SBIA & AM&AA Deal Summit

Join Us

SBIA and the Alliance of Merger & Acquisition Advisors (AM&AA) collaborated to host a joint event combining SBIA’s Southern Private Equity Conference and AM&AA’s Winter Conference to create a new conference, the SBIA & AM&AA Deal Summit.

Wednesday, February 20 – Friday, February 22, 2019 at Doral in Miami, the SBIA & AM&AA Deal Summit offered the perfect opportunity to kick-off the New Year with substantive content, engaging speakers, and exceptional networking.


Please click here to view a list of capital providers, investment bankers, independent sponsors, M&A intermediaries, and limited partner firms that attended the event.

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 amongst lower middle market peers
  • exclusive Deal Bash event for fund managers and investment bankers

Event Details

View the full conference agenda by clicking here

Wednesday, February 20, 2019

5:00 p.m.      Early Arrivals Cocktail Reception

7:00 p.m.      Reception concludes, Dinner on your own.

Thursday, February 21, 2019

8:30 a.m.       Continental Breakfast

10:00 a.m.    Exhibit Hall
                           Meet with industry leaders and learn more about their stories.

10:00 a.m.    Welcome and Sponsor Recognition
                          Les Alexander, Jefferson Capital, SBIA Southern Regional President
                          Bruce Marks, Radius Bank, AM&AA Conference Planning Chair 

10:15 a.m.     General Session: A Data Driven Industry: A Look at the Lower Middle Market 
                            Graeme Frazier, Private Capital Research and GF Data Resources, LLC Panel Moderator
                           Nicholas Heinz, Mercer Capital
                           Andy Jones, Private Equity Info
                          Nadim Malik, Sutton Place Strategies, LLC

11:00 a.m.     General Session: In It to Win It … Facilitating Deals in a Competitive Market
                           Heather Hubbard, Valesco Industries, Session Moderator
                          Faraz Abbasi, Centerfield Capital Partners
                          K. C. Hazarika, BB&T Capital Markets
                          Robert Rough, Telos Capital Advisors

11:00 a.m.     “Dueling Courses” Golf Tournament

12:00 p.m.    Women Investors Networking Luncheon (Invitation only)

12:00 p.m.     Networking Luncheon

2:00 p.m.      General Session: Retaliation Trade and Tariff Policies: The Impacts on our Portfolio Companies
                           John Hotta, Capital Expert Services, LLC 

2:45 p.m.      General Session: Boom and Bust – Observations about the Nation’s Economy
                           Dr. John Connaughton, Barings Professor of Financial Economics,
                          Belk College of Business, University of North Carolina Charlotte  

3:30 p.m.      Networking Break

4:00 p.m.     Just How Disruptive Can Disruptive Technologies Be?
                           A Keynote Presentation: Digital Disruption/Transformation
                           Thomas Koulopoulous, Delphi Group

5:00 p.m.      Finding Deals and Building Networks Cocktail Reception

7:00 p.m.      Reception Concludes

Friday, February 22, 2019

7:45 a.m.      Networking Breakfast

7:00 a.m.     Exhibit Hall
                           Meet with industry leaders and learn more about their stories.

9:00 a.m.      DEAL BASH – Great Deal Making Southern-Style

9:00 a.m.      General Session: Navigating OZ…Opportunity Zones That Is
                           David Parkhurst, Small Business Investor Alliance, Session Moderator
                           Tim Rafalovich, Wells Fargo Strategic Capital
                           Rachel Reilly, Economic Innovation Group
                           Martin Teckler, Blank Rome                         

10:00 a.m.    General Session: Cultural Integration Through the Life Cycle
                         Jason Tuzinkewich, Blue Sky Advisors, Session Moderator
                           Mark Arciero, Interim CEO and Private Equity Services
                           Christine Hollinden, Hollinden Marketing Solutions
                           Troy Tucker, Blue Sky Capital Advisors

11:30 a.m.    Networking Luncheon and Special Presentation

                         Washington Update – Setting Expectations
                         Brett Palmer, SBIA President

                        Award Presentation: Thought Leader of the Year
                         Mike Nall, Founder, AM&AA, Co-Founder MidMarket Alliance

  Thank you to the Middle Market Thought Leader of the Year Partner BKD for their support.

                        End of Conference Raffle

1:30 p.m.     Conference Concludes

The SBIA and AM&AA Deal Summit was held on Wednesday, February 20 – Friday, February 22, 2019 and offered attendees the opportunity to meet and network with lower middle market fund managers, limited partners, intermediaries, and select professional service providers.

Please click here to view a list of capital providers, investment bankers, independent sponsors, M&A intermediaries, and limited partner firms that attended the event.

Cancellation Policy

All SBIA & AM&AA Deal Summit registration cancellations and refund requests must be made in writing to SBIA via email. Please see the information below regarding our cancellation deadlines:

Cancellations made before January 12, 2019 – Full Refund for Registration and Activities

Cancellations made between January 13, 2019 – February 6, 2019 – Administrative Fee of $200 charged against Registration Refund; Full Refund for Activity Fees

Cancellations made after February 6, 2019 – No Refund Available

SBIA Members may transfer your SBIA & AM&AA Deal Summit registration to another member of your firm by sending an email to A SBIA Member registration, is non-transferable to registrants outside of your firm.

Non-Member and individual AM&AA Member registration are non-transferable.

Please note that refunds will not be given for no-shows.

For questions, contact the Event Registrar via email or at 202.628.5055.

Conference Golf Tournament

Choose your challenge! This year we will be hosting a two track golf tournament featuring the famous and challenging Blue Monster course in addition to the tamer, but still fierce, Red Tiger course. Prizes will be awarded to the top foursome of each course and The Blue Monster will have a Hole in One Challenge. Enjoy networking and a competitive round of golf with industry colleagues.

Thursday, February 21, 2019
11:30 am Boxed Lunch, Organize Foursomes, Practice
12:00 pm Tee-off

Trump® National Doral – The Blue Monster Course

With legendary architect Gil Hanse at the helm, the historic Blue Monster Course has undergone a complete redesign and has become a new golf course, thus reaffirming its reputation as one of the most challenging and spectacular golf courses in existence. The 7,608 yard course features a series of strategically placed deep bunkers, long flowing fairways, undulating greens, deep Bermuda rough and a challenging assortment of water hazards – all of which combine for a course that requires both length and finesse to score well. Our members enjoy playing where the Pro’s play! The famous 18th hole was ranked by GOLF Magazine as one of the Top 100 Holes in the World. It is no surprise that virtually every great name in golf has had a moment of glorious personal triumph on this world-class course.

Advanced Registration Required: $475 Registration Fee.

Trump® National Doral – The Red Tiger Course

The Red Tiger Course forces players to use strategy and shot placement, rather than driving for show. Featuring 14 water holes with fairways winding around several lakes, the course provides breath-taking beauty and exhilarating challenges, without intimidating length. The primary design resembles a New England style course and is set on just 120 acres. Unique to the Red Tiger Course are two island greens at No. 6 and No. 14.

Advanced Registration Required: $275 Registration Fee.

Golf registration is open to registered attendees of the 2019 Conference. If you have any questions please contact us via email or at (202) 628-5055.

Club rentals available for $85, please contact the pro shop (305) 592-2000.

Meet Our Distinguished Speakers

The SBIA & AM&AA Deal Summit speaker lineup includes a variety of experienced industry professionals who are experts in their field. 2019 Conference speakers include:

Faraz Abbasi
Senior Partner
Centerfield Capital Partners



Les Alexander
Jefferson Capital Partners



Andy Jones
Founder & President
Private Equity Info



Mark Arciero
Professional Business Advisor
Interim CEO and Private Equity Services



Dr. John Connaughton
Barings Professor of Financial Economics
Belk College of Business, University of North Carolina Charlotte 



Graeme Frazier
Private Capital Research & GF Data



K.C. Hazarika
Senior Vice President
BB&T Capital Markets



Christine Hollinden
Owner & Principal
Hollinden Marketing Solutions



John Hotta
Co-Founder & Board Director
Capital Expert Services, LLC



Heather Hubbard
Valesco Industries



Thomas Koulopoulos
Delphi Group



Bruce Marks
Business Acquisition Specialist
Radius Bank



Mike Nall
Founder & Managing Director
Alliance of Merger & Acquisitions Advisors



Brett Palmer
Small Business Investor Alliance



David Parkhurst
General Council
Small Business Investor Alliance



Marty Teckler
Blanke Rome, LLP



Troy Tucker
Chief M&A Officer
Blue Sky Capital Resources



Jason Tuzinkewich
Blue Sky Capital Resources

As a courtesy for the registrants of the SBIA & AM&AA Deal Summit, there is a room block at:

Trump® National Doral Miami
4400 N.W. 87th Avenue
Miami, FL 33178

Tel: 305.592.2000

Rate: $319/nt plus tax

Unless sold out sooner, the last day to secure a room reservation within the room block is January 30, 2019.

Thank You to our Sponsors

2018 Middle Market Thought Leader of the Year Partner



Ice Miller


RSMWinston & Strawn LLPEversheds Sutherland
Hogan LovellsPepper Hamilton

Plante Moran



Blank RomePEF Services

McGuireWoodsPolsinelliRobinson Cole
Foley HoagLocke Lord

Supporting Partners





2019 Deal Bash Table Hosts..

February 20, 21, and 22 2019

4400 N.W. 87th Avenue
Miami, Florida 33178

For questions, contact the Event Registrar via email or at 202.628.5055.