they facilitate the sale of privately held companies with earnings [EBITDA] of less than $25 million or revenues of less than $250 million annually.
 

CPE Credit: 1
 

Breakfast & Networking

 
 
9:00 AM - 10:00 AM

An Insider's View: The Middle Market Outlook in 2022

Join Brett Palmer, President, Small Business Investor Alliance (SBIA), will share his perspective as a Washington insider on the middle market outlook and its impact on M&A.

 
 
10:00 AM - 11:00 AM

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

A panel of transaction experts will discuss their outlooks for 2022 vs. findings from ~2,000 deals reported in the January 2022 AM&AA National M&A Market Survey. Learn which industries they expect to outperform in 2022.

CPE Credit: 1
 
11:00 AM - 12:00 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.

 
 
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]