Family offices have become one of the most influential—and often misunderstood—capital partners in today’s lower middle-market M&A landscape. Join the AM&AA Utah Chapter for a moderated panel discussion featuring active family office investors who deploy long-term, flexible capital into mid-market companies.

Our panelists will share insights into how they source opportunities, what differentiates family offices from private equity and strategic buyers, and when a family-office partnership is the optimal outcome for sellers. We will explore real acquisition success stories, sector focus areas, and what advisors and business owners need to know when preparing to engage with family-office buyers.

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.

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. 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

Wednesday, January 28, 2026

11:30 AM - 1:00 PM

WHERE

Kiln Holladay

1895 E Rodeo Walk Dr Suite B200

Holladay UT 84117

COST

Members: Complimentary 

Non-Members: $40