• Concepts that define the Private Capital Markets and how those differ from the public markets
• The connection between sources of capital, transfer methods, and valuation of a privately-held business
• Current trends in the private capital marketplace (such as private equity fundraising levels, funding from public markets, transaction volume, and valuation statistics)
• How middle-market finance theory differs from corporate finance theory

Sponsored by: 

• Reasons buyers deploy “Growth by Acquisition” strategy
• Logical process and considerations used in strategic buying decisions
• Weaving growth strategy into the acquisition and integration processes
• Insights into cultivating and fostering relationships with the right targets
• Technology and tools leveraged by high performing buy-side groups and functions

 Sponsored by: 

• Transaction Considerations / Current State of the Market / Process Timeline
• Accretion / Dilution defined and illustrated
• Adjustments to the income statement
• Stock-for-stock Acquisition / Cash-For-Stock / Synergies
• Exchange Ratios / Collars / Caps / Walk-a-ways

 Sponsored by: 

The AM&AA Advisory Council will meet to discuss topics around the organization's initiatives and growth. Lunch provided.

By invite only.

The AM&AA Registration & Hospitality Desk can help you gather all of your registration materials, confirm the locations of conference events, and answer any questions you may have. 

The AM&AA Education Committee will meet to discuss topics around the organization's growth and initiatives. Snacks provided.

By invite only.

kick off your journey through the AM&AA 2021 Summer Conference with a welcome by Lindsey Wendler, Conference Chair and Managing Director at Skystone Securities | Stone Tower Capital. Then rub shoulders with the best the industry has to offer at the Opening Night Reception. The reception is your opportunity to connect and network with professionals while meeting potential new partners in a relaxed, social setting.

The AM&AA Registration & Hospitality Desk can help you gather all of your registration materials, confirm the locations of conference events, and answer any questions you may have. 

The AM&AA Education Committee will meet to discuss topics around the organization's growth and initiatives. Breakfast provided.

By invite only.

This session will showcase proprietary transaction data, as well as the results of AM&AA Member survey data regarding Lower Middle Market M&A activity. Senior data professionals and deal practitioners will review, discuss, and analyze recent transaction activity and shed light on what may be in store for the rest of 2021.

Session sponsored by: 

In this session, we speak with one of the top global retail influencers, Steve Dennis. He will discuss his strategies for success in retail that he has developed over a 30-year career in the space (both as a senior executive and strategic advisor). As he puts it in his book, Remarkable Retail, “physical retail isn’t dead, but it’s very different.

Session sponsored by: 

Celebrate the state of the market at the famous Deal Connect! This space allows for a free-form networking event tabled by screened middle-market intermediaries and investment bankers, all bearing transaction opportunities.Go with the flow and go where the deals are being done. Be part of this summer’s most valuable conference experience.

The first year of a new administration brings complexity and changes to tax reform. Understanding the implications will help M&A advisors make betters plans and decisions. This session will prepare participants to leverage recent tax changes to improve deal value, maximize tax savings, and minimize tax liabilities.

From senior secured debt to junior debt and unitranche facilities, in this session, we will discuss trends in how M&A transactions are being financed in the middle market.

Session sponsored by: 

From evaluating management teams for success to encouraging workers to return to the workplace, managing human capital is more critical than ever. This session will discuss human capital trends in Middle Market transactions and the various methods used to create more resilient transactions and enhance investor returns.

Celebrate a successful conference by rubbing shoulders with the best the industry has to offer at the Closing Night Reception.

The AM&AA Registration & Hospitality Desk can help you gather all of your registration materials, confirm the locations of conference events, and answer any questions you may have. 

This session will provide an update on the HR 935 bill that will codify an SEC no-action letter by exempting certain merger and acquisition brokers from registration as broker-dealers. The bill defines M&A brokers as brokers that facilitate the transfer of ownership of privately held companies with earnings [EBITDA] of less than $25 million or revenues of less than $250 million annually.

In this session, our panelists will share their perspectives on select industries and investments that may experience both challenges and opportunities, as the new administration makes decisions and policy that reshapes M&A.

Session sponsored by: 

Representatives from highly inquisitive strategic buyers and private equity funds discuss their specific strategies for approaching growth. Hear about the most common playbooks used by both strategic and private equity buyers. Participants will be able to acutely understand what is driving market activity and align processes to maximize value and efficiency.