Philadelphia Branch

philadelphia_chapter_picture

Philadelphia SubChapterOur 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.

Philadelphia Chapter Committee

Phil Amoa
McCarter & English, LLP
Phone: (215) 979-3869
Click here to email Phil
Chad Byers, CM&AA
Managing Partner, Symmetrical Investments, LLC
Phone: (484) 324-2597
Click here to email Chad
Andrew Finkle
Partner - Advisory, Marcum LLP
Phone: (215) 297-2370
Click here to email Andrew
John Garvey - Chapter Leader
Senior Vice President, UBS Financial Services, Inc
Phone: (215) 496-2042
Click here to email John
Mark McGuriman
Director, CBIZ MHM
Phone: (610) 862-2284
Click here to email Mark
Justin Teich, CM&AA
Partner, Symmetrical Investments, LLP
Phone: (724) 331-0504
Click here to email Justin
Robert Walper
Partner, Fox Rothschild LLP
Phone: (610) 397-6506
Click here to email Robert

Thank you to our Chapter Sponsors

Event Sponsor

Calendar of Events - Philadelphia Branch

Sep
24
Tue
2019
Philadelphia Chapter Event “Fall Networking Social at Evil Genius Beer Company” @ Evil Genius Beer Company
Sep 24 @ 5:00 pm – 7:00 pm

Fall Networking Social 

Join the Philadelphia Chapter for an evening of  networking and deal-making. Connect with other M&A professionals and make new deals, while enjoying a couple of craft beers.

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!
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