Midwest Chapter

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Midwest Chapter AM&AAOur 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.

Midwest Chapter Committee

Daniel Harvey
Group Senior Vice President, Wintrust Financial Corporation
Phone: (312) 431-6589
Click here to email Daniel
Sean McNally
Partner, Prairie Capital
Phone: (312) 701-0059
Click here to email Sean
Joe Scandariato, CM&AA - Chapter Leader
Managing Director, Merrill Lynch Wealth Management
Phone: (312) 269-5039
Click here to email Joe
Roger Schoenfeld
Managing Director, Cross Keys Capital
Phone: (847) 945-2166
Click here to email Roger
Steven Weiss
Partner, Levenfeld Pearlstein LLC
Phone: (312) 476-7503
Click here to email Steven
Bill Wiersema, CM&AA
Audit Principal, Miller Cooper
Phone: (847) 205-5000
Click here to email Bill

Premier Sponsors

Miller Cooper 

Industry Sponsors

Charted Course Advisors

Goldberg Kohn 2

Cross Keys Capital

Wintrust Commercial Banking


Calendar of Events - Midwest Chapter
Feb
20
Wed
2019
SBIA & AM&AA Deal Summit @ The Doral
Feb 20 – Feb 22 all-day

Join us!

We are pleased to announce, that The Alliance and the Small Business Investor Alliance (SBIA) are joining forces and combining the Winter Conference with SBIA’s Southern Private Equity Conference to create a new conference, the SBIA & AM&AA Deal Summit.

Scheduled for Wednesday, February 20 – Friday, February 22, 2019 at The Doral in Miami, the SBIA & AM&AA Deal Summit offers the perfect opportunity to kick-off the New Year with substantive content, engaging speakers, and exceptional networking.

Registration is now open!

Expand Your Network

The Deal Summit offers…

  • substantive, thoughtful content on the latest data, trends and best practices
  • timely updates from Washington outlining the threats and opportunities that lie ahead on the legislative and regulatory horizons
  • senior-level, high quality networking among lower middle market peers
  • exclusive Deal Bash event for fund managers and investment bankers

Agenda | Registration | Golf Tournament | Venue

Interested in sponsoring the SBIA & AM&AA Deal Summit? Click here to learn about our opportunities.

The Alliance has partnered with BKD to recognize the 2018 Middle Market Thought Leader of the Year.

BKD

Feb
27
Wed
2019
Midwest Chapter Event “How New Trade, Tax and Financial rules Impact M&A Transactions” @ Hinshaw & Culbertson LLP
Feb 27 @ 6:00 pm – 7:00 pm

How New Trade, Tax and Financial rules Impact M&A Transactions: A Panel of Private Equity Experts Share Experience and Insights

We are in the midst of unusual times for M&A. We face some of the biggest changes in trade, tax, and financial reporting in our lifetimes. Those on the cutting edge have adopted new practices, while others who haven’t will lose out. This expert panel will help you avoid the pitfalls. At the end of the session, you’ll know the right steps into the new era of ever-evolving change. Join us for the Alliance of Merger & Acquisition Advisors meeting on Wednesday February 27 at 4 pm, which also includes hors d'oeuvres and time to exchange ideas with panelists and friends. We look forward to your participation!

Apr
29
Mon
2019
CM&AA Training & Certification @ University of Maryland, Robert H. Smith School of Business
Apr 29 – May 3 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

 

Jun
10
Mon
2019
CM&AA Training & Certification @ DePaul University (Loop Campus)
Jun 10 – Jun 14 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

 

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
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

 

Learn More!
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