Events
Jul
15
Mon
Jul 15 – Jul 17 all-day
The 22nd annual AM&AA Summer Conference in Chicago will bring together hundreds of private business investment, advisory, and transactional experts through expert education, advanced certifications, and unparalleled deal-making opportunities for every mid-market professional.
Sep
3
Tue
The M&A Alliance Round Table is an Exclusive “by invite only” M&A Luncheon comprised of a group of high-level M&A professionals that advise companies seeking either a growth or an exit strategy.
Event is hosted by Kyle Griffith, CBI Managing Partner of The NYBB Group.
Sep
12
Thu
Sep 12 @ 5:30 pm – 8:00 pm
Deal or No Deal – Creating the Win/Win
The Alliance Long Island Chapter
Panel
Dennis O’Rourke – Moritt Hock
Ramsey W. Goodrich – Carter Morse & Goodrich
Keith Dee – Osage Advisors
Corey Massella – UHY-US
Moderator
Thomas De Filippe – Marshall & Stevens
$40 || Members
$60 || Non-Members
Sponsored by The NYBB Group
Oct
15
Tue
The NYABB Monthly Breakfast Meeting and Networking Event brings together top professionals such as Mergers & Acquisitions Advisors, Business Brokers, CPA’s, Attorneys, Financial Planners, Commercial Realtors, Bankers, Non-Bank Lenders, Insurance Brokers, Information Technology Experts, Business Consultants and others who have the ear of the CEO at numerous NY Metro companies.
Attending the event will “plug you in” to a synergistic and dynamic group where you can develop valuable connections that can significantly grow your business!
Oct
29
Tue
Oct 29 @ 11:45 am – 1:30 pm
The M&A Alliance Round Table is an Exclusive “by invite only” M&A Luncheon comprised of a group of high-level M&A professionals that advise companies seeking either a growth or an exit strategy.
Each meeting will have one advisor per industry, with each advisor having specialties on a specific aspect of a business life cycle including; Business Growth Strategy, Financial Planning, Legal, HR, Compliance, Insurance, owner legacy etc.
Collaborators of The M&A Alliance Round Table consists of trusted advisers experienced in providing advice to small to mid-sized companies in the following areas :
-
Estate Planning
-
Corporate Law
-
Insurance
-
Accounting
-
Financial Planning
-
Business Lending
-
Human Resources
-
Business Strategist
-
Business Valuation
-
Mergers & Acquisitions
The meeting is limited to about 8-12 guests as we would like to dive deep and give each adviser to chance to interact. There is no ongoing commitment to attend multiple meetings and there are usually different collaborators at each meeting which gives you the opportunity to meet new people.
Registration is on a first come first serve basis and there is only one ticket available per industry.
Couple reasons why you should attend this exlucsive luncheon:
-
Network with trusted high caliber industry specific business professionals.
-
No competing professionals – One person per industry.
-
Opulent Private Dinning accommodations with appetizer, entrée and beverages included.
-
Opportunity to partner and collaborate with other participants.
-
Generate referrals and grow your business by connecting with trusted business advisors.
Lunch Tickets are $35
Date & Time: Tuesday October 29th @ 11:45am – 1:30pm
Location: Jewel Restaurant 400 Broadhollow Road, Melville, NY 11747 (Be Ju Room)
https://jewelrestaurantli.com
Nov
4
Mon
Lou de la Prida will be at the NERUCA conference.
North East Regional Urgent Care Association (NERUCA)
Lou will be an exhibitor, and presenting speakers at the event.
Advanced Registration is required to attend the conference.
MGM Springfield – Springfield, MA 01103
Nov
6
Wed
Nov 6 @ 8:00 am – 9:30 am
Nov
14
Thu
Nov 14 @ 8:30 am – 10:00 am
Call or email Anthony for details.. Advanced registration required.
Nov
22
Fri
Nov 22 @ 11:15 am – 12:45 pm
Anthony Citrolo, CPA and Tony Calvacca, CBI will be presenting at the New York Conference of CPA Practitioners (NYCCPAP)
Topic: Now is the Time to Sell The Family Business-The State of the Market Private Equity groups and Synergistic buyers are paying high values in this seller’s market.
We will discuss the state of the market for privately held business owners and why the timing is perfect to sell the family business.
*ADVANCED REGISTRATION IS REQUIRED FOR THIS EVENT THROUGH THE NYCCPAP.*
Apr
29
Wed
Apr 29 @ 12:00 pm – 1:00 pm
CLICK HERE TO REGISTER
Join us to get some perspectives on the current and future state of the M&A Middle Market in New York and on Long Island.
This webinar will feature insights from:
Luis de la Prida of The NYBB Group – M&A
Luis de la Prida is a Managing Partner and Principal of The NYBB Group and NYBB Commercial Real Estate, Inc. He works closely with clients looking for an intermediary to represent them in the purchase or sale of a business or real estate. His clients include entrepreneurs, private equity groups and other financial sponsors, and lower middle-market companies with annual revenues of $5 million to $50 million. Luis represents clients across all industries, with specialties in healthcare and business services. He is a Certified Merger & Acquisition Advisor (CMAA) with over 25 years of successful experience advising middle market businesses and Fortune 500 companies.
Luis previously founded successful management consulting and financial advisory and insurance businesses. He also spent nearly a decade on Wall Street, where he gained valuable international experience in various financial roles at J.P. Morgan and Credit Suisse First Boston. As a former Chief Operating Officer of a medical practice, Luis helped acquire seven medical practices and launched several organic initiatives that transformed the practice into a large multi-specialty medical group. Luis is the founder and present co-chairman of the Long Island chapter of the Alliance of Merger and Acquisitions Advisors. He is a national presenter and author on matters relating to mergers and acquisitions.
Corey Massella of UHY U.S. – CPA
Corey Massella is a partner UHY U.S.–one of the leading professional services firms in the nation. A Long Island native, Corey has over 25 years of experience as an entrepreneur, tax and business advisor, and specialist in SEC accounting and audit services. His experience covers a wide range of industries, including professional services, private equity funds, and financial services. Corey has extensive knowledge and experience in complex tax structuring and planning, as well as experience serving as a Private Equity Group Practice Leader. Corey utilizes his experience to confidently guide middle market companies interested in buying, selling, or restructuring. He has completed over 350 M&A transactions.
In 2015, Corey won the SmartCEO award for Industry CPA Leader in New York. He has moderated several conferences, including ACG NY’s “M&A Landscape: Diving into Four of the Hot Industry Sectors” and “The M&A Advisor Summit.” He has authored numerous articles. Corey is a board member of the Long Island chapter of the Alliance of Merger and Acquisitions Advisors.
Stephen Mariani of Diamond Financial – Lender
Stephen Mariani is President of Diamond Financial–one of the nation’s leading sources of large, business acquisition loans. Stephen has worked with privately held business since 1978, personally owning many himself. His experience in locating financial solutions for small and mid-sized businesses led him to establish Diamond Financial, a company built with the business owner in mind. Stephen prides himself on honesty and integrity, traits which he strives to make apparent upon a client’s first encounter with his organization. Stephen is dedicated and committed to the success of small businesses in America.
Dennis O’Rourke of Morritt Hock – Attorney
Dennis C. O’Rourke is a Partner at Moritt Hock & Hamroff LLP where he serves as Chair of the firm’s Corporate & Securities Practice Group. Dennis has over 20 years of experience in handling all facets of complex mergers, acquisitions, securities offerings, corporate transactions, and general counsel matters. He provides corporate advice to business owners, public and private companies, including the structuring and negotiating of sophisticated sales and purchases of businesses, as well as capital raising transactions and joint ventures.
His experience includes work with both domestic and foreign-based clients in a wide range of industries, including technology, fintech, ad tech, logistics, e-commerce, card processing, medical devices, nutraceuticals, food and beverage, manufacturing, construction, real estate, biotechnology, alternative energy, telecommunications, pharmaceutical, financial services, professional services, insurance, gaming, and cannabis. Dennis presently serves as co-chairman of the Long Island chapter of the Alliance of Merger and Acquisitions Advisors.
Stephen White of Onyx Partners Group – Valuations
Stephen A. White is the founder and managing partner of Onyx Partners Group. He brings over 20-plus years of finance and valuation experience ranging from investment banking, private banking and wealth management. Stephen provides valuation services for small and midsized privately held companies for a variety of services, such as commercial acquisitions and sales, establishing buy sell agreements, consulting and managing exit planning strategies, and providing services for family offices.
Stephen currently serves on various boards, including the Valuation Credentialing Board for the National Association of Certified Valuators and Analyst (NACVA) and the NY/NJ Rutgers Center for Employee Ownership Advisory. His professional members include the National Center for Employee Ownership (NCEO), the African American Chamber of Commerce, and the NACVA Industry Correspondents, which provides valuable valuation training to the valuation community.
Moderator: Anthony Citrolo of The NYBB Group
Anthony J. Citrolo is the managing partner and founder of The NYBB Group and NYBB Commercial Real Estate, Inc. Anthony is a CPA with over 40 years of experience in business management, tax, operations and financ. He also holds a New York State Real Estate Broker as well as holding the designations in the past of Certified Valuation Analyst (CVA) and Certified Business Intermediary (CBI). In his role as managing partner, he works directly with business owners, guiding them through every aspect of the selling or acquisition process. Anthony also works closely with M&A Advisors and staff on the financial and operational analysis of each case to ensure that there is a maximum benefit and value in each transaction.
Anthony is a recognized leader in providing exit and succession planning guidance. He has been named an industry expert by Business Brokerage Press, Inc., a national publisher of educational content for intermediaries and business brokers. Anthony co-founded and is presently on the board of the Long Island chapter of the Alliance of Merger and Acquisition Advisors.
Subscribe