Independent sponsors are playing an increasingly important role in the middle market, bringing flexibility, creativity, and a differentiated approach to sourcing and executing transactions.

Join the AM&AA Houston Chapter for a candid discussion with Ross Cannion of Del Monte, Mike Alley of Freestone, and Evan Lee of Portal Drive Partners, moderated by Erik Konicki. The panel will provide an overview of today’s independent sponsor market, what they look for in an investment opportunity, and how they approach getting deals across the finish line.

Panelists will also share examples of recent transactions and discuss how they execute their investment plans after closing. Attendees will gain practical insight into how independent sponsors identify opportunities, structure deals, work with capital partners, and create value throughout the investment lifecycle.

Participants will earn 1.0 CPE credit in the Field of Study: Specialized Knowledge.

In order to be awarded the full credit hours, you must be present, registering your attendance and departure on the attendance sheets at the registration desk.

Additional Information

Prerequisites: There are no prerequisites for this session.
Who Should Attend: This session is recommended for any professional in the M&A industry. Others are welcome.
Advanced Preparation: None
Program Level: Basic
Delivery Method: Group Live

Refunds and Cancellations: Requests for refunds must be received in writing 30-days before the event. No refunds will be granted after 30-days. For more information regarding refund, concerns, and/or program cancellation policies please contact our offices at 312-856-9590

Alliance of Merger & Acquisition Advisors (AM&AA) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

WHEN

Thursday, October 15, 2026

7:30 AM - 9:15 AM

WHERE

The Briar Club

2603 Timmons Ln

Houston TX 77027

COST

Members: Complimentary

Non-Members: $75