Time Event
7:00 am - 5:00 pm Conference Registration
7:00 am - 8:00 am Breakfast (course attendees only)
Course
Course
10:15am-10:30am Break (course attendees only)
12:30 pm - 1:30 pm Lunch (course attendees only)
Course
Course
3:00 pm - 3:15 pm PM Break (course attendees only)
Time Event
7:00 am - 5:00 pm Conference Registration
Course
Course
12:00 pm - 1:00 pm Lunch (course attendees only)
3:00 pm - 3:15 pm PM Break (course attendees only)
6:30 pm - 8:30 pm Welcome Reception hosted by KLH
Time Event
7:00 am - 5:00 pm Conference Registration
7:00 am - 8:00 am Breakfast
12:00 pm - 1:30 pm Awards Lunch- Brent Beshore
6:30- 8:00 pm Opening Reception hosted  by Prospect Partners/PerkinsCoie
Time Event
7:00 am - 1:00 pm Conference Registration
7:00 am - 8:00 am Breakfast with Tools of the Trade
8:00 am - 1:00 pm Dealmakers Expo & Lunch

Schedule at-a-glance

Attendee Registration
Exhibitor Registration

Conference Registration Policies

Cancellations received via phone or email will not be accepted.  Conference registration cancellation requests submitted on or before October 25, 2019 will be refunded, less a $150 administrative fee.  Cancellations received on or before November 8, 2019 will be charged a 50% processing fee.  No refunds or credits will be issued for conference registration cancellations received after April 15, 2019.

All cancellation requests for conference must be made via the Registration Change Request Form.

Course registrations are not refundable at any time; however, a credit toward future M&A Source course attendance is applicable up to one year. If you would like to cancel OR transfer your course registration, please submit the Change Request Form. Transfers will be charged a $50 administrative fee.

If you have any questions regarding your registration, please email registration@masource.org or call +1.404.477.5815.

PEG Representative Policy 
All PEG representatives must register as exhibitors. PEG representatives registered as regular attendees will have their registration converted to exhibitor and be billed the outstanding amount.

Discount Code Policy

Discount codes can not be stacked or used in conjunction with one another. No additional discounts are available to non-members taking advantage of the registration + membership discount. No discounts are applicable to courses only registrations.

Attendee Registration
Exhibitor Registration

Workshops

When marketing lower middle market companies, many firms employ a controlled auction aka a “structured process” in order to place prospective buyers in competition with one another to maximize the price paid for the business.  The panel of experience intermediaries will discuss why and how they employ such a process and will further discuss successes and failures they have experienced as a result.  A representative of the private equity community will discuss the process from its perspective.

Moderator

Michael W. Camerota, J.D. M&AMI

Panelists

Dave Wimer

Phil King

Lamar Stanley

Moderator

John Howe

Panelist

Jim Afinowich
Scott Bushkie
Bill Welch

The Tax Cuts and Jobs Act of 2017 was signed into law on December 22, 2017. It represents the most significant overhaul of our tax laws in over 30 years. The act contains substantial changes to the taxation of businesses, individuals, tax-exempt organizations, and others. Initially, the package was aimed at simplification, but the changes enacted are anything but simple.

The hallmark of the new legislation is the reduction in the maximum corporate tax rate and the reduction in the maximum tax rate imposed on owners of pass-through entities, such as partnerships and S corporations, with respect to qualified business income.  The new law will have a profound impact on tax planning for corporations, partnerships, sole-proprietorships, and their respective owners.

This workshop will cover the details of the biggest U.S. tax legislation changes since 1986 and how these changes will affect business tax planning and business transactions.

Moderator

Monty Walker

Moderator

Greg Carpenter

Panelists

Michelle Siler Tucker

George Chaconas

Michael Mullen

Andrew Rogerson

 There has been significant growth in the number of active “Search Funds” actively seeking businesses to acquire in the lower middle market.  This panel will explore the origins of this growth (Entrepreneurship through acquisition courses being taught at major business schools) and the differences in the various Search Fund models.  The panel will discuss best practices for an effective and efficient dialogue in working with this type of buyer.

Moderator

Gary Rogers

Panelist

Alexander Schneider
Tim Buckman, MBA
Steve Wain

Moderator

Lee Ballew

Panelists

Ben Mackay

Michael Arguelles

Chris Godwin

Education

Sunday

Monday

Conference Registration Includes:

  • Breakfast & lunch on conference days (Tuesday & Wednesday)
  • Access to all workshops and receptions
  • Access to the Dealmakers Expo on Wednesday

Courses are not included in the Full Conference registration, and are purchased separately.

You do not need to purchase a Full Conference registration in order to purchase and attend an M&A Source course. Course fees are an additional $250 for members and $350 for non-members. There will be a $50 late registration fee for all course registrations on or after April 8th. Once registered for a course, there will be a $50 transfer fee per course to make any changes to your course registrations, including switching into a different course.

Course Registration Member Non-member
Until November 8th

On or after November 8th

$250

$300

$350

$400

COURSE ONLY Registration

Travel Information

M&A Source Fall 2019 Conference & Dealmakers Expo

Conference Schedule

Pre-Conference Courses:

Workshops

Dealmakers Expo:

Hotel

Group Room Rate

Reserve Your Accommodations

Cut-off Date

Check-in/Check-out

Internet

Complimentary basic internet in guestrooms and public areas. The meeting space will not have internet.

Hotel Parking

Hotel Reservation

Transportation

Driving

Area Airport

Airport Ground Transportation

Dealmakers Expo

The M&A Source Dealmakers Expo takes place twice a year at each M&A Source Conference for Professional Development. Designed to connect private equity firms with the M&A Advisors, the Dealmakers Expo is the place to be to make deals happen.

If you are a Private Equity Group (PEG) looking to invest in businesses valued between $1-50 million, make a commitment to participate in the M&A Source Dealmakers Expo. The M&A Source Expo attracts over 200 experienced merger and acquisition professionals who are eager to discuss business opportunities with you. Attendees at the Dealmakers Expo represent the most successful and sophisticated advisors in the lower middle market. The fact that attendees are experienced professionals ensures PEG representatives that their time will not be wasted and they will have ready access to more potential acquisitions in one day than they could hope to ever see in one day in their office. The contacts you make at the Dealmakers Expo will save you time, money and energy because they will be more likely to call you when they have opportunities that meet your criteria because of the personal relationships you develop as a regular attendee at this semi-annual event.

Register for the Fall 2019 Dealmakers Expo

Exhibitor Registration

Complete Your Profile

After registering for the conference complete your profile by November 1, 2019. If you do not complete this profile you will NOT be included in the On Site Guide.

Questions?

Send any questions regarding exhibiting at the conference to sales@masource.org

PEG Profile