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.
Rocky Mountain Chapter Event @ The Denver Place
Jun 28 @ 5:30 pm – 7:00 pm

"Improving the Deal Process: Decrease Deal Inefficiencies, Costs and Duration with Improved Tools, Methods and Advisor-Team Collaboration" 

Please join us for a presentation and discussion where a case-study deal process is analyzed to quantify the tools, methods and total resources invested to get from LOI to Close. Several inherent challenges and inefficiencies are identified and new tools and solutions are employed resulting in substantial improvements.  Please attend and learn how to better achieve the M&A goals of our Buyer / Seller clients by improving the deal process.

Cocktails & hors d'oeuvres will be served inside the conference room. 

Summer Conference 2018 @ Loews Chicago Downtown Hotel
Jul 17 – Jul 19 all-day
Summer Conference 2018 @ Loews Chicago Downtown Hotel | Chicago | Illinois | United States

The Changing Dynamics of M&A: Future Concerns, Real Solutions

Accelerating growth, global economic expansion, aggressively pro-business fiscal policies- certainly there are plenty of positive signs pointing to strong M&A activity ahead. But even with a great economic outlook, there are no guarantees. Disruptions in technology, people and process are likely to impact every facet of the opportunity set for companies looking to transact, make investments, grow their earnings and remain active in 2018.

As the dynamics of M&A continue to shift, evolve and blur traditional boundaries, it’s critical to be strategic as well as optimistic, to be aware of the risks as well as the opportunities. That’s what makes The Alliance 2018 Summer Conference so vital. It’s where hundreds of middle market M&A professionals from around the globe will gather to collectively explore emerging concerns, collaborate on real solutions and make connections. Join us to get inspired, grow your network and make deals.

CM&AA Training & Certification @ Singapore Management University School of Law
Sep 3 – Sep 7 all-day
CM&AA Training & Certification @ Singapore Management University School of Law | Singapore | Singapore

We are very pleased to offer The Alliance's Certified Merger & Acquisition Advisor (CM&AA) in Singapore for the very first time.

Through this program, obtain the most advanced credential illustrating the highest recognized standard 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 about the CM&AA credentialing program and apply for admission:

CM&AA Training & Certification @ DePaul University (Loop Campus)
Sep 24 – Sep 28 all-day
CM&AA Training & Certification @ DePaul University (Loop Campus) | Chicago | Illinois | United States

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 about the CM&AA credentialing program and apply for admission:

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