AM&AA Symposium

AM&AA Middle Market M&A Symposium
Shining the Light on the Lower Middle Market
Opportunities and Challenges in 2013

Monday, October 7, 2013
The Ritz-Carlton Hotel at Half Moon Bay, CA

Private Equity Sponsor:
Evolution captial

In an economy of unprecedented imbalance with billions in capital on the sidelines and business owners and executives too risk adverse to act, the lower middle market has emerged as an untapped opportunity for investment.

The AM&AA Symposium will address the unique qualities of doing business in this arena.  It will define the distinct characteristics of the Lower Middle Market, where owner motives and value perceptions are at the forefront. Topics will address how to generate opportunities to invest, grow a proprietary pipeline and leverage the idiosyncrasies of doing deals in this space.  Hosted by the AM&AA the leading association and credentialing body for Middle Market M&A professionals with discussions led by experts and thought leaders in the Lower Middle Market.

RegisteMembers: $150
Non Members: $200

Part of the larger Buyouts West 2013
Presented by Thomson Reuters
Buyouts logo

Symposium Agenda
Speaker Information

2:00 PM – 3:00 PM
Overview of the Lower Middle Market and Private Capital Marketplace
Michael Nall, CM&AA, AM&AA Founder

3:00 PM – 3:45 PM
Idiosyncrasies of Lower Middle Market Deals from M & A Pros
Basil Peters, Strategic Exits Corp
Jeff Kadlic, Evolution Capital Partners LLP

3:45 PM – 4:00 PM
Coffee Break

4:00 PM – 5:00 PM
Marketplace Solutions for Value Growth
Jim Simpson, CM&AA, Finance 500, Inc.

5:00 PM – 7:00 PM
Networking Reception with all Buyouts West Attendees

This conference is part of the larger Thomson Reuters Buyouts West event, and the networking reception will bring together all event attendees.