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THE MIDDLE-MARKET M&A CONFERENCE

The Smart Business Dealmakers Conference connects entrepreneurs, investors and advisers
for a day of dynamic content and networking in top U.S. business markets.

EXPERIENCE DEALMAKERS

Every year, Smart Business Dealmakers connects thousands of local dealmakers, including middle-market CEOs, top PE and VC firms, major lenders and leading service providers.

With sessions ranging from raising capital to buying and selling companies to alternative asset investing, our conferences cover the breadth of the M&A landscape.

To experience Dealmakers, take a look inside one of our past events.

SUCCESSFUL CEOS, INVESTORS AND ADVISERS SHARE THEIR INSIGHTS INTO KEY M&A TOPICS

BUYING A BUSINESS

SELLING A BUSINESS

FINANCING A DEAL

LIQUIDITY EVENTS

TRANSACTION PREPAREDNESS

FAMILY BUSINESS DYNAMICS

WHAT’S ON THE AGENDA?

Every Smart Business Dealmakers conference is tailored to the needs of the local market, but each event features dynamic speakers, engaging panel discussions and numerous networking opportunities. Here is an example of what a typical agenda looks like.

Morning

8:00 Doors Open/Registration/Breakfast
8:45 Kickoff & Introductions
9:00 Opening All-Attendee Session
10:00 Breakout Panel Discussions
Buying/Selling/Deal Preparedness
10:40 Q&A Session/Networking/Refreshments
11:00 Breakout Panel Discussions
Capital/Liquidity/Family Business Dynamics
11:40 Q&A Session/Networking/Refreshments

Afternoon

12:00 Lunch/Networking
1:20 Dealmakers Awards Panel Discussion
2:00 Breakout Panel Discussions
Buying/Selling/Deal Preparedness
2:40 Q&A Session/Networking/Refreshments
3:00 Breakout Panel Discussions
Capital/Liquidity/Family Business Dynamics
3:40 Q&A Session/Networking/Refreshments
4:00 Dealmakers Awards/Cocktail Reception
6:00 Conclusion

Some of Our Sponsors

Alex. Brown
Aon
Baker Hostetler
Ballard Spahr LLP
BDO
BMO Harris Bank
BNY
CBIZ
Chief Outsiders
Citizens
Dickenson Wright
Huntington
Ice Miller LLP
Insperity
JPMorgan Chase & Co.
Key Bank
Locke Lord LLP
Marsh
PNC
RSM
SeatonHill Partners, LP
Taft
UBS
US Bank
Vistage

Cities

Event
Baltimore

Thursday, April 25, 2024
Woodholme Country Club


Event
Milwaukee

Thursday, May 2, 2024
Milwaukee Athletic Club


Event
Atlanta

Thursday, May 16, 2024
Atlanta Athletic Club


Event
New York

Thursday, June 6, 2024
The Yale Club


Event
Cleveland

Thursday, June 13, 2024
The Hotel Cleveland


Event
Washington, DC
Coming Soon

September 2024


Event
Columbus

September 13, 2023
Hilton Columbus Downtown


Event
Philadelphia

September 20, 2023
Philadelphia Marriott Downtown


Event
Chicago

October 5, 2023
Union League Club of Chicago


Event
Denver

October 11, 2023
The Denver Athletic Club


Event
Charlotte

October 26, 2023
Carmel Country Club


Event
Minneapolis

November 2, 2023
Interlachen Country Club


Event
Houston

November 8, 2023
Houston Country Club


Event
Central Florida
Coming Soon

December 2024 / January 2025


Event
Nashville

February 22, 2024
Hillwood Country Club


Event
Pittsburgh

February 29, 2024
Wyndham Grand Pittsburgh Downtown


Event
Boston

March 7, 2024
The Westin Copley Place


Event
St. Louis

March 14, 2024
Forest Hills Country Club


Event
Dallas

March 21, 2024
Lakewood Country Club


Event
Detroit

April 18, 2024
The Townsend Hotel