AM&AA Winter Conference 2024 | AM&AA | 31 January 2024 | The Charleston Place, 205 Meeting St, Charleston, SC 29401, USA

It is an annual event delivering exceptional educational content and networking opportunities, providing sponsors, attendees and speakers valuable face-to-face time. The line-up of professionals attending includes executives from preeminent investment banks and intermediaries, leading private equity investors, senior and mezzanine lenders, CPAs, attorneys, business valuators, consultants, and other M&A advisors, representing countries from all over the world. Don’t miss the opportunity to network with hundreds of decision-makers with a combined $1 billion in transactional buying power over the next year.

2024 Speakers

Christian Albert
Managing Partner, Bowside Capital

Ed Barone
Business Exit Planning Advisor, Evergreen Wealth Solutions

Brandon Barr
Managing Director - Head of Business Development/Strategy, CIBC Bank USA

Bruce Beickman
Managing Partner, Beickman Advisory

Chris Blees
Managing Partner, BiggsKofford

Tony Boschetto
Partner, KLR Outsourcing

Richard Chase
Partner & Transaction Advisory Tax Leader, CohnReznick

John Cohan
Senior Counsel, Gesmer Updegrove LLP

Charles Cox
Partner & Head of Business Development, LongueVue Capital

Curt Cyliax
Managing Director, Strategic Exit Advisors

John Dalton
Managing Partner, Industrial Device Investments

Daniel Eisemann
SVP, Fairfield Maxwell Ltd

Amanda Foyt
VP, Middle Market Banking, Comerica Bank

Graeme Frazier
President, Private Capital Research, LLC

Greg Fresh
Managing Director, Chartwell Financial Advisory

Glenn Harrison
Partner, LO3 Capital

Eric Heath
Vice President, The Tenney Group

Sharon Heaton
CEO, sbLiftOff

Michael Landers
Managing Director, UHY Advisors, Inc.

Blair Majcina
CEO, Champion Fire & Security

Darryl Mazow
Partner, Gordon Arata

Bill McCalpin
CEO, Capitalize Network

Ken McDonald
Managing Director, Bernstein

Ivy Menchel
Family and Business Wealth Advisor, Equitable Advisors

Amy Moore
Principal- National Leader of Post Merger Integration, CLA/ USHV

Erin O'Leary, MBA, CM&AA
Investment Banker, Beacon Hill Equity Group & International Exit Planning Institute

Francis Ostrom
Director, Davie Kaplan Wealth Care Advisors, LLC

Linda Paullin-Hebden
Partner, Warner Norcross + Judd LLP

Ira Perlmuter
Chief Investment Officer, IJP Partners

Robert Schroeder
Partner, BakerHostetler

Lamar Stanley
Director, Lead Capital Partners

Scott Stratton
General Counsel, B10 Capital

Melissa Van Nort
Managing Director, Tiger Valuation Services

Joseph Weissglass
Managing Partner, Configure Partners, LLC

Lindsey Wendler
Managing Director, 414 Capital

Patrick Weston
Managing Partner, Route 2 Capital Partners

Gregory Wilder
Managing Member, Wildflower Legacy and Wealth Planning, LLC (Florida CPA firm) Wilder Tax and Wealth Planning, LLC (Texas CPA firm)

2024 Sponsors

GOLD SPONSOR:
EisnerAmper LLP

SILVER SPONSORS:
Hollinden | inbound + strategists
Intapp
PKF Advisory LLC
Warner Norcross + Judd LLP

BRONZE SPONSORS:
Ashton Solutions
Benchmark International
Guidepost Solutions
Holland & Knight
Ice Miller LLP
IEPA
Mazars USA LLP
StillPoint Capital
TagniFi

DEAL CONNECT SPONSOR:
UHY LLP