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 Founding Chapter Committee

Steven Ross
Co-Chair
Squire Ridge Company
Email

Jeff Kadlic
Evolution Capital Partners, LLC
Email
Lloyd Bell
Meaden & Moore Ltd.
Email
Ron Ambrogio
BNY Mellon Wealth Management
Email
Justin Thomas
Cohen and Company
EmailMichael F. Marhofer
Benesch, Friedlander, Coplan & Arnoff LLP
Email

 

 

Jeffery Phillips
Oswald Companies
Email
Mike Trabert
Skoda, Minotti & Co.
Email
Jay Freund
Co-Chair
Canal Holdings LLC
EmailTricia Balser
The Private Bank and Trust Co.
EmailMarc Fleagle
Melcap Partners LLC
Email

Calendar of Events - Northeast Ohio Chapter

Aug
14
Tue
2018
Northeast Ohio Summer Networking Event @ Cleveland Clinic Courts - Cavaliers Practice Facility
Aug 14 @ 5:30 pm – 8:00 pm

Summer Networking Event

Please join us for an evening of networking with area M&A professionals at the Cleveland Clinic Courts.

Two twenty-minute facility tours will be held at 6:00 PM and 6:30 PM.

The event is complimentary and cocktails/hors d'oeuvers will be served.

Thank you to our sponsor for this event:

Sep
3
Mon
2018
CM&AA Training & Certification @ Singapore Management University School of Law
Sep 3 – Sep 7 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: https://www.amaaonline.com/cmaa.

Click here for a list of recommended accommodations near the university.

Sep
24
Mon
2018
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: https://www.amaaonline.com/cmaa.

Oct
22
Mon
2018
CM&AA Training & Certification @ Pepperdine University
Oct 22 – Oct 26 all-day
CM&AA Training & Certification @ Pepperdine University | Malibu | California | 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: https://www.amaaonline.com/cmaa.

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