Northeast Ohio Chapter

Cleveland Ohio

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 AM&AA 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 other alliance opportunities.

Northeast Ohio Chapter Committee

Ron Ambrogio
President - Ohio Region,
BNY Mellon Wealth Management
Phone Number: --
Click here to email Ron
Lloyd Bell, CM&AA
Director, Meaden & Moore Ltd.
Phone Number: --
Click here to email Lloyd
Marc Fleagle, CM&AA
Vice President, Melcap Partners LLC
Phone Number: --
Click here to email Marc
Jay Freund
CHAPTER LEADER
Managing Director, Stratford-Cambridge Group
Phone Number: --
Click here to email Jay
Jeff Kadlic
Co-Founder & Managing Partner, Evolution Capital Partners, LLC
Phone Number: --
Click here to email Jeff
Michael F. Marhofer
Partner, Benesch Friedlander Coplan & Arnoff LLP
Phone Number: --
Click here to email Michael
Tim Meaney
Vice President, EdgePoint Capital Advisors
Phone Number: --
Click here to email Tim
Jeff Phillips
Vice President, Oswald Companies
Phone Number: --
Click here to email Jeff
Steven Ross
CHAPTER LEADER
President, Squire Ridge Company
Phone Number: --
Click here to email Steven
Justin Thomas, CPA
Partner, Cohen & Company
Phone Number: --
Click here to email Justin
Mike Trabert, CM&AA, CMAP, CVA, CEPA
Partner, Skoda Minotti & Co.
Phone Number: --
Click here to email Mike

Calendar of Events - Northeast Ohio Chapter

Oct
28
Mon
2019
CM&AA Training & Certification – Pepperdine University @ Pepperdine University (Malibu Campus)
Oct 28 – Nov 1 all-day

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 or contact our Membership & Education Manager, Catleah Capuli at (312) 856-9590 or ccapuli@amaaonline.org.

WHO SHOULD ATTEND

The CM&AA is designed for M&A professionals who are
engaged in the M&A planning and / or counsel clients:

  • CPA's
  • Attorneys
  • M&A Consultants
  • Corporate Employees
  • Board of Directors
  • Business Owners
  • Financial Planners
  • Private Investors

COURSE TOPICS

  • MidMarket Overview
  • M&A Process
  • Corporate M&A
  • Financing: Growth & Acquisition
  • Traditional Business Valuation/
    Cash-Debt Free Balance Sheet/
    Transaction Valuation
  • Value Growth & Market Readiness
  • M&A Tax Issues
  • M&A Legal Topics
  • Sell Side M&A/Buy Side M&A

 

Nov
11
Mon
2019
CM&AA Training & Certification – Centre Club Tampa @ Centre Club Tampa
Nov 11 – Nov 15 all-day

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 or contact our Membership & Education Manager, Catleah Capuli at (312) 856-9590 or ccapuli@amaaonline.org.

WHO SHOULD ATTEND

The CM&AA is designed for M&A professionals who are
engaged in the M&A planning and / or counsel clients:

  • CPA's
  • Attorneys
  • M&A Consultants
  • Corporate Employees
  • Board of Directors
  • Business Owners
  • Financial Planners
  • Private Investors

COURSE TOPICS

  • MidMarket Overview
  • M&A Process
  • Corporate M&A
  • Financing: Growth & Acquisition
  • Traditional Business Valuation/
    Cash-Debt Free Balance Sheet/
    Transaction Valuation
  • Value Growth & Market Readiness
  • M&A Tax Issues
  • M&A Legal Topics
  • Sell Side M&A/Buy Side M&A

 

Learn More!
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