Rocky Mountain Chapter

Our 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.

 

 

Rocky Mountain Chapter Leadership Committee

Jon Underkofler, MBA, AAMS®, CRPC, CEPA® (Committee Chair)
Vice President, Bernstein Private Wealth Management
Austin Buckett
BiggsKofford Capital
Josh Cashman, JD, CFA, ASA
Intrinsic, LLC
Josh Cashman has spent his career advising clients on matters related to investments, finance, and valuation. Prior to Intrinsic, Josh served as a Managing Director and shareholder of a boutique Denver-based business valuation firm. Prior to that, Josh served as a Regional Vice President and Director of Private Asset Management at the TIAA-CREF Trust Company, where he spent ten years working, and attending DU’s graduate law, finance, and MBA programs at night. At the TIAA-CREF Trust Company, Josh analyzed publicly traded securities for investment by high net worth individuals. In addition, he provided estate planning services to clients of the Trust Company. At Intrinsic, Josh does business and intangible asset valuations for private and publicly traded companies across the U.S. He has completed a wide variety of valuation engagements, including analyses involving financial reporting, tax, solvency/insolvency, estate planning, corporate finance, and expert witness/litigation support. In addition, Josh has performed analyses related to a wide variety of industries, including consumer products, financial services, packaged software, software as a service, telecommunications, healthcare IT, and online marketing. Josh remains involved in his local community by serving on the Board of Mile High Leaps and Bounds, an organization providing respite support and education for families who care for children diagnosed with developmental disabilities. He also volunteers, when asked, to his alma mater, the Reiman School of Finance at Denver University. In addition, he dedicates his time to studying the life and times of Hildegard of Bingen. Josh spends the rest of his spare time in the outdoors with his wife and son.
Gary Craig
Vector Group
Bill McCalprin
Capitalize Network
Mr. McCalpin has spent his 32 year career in corporate management, entrepreneurship and mergers and acquisitions. He began his career in technology, resulting in 5 granted US patents from his work, and progressed through every level of corporate management up through the level of CEO. He successfully founded, grew and successfully sold two of his own companies before transitioning to Director of Mergers & Acquisitions for 6 years at a $2B enterprise-level corporation. Mr. McCalpin has completed numerous buy-side and sell-side transactions resulting in an exceptional return on investment for his clients. After researching the opportunity of the enormous wave of imminent Boomer business transitions, Mr. McCalpin then left Corporate M&A to found Capitalize Network. Capitalize Network is dedicated to helping Boomer business owners successfully transition their businesses and achieve their goals through a revolutionary start-to-finish transition planning process. This unique, disruptive approach combines extensive M&A experience with substantial technological and process innovation. With his proven track record, Mr. McCalpin is passionate about getting the best possible results for each and every one of his clients. Mr. McCalpin holds a Master’s degree in Electrical Engineering from Santa Clara University and earned a Bachelor of Science degree in Electrical Engineering from UC Santa Barbara. In addition, he has a CExP certification in Exit Planning, is a member of the Alliance of Merger & Acquisition Advisors, a member of the Board of Directors of the Rocky Mountain Chapter of AM&AA and provides advisory services to the Boards of Directors of several of Capitalize Network’s clients.
Dan Pellegrino
The Forbes M+A Group
Dan Pellegrino, a Managing Director at The Forbes M+A Group, has acquisitions and operational expertise as a business intermediary, management consultant, investor and business owner. Prior to joining Forbes, Dan spent the first half of his career in the professional services industry, advising companies on strategic growth initiatives, mergers, acquisitions, valuation, and transactional synergies with Deloitte Consulting, SDG Consulting, as well as his own firm South Peak Capital. Dan’s advisory work spans transactions ranging from small businesses and product line divestitures to Pfizer’s $68 billion acquisition of Wyeth. In addition to his advisory work, Dan is an investor and entrepreneur. He founded and has invested in several technology startups as well as a white label digital agency. He currently sits on the board of the Alliance of Merger & Acquisition Advisors, a professional organization. Dan has a Master of Business Administration (MBA) degree from the University of Notre Dame; Master of European Business from EDHEC in Lille France (conjoint with ND) and a Biology/Chemistry bachelor’s degree from Baylor University in Texas.
Brad Smith
Intrinsic, LLC
Steve Suneson
Coan, Payton & Payne, LLC
Steve Suneson is a partner with the law firm of Coan, Payton & Payne, LLC with three offices in Denver, Fort Collins and Greeley. Steve practices in the Denver office in the areas of mergers and acquisitions (M&A), business law, cross-border and international transactions, commercial contracts, and corporate structure and governance. Steve has over 17 years of handling M&A deals (both buyer and seller side) in a variety of industries, sizes and transactions. Steve is a graduate from the University of Colorado (B.A., cum laude, with honors and distinction, 1997) and a graduate of the University of Minnesota Law School (J.D., cum laude, 2000). Upon graduation, Steve began his corporate and business career and practice in M&A, corporate law and private equity as a lawyer at a large international corporate law firm in New York City – Dewey Ballantine LLP. Steve then focused his corporate and business practice in M&A, corporate law, commercial transactions, cross-border practice, and private equity, for over a decade as an attorney at a boutique corporate law firm in Buffalo, New York. Steve has been with Coan, Payton & Payne since 2015. Steve has been rated AV® Preeminent™ by Martindale-Hubbell’s Peer Review Ratings.
Jan
28
Mon
2019
CM&AA Training & Certification @ Pepperdine University, West Los Angeles Campus
Jan 28 – Feb 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

 

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 speaking at the SBIA & AM&AA Deal Summit? Click here to apply.

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

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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