The Alliance of Merger and Acquisition Advisors, DFW Chapter

Thank you to everyone that came out for this morning's DFW AM&AA breakfast event! It was another fantastic morning of networking with an interactive panel discussion on M&A due diligence featuring: Pierce Edwards, Shane Reid, Barrett Popst, Shei Unger, CFP®, CEPA®, and Kevin Woltjen BIG thank you to our sponsors that make events like this possible. See below for our category sponsors and the local AM&AA member contact that you can reach out to directly for your middle market M&A needs: ❖ Align Collaborate - 𝑫𝒆𝒂𝒍𝒎𝒂𝒌𝒆𝒓 𝑺𝒑𝒐𝒏𝒔𝒐𝒓 (𝑷𝒓𝒊𝒗𝒂𝒕𝒆 𝑬𝒒𝒖𝒊𝒕𝒚): Michael Kornman and Grant Kornman ❖ BakerHostetler - 𝑳𝒆𝒈𝒂𝒍 𝑺𝒑𝒐𝒏𝒔𝒐𝒓 : Robert Schroeder and Jordan Bethea ❖ Bridgepoint Consulting - 𝑴&𝑨 𝑷𝒓𝒆/𝑷𝒐𝒔𝒕 𝑻𝒓𝒂𝒏𝒔𝒂𝒄𝒕𝒊𝒐𝒏 𝑪𝒐𝒏𝒔𝒖𝒍𝒕𝒏𝒈: Kimberly Leighton ❖ Calvetti Ferguson - 𝑪𝑷𝑨 𝑨𝒄𝒄𝒐𝒖𝒏𝒕𝒊𝒏𝒈 𝑺𝒑𝒐𝒏𝒔𝒐𝒓: Brad Cummings, CPA and Victoria Lee ❖ CIC Partners - 𝑫𝒆𝒂𝒍𝒎𝒂𝒌𝒆𝒓 𝑺𝒑𝒐𝒏𝒔𝒐𝒓 (𝑷𝒓𝒊𝒗𝒂𝒕𝒆 𝑬𝒒𝒖𝒊𝒕𝒚): Stuart Moss ❖ Comerica Bank - 𝑺𝒆𝒏𝒊𝒐𝒓 𝑳𝒆𝒏𝒅𝒆𝒓 𝑺𝒑𝒐𝒏𝒔𝒐𝒓: Amanda Foyt ❖ IMA Financial Group, Inc. - 𝑰𝒏𝒔𝒖𝒓𝒂𝒏𝒄𝒆 & 𝑩𝒆𝒏𝒆𝒇𝒊𝒕𝒔 𝑺𝒑𝒐𝒏𝒔𝒐𝒓: Jordyn Arons Rosen, CIC, CPCU and Tommy Mixon III ❖ Insperity - 𝑯𝑹 𝑺𝒆𝒓𝒗𝒊𝒄𝒆𝒔 𝑺𝒑𝒐𝒏𝒔𝒐𝒓: Nicki Nielsen ❖ My People Person - 𝑯𝒖𝒎𝒂𝒏 𝑪𝒂𝒑𝒊𝒕𝒂𝒍 𝑺𝒆𝒓𝒗𝒊𝒄𝒆𝒔 𝑺𝒑𝒐𝒏𝒔𝒐𝒓: Martha Reynolds ❖ National Transaction Advisors - 𝑫𝒆𝒂𝒍𝒎𝒂𝒌𝒆𝒓 𝑺𝒑𝒐𝒏𝒔𝒐𝒓 (𝑰𝒏𝒗𝒆𝒔𝒕𝒎𝒆𝒏𝒕 𝑩𝒂𝒏𝒌): Brian Wendler ❖ Northern Trust Wealth Management - 𝑾𝒆𝒂𝒍𝒕𝒉 𝑴𝒂𝒏𝒂𝒈𝒆𝒎𝒆𝒏𝒕 & 𝑬𝒙𝒊𝒕 𝑷𝒍𝒂𝒏𝒏𝒊𝒏𝒈 𝑺𝒑𝒐𝒏𝒔𝒐𝒓: Shei Unger, CFP®, CEPA® ❖ Prospere Partners - 𝑫𝒆𝒂𝒍𝒎𝒂𝒌𝒆𝒓 𝑺𝒑𝒐𝒏𝒔𝒐𝒓 (𝑰𝒏𝒗𝒆𝒔𝒕𝒎𝒆𝒏𝒕 𝑩𝒂𝒏𝒌): Albert Fialkovich, CMAA, CBI #MergersAndAcquisitions #PrivateEquity #Investmentbanking #corporatedevelopment #Dallasbusiness

We are looking forward to seeing everyone tomorrow morning at our last event of 2024!

Registration open! Join the DFW Chapter of the Alliance of M&A Advisors for a breakfast/networking event featuring an expert panel discussing the latest trends in due diligence. This is the last DFW AM&AA event of the year, so be sure to register while there is still space available!   Register Here: https://lnkd.in/gTg_TS3V   Date: Wednesday, November 13th   Time: 7:30am – 9am   Location: Park House 100 Highland Park Vlg 3 Dallas, TX 75205 (parking is widely available)   BIG Thank You  to the Sponsors of The DFW Chapter of Alliance of M&A Advisors! See below for our category sponsors and the local AM&AA member contact that you can reach out to directly for your middle market M&A needs:   ❖ Align Collaborate - 𝑫𝒆𝒂𝒍𝒎𝒂𝒌𝒆𝒓 𝑺𝒑𝒐𝒏𝒔𝒐𝒓 (𝑷𝒓𝒊𝒗𝒂𝒕𝒆 𝑬𝒒𝒖𝒊𝒕𝒚): Michael Kornman and Grant Kornman    ❖ BakerHostetler  - 𝑳𝒆𝒈𝒂𝒍 𝑺𝒑𝒐𝒏𝒔𝒐𝒓 : Robert Schroeder and Jordan Bethea    ❖ Bridgepoint Consulting - 𝑴&𝑨 𝑷𝒓𝒆/𝑷𝒐𝒔𝒕 𝑻𝒓𝒂𝒏𝒔𝒂𝒄𝒕𝒊𝒐𝒏 𝑪𝒐𝒏𝒔𝒖𝒍𝒕𝒏𝒈: Kimberly Leighton   ❖ Calvetti Ferguson - 𝑪𝑷𝑨 𝑨𝒄𝒄𝒐𝒖𝒏𝒕𝒊𝒏𝒈 𝑺𝒑𝒐𝒏𝒔𝒐𝒓:  Brad Cummings, CPA and Victoria Lee     ❖ CIC Partners  - 𝑫𝒆𝒂𝒍𝒎𝒂𝒌𝒆𝒓 𝑺𝒑𝒐𝒏𝒔𝒐𝒓 (𝑷𝒓𝒊𝒗𝒂𝒕𝒆 𝑬𝒒𝒖𝒊𝒕𝒚): Stuart Moss   ❖ Comerica Bank - 𝑺𝒆𝒏𝒊𝒐𝒓 𝑳𝒆𝒏𝒅𝒆𝒓 𝑺𝒑𝒐𝒏𝒔𝒐𝒓: Amanda Foyt   ❖ IMA Financial Group, Inc. -  𝑰𝒏𝒔𝒖𝒓𝒂𝒏𝒄𝒆 & 𝑩𝒆𝒏𝒆𝒇𝒊𝒕𝒔 𝑺𝒑𝒐𝒏𝒔𝒐𝒓: Jordyn Arons Rosen, CIC, CPCU and Meredith Ryan Milley, CPCU    ❖ Insperity -  𝑯𝑹 𝑺𝒆𝒓𝒗𝒊𝒄𝒆𝒔 𝑺𝒑𝒐𝒏𝒔𝒐𝒓: Nicki Nielsen   ❖ My People Person - 𝑯𝒖𝒎𝒂𝒏 𝑪𝒂𝒑𝒊𝒕𝒂𝒍 𝑺𝒆𝒓𝒗𝒊𝒄𝒆𝒔 𝑺𝒑𝒐𝒏𝒔𝒐𝒓: Martha Reynolds    ❖ National Transaction Advisors   - 𝑫𝒆𝒂𝒍𝒎𝒂𝒌𝒆𝒓 𝑺𝒑𝒐𝒏𝒔𝒐𝒓 (𝑰𝒏𝒗𝒆𝒔𝒕𝒎𝒆𝒏𝒕 𝑩𝒂𝒏𝒌): @Brian Wendler   ❖ Northern Trust Wealth Management - 𝑾𝒆𝒂𝒍𝒕𝒉 𝑴𝒂𝒏𝒂𝒈𝒆𝒎𝒆𝒏𝒕 & 𝑬𝒙𝒊𝒕 𝑷𝒍𝒂𝒏𝒏𝒊𝒏𝒈 𝑺𝒑𝒐𝒏𝒔𝒐𝒓: Shei Unger, CFP®, CEPA®    ❖ Prospere Partners  - 𝑫𝒆𝒂𝒍𝒎𝒂𝒌𝒆𝒓 𝑺𝒑𝒐𝒏𝒔𝒐𝒓 (𝑰𝒏𝒗𝒆𝒔𝒕𝒎𝒆𝒏𝒕 𝑩𝒂𝒏𝒌): Albert Fialkovich, CMAA, CBI     Have a question about AM&AA? Ask a member of our advisory board: Lindsey M. Wendler Robert Rough @Brian Wendler Shei Unger, CFP®, CEPA® Amanda Foyt Erica Lappo Ben Berkowitz Stuart Moss Albert Fialkovich, CMAA, CBI #MergersAndAcquisitions #PrivateEquity #privatecredit #independentsponsor #corporatedevelopment #DallasBusiness

Thank you to everyone who joined us for the DFW AM&AA Chapter Fall Happy Hour Event this week! It was a fantastic evening filled with networking opportunities among local M&A professionals, light bites, and cocktails, complete with engaging discussions about current deal flow activity. BIG thank you to our sponsors that make events like this possible. See below for our category sponsors and the local AM&AA member contact that you can reach out to directly for your middle market M&A needs: ❖ Align Collaborate - 𝑫𝒆𝒂𝒍𝒎𝒂𝒌𝒆𝒓 𝑺𝒑𝒐𝒏𝒔𝒐𝒓 (𝑷𝒓𝒊𝒗𝒂𝒕𝒆 𝑬𝒒𝒖𝒊𝒕𝒚): Michael Kornman and Grant Kornman ❖ BakerHostetler - 𝑳𝒆𝒈𝒂𝒍 𝑺𝒑𝒐𝒏𝒔𝒐𝒓 : Robert Schroeder and Jordan Bethea ❖ Bridgepoint Consulting - 𝑴&𝑨 𝑷𝒓𝒆/𝑷𝒐𝒔𝒕 𝑻𝒓𝒂𝒏𝒔𝒂𝒄𝒕𝒊𝒐𝒏 𝑪𝒐𝒏𝒔𝒖𝒍𝒕𝒏𝒈: Kimberly Leighton ❖ Calvetti Ferguson - 𝑪𝑷𝑨 𝑨𝒄𝒄𝒐𝒖𝒏𝒕𝒊𝒏𝒈 𝑺𝒑𝒐𝒏𝒔𝒐𝒓: Brad Cummings, CPA and Victoria Lee ❖ CIC Partners - 𝑫𝒆𝒂𝒍𝒎𝒂𝒌𝒆𝒓 𝑺𝒑𝒐𝒏𝒔𝒐𝒓 (𝑷𝒓𝒊𝒗𝒂𝒕𝒆 𝑬𝒒𝒖𝒊𝒕𝒚): Stuart Moss ❖ Comerica Bank - 𝑺𝒆𝒏𝒊𝒐𝒓 𝑳𝒆𝒏𝒅𝒆𝒓 𝑺𝒑𝒐𝒏𝒔𝒐𝒓: Amanda Foyt ❖ IMA Financial Group, Inc. - 𝑰𝒏𝒔𝒖𝒓𝒂𝒏𝒄𝒆 & 𝑩𝒆𝒏𝒆𝒇𝒊𝒕𝒔 𝑺𝒑𝒐𝒏𝒔𝒐𝒓: Jordyn Arons Rosen, CIC, CPCU and Meredith Ryan Milley, CPCU ❖ Insperity - 𝑯𝑹 𝑺𝒆𝒓𝒗𝒊𝒄𝒆𝒔 𝑺𝒑𝒐𝒏𝒔𝒐𝒓: Nicki Nielsen ❖ My People Person - 𝑯𝒖𝒎𝒂𝒏 𝑪𝒂𝒑𝒊𝒕𝒂𝒍 𝑺𝒆𝒓𝒗𝒊𝒄𝒆𝒔 𝑺𝒑𝒐𝒏𝒔𝒐𝒓: Martha Reynolds ❖ National Transaction Advisors - 𝑫𝒆𝒂𝒍𝒎𝒂𝒌𝒆𝒓 𝑺𝒑𝒐𝒏𝒔𝒐𝒓 (𝑰𝒏𝒗𝒆𝒔𝒕𝒎𝒆𝒏𝒕 𝑩𝒂𝒏𝒌): Brian Wendler ❖ Northern Trust Wealth Management - 𝑾𝒆𝒂𝒍𝒕𝒉 𝑴𝒂𝒏𝒂𝒈𝒆𝒎𝒆𝒏𝒕 & 𝑬𝒙𝒊𝒕 𝑷𝒍𝒂𝒏𝒏𝒊𝒏𝒈 𝑺𝒑𝒐𝒏𝒔𝒐𝒓: Shei Unger, CFP®, CEPA® ❖ Prospere Partners - 𝑫𝒆𝒂𝒍𝒎𝒂𝒌𝒆𝒓 𝑺𝒑𝒐𝒏𝒔𝒐𝒓 (𝑰𝒏𝒗𝒆𝒔𝒕𝒎𝒆𝒏𝒕 𝑩𝒂𝒏𝒌): Albert Fialkovich, CMAA, CBI Have a question about AM&AA? Ask a member of our advisory board: Lindsey M. Wendler Robert Rough Brian Wendler Shei Unger, CFP®, CEPA® Amanda Foyt Erica Lappo Ben Berkowitz Stuart Moss Albert Fialkovich, CMAA, CBI #MergersAndAcquisitions #PrivateEquity #corporatedevelopment #independenrsponsor #privatecredit #DallasBusiness

Registration open! Join the DFW Chapter of AM&AA for a fall happy hour networking event featuring cocktails and conversations with local middle market M&A professionals. Register Here: https://lnkd.in/gdTtUkGg Date: Wednesday, October 16 Time: 5pm - 7pm Location: The Henry 2301 N Akard St  Suite 250 Dallas, TX 75201 (Garage and Valet Parking Available) BIG Thank You to the Sponsors of The DFW Chapter of Alliance of M&A Advisors! See below for our category sponsors and the local AM&AA member contact that you can reach out to directly for your middle market M&A needs: ❖ Align Collaborate - 𝑫𝒆𝒂𝒍𝒎𝒂𝒌𝒆𝒓 𝑺𝒑𝒐𝒏𝒔𝒐𝒓 (𝑷𝒓𝒊𝒗𝒂𝒕𝒆 𝑬𝒒𝒖𝒊𝒕𝒚): Michael Kornman and Grant Kornman ❖ BakerHostetler - 𝑳𝒆𝒈𝒂𝒍 𝑺𝒑𝒐𝒏𝒔𝒐𝒓 : Robert Schroeder and Jordan Bethea ❖ Bridgepoint Consulting - 𝑴&𝑨 𝑷𝒓𝒆/𝑷𝒐𝒔𝒕 𝑻𝒓𝒂𝒏𝒔𝒂𝒄𝒕𝒊𝒐𝒏 𝑪𝒐𝒏𝒔𝒖𝒍𝒕𝒏𝒈: Erica Lappo ❖ Calvetti Ferguson - 𝑪𝑷𝑨 𝑨𝒄𝒄𝒐𝒖𝒏𝒕𝒊𝒏𝒈 𝑺𝒑𝒐𝒏𝒔𝒐𝒓: Brad Cummings, CPA and Victoria Lee ❖ CIC Partners - 𝑫𝒆𝒂𝒍𝒎𝒂𝒌𝒆𝒓 𝑺𝒑𝒐𝒏𝒔𝒐𝒓 (𝑷𝒓𝒊𝒗𝒂𝒕𝒆 𝑬𝒒𝒖𝒊𝒕𝒚): Stuart Moss ❖ Comerica Bank - 𝑺𝒆𝒏𝒊𝒐𝒓 𝑳𝒆𝒏𝒅𝒆𝒓 𝑺𝒑𝒐𝒏𝒔𝒐𝒓: @Amanda Foyt ❖ IMA Financial Group, Inc. - 𝑰𝒏𝒔𝒖𝒓𝒂𝒏𝒄𝒆 & 𝑩𝒆𝒏𝒆𝒇𝒊𝒕𝒔 𝑺𝒑𝒐𝒏𝒔𝒐𝒓: Jordyn Arons Rosen, CIC, CPCU and Meredith Ryan Milley, CPCU ❖ Insperity - 𝑯𝑹 𝑺𝒆𝒓𝒗𝒊𝒄𝒆𝒔 𝑺𝒑𝒐𝒏𝒔𝒐𝒓: Nicki Nielsen ❖ My People Person - 𝑯𝒖𝒎𝒂𝒏 𝑪𝒂𝒑𝒊𝒕𝒂𝒍 𝑺𝒆𝒓𝒗𝒊𝒄𝒆𝒔 𝑺𝒑𝒐𝒏𝒔𝒐𝒓: Martha Reynolds ❖ National Transaction Advisors  - 𝑫𝒆𝒂𝒍𝒎𝒂𝒌𝒆𝒓 𝑺𝒑𝒐𝒏𝒔𝒐𝒓 (𝑰𝒏𝒗𝒆𝒔𝒕𝒎𝒆𝒏𝒕 𝑩𝒂𝒏𝒌): Brian Wendler ❖ Northern Trust Wealth Management - 𝑾𝒆𝒂𝒍𝒕𝒉 𝑴𝒂𝒏𝒂𝒈𝒆𝒎𝒆𝒏𝒕 & 𝑬𝒙𝒊𝒕 𝑷𝒍𝒂𝒏𝒏𝒊𝒏𝒈 𝑺𝒑𝒐𝒏𝒔𝒐𝒓: Shei Unger, CFP®, CEPA® ❖ Prospere Partners - 𝑫𝒆𝒂𝒍𝒎𝒂𝒌𝒆𝒓 𝑺𝒑𝒐𝒏𝒔𝒐𝒓 (𝑰𝒏𝒗𝒆𝒔𝒕𝒎𝒆𝒏𝒕 𝑩𝒂𝒏𝒌): Albert Fialkovich, CMAA, CBI Have a question about AM&AA? Ask a member of our advisory board: Lindsey M. Wendler Robert Rough Brian Wendler Shei Unger, CFP®, CEPA® Amanda Foyt Erica Lappo Ben Berkowitz Stuart Moss Albert Fialkovich, CMAA, CBI #MergersAndAcquisitions #investmentbanking #PrivateEquity #corporatedevelopment #DallasBusiness

Wow, what an incredible event we had yesterday! 🎉 Our DFW Chapter of the Alliance of M&A Advisors hosted a sold-out panel discussion on Private Equity Roll-up Strategies, and it exceeded all expectations. 📈 𝐇𝐢𝐠𝐡𝐥𝐢𝐠𝐡𝐭𝐬: • 𝐄𝐱𝐩𝐞𝐫𝐭 𝐏𝐚𝐧𝐞𝐥: Our distinguished speakers, Nicki Nielsen, Edward Crawford 🇺🇸, Alejandro "Alex" S., and Robert Rough, shared invaluable insights into the latest trends and strategies in PE roll-ups. • 𝐄𝐧𝐠𝐚𝐠𝐢𝐧𝐠 𝐂𝐨𝐧𝐭𝐞𝐧𝐭: The discussion was both informative and entertaining, keeping everyone on the edge of their seats. • 𝐈𝐧𝐭𝐞𝐫𝐚𝐜𝐭𝐢𝐯𝐞 𝐐&𝐀: The audience brought their A-game with thought-provoking questions, leading to dynamic exchanges and deeper insights. • 𝐍𝐞𝐭𝐰𝐨𝐫𝐤𝐢𝐧𝐠 𝐎𝐩𝐩𝐨𝐫𝐭𝐮𝐧𝐢𝐭𝐢𝐞𝐬: It was fantastic to see so many of DFW's finest M&A professionals connecting and sharing ideas. A huge thank you to our panelists, attendees, and everyone who made this event a resounding success. Your enthusiasm and participation truly made the difference! If you missed out, don't worry – we have more exciting events in the pipeline including a happy hour on October 16 (save the date!). Stay tuned for an official announcement and link to register. BIG Thank You to the Sponsors of The DFW Chapter of Alliance of M&A Advisors! See below for our category sponsors and the local AM&AA member contact that you can reach out to directly for your middle market M&A needs: ❖ Align Collaborate - 𝑫𝒆𝒂𝒍𝒎𝒂𝒌𝒆𝒓 𝑺𝒑𝒐𝒏𝒔𝒐𝒓 (𝑷𝒓𝒊𝒗𝒂𝒕𝒆 𝑬𝒒𝒖𝒊𝒕𝒚): Michael Kornman and Grant Kornman ❖ BakerHostetler - 𝑳𝒆𝒈𝒂𝒍 𝑺𝒑𝒐𝒏𝒔𝒐𝒓: Robert Schroeder and Jordan Bethea ❖ Bridgepoint Consulting - 𝑴&𝑨 𝑷𝒓𝒆/𝑷𝒐𝒔𝒕 𝑻𝒓𝒂𝒏𝒔𝒂𝒄𝒕𝒊𝒐𝒏 𝑪𝒐𝒏𝒔𝒖𝒍𝒕𝒏𝒈: Erica Lappo ❖ Calvetti Ferguson - 𝑪𝑷𝑨 𝑨𝒄𝒄𝒐𝒖𝒏𝒕𝒊𝒏𝒈 𝑺𝒑𝒐𝒏𝒔𝒐𝒓: Brad Cummings, CPA and Victoria Lee ❖ CIC Partners - 𝑫𝒆𝒂𝒍𝒎𝒂𝒌𝒆𝒓 𝑺𝒑𝒐𝒏𝒔𝒐𝒓 (𝑷𝒓𝒊𝒗𝒂𝒕𝒆 𝑬𝒒𝒖𝒊𝒕𝒚): Stuart Moss ❖ Comerica Bank - 𝑺𝒆𝒏𝒊𝒐𝒓 𝑳𝒆𝒏𝒅𝒆𝒓 𝑺𝒑𝒐𝒏𝒔𝒐𝒓: Amanda Foyt ❖ IMA Financial Group, Inc. - 𝑰𝒏𝒔𝒖𝒓𝒂𝒏𝒄𝒆 & 𝑩𝒆𝒏𝒆𝒇𝒊𝒕𝒔 𝑺𝒑𝒐𝒏𝒔𝒐𝒓: Jordyn Arons Rosen, CIC, CPCU and Meredith Ryan Milley, CPCU ❖ Insperity - 𝑯𝑹 𝑺𝒆𝒓𝒗𝒊𝒄𝒆𝒔 𝑺𝒑𝒐𝒏𝒔𝒐𝒓: Nicki Nielsen ❖ My People Person - 𝑯𝒖𝒎𝒂𝒏 𝑪𝒂𝒑𝒊𝒕𝒂𝒍 𝑺𝒆𝒓𝒗𝒊𝒄𝒆𝒔 𝑺𝒑𝒐𝒏𝒔𝒐𝒓: Martha Reynolds ❖ National Transaction Advisors - 𝑫𝒆𝒂𝒍𝒎𝒂𝒌𝒆𝒓 𝑺𝒑𝒐𝒏𝒔𝒐𝒓 (𝑰𝒏𝒗𝒆𝒔𝒕𝒎𝒆𝒏𝒕 𝑩𝒂𝒏𝒌): Brian Wendler and Peter F. Gonzalez III ❖ Northern Trust Wealth Management - 𝑾𝒆𝒂𝒍𝒕𝒉 𝑴𝒂𝒏𝒂𝒈𝒆𝒎𝒆𝒏𝒕 & 𝑬𝒙𝒊𝒕 𝑷𝒍𝒂𝒏𝒏𝒊𝒏𝒈 𝑺𝒑𝒐𝒏𝒔𝒐𝒓: Shei Unger, CFP®, CEPA® ❖ Prospere Partners - 𝑫𝒆𝒂𝒍𝒎𝒂𝒌𝒆𝒓 𝑺𝒑𝒐𝒏𝒔𝒐𝒓 (𝑰𝒏𝒗𝒆𝒔𝒕𝒎𝒆𝒏𝒕 𝑩𝒂𝒏𝒌): Albert Fialkovich #MergersAndAcquisitions #PrivateEquity #corporatedevelopment #DallasBusiness

Looking forward to seeing everyone who registered for tomorrow's SOLD OUT DFW AM&AA Breakfast Event featuring an expert panel discussing Private Equity Roll-up Strategies! BIG Thank You to the Sponsors of The DFW Chapter of Alliance of M&A Advisors! See below for our category sponsors and the local AM&AA member contact that you can reach out to directly for your middle market M&A needs: ❖ Align Capital Partners - 𝑫𝒆𝒂𝒍𝒎𝒂𝒌𝒆𝒓 𝑺𝒑𝒐𝒏𝒔𝒐𝒓 (𝑷𝒓𝒊𝒗𝒂𝒕𝒆 𝑬𝒒𝒖𝒊𝒕𝒚): Michael Kornman and Grant Kornman ❖ BakerHostetler - 𝑳𝒆𝒈𝒂𝒍 𝑺𝒑𝒐𝒏𝒔𝒐𝒓 : Robert Schroeder and Jordan Bethea ❖ Bridgepoint Consulting - 𝑴&𝑨 𝑷𝒓𝒆/𝑷𝒐𝒔𝒕 𝑻𝒓𝒂𝒏𝒔𝒂𝒄𝒕𝒊𝒐𝒏 𝑪𝒐𝒏𝒔𝒖𝒍𝒕𝒏𝒈: Erica Lappo ❖ Calvetti Ferguson - 𝑪𝑷𝑨 𝑨𝒄𝒄𝒐𝒖𝒏𝒕𝒊𝒏𝒈 𝑺𝒑𝒐𝒏𝒔𝒐𝒓: Brad Cummings, CPA and Victoria Lee ❖ CIC Partners - 𝑫𝒆𝒂𝒍𝒎𝒂𝒌𝒆𝒓 𝑺𝒑𝒐𝒏𝒔𝒐𝒓 (𝑷𝒓𝒊𝒗𝒂𝒕𝒆 𝑬𝒒𝒖𝒊𝒕𝒚): Stuart Moss ❖ Comerica Bank - 𝑺𝒆𝒏𝒊𝒐𝒓 𝑳𝒆𝒏𝒅𝒆𝒓 𝑺𝒑𝒐𝒏𝒔𝒐𝒓: Amanda Foyt ❖ IMA Financial Group, Inc. - 𝑰𝒏𝒔𝒖𝒓𝒂𝒏𝒄𝒆 & 𝑩𝒆𝒏𝒆𝒇𝒊𝒕𝒔 𝑺𝒑𝒐𝒏𝒔𝒐𝒓: Jordyn Arons Rosen, CIC, CPCU and Meredith Ryan Milley, CPCU ❖ Insperity - 𝑯𝑹 𝑺𝒆𝒓𝒗𝒊𝒄𝒆𝒔 𝑺𝒑𝒐𝒏𝒔𝒐𝒓: Nicki Nielsen ❖ My People Person - 𝑯𝒖𝒎𝒂𝒏 𝑪𝒂𝒑𝒊𝒕𝒂𝒍 𝑺𝒆𝒓𝒗𝒊𝒄𝒆𝒔 𝑺𝒑𝒐𝒏𝒔𝒐𝒓: Martha Reynolds ❖ National Transaction Advisors - 𝑫𝒆𝒂𝒍𝒎𝒂𝒌𝒆𝒓 𝑺𝒑𝒐𝒏𝒔𝒐𝒓 (𝑰𝒏𝒗𝒆𝒔𝒕𝒎𝒆𝒏𝒕 𝑩𝒂𝒏𝒌): Brian Wendler ❖ Northern Trust Wealth Management - 𝑾𝒆𝒂𝒍𝒕𝒉 𝑴𝒂𝒏𝒂𝒈𝒆𝒎𝒆𝒏𝒕 & 𝑬𝒙𝒊𝒕 𝑷𝒍𝒂𝒏𝒏𝒊𝒏𝒈 𝑺𝒑𝒐𝒏𝒔𝒐𝒓: Shei Unger, CFP®, CEPA® ❖ Prospere Partners - 𝑫𝒆𝒂𝒍𝒎𝒂𝒌𝒆𝒓 𝑺𝒑𝒐𝒏𝒔𝒐𝒓 (𝑰𝒏𝒗𝒆𝒔𝒕𝒎𝒆𝒏𝒕 𝑩𝒂𝒏𝒌): Albert Fialkovich, CMAA, CBI Have a question about AM&AA? Ask a member of our advisory board: Lindsey M. Wendler Robert Rough Brian Wendler Shei Unger, CFP®, CEPA® Amanda Foyt Erica Lappo Ben Berkowitz Stuart Moss Albert Fialkovich, CMAA, CBI hashtag #mergersandacquisitions hashtag #Investmentbanking hashtag #privateequity hashtag #corporatedevelopment

The first DFW AM&AA Breakfast event of the fall is coming up on 𝑾𝒆𝒅𝒏𝒆𝒔𝒅𝒂𝒚, 𝑺𝒆𝒑𝒕𝒆𝒎𝒃𝒆𝒓 4𝒕𝒉! If you haven’t registered yet, be sure to register soon because these events have limited seating and usually sell out. This event will be a fantastic opportunity to network with local M&A professionals and enjoy an expert panel discussion on Private Equity Roll-up Strategies   𝑹𝒆𝒈𝒊𝒔𝒕𝒆𝒓 𝑯𝒆𝒓𝒆: https://lnkd.in/gd-Egy8S 𝑳𝒐𝒄𝒂𝒕𝒊𝒐𝒏: Park House (Highland Park Village) AM&AA Members: Complimentary | Non-members: $65 BIG Thank You to the Sponsors of The DFW Chapter of Alliance of M&A Advisors! See below for our category sponsors and the local AM&AA member contact that you can reach out to directly for your middle market M&A needs: ❖ Align Capital Partners - 𝑫𝒆𝒂𝒍𝒎𝒂𝒌𝒆𝒓 𝑺𝒑𝒐𝒏𝒔𝒐𝒓 (𝑷𝒓𝒊𝒗𝒂𝒕𝒆 𝑬𝒒𝒖𝒊𝒕𝒚): Michael Kornman and Grant Kornman ❖ BakerHostetler - 𝑳𝒆𝒈𝒂𝒍 𝑺𝒑𝒐𝒏𝒔𝒐𝒓 : Robert Schroeder and Jordan Bethea ❖ Bridgepoint Consulting - 𝑴&𝑨 𝑷𝒓𝒆/𝑷𝒐𝒔𝒕 𝑻𝒓𝒂𝒏𝒔𝒂𝒄𝒕𝒊𝒐𝒏 𝑪𝒐𝒏𝒔𝒖𝒍𝒕𝒏𝒈: Erica Lappo ❖ Calvetti Ferguson - 𝑪𝑷𝑨 𝑨𝒄𝒄𝒐𝒖𝒏𝒕𝒊𝒏𝒈 𝑺𝒑𝒐𝒏𝒔𝒐𝒓: Brad Cummings, CPA and Victoria Lee ❖ CIC Partners - 𝑫𝒆𝒂𝒍𝒎𝒂𝒌𝒆𝒓 𝑺𝒑𝒐𝒏𝒔𝒐𝒓 (𝑷𝒓𝒊𝒗𝒂𝒕𝒆 𝑬𝒒𝒖𝒊𝒕𝒚): Stuart Moss ❖ Comerica Bank - 𝑺𝒆𝒏𝒊𝒐𝒓 𝑳𝒆𝒏𝒅𝒆𝒓 𝑺𝒑𝒐𝒏𝒔𝒐𝒓: Amanda Foyt ❖ IMA Financial Group, Inc. - 𝑰𝒏𝒔𝒖𝒓𝒂𝒏𝒄𝒆 & 𝑩𝒆𝒏𝒆𝒇𝒊𝒕𝒔 𝑺𝒑𝒐𝒏𝒔𝒐𝒓: Jordyn Arons Rosen, CIC, CPCU and Meredith Ryan Milley, CPCU ❖ Insperity - 𝑯𝑹 𝑺𝒆𝒓𝒗𝒊𝒄𝒆𝒔 𝑺𝒑𝒐𝒏𝒔𝒐𝒓: Nicki Nielsen ❖ My People Person - 𝑯𝒖𝒎𝒂𝒏 𝑪𝒂𝒑𝒊𝒕𝒂𝒍 𝑺𝒆𝒓𝒗𝒊𝒄𝒆𝒔 𝑺𝒑𝒐𝒏𝒔𝒐𝒓: Martha Reynolds ❖ National Transaction Advisors  - 𝑫𝒆𝒂𝒍𝒎𝒂𝒌𝒆𝒓 𝑺𝒑𝒐𝒏𝒔𝒐𝒓 (𝑰𝒏𝒗𝒆𝒔𝒕𝒎𝒆𝒏𝒕 𝑩𝒂𝒏𝒌): Brian Wendler ❖ Northern Trust Wealth Management - 𝑾𝒆𝒂𝒍𝒕𝒉 𝑴𝒂𝒏𝒂𝒈𝒆𝒎𝒆𝒏𝒕 & 𝑬𝒙𝒊𝒕 𝑷𝒍𝒂𝒏𝒏𝒊𝒏𝒈 𝑺𝒑𝒐𝒏𝒔𝒐𝒓: Shei Unger, CFP®, CEPA® ❖ Prospere Partners - 𝑫𝒆𝒂𝒍𝒎𝒂𝒌𝒆𝒓 𝑺𝒑𝒐𝒏𝒔𝒐𝒓 (𝑰𝒏𝒗𝒆𝒔𝒕𝒎𝒆𝒏𝒕 𝑩𝒂𝒏𝒌): Albert Fialkovich, CMAA, CBI Have a question about AM&AA? Ask a member of our advisory board: Lindsey M. Wendler Wendler Robert Rough Brian Wendler Shei Unger, CFP®, CEPA® Amanda Foyt Erica Lappo Ben Berkowitz Stuart Moss Albert Fialkovich, CMAA, CBI #mergersandacquisitions #Investmentbanking #privateequity #corporatedevelopment

Calling the AM&AA Dallas-Fort Worth Chapter, WFE, 100 Women in Finance, and TMA members and guests! Get ready for a joint summer happy hour at the legendary Peticolas Brewing Company on Tuesday, July 30th from 4:30-6:30 pm. This is your chance to connect with fellow industry professionals, unwind with delicious craft beers, and savor some amazing food. The venue itself is an experience—think tri-level taproom with ping pong, shuffleboard, foosball, and board games. When the weather's nice, the garage door swings open to welcome the city's energy. Don't miss out on this fantastic opportunity to mix, mingle, and have a blast! Register today to secure your spot. https://bit.ly/4eZvGjU #AMAA #Networking #DFWMA #Peticolas #WFE #TMA #100WomenInFinance

There are just a few spots left for the LAST AM&AA Event before summer break! Be sure to join the DFW Chapter of the Alliance of M&A Advisors on Wednesday, April 24th for a breakfast/networking event featuring a fireside chat with industry experts, who will be discussing alternative exits (ESOPs, IPO Preparation, MBOs, etc). Topic: Alternative Exits Register Here: https://lnkd.in/gJX8g4ec Date: Wednesday, April 24th Time: 7:30am-9:30am (program from 8am-9am) Location: Park House Dallas  100 Highland Park Village Dallas, TX 75205 (Parking widely available) BIG Thank You to the Sponsors of The DFW Chapter of Alliance of M&A Advisors! See below for our category sponsors and the local AM&AA member contact that you can reach out to directly for your middle market M&A needs: ❖ Align Collaborate - 𝑫𝒆𝒂𝒍𝒎𝒂𝒌𝒆𝒓 𝑺𝒑𝒐𝒏𝒔𝒐𝒓 (𝑷𝒓𝒊𝒗𝒂𝒕𝒆 𝑬𝒒𝒖𝒊𝒕𝒚): Michael Kornman and Grant Kornman ❖ BakerHostetler - 𝑳𝒆𝒈𝒂𝒍 𝑺𝒑𝒐𝒏𝒔𝒐𝒓 : Robert Schroeder and Jordan Bethea ❖ Bridgepoint Consulting - 𝑴&𝑨 𝑷𝒓𝒆/𝑷𝒐𝒔𝒕 𝑻𝒓𝒂𝒏𝒔𝒂𝒄𝒕𝒊𝒐𝒏 𝑪𝒐𝒏𝒔𝒖𝒍𝒕𝒏𝒈: Erica Lappo ❖ Calvetti Ferguson - 𝑪𝑷𝑨 𝑨𝒄𝒄𝒐𝒖𝒏𝒕𝒊𝒏𝒈 𝑺𝒑𝒐𝒏𝒔𝒐𝒓: Brad Cummings, CPA and Victoria Lee ❖ CIC Partners - 𝑫𝒆𝒂𝒍𝒎𝒂𝒌𝒆𝒓 𝑺𝒑𝒐𝒏𝒔𝒐𝒓 (𝑷𝒓𝒊𝒗𝒂𝒕𝒆 𝑬𝒒𝒖𝒊𝒕𝒚): Stuart Moss ❖ Comerica Bank - 𝑺𝒆𝒏𝒊𝒐𝒓 𝑳𝒆𝒏𝒅𝒆𝒓 𝑺𝒑𝒐𝒏𝒔𝒐𝒓: Amanda Foyt ❖ IMA Financial Group, Inc. - 𝑰𝒏𝒔𝒖𝒓𝒂𝒏𝒄𝒆 & 𝑩𝒆𝒏𝒆𝒇𝒊𝒕𝒔 𝑺𝒑𝒐𝒏𝒔𝒐𝒓: Jordyn Arons Rosen, CIC, CPCU and Meredith Ryan Milley, CPCU ❖ Insperity - 𝑯𝑹 𝑺𝒆𝒓𝒗𝒊𝒄𝒆𝒔 𝑺𝒑𝒐𝒏𝒔𝒐𝒓: Nicki Nielsen ❖ My People Person - 𝑯𝒖𝒎𝒂𝒏 𝑪𝒂𝒑𝒊𝒕𝒂𝒍 𝑺𝒆𝒓𝒗𝒊𝒄𝒆𝒔 𝑺𝒑𝒐𝒏𝒔𝒐𝒓: Martha Reynolds ❖ National Transaction Advisors  - 𝑫𝒆𝒂𝒍𝒎𝒂𝒌𝒆𝒓 𝑺𝒑𝒐𝒏𝒔𝒐𝒓 (𝑰𝒏𝒗𝒆𝒔𝒕𝒎𝒆𝒏𝒕 𝑩𝒂𝒏𝒌): Brian Wendler ❖ Northern Trust Wealth Management - 𝑾𝒆𝒂𝒍𝒕𝒉 𝑴𝒂𝒏𝒂𝒈𝒆𝒎𝒆𝒏𝒕 & 𝑬𝒙𝒊𝒕 𝑷𝒍𝒂𝒏𝒏𝒊𝒏𝒈 𝑺𝒑𝒐𝒏𝒔𝒐𝒓: Shei Unger, CFP®, CEPA® ❖ Prospere Partners - 𝑫𝒆𝒂𝒍𝒎𝒂𝒌𝒆𝒓 𝑺𝒑𝒐𝒏𝒔𝒐𝒓 (𝑰𝒏𝒗𝒆𝒔𝒕𝒎𝒆𝒏𝒕 𝑩𝒂𝒏𝒌): Albert Fialkovich, CMAA, CBI Have a question about AM&AA? Ask a member of our advisory board: Lindsey M. Wendler Robert Rough Brian Wendler Shei Unger, CFP®, CEPA® Amanda Foyt Erica Lappo Ben Berkowitz Stuart Moss Albert Fialkovich, CMAA, CBI #mergersandacquisitions #Investmentbanking #privateequity #corporatedevelopment #independentsponsor #ESOP #IPO #MBO