Agenda

What's new at Winter Conference?

Extended Meeting Time!

Winter Conference will feature
3 more hours of 1:1 meeting time!

Larger Deal Connect Space!

This pinnacle session presents transaction opportunities from standout companies in the M&A industry.
Deal Connect is extended by 4 hours to help bring your deal of the year to fruition.

New Education Formats

This conference unveils two new engaging and insightful education opportunities:
Learning Labs & Breakout Sessions.

Stay ahead of the competition with your knowledge of market trends with different valuable professional enhancements offered. 

Stay the Course

Move your networking and dealmaking out to the fairways of The Vinoy Golf Club. 

Arrive early to meet on the course or stay through Feb. 10 to continue the action after the conference!

Event Agenda

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

All listed times are Eastern Time Zone (ET).

8:00 AM - 11:00 AM

AM&AA Advisory Council Breakfast

The AM&AA Advisory Council will discuss the organization's initiatives & strategies.

Breakfast served
Open only to AM&AA Advisory Council Members
 

AM&AA Advisory Council Breakfast
8:00 AM - 7:00 PM

Registration 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.

 
9:00 AM - 12:00 PM

1:1 Meetings

Make the most of your experience and book meetings before the conference officially kicks off at lunch. Use this time to make quality connections! 
 

 
10:00 AM - 7:00 PM

Exhibit Hall Open

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

 
12:00 PM - 1:15 PM

Welcome Lunch & Awards Presentation

Join us for the official kick off of the Winter Conference and celebrate the recipients of the Thought Leader of the Year Award, presented by Forvis, and Chapter Leader of the Year Award!

PRESENTED BY

 
1:15 PM - 2:15 PM

General Session #1 - Statistics & Commentary on M&A Today

Hear from senior deal professionals about their opinions on where we are in the lower middle market M&A Cycle. Statistics will be provided by GF Data to bring us to the current state of the market, and the discussion will proceed with commentary on the current market, as well as what might be in store over the next six months.

PRESENTED BY

 
2:15 PM - 3:15 PM

General Session #2 - What to Know About the 4 Primary Areas of M&A Due Diligence

When buying a business or preparing a company for a sale, there are four key areas of due diligence that you can count on in a process. Our panel of due diligence experts will discuss these key focus areas and how best to prepare for these areas of diligence, whether you’re a buyer or preparing a company for a sale.

PRESENTED BY

 
2:15 PM - 5:00 PM

AM&AA Deal Connect

The highly anticipated Deal Connect provides a prime free-form networking space for private equity professionals to meet with middle-market intermediaries and investment bankers, all bearing transaction opportunities, at designated tables. Stop by to make the most of your conference experience with this valuable opportunity! 

PRESENTED BY

 
3:15 PM - 4:15 PM
 
 
 

Class:
Targeting and Negotiating Working Capital

This session will benefit intermediaries, and anyone involved in due diligence and quality of earnings. Find out what you need to know about working capital and how to successfully negotiate this heavily debated issue. This class is open to members only and will award 1 hour of CPE credit.

 
4:15 PM - 5:15 PM

General Session #3 - Cybersecurity Risks in M&A

Join this panel of experts in a discussion of the considerations, strategies, and tactics for reducing cyber risks. No matter where you are in the Deal Cycle, there are areas of concern that you can mitigate with the right information. This panel will give you the tools you need to be more cognizant of the risks and the preventative measures.

PRESENTED BY

 
5:15 PM - 7:00 PM

Opening Night Reception

The opening reception is your opportunity to connect and network with professionals while meeting potential new partners in a relaxed, social setting.
 

 
7:00 AM - 4:00 PM

Registration & Exhibit Hall

The AM&AA Registration & Hospitality Desk will remain open throughout the day to assist with any questions you may have. Be sure to connect with exhibitors to learn how their services can help your business. 
 

 
7:30 AM - 9:00 AM

Conference Breakfast & Networking

 

 
8:00 AM - 10:00 AM

AM&AA Deal Connect

Looking for a deal? Stop by Deal Connect and meet with middle-market intermediaries and investment bankers bearing transaction opportunities stationed at designated tables within this free-form networking space. Don't miss out on this valuable opportunity for private equity professionals!

PRESENTED BY

 
9:00 AM - 10:00 AM

General Session #4 - Closing Deals in a Chaotic Environment

The world looked a lot different at the start of 2022. . .

However, before long, there was a war in Ukraine, interest rates rose sharply, recession fears loomed and they crypto industry collapsed.

Despite all of the challenges that 2022 brought us, many middle market US companies thrived, and the estimated amount of dry powder in private equity funds came in at $1.2 trillion, as of Q3 2022, according to Pitchbook.

So, what's a dealmaker to do? This panel of experts will discuss how they've managed to navigate choppy waters and get tough deals done despite many challenges and set backs.

PRESENTED BY

 
10:00 AM - 11:00 AM

Breakout A:
DealWare M&A Market Survey

Hear the results from AM&AA and DealWare's National Q1 2023 M&A Survey. Areas of insight include:

  • Detailed data for deals closed in Q3 and Q4 of 2022
  • Detailed data for active deals in the current pipeline as of January 2023
  • Deal factors required to generate interest and get to close in today's current M&A environment
  • Factors that will impact M&A in 2023 and beyond, including: Interest Rates, Supply Chain, Labor Shortage, Geopolitics, and more
 
 

Learning Lab:
Tax Potpourri
Changes to IRC163(j) limitations, anti-churning pitfalls, and state law changes making asset sales more attractive to sellers

PRESENTED BY

 
11:00 AM - 12:00 PM

General Session #5 - Leverage in the Middle Market

There are multiple factors that you navigate in the changing M&A landscape. This panel will help you chart the course through difficulties such as rising interest rates and limited access to liquidity.

PRESENTED BY

 
12:00 PM - 1:00 PM

Conference Lunch & Networking

 

 
1:00 PM - 2:00 PM
 
 

Table Talks:
Industry Specific Discussions:

Healthcare
Manufacturing
Professional Services
Software

 

 
1:00 PM - 4:00 PM

AM&AA Deal Connect

Calling all private equity professionals! This is the last opportunity of the conference to schedule 1:1 meetings or drop by stationed middle-market intermediaries and investment bankers with open transaction opportunities. 

PRESENTED BY

 
2:00 PM - 3:00 PM
 
 
3:00 PM - 4:00 PM

General Session #6 - Reclaiming EBITDA Margins

This panel will bring experts to the table to discuss how EBITDA margins and sustainability is being justified within mid-market, privately held or private equity backed companies. Continuous changes in our marketplace require discussion on how macro-economic impacts may be working against middle market companies when it comes to historic profit models.

Come hear insights on normalizing trends across some of private equities most desired sectors; including but not limited to core industrial, supply, service sectors, and more. Expect to cover sensitive topics around cost management strategies including labor, freight, and supplier relationships; which are key to correcting, maintaining, and expanding profit margins.

PRESENTED BY

 
4:00 PM - 5:30 PM

Closing Reception
Join your colleagues and new connections for the closing reception to celebrate your deals!

 
8:00 AM - 11:30 AM

AM&AA Chapter Leader Breakfast & 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.

Breakfast served
Invitation only to AM&AA Executive Committee Members

 

AM&AA Chapter Leader Breakfast &  Workshop