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.

From guiding owners through exits to structuring smart financing, each of our panelists brings a different lens to the table. It’s a chance to learn what’s working, what’s changing, and what to keep an eye on if you’re active in M&A.

We hope you’ll join us for a lively discussion and plenty of time to connect with peers in the community.

WHEN

Wednesday, March 25, 2026

4:00 PM - 7:00 PM

WHERE

CBIZ

5959 Rockside Woods Blvd N Ste 600

Independence OH 44131

COST

Members: Complimentary

Non-Members: $45