New England Chapter

AMAA Chapter New Eng Bold 2Our 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.

AM&AA NE Chapter Summary Page

New England Chapter Committee

Steve Cohen
Shareholder, Devine Millimet
Phone: (603) 695-8504
Click here to email Steve
Doug Cox
Vice President, HUB International
(617) 248-4492
Click here to email Doug
John H. Howe
Director, Business Transition Strategies
Phone: (603) 715-5420
Click here to email John
Bill Jarry
Senior Director, BNY Mellon Wealth Management
Phone: (617) 284-4492
Click here to email Bill
Jane Johnson, CM&AA
President, Business Transition Academy, Inc.
Phone: (844) 469-3948
Click here to email Jane
Chris Mellen, CM&AA (Chapter Leader)
Managing Director, Valuation Research Corps
Phone: (781) 551-8258
Click here to email Chris
John E. Surrette Jr., CM&AA, CPA
Shareholder, KLR
Phone: (978) 661-6715
Click here to email John

Calendar of Events - New England Chapter

Sep
23
Mon
2019
New England Chapter Event “One Company, Four Offers” @ Offices of BNY Mellon
Sep 23 @ 4:00 pm – 7:00 pm

One Company, Four Offers

A case study, presented by AM&AA New England Chapter Chair Chris Mellen of Valuation Research Corporation, focuses on the pros and cons of four options of selling a business: As part of a business owner’s exit planning, they have been considering either establishing and selling shares to an ESOP for their employees or selling the company in an M&A transaction to an outside third party. In doing so, the business owner hired valuation expert to weigh their options. This resulted in a presentation to the owner on how value could range if sold to two different strategic buyers, a private equity group, or an ESOP. With four very different propositions, what should the business owner do?

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
4
Mon
2019
New England Chapter Meeting: “Daring to Compete” @ McLane Middleton
Nov 4 @ 4:00 pm – 7:00 pm

Bryan Pearce, a recently retired 38-year partner with EY and the firm’s Global Leader of the EY Entrepreneur of the Year program, will discuss a model of sustainable development to accelerate a business to market leadership with EY’s 7 Drivers of Growth, as discussed in his book – Daring to Compete.

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!
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