DC/MD/VA Chapter

DC Chapter

DC_MD_VA Chapter LogoOur 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.

DC/MD/VA Chapter Mission
Connecting Leading Middle Market M&A Professionals and Owners/Executives to Build Relationships, Promote Deal Flow, Share Knowledge and Create Value for Middle Market Businesses.

DC/MD/VA Chapter Leadership Team

Taylor Devine, CM&AA
Founder & Managing Partner,
The CDI Group
Click here to email Taylor
Christopher Kaine
Senior Vice President, AON
Click here to email Christopher
Ted Lauer
Senior Vice President & Manager, Access National Bank
Click here to email Ted
Scott Meza
Shareholder & Head of Corporate Securities,
Greenberg Traurig
Click here to email Scott
Thomas Neale
Founding Partner, Murray Hill Associates
href="mailto:tom74@comcast.net">Click here to email John
Peter Ryan
Partner, Ryan & Wetmore PC
Click here to email Peter
Brent Solomon, CM&AA
CHAPTER LEADER

Principal, Strategic Financial Advisory
Click here to email Brent
Tom Troxell
Market Leader, TD Wealth Management
href="mailto:thomas.troxell@td.com">Click here to email Tom
Adam VeVerka
Managing Director, NewSpring Capital
Click here to email Adam


Chapter Sponsors

 Platinum Sponsors

BNY Aon_Logo_Red_Tagline_RGB
 UBS
      R&W

Media Sponsor

smartceo-logo1

Sep
25
Wed
2019
DC.MD.VA Chapter Event ” Cybersecurity – Separating Hype From Opportunity” @ Greenberg Traurig Offices
Sep 25 @ 4:00 pm – 7:00 pm

The DC/MD/VA Chapter of The Alliance presents "Cybersecurity - Separating Hype from Opportunity."

This cybersecurity event will give attendees the opportunity to listen to, learn from, and interact with practitioners and investors. After attending this session, participants will have a better understanding and ability to identify where the opportunities are in cybersecurity.

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!
Your message was successfully sent!



3 + 1 =