ACG DFW

01/03/2024

start off the New Year with Recognizing Excellence in M&A:
Submit Your Nominations for the 2023 North Texas Deals and Dealmakers Awards! 🌟

As we approach the close of another impactful year, ACG DFW and D CEO are excited to invite you to participate in the prestigious 2023 North Texas Deals and Dealmakers Awards. This annual celebration serves as a testament to the exemplary leaders and transformative transactions that have shaped the M&A landscape in North Texas.

🏆 **Nomination Criteria:**

1. **𝐃𝐞𝐚𝐥𝐬 𝐨𝐫 𝐃𝐞𝐚𝐥𝐦𝐚𝐤𝐞𝐫𝐬 𝐄𝐱𝐜𝐞𝐥𝐥𝐞𝐧𝐜𝐞** Individuals who have excelled in executing noteworthy M&A transactions in 2023.

2. **𝐒𝐭𝐫𝐚𝐭𝐞𝐠𝐢𝐜 𝐕𝐢𝐬𝐢𝐨𝐧𝐚𝐫𝐢𝐞𝐬** Nominees who have demonstrated visionary leadership, contributing significantly to the North Texas market through strategic acumen.

📝 **How to Nominate:**
📆 𝐎𝐧𝐥𝐲 𝐧𝐨𝐦𝐢𝐧𝐚𝐭𝐢𝐨𝐧𝐬 𝐬𝐮𝐛𝐦𝐢𝐭𝐭𝐞𝐝 𝐛𝐲 𝐉𝐚𝐧𝐮𝐚𝐫𝐲 𝟏𝟔𝐭𝐡 𝐨𝐧𝐥𝐢𝐧𝐞 𝐰𝐢𝐥𝐥 𝐛𝐞 𝐜𝐨𝐧𝐬𝐢𝐝𝐞𝐫𝐞𝐝 https://productions.dmagazine.com/mergers-acquisitions-awards/

🤔 **Questions or Clarifications?**
- Reach out to this year's ACG M&A Awards Chairs:
- Amanda Foyt
- Jordyn Arons Rosen, CIC, CPCU

Your contributions and achievements deserve recognition. Nominate yourself or a deserving colleague and be part of an evening that celebrates excellence in M&A!

06/12/2023

Here at we pride ourself in our culture that supports and encourages our members in relationship building. Today, we feature a member who relishes in networking here in .

As a consultant for 𝗕𝗿𝗮𝘇𝗼𝘀 𝟭𝟬𝟯𝟭 𝗘𝘅𝗰𝗵𝗮𝗻𝗴𝗲/WealthBuilder1031, Sarah Waterman focuses her time on building and nurturing relationships with clients and partners to grow the firm's presence in Texas and the surrounding region. Sarah is committed to understanding clients needs and determining how Brazos 1031 Exchange can bring value to their business.

Sarah's deep roots in Texas and expertise in the market have allowed her to add tremendous value through tax savings for clients who are building or expanding in the quickly growing Dallas market. Her passion for nurturing relationships has made her a trusted resource who constantly seeks solutions for her clients.

Sarah is very active with the chapter serving a seat on the the membership committee, women's committee and started the rapidly growing real estate P.O.D.. If you are a member and would like to get involved with our P.O.D.S(Professionals Opening Doors), please click here: https://www.acg.org/dfw/networks/pods-professionals-opening-doors-0

05/30/2023

Happy Tuesday ! Today, we are excited to announce our 𝟭𝟴𝘁𝗵 𝗔𝗻𝗻𝘂𝗮𝗹 𝗪𝗶𝗻𝗲 𝗧𝗮𝘀𝘁𝗶𝗻𝗴 & 𝗗𝗲𝗮𝗹𝗦𝗼𝘂𝗿𝗰𝗲! Join as we take flight at the Frontiers of Flight Museum on Thursday, September 14, 2023!

M&A professionals you don't want to miss out on this exclusive event where approximately 18 various wines of 91+ rating will be served. Beautiful art will be on display and decadent food with other fun items will be available throughout the evening!

Register and mark your calendars today! https://lnkd.in/g7ZrSuNE

Thank you to our Sponsors:
Platinum-UMB Bank
Wine Glass-Crowe
Flight Lounge-EisnerAmper & Sheppard Mullin Richter & Hampton LLP
Wine & Champagne Table-Baker Tilly, Wolf Capital Partners, BVA Group, Holland & Knight LLP, Insperity, K&L Gates, Moss Adams, Perkins Coie LLP, PNC & Winston & Strawn LLP
DealSource Presenting- CIBC & Grant Thornton LLP (US)
Gold- Bridgepoint Consulting
Valet-Venturity Financial Partners
Program-RMinds
DealSource WiFi- Lane Gorman Trubitt, LLC

05/15/2023

Happy Monday ! Are you heading to our Annual Craft Beer Bonanza tomorrow night? If so, please make sure you say hi to our featured for this week, David Waiyaki !

David serves as an Associate in the Valuation Advisory practice at Objective, Investment Banking & Valuation. He provides valuation services for various purposes including business transactions, financial reporting, tax compliance, and for advisory purposes.
Prior to Objective, Investment Banking & Valuation, David worked as a Transaction Advisory Associate providing financial and accounting due diligence services for mergers and acquisitions purposes. Prior to this, he worked as a Valuation Associate providing tangible asset valuations for banks and financial sponsors. David has worked with companies in various industries such as life sciences, business services, chemical manufacturing, oil and gas, hospitality and gaming, and infrastructure construction industry.

David also sits on our Young Professional's Committee and is looking forward to seeing everyone attend tomorrow's event. This event is almost 𝘀𝗼𝗹𝗱 𝗼𝘂𝘁 so grab your tickets today: https://lnkd.in/ggNyppcv

05/01/2023

Happy Monday ! We are delighted to feature this member who recently joined our chapter and is excited to network and build relationships.

Please join us in welcoming Adenike A. associate at Vedder Price, she is an enthusiastic collaborator who has a passion for bringing deals together. Nike began her career in finance and now focuses her legal practice on financial institutions, including banks and specialty finance firms. Whether assisting emerging enterprises gain access to financial markets, family-held companies, private equity-based businesses, or multinational organizations, Nike is equipped to guide her clients through the most complex financial processes.

With her years of experience, Nike understands the importance that each financial transaction holds to her clients, and is determined to help keep things simple by focusing on one-on-one, personalized communication. As a Nigerian American in the legal industry, Nike values the inclusive atmosphere that both her practice and the ACG Dallas-Fort Worth community encourage

04/26/2023

What a fantastic 𝟏𝐬𝐭 𝐀𝐂𝐆 𝐃𝐅𝐖 𝐏𝐫𝐢𝐯𝐚𝐭𝐞 𝐄𝐪𝐮𝐢𝐭𝐲-𝐛𝐚𝐜𝐤𝐞𝐝 𝐄𝐱𝐞𝐜𝐮𝐭𝐢𝐯𝐞 𝐑𝐨𝐮𝐧𝐝𝐭𝐚𝐛𝐥𝐞 we had last night!

Eighteen executives came out for a great discussion and we are excited to continue this series.

Special thanks to Gemma Descoteaux Sheppard Mullin Richter & Hampton LLP, Ethan M. Boothe EisnerAmper and Oliver Cone

04/25/2023

Hey is growing, and ACGDFW wants to make sure you maximize your network!

Join us on
𝗧𝗵𝘂𝗿𝘀𝗱𝗮𝘆, 𝗠𝗮𝘆 𝟭𝟭, 𝟮𝟬𝟮𝟯
𝟰:𝟯𝟬 𝗣𝗠 - 𝟲:𝟯𝟬 𝗣𝗠
Limestone Terrace, Palmwood Events

Sure to be a 𝘀𝗼𝗹𝗱 𝗼𝘂𝘁 event, so grab your tickets today! https://lnkd.in/g9XkWxEw

Thank you to our Fort Worth Series Sponsors:
Platinum- Calvetti Ferguson
Gold- BVWD, Paycor & Whitley Penn

Share: Image Event Details When: May 11, 2023 4:30 PM CDT Where: Location Name Limestone Terrace, Palmwood Events Location Address 640 Taylor Street Fort Worth, TX 76102 United States Register Now Add to Calendar Event Secondary Body Fort Worth May Networking Event May 11, 2023 4:30 - 6:30 p.m. Lime...

04/25/2023

What's a better way to cool off from the heat and network in DFW?
With 's 𝟮𝟬𝟮𝟯 𝗖𝗿𝗮𝗳𝘁 𝗕𝗲𝗲𝗿 𝗕𝗼𝗻𝗮𝗻𝘇𝗮 of course!
Hosted by our Young Professional's Committee

𝗔𝗹𝗹 𝗮𝗴𝗲𝘀 𝗶𝗻𝘃𝗶𝘁𝗲𝗱!!!

Join us on
Tuesday, May 16, 2023
5:30 PM-8:30 PM
On the Levee-Dallas

This event is surely to sell out fast, so grab your tickets today https://www.acg.org/dfw/events/2023-acg-dfw-craft-beer-bonanza

Thank you to our Sponsors:
Presenting-FORVIS
Beer Glass-Calvetti Ferguson
Beverage Table-Carr, Riggs & Ingram, EisnerAmper, Holland & Knight LLP, Jackson Walker LLP, Lane Gorman Trubitt, LLC, Objective, Investment Banking & Valuation, PNC, Woodforest National Bank
Bronze: R. Todd Bennett Retained Executive Search, LLC, Stanton Chase: Executive Search & Leadership Consultants & Trident Multifamily

04/17/2023

Hey what's a better way to start off your week than with our ! This week, we are delighted to feature this member who recently joined and shining his light on building relationships here in the metroplex.

Adrian B. Watson is a Managing Director with Eclipse Business Capital, LLC (“EBC”). He is responsible for transaction origination, structuring and ex*****on of investments in the Southwestern Region of the United States. With commitment targets that range from $10MM to $200MM, the EBC asset-based lending platform provides companies across a wide range of industries with lines of credit based upon eligible accounts receivable, inventory, machinery & equipment and owned real estate. EBC’s asset-based loans are an ideal financing option for businesses that have requirements outside of what traditional banks can offer.

Adrian has worked for both regulated and non-regulated lending institutions. Prior to joining EBC, he was a Senior Underwriter in JP Morgan Chase’s Asset-Based Lending Group. In addition, he sits on our 𝗡𝗲𝘁𝘄𝗼𝗿𝗸𝗶𝗻𝗴 𝗖𝗼𝗺𝗺𝗶𝘁𝘁𝗲𝗲 and attends ACG events for chapters outside of DFW.

01/24/2022

𝙈𝙤𝙣𝙙𝙖𝙮 𝙈𝙚𝙢𝙗𝙚𝙧 𝙎𝙥𝙤𝙩𝙡𝙞𝙜𝙝𝙩 🔆
Here’s a Monday Member Spotlight we’ve been looking forward to! Her dedication and commitment to has always made her an outstanding resource for our community.

Amanda Foyt, active ACG DFW board member and Special Events Committee Chair, is an M&A/corporate finance professional and Commercial Banker for CrossFirst Bank in Dallas, TX.

Focused on offering senior financing solutions to middle market companies, private equity firms, family offices, etc., Amanda’s involvement in the DFW Chapter makes her an excellent go-to banker for our ACG members. Amanda is a strong team player, always offering creative solutions while proving her ability to make things happen.

As a way to get in touch with Amanda, please reach out to her via LinkedIn to inquire about her active role as Chair of this year’s 𝗔𝗖𝗚 𝗠&𝗔 𝗮𝘄𝗮𝗿𝗱𝘀 (𝗶𝗻 𝗽𝗮𝗿𝘁𝗻𝗲𝗿𝘀𝗵𝗶𝗽 𝘄𝗶𝘁𝗵 𝗗𝗖𝗘𝗢). She would be happy to help navigate you through the nomination/submission process while it is still open (𝗗𝗲𝗮𝗱𝗹𝗶𝗻𝗲 𝗳𝗼𝗿 𝘀𝘂𝗯𝗺𝗶𝘀𝘀𝗶𝗼𝗻𝘀 𝗲𝗻𝗱 𝘁𝗵𝗶𝘀 𝗙𝗿𝗶𝗱𝗮𝘆, 𝗝𝗮𝗻𝘂𝗮𝗿𝘆 𝟮𝟴𝘁𝗵).

01/06/2022

You don't want to miss on this hot discussion and hear from leading professionals on what to expect.

𝗧𝗵𝘂𝗿𝘀𝗱𝗮𝘆, 𝗝𝗮𝗻𝘂𝗮𝗿𝘆 𝟮𝟬, 𝟮𝟬𝟮𝟮
𝟭𝟭:𝟯𝟬 𝗮.𝗺. - 𝟭 𝗽.𝗺.
𝗚𝗹𝗲𝗻𝗲𝗮𝗴𝗹𝗲𝘀 𝗖𝗼𝘂𝗻𝘁𝗿𝘆 𝗖𝗹𝘂𝗯

𝙄𝙣-𝙋𝙚𝙧𝙨𝙤𝙣 𝙖𝙣𝙙 𝙑𝙞𝙧𝙩𝙪𝙖𝙡 𝙊𝙥𝙩𝙞𝙤𝙣𝙨 𝙖𝙫𝙖𝙞𝙡𝙖𝙗𝙡𝙚!

☞ Don't miss out-register today: https://lnkd.in/e7dMCqwx

Thank you to our Moderator Marc Massad and Panelist Kyle Kinateder, CEcD, Matt Hunsaker, Carrie Calhoun Hamilton & Rebekah Tate

Thank you to our Sponsors:
Platinum- Calvetti Ferguson & Haynes and Boone, LLP
Gold-Regions Bank

01/03/2022

We're kicking off the new year with creating new opportunities and new relationships. Register today for the 𝟭𝟴𝘁𝗵 𝗔𝗻𝗻𝘂𝗮𝗹 𝗧𝗲𝘅𝗮𝘀 𝗖𝗮𝗽𝗶𝘁𝗮𝗹 𝗖𝗼𝗻𝗻𝗲𝗰𝘁𝗶𝗼𝗻--𝗪𝗲𝗱𝗻𝗲𝘀𝗱𝗮𝘆, 𝗠𝗮𝗿𝗰𝗵 𝟮𝟯-𝗧𝗵𝘂𝗿𝘀𝗱𝗮𝘆, 𝗠𝗮𝗿𝗰𝗵 𝟮𝟰, 𝟮𝟬𝟮𝟮
http://txacg.org/

We are grateful for our Sponsors:
Platinum- S&P Global, Holland & Knight LLP & Dallas Business Journal
Gold-Frost Brown Todd, D CEO & Cowen Inc.
Silver-Calvetti Ferguson, Grant Thornton LLP (US), Cadence Bank, Baker Tilly US, VIP, BMO Harris Bank, Bank of Texas, Sapling Financial Consultants Inc., Insperity, ZRG Partners, LLC, Texas CEO Magazine, USI Consulting Group, Armanino LLP, SourceScrub, Bridgepoint Consulting, Coupa Software
Opening Reception- Porter Hedges LLP, Katten Muchin Rosenman LLP
DealSource-Moss Adams, PNC
Dealmaker Lounge-Crowe
Kickoff Luncheon-Haynes and Boone, LLP, Lane Gorman Trubitt, LLC
Content Track-Northern Trust Corporation, Paycor
Laynard- Blank Rome LLP
Charging Station-Fifth Third Bank
Refreshment- GulfStar Group
Coffee Bar-Dixon Hughes Goodman LLP
Shoeshine- EisnerAmper

𝗡𝗼𝘁 𝘀𝗲𝗲𝗶𝗻𝗴 𝘆𝗼𝘂𝗿 𝗰𝗼𝗺𝗽𝗮𝗻𝘆 𝗹𝗶𝘀𝘁𝗲𝗱? 𝗠𝗮𝗸𝗲 𝘀𝘂𝗿𝗲 𝘆𝗼𝘂 𝗱𝗼𝗻'𝘁 𝗺𝗶𝘀𝘀 𝗴𝗲𝘁𝘁𝗶𝗻𝗴 𝗶𝗻 𝗳𝗿𝗼𝗻𝘁 𝗼𝗳 𝘆𝗼𝘂𝗿 𝘁𝗮𝗿𝗴𝗲𝘁 𝗮𝘂𝗱𝗶𝗲𝗻𝗰𝗲! 𝗙𝗼𝗿 𝗺𝗼𝗿𝗲 𝗶𝗻𝗳𝗼𝗿𝗺𝗮𝘁𝗶𝗼𝗻, 𝗰𝗹𝗶𝗰𝗸 𝗵𝗲𝗿𝗲: https://lnkd.in/efNi78mc