Join us for an engaging panel discussion hosted by the Alliance of Merger & Acquisition Advisors (AM&AA) that brings together leading voices from across the dealmaking ecosystem. Our panel will explore current trends, challenges, and opportunities shaping today’s M&A landscape, with a special focus on the role of SBA financing, sell-side advisory, and lower middle market investment strategies.

The panel will feature:

Ray Graves, U.S. Small Business Administration – Cleveland District, providing insight into SBA programs that continue to drive small business growth and acquisitions.

Dan Weinmann, Opportunity Capital, a sell-side advisory expert who guides business owners through successful exits.

Michael Fox, Zorro Capital, an investor and operator focused on acquiring and building lower middle market companies.

Matt Lay, First Federal of Lakewood, an SBA lending specialist who partners with buyers to structure transactions for long-term success.

 

 

WHEN

Friday, October 17, 2025

11:30 AM - 1:30 PM

WHERE

The Union Club Cleveland

1211 Euclid Ave

Cleveland OH 44115

COST

Members: Complimentary

Non-Members: $45