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The 10 Best Conferences to Attend in Q3

Below is a list of 10 conferences in Q3’14 that target middle market deal professionals and business owners. We are particularly excited about our inaugural conference, Axial Concord. These gatherings help facilitate deals all around the United States and Canada.

As we have previously discussed, conferences can be an excellent way to boost your offline business development efforts and increase visibility of opportunities. If you are attending any of the below conferences, it is important to maximize value and effectiveness at events and to measure your ROI.

Don’t forget your business cards!


July 8 – Axial Summer Summit East, New York, NY

How better to return from the 4th of July weekend than with some business development at Axial’s Summer Summit East in NYC? Over cocktails on the rooftop at Catch, Members will connect around industry verticals and opportunities represented by sponsor investment banks. The event is co-hosted in collaboration with Merrill DataSite. Sponsors include Brookwood Associates, Capstone Partners, INTL FCStone, Middlemarch Partners, and Provident.


July 21-23 – Family Office & Private Wealth Management Forum, Newport, RI

Regarded as “Opal’s premier conference and the preeminent event in North America for high net worth individuals and family offices from around the world,” this event focuses on trends and developments of family office investment strategies. The two-day conference will include panels and a keynote address by Pencils of Promise founder Adam Braun.


July 22 – Axial Summer Summit Midwest, Chicago, IL

If you can’t attend our Summit in NYC, we are hosting another in Chicago a few weeks later. Mingle with fellow deal professionals at Vertigo Sky Lounge for a night of facilitated business development. Event sponsors include EVE Partners, Roth Capital Partners, Trinity Capital, and Western Reserve Partners.


July 22-24 – AM&AA Summer Conference, Chicago, IL

AM&AA is hosting their annual summer conference in Chicago. The theme of the event is “Evolve: Capturing Opportunities in Today’s Market” and  is expected to attract 500+ deal professionals from all around the world. Located at JW Marriott Chicago, the three-day event is expected to offer some excellent face-to-face meetings.


September 8-9 – Great Lakes ACG Capital Connection, Columbus, OH

After a quiet August, ACG is hosting a conference in Columbus, Ohio for neighbors of the Great Lakes. In addition to the standard DealSource and Capital Connection, the event includes a variety of panels on buying and valuing a mid-market business. Watch for keynote speeches from Jack Hanna and Todd Buchholz.


September 15 – GLHC Conference, Milwaukee, WI

On September 15, ACG Wisconsin is hosting its annual Growth, Leadership and Human Capital (GLHC) conference in Milwaukee. The conference is designed, “for anyone who is interested in learning market leading strategies on how to recruit talent, and develop leadership within their organizations and drive corporate growth.” Rita McGrath will provide the keynote address.


September 15-16 – Family Office Endowment Forum, Vancouver, BC

If you are looking to break into the international conference circuit, Opal Financial Group is hosting a family office and endowment forum in Vancouver, Canada. The event is specifically tailored to Canadian investors looking to expand their investments internationally, making it an ideal opportunity to forge international relationships.


September 15-17 – ACG LA Business Conference, Beverly Hills, CA

Head to sunny California for ACG’s Business Conference. The conference schedule includes DealSource, Capital Connection, Women’s Forum, and keynote speeches by Gen. David Petraeus and Dr. Ben Bernanke. Over 1,300 dealmakers are expected to be in attendance this year.


September 23-24 – ACG 2nd Annual Deal Crawl, Charlotte, NC

Over 250 dealmakers will descend on Charlotte, North Carolina for the 2nd annual DealCrawl. After a ‘Pub Crawl’ on the evening of the 23rd, PE firms will be scheduled for “a day of in-house meetings with leading investment bankers.”  Stay tuned for more details — registration opens on August 1st.


September 30 – Axial Concord 2014, New York, NY

Axial is excited to announce its inaugural full-day conference. The conference, located in the heart of NYC, will include workshops on digital marketing, outbound business development, specialization, family offices, and much more. Meet hundreds of other Axial Members for in-person business development.


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