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.

AMAA NE Chapter Summary

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
9
Mon
2019
New England Chapter Meeting: “War Stories from Successful Sellers” @ BNY Mellon
Sep 9 all-day

Details and registration TBA

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

 

Nov
4
Mon
2019
New England Chapter Meeting: “Financing the M&A Transaction: Who to Contact and When” @ Newton Marriott
Nov 4 all-day

Details and registration TBA

Learn More!
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