Recent Updates

7/16/14 – Online Registration closes July 16

7/7/14 – See who’s attending the Summer Conference.

6/18/14 – Need approval to attend? Use our Justification Toolkit!

6/11/14 – Check out the special events at the 2014 Conference

5/16/14 – New sponsors sign on to support the Summer Conference.

5/14/14 – Agenda updated with new sessions/speakers

Who Should Attend

The conference attracts 500+ middle market professionals, with 60% of attendees represented by deal makers.

Learn more about this influential group.

Conference Venue

Conference Activities

Keynote Speakers

Steven LaTourette
McDonald Hopkins
Government Strategies

Patrick O'Keefe
Director of Economic Research
Andrew Sherman
Partner--M+A and Corporate
Jones Day


Gary W. Ampulski, PhD, CM&AA, CEPA Gary W. Ampulski, PhD, CM&AA, CEPA
Managing Partner
Midwest Genesis
Joseph Barisonzi Joseph Barisonzi
Co-Founder & CEO
Community Leader
Nick Berry Nick Berry
VP, Business Development
Clearview Capital
John Bisack III John Bisack III
President and Managing Director
Performance Improvement Partners
Chris Blees Chris Blees
BiggsKofford PC
Jason Bolt Jason Bolt
Senior Associate
Columbia Financial Advisors
Phil Bomrad Phil Bomrad
Albireo Energy
Dan Bradbary Dan Bradbary
Global Deal Market/V-Rooms
Urs Breitsprecher, LLB Urs Breitsprecher, LLB
Tax, Corporate and Commercial Attorney at Law
von Woedtke & Partner
Randy A. Bridgeman Randy A. Bridgeman
Perkins Coie
Robert Brown Robert Brown
Managing Director and Co-President
Lincoln International
Stephen Buchanan Stephen Buchanan
Managing Partner
Mosaic Capital Partners
Keith Butcher Keith Butcher
Managing Partner
ButcherJoseph & Co.
Kevin Carlie Kevin Carlie
Senior Member
Stone Carlie
Maneesh Chawla Maneesh Chawla
Prospect Partners
Winchell Cheung Winchell Cheung
Director, Midwest
Hong Kong Trade Development Council
Kevin Cunningham Kevin Cunningham
Leeds Novamark Capital
Samir Desai Samir Desai
Managing Director
The Private Bank and Trust Company
Mike Ertel Mike Ertel
Managing Director
Broker Legacy M&A Advisors
Peter Fidler Peter Fidler
Managing Director
OFS Management
Stephen Gonzalez Stephen Gonzalez
Vice President and Financial Advisor
Alliance Bernstein
Andrew T. Greenberg Andrew T. Greenberg
GF Data Resources LLC
Chris Hammond Chris Hammond
Managing Director
Green, Manning & Bunch Ltd.
Glen Hampton Glen Hampton
Equilibrium IT Solutions, Inc.
Shane Hansen Shane Hansen
Warner, Norcross & Judd LLP
Christopher T. Hart Christopher T. Hart
Vice President
KLH Capital
Joe Hays Joe Hays
Managing Director
Diamond State Ventures
Loren Heger Loren Heger
Vice President and General Counsel
James Hill James Hill
Chairman of Private Equity Practice
Benesch, Friedlander, Coplan & Aronoff
Brad Hogan Brad Hogan
Pinnacle Exhibits
Bill Hubbard Bill Hubbard
Owner, Deal & Business Attorney
Hubbard Business Counsel
Ken Jones Ken Jones
Managing Partner
Boathouse Capital
Sam Jacobs Sam Jacobs
VP of Sales and Success
Justin Kaplan Justin Kaplan
Balance Point Capital Partners
Aldy Keene Aldy Keene
President and CEO
Loyalty Research Center
William J. Kidd William J. Kidd
Kidd & Company
John A. Kober John A. Kober
Morgan, Lewis & Bockius
Nitin Kumar Nitin Kumar

Bruce Lipian Bruce Lipian
Managing Director
Stone Creek Capital
Andrew M. Lohmann Andrew M. Lohmann
Partner, Vice Chair
Hirschler Fleischer
Anthony Madonia, CPA, JD Anthony Madonia, CPA, JD
Anthony J. Madonia & Assoc., Ltd.
David Magdol David Magdol
Chief Investment Officer, Senior Managing Director
Main Street Capital Corp.
Jordan Nickerson Jordan Nickerson

Aaron D. Peck Aaron D. Peck
Chief Financial Officer and Chief Investment Officer
Monroe Capital Corporation
Gretchen Perkins Gretchen Perkins
Huron Capital Partners LLC
Judge: Michael S. Pfeffer Judge: Michael S. Pfeffer
Managing Director
Post Capital Partners LLC
Billy D. Richardson Billy D. Richardson
TBSI Consulting
Michael Rosenbaum Michael Rosenbaum
Quadrant Five
Kenneth J. Sanginario, CPA, MST, MSF, CMAP, CTP, CVA, ABV, CM&AA Kenneth J. Sanginario, CPA, MST, MSF, CMAP, CTP, CVA, ABV, CM&AA
Corporate Value Metrics LLC
Sid Shaver Sid Shaver
Managing Director
Statesman Corporate Finance
Andrew Sherman Andrew Sherman
Partner--M+A and Corporate
Jones Day
Moderator: Steven Silverman Moderator: Steven Silverman
Director - M&A
Doeren Mayhew
Molly Simmons Molly Simmons
Tonka Bay Equity Partners LLC
James Simpson James Simpson

Finance 500 Inc.
Brent Solomon Brent Solomon
Partner - Valuation Advisory Services - National Director
CohnReznick LLP
John Stiffler John Stiffler
Director, Transaction Services
West Monroe Partners, LLC
Mario Vicari, CPA Mario Vicari, CPA
Director, Audit & Accounting
Kreischer Miller
Lisa Wright Lisa Wright
Managing Director—M&A Products
Bureau Van Dijk
Andre Zafrani Andre Zafrani
ghSMART & Company Inc.
Michael E. Zeller Michael E. Zeller
Moore & Van Allen