Midwest Chapter


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
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.


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


  • 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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