This session will provide a focused overview of lower middle and middle market M&A trends from 2025, including valuation dynamics and the sectors that experienced increased deal activity. The discussion will also address whether fundamental macroeconomic or geopolitical shifts meaningfully affected transaction volume, pricing, and overall deal sentiment during the year.

We will compare 2025 trends to prior years and share what market participants are saying about expectations for 2026. The conversation will examine how general deal terms are shifting, including how frequently rollover equity and earnouts are being used in current deal structures, and what those shifts indicate about risk allocation between buyers and sellers. In addition, we will explore trends among buyer and acquirer types, highlighting changes in behavior across strategic buyers, private equity firms, and other active capital sources.

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, March 19, 2026

7:30 AM - 9:15 AM

WHERE

The Briar Club

2603 Timmons Ln

Houston TX 77027

COST

Members: Complimentary

Non-Members: $65