Arizona Chapter

Chapter Calendar

Our primary goals are to help Members improve their level of knowledge, give them access to the tools to help them better market and deliver their services, and provide them with a network of knowledgeable professionals with whom they can share information and resources. An Alliance Chapter is a local resource for networking, education, marketing, developing professional opportunities, and thought leadership. Members are able to make face to face connections with each other, potential Members and new alliance opportunities.


     Arizona Chapter Committee

Tim Carstens
MB Business Capital
Tim Carstens is a Senior Vice President with MB Business Capital which provides Asset-Based Financing to lower middle-market companies nationwide, including for acquisitions, dividend recaps, growth capital and debt restructuring. Tim is responsible for marketing and originations in Arizona, Nevada, New Mexico and Utah. Besides MB, Tim has managed new business and portfolio management positions at PNC Business Credit, and Wells Fargo Business Credit. With a career devoted towards growing leveraged finance portfolios, Tim focuses on companies with credit needs from $5 million to $50 million. Besides AM&AA, Tim has maintained board of director positions with The Turnaround Management Association, Arizona Business Leadership, Association for Corporate Growth among other participations. Tim holds a bachelors degree from Miami University.
Stephen Boatwright
Gallagher & Kennedy - Phoenix
Stephen Boatwright has negotiated and documented over $1 billion in financing and mergers and acquisitions. He has prepared registration statements (both IPO and secondary) and securities regulatory compliance work for over 20 different public companies on the NYSE MKT (formerly AMEX), NASDAQ and the OTCBB. Through his many years of experience, he has developed a unique expertise in “shell” reverse mergers transactions. Additionally, he has prepared private placement memoranda for capital raises totaling in excess of $200 million for technology, biotechnology, software, life science, medical device, internet, social media, hospitality and real estate companies. In addition to his work with operating companies, Steve has represented angel investors, and has been engaged by investment banking, private equity, venture capital and venture leasing funds, and advised and documented fund structures and acquisitions of substantial positions in emerging growth companies.
Brenda K. Brandt
Certified Public Accountant
Brenda K. Brandt has more than 20 years of experience in public accounting including the planning and supervision of auditing engagements, consulting and management advisory services in various commercial entities including: employee benefit plans (EBP), service corporations, distribution, manufacturing, hospitality and private clubs, telecommunications and franchising. Her professional experience focus includes serving companies in the Private Sector and Companies in the Middle Market space.
Adam Keck
FSW Funding
Adam Keck is a commercial finance sales professional with over 15 years of experience representing independent finance companies across the Western United States. He currently serves as Senior Business Development Officer for FSW Funding who, founded in 2001, provide senior-secured alternative finance solutions to small and mid-sized companies nationwide.
Jay Lohman
Lohman Company, PLLC
Jay Lohman formed Lohman Company, PLLC (Certified Public Accountants & Business Consultants) in 2000 after working in the accounting profession over 30 years. As President, he is a member of the Executive Partner Group as well as the Senior Management Group. His role is the overall management of the firm and the coordination of assurance, tax and consuiting engagements. Under Jay’s leadership, Lohman Company, PLLC has ranked in the top 25 CPA firms since 2003 in the annual listing issued by The Phoenix Business Journal.
Dan Mahoney
JP Morgan Chase
Dan Mahoney is an Executive Director with JPMorgan Chase and leads the commercial bank’s business development efforts in Arizona which focuses upon companies generating $20M to $500M in revenues. Dan is a lifetime financial services professional who has devoted his career to financing, purchasing and managing middle market companies. Dan serves on the Boards of Alliance of Merger and Acquisition Advisors, the Association for Corporate Growth, the Advisors and Reynolds Polymer Technology, helps leader the Arizona Business Leadership Association and leads JPMC’s sponsor relationship of Financial Executives International. Dan obtained his Bachelor of Accounting from Saint Bonaventure University and his MBA from New York University’s Stern School of Business. He was previously a Certified Public Accountant and a Senior Member of the American Society of Appraisers in Business Valuation and is registered with FINRA under Series 79, Investment Banking Registered Representative.
Chris Roden
C3 Capital
Chris Roden is a Managing Director in the C3 Capital Arizona office. Chris is an experienced investment banker, risk manager and private equity investor. His experience spans multiple countries and continents as a former Managing Director for Citibank in the Middle East and North Africa. Based in Switzerland, Chris was also Global Market Manager for Saudi Arabia and Yemen. Following his years at Citibank, he was founder and CEO of Seabridge Capital, LLC in Westport, Connecticut. Seabridge was an alternative investment fund with interests in private equity, real estate, venture capital and mezzanine opportunities. Chris holds a Bachelor of Business Administration in International Business and a Masters of Business Administration in Finance & Investments, both from The George Washington University.
Tom Schramski, PhD, CMAA
Vertess Advisors LLC
I am a Certified Merger+Acquisition Advisor (CMAA), consultant, and entrepreneur with over 35 years of very successful leadership experience in the healthcare marketplace, including co-founding and building a $25 million human services company. My M+A background has incorporated national seller and buyer representation across the healthcare spectrum and I was recognized for my executive leadership in the 2005 Entrepreneur of the Year issue of Inc., as well as the Harvard Business School Press publication, Equity. As the Founder of Vertess my focus is on helping owners build remarkable value in their companies and maximizing value in the transaction process. I also work as a strategic consultant to various healthcare entities, including nonprofits, as they look for creative ways to thrive in the healthcare new normal. In addition, I am the Editor for the Vertess biweekly publication, SalientValue, and the author of Selling Your Baby (2nd Edition) as well as a national presenter.

Calendar of Events - Arizona Chapter

Arizona Chapter Event @ Paradise Valley Country Club
Jun 5 @ 5:30 pm – 7:30 pm

Please join us on Tuesday June 5th for a Happy Hour Celebration and Outreach for Women in the M&A Sector.

Summer Conference 2018 @ Loews Chicago Downtown Hotel
Jul 17 – Jul 19 all-day
Summer Conference 2018 @ Loews Chicago Downtown Hotel | Chicago | Illinois | United States

The Changing Dynamics of M&A: Future Concerns, Real Solutions

Accelerating growth, global economic expansion, aggressively pro-business fiscal policies- certainly there are plenty of positive signs pointing to strong M&A activity ahead. But even with a great economic outlook, there are no guarantees. Disruptions in technology, people and process are likely to impact every facet of the opportunity set for companies looking to transact, make investments, grow their earnings and remain active in 2018.

As the dynamics of M&A continue to shift, evolve and blur traditional boundaries, it’s critical to be strategic as well as optimistic, to be aware of the risks as well as the opportunities. That’s what makes The Alliance 2018 Summer Conference so vital. It’s where hundreds of middle market M&A professionals from around the globe will gather to collectively explore emerging concerns, collaborate on real solutions and make connections. Join us to get inspired, grow your network and make deals.

CM&AA Training & Certification @ Singapore Management University School of Law
Jul 23 – Jul 27 all-day
CM&AA Training & Certification @ Singapore Management University School of Law | Singapore | Singapore

We are very pleased to offer The Alliance's Certified Merger & Acquisition Advisor (CM&AA) in Singapore for the very first time.

Through this program, obtain the most advanced credential illustrating the highest recognized standard of professional excellence for middle market corporate finance, advisory, and transaction service professionals in a collaborative, peer-driven learning environment.

Click here to learn more about the CM&AA credentialing program and apply for admission:

CM&AA Training & Certification @ DePaul University (Loop Campus)
Sep 24 – Sep 28 all-day
CM&AA Training & Certification @ DePaul University (Loop Campus) | Chicago | Illinois | United States

Obtain the most advanced credential illustrating the highest recognized standards of professional excellence for middle market corporate finance, advisory, and transaction service professionals in a collaborative, peer-driven learning environment.

Click here to learn more about the CM&AA credentialing program and apply for admission:

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