Join the AM&AA Edge for timely, expert-led virtual education designed for M&A professionals. Each session explores relevant trends, practical strategies, and key issues shaping the middle market, helping you stay informed, sharpen your expertise, and gain insights you can apply right away.

Wednesday, September 9, 2026
11:00 AM - 12:00 PM (CDT)

Member - $50

Non-Member - $100

The State of PE Deal Flow and Real-World AI Lessons Learned

AM&AA Edge Series

Join the AM&AA Edge Webinar Series for timely, expert-led virtual education designed for M&A professionals. Each session explores relevant trends, practical strategies, and key issues shaping the middle market, helping you stay informed, sharpen your expertise, and gain insights you can apply right away. 

September 2026 | The State of PE Deal Flow and Real-World AI Lessons Learned

Private equity deal activity continues to change as firms hold investments longer and complete fewer exits. These shifts can affect how M&A professionals evaluate the market, advise clients, and plan for future opportunities.

This webinar will review two decades of private equity market data, including changes in holding periods, differences across industries, and what investment-to-exit ratios can tell us about the current market.

Andy Jones will also share an honest look at Private Equity Info’s experience using AI. He will discuss where it has been useful, where it has not worked as expected, and what firms should consider before using AI in their own work.

Attendees will leave with a better understanding of current private equity market trends and practical lessons they can apply when considering AI for their firms.

What You’ll Learn

  • Current trends in private equity holding periods
  • How holding periods differ by industry
  • What investment-to-exit ratios show about the market
  • What longer holding periods may mean for deal professionals
  • Where AI has been useful for Private Equity Info
  • Where AI has fallen short
  • What to consider before using AI within your firm

Why Attend Live

  • Review two decades of private equity market data
  • Learn more about current deal flow and exit trends
  • Hear honest lessons from a real AI implementation
  • Learn what worked and what did not
  • Participate in a live Q&A with Andy Jones
  • Ask questions related to your firm, clients, or work
  • Earn 1.0 CPE credit in Specialized Knowledge, subject to participation requirements

ACCESS VIRTUAL SESSION

CONTACT

Have a question?

info@amaaonline.com

Featured Speakers

Andy Jones
Andy Jones
Founder and President
PrivateEquityInfo.com

VIRTUAL SESSION FAQs

Registration is $50 for AM&AA members and $100 for non-members. Interested in membership? Learn more here to explore member benefits and access exclusive pricing on AM&AA education and events.

All you need to participate is a reliable internet connection and a supported browser, preferably Chrome or Firefox. Audio will stream through your computer speakers, so we recommend testing them before the event begins.

No software download is required, and a webcam is not needed.

If you are joining live, once the countdown in the waiting room reaches zero, you’ll be prompted to open Zoom either in your browser or in the Zoom app if it’s installed on your computer. Select your preferred option and you’ll be taken into the live session.

If you are viewing the on-demand recording, it will open directly in your browser after you log in. You will not be prompted to open Zoom or any other external application.

For technical assistance, please send an email to info@amaaonline.com

The virtual session will be hosted in the Central Time Zone.

To join the virtual session, first click the Register button at the top right of this page and complete your registration. You’ll be prompted to create a password during that process. Once registered, click Join Virtual Session to enter the waiting room. Live chat with other attendees will be available there before the session begins.

Yes. A recording of the virtual session will be available to view on-demand 3 business days after the live online event.

You will be able to submit questions or comments by typing them into the Q&A widget during the event. These questions will be answered as time allows during the Question & Answer session following the presentation.

We welcome your questions. Please email us at info@amaaonline.com.

All feedback and suggestions for virtual sessions may be sent to info@amaaonline.com.

Prerequisites: Hold an academic degree (e.g. PhD, JD, MBA or Bachelor Degree); and/or one or more professional designations (such as CPA, CFA, CVGA, CEPA, or equivalent). Consideration will also be made for attendees who have private lower middle market management, owner, or advisory experience.

Advanced Preparation: None

Program Level: Intermediate

Delivery Method: Group Internet Based

Refunds and Complaint Resolution: Requests for refunds must be received in writing no later than thirty (30) days from initial program registration. No refunds will be granted for refund requests made later than thirty (30) days from initial program registration. No refunds will be granted for programs that are currently in process or completed. For more information regarding refund, complaint and program cancellation policies, please contact us at 312-856-9590.

Official National Registry: 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.