Dallas Chapter

chapter-dallas-2Chapter Committee | Chapter Sponsors | Chapter Calendar

Dallas Chapter AMAAOur 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.

Dallas-Ft. Worth Chapter Committee

Terry Fick
Managing Director, Corporate Finance Associates
Phone:
Click here to email Terry
Andy Foskey
Managing Partner, Transition Capital Partners
Phone:
Click here to email Andy
Patrick Hamner
Managing Director, Patriot Capital
Phone:
Click here to email Patrick
Robert Rough
Managing Director, Telos Capital Advisors
Phone:
Click here to email Robert
Shei Unger
Director, BNY Mellon Wealth Management
Phone:
Click here to email Shei
Brian Wendler, CM&AA, MCBC
Principal, National Business Valuation Services
Phone:
Click here to email Brian
Lindsey Wendler, CM&AA
(Chapter Leader)

Managing Partner, National Transaction Advisors
Phone:
Click here to email Lindsey

Dallas-Ft. Worth Chapter Sponsors

BNY_DC        

Dallas-Ft. Worth Chapter Calendar

Sep
12
Thu
2019
DFW Chapter Event: “How to Buy the Company You Work For” @ Park City Club
Sep 12 @ 7:30 am – 9:00 am

Save the date for the Dallas-Fort Worth Chapter's upcoming event! More details to follow.

Sep
16
Mon
2019
CM&AA Training & Certification @ DePaul University (Loop Campus)
Sep 16 – Sep 20 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.

 

2019 Training & Certification Dates

January 28 - February 1, 2019: Pepperdine University, West Los Angeles, CA

April 29 - May 3, 2019: University of Maryland Robert H. Smith School of Business, Washington D.C.

June 10 - 14, 2019: DePaul University Loop Campus, Chicago, IL

September 16 - 20, 2019: DePaul University Loop Campus, Chicago, IL

October 28 - November 1, 2019: Pepperdine University, Malibu, CA

 

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

 

Oct
9
Wed
2019
DFW Chapter Fall Happy Hour @ Nick & Sam's Grill
Oct 9 @ 5:30 pm – 7:30 pm

Save the date for the Dallas-Fort Worth Chapter's upcoming event! More details to follow.

Oct
28
Mon
2019
CM&AA Training & Certification @ 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.

 

2019 Training & Certification Dates

January 28 - February 1, 2019: Pepperdine University, West Los Angeles, CA

April 29 - May 3, 2019: University of Maryland Robert H. Smith School of Business, Washington D.C.

June 10 - 14, 2019: DePaul University Loop Campus, Chicago, IL

September 16 - 20, 2019: DePaul University Loop Campus, Chicago, IL

October 28 - November 1, 2019: Pepperdine University, Malibu, CA

 

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
7
Thu
2019
DFW Chapter Event: “Evolution of the Family Office” @ Park City Club
Nov 7 @ 7:30 am – 9:00 am

Save the date for the Dallas-Fort Worth Chapter's upcoming event! More details to follow.

Learn More!
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