It’s been our pleasure to host middle-market dealmakers from these firms at our annual M&A West conference in Napa in recent years. Get On the List in 2027!
| 3P Partners 5th Line Capital Abacode Abacus Finance Group, LLC Accel-KKR Accenture ACT Capital Advisors Acuity Analytics (FKA Acuity Knowledge Partners) AddsVal CPAs & Advisory AEA Investors LP Agellus Capital Agile Transaction Group AI Value Architects Alchemy Research and Analytics Alex Karlsen Alliant Insurance Services Alpha Wave Global Alphawatch Alpine Investors Alvarez & Marsal Amber Semiconductor American Pacific Group Amplify Global Consulting Anthropic Apex Group Apex Leaders, LLC Apis & Heritage Capital Partners Architect Equity Arcline Investment Management Arcserve Armanino LLP Armory Securities Artemis Transaction Advisors LLC Associated Bank Aterian Investment Partners Audax Private Equity Avante Capital Partners AviatrXX, LLC Axos Bank B. Riley Advisory Services -GlassRatner B/T Advisory Bacchus Consulting Group Baden Capital Baker Botts LLP Baker Tilly Capital Baker Tilly US Balmoral Funds LLC Banc of California Bank of America Bank OZK Banneker Partners BAXIMUS BayLink Capital Bayview Funding BDO Capital Advisors BDO USA BDX Capital Bean Hunt Harris & Co Bear Creek Partners Behrman Capital Benchmark International Benhamou Global Ventures Benjamin Maurice LLC Bernstein Bertram Capital BHR Fund Bison Capital Bloom Equity Partners Blue Wolf Capital Partners LLC BMO BNY Wealth BowPoint, LLC BPM LLP BrainRoots Branford Castle Partners, L.P. Bregal Sagemount Broadridge Brookside Capital Partners Bryson Financial CAC Specialty Calera Capital California Bank & Trust / Zions Bancorporation Callodine Credit Management Caltius Structured Capital Candor Advisors Canerector CANY Holdings Capital Southwest Caprice Capital Partners Carl Marks Advisors Carlsquare Carta CBRE Celtic Bank Centerfield Capital Partners Cerberus Capital Management, L.P. Cerity Partners CFGI Chief Outsiders Chiron Financial CIBC CIT Northbridge Credit Citizens Bank Citrin Cooperman City National Bank CLA Meridian Capital Clearview Capital CliftonLarsonAllen CohnReznick LLP Colabra Collabria, Inc Columbia Pacific Advisors COMERICA INC Comerica Securities Inc. Compton & Company, LLC Computershare Trust Company, N.A Comvest Partners Connor Group Convergent Capital Cooper & Huber LLP Copper Run Cordillera Investment Partners CORE X Partners CoreAI Capital Corporate Finance Associates Cresset Capital Crete PA Crimson Jay Executive Search Partners CriticalPoint CROWE LLP Crumble Capital Crux Advisors CSC Delaware Trust CTW CVF Capital Partners Dardania Capital Davis Wright Tremaine LLP DaVita Kidney Care dbbmckennon DCA Partners Deel Deutsche Bank Digital Beverage Group Dilworth & Barrese, LLP. Dinan & Company LLC Dinan Capital Advisors DLA Piper LLP DMH Napa Valley Dobs AI docufi.ai Dresner Partners Ducker Carlisle EC Mergers & Acquisitions Edgewood Ventures Eisner Advisory Group LLC EisnerAmper LLP Encore Consumer Capital Enterprise Bank & Trust EPIQ Leadership ERA Group Eureka Capital Insurance Services, LLC | Everberg Capital Everest Advisors LLC Exit Strategies Group, Inc. F2 Falcon Capital Advisers Falcon Investment Advisors LLC Farella Braun + Martel LLP Fidelity Management & Research Fidus Capital Fidus Partners Fieldfisher Fifth Third Bank Fifth Third Commercial Bank Fifth Third Securities Finalis First Business Bank First Citizens Bank First Merchants Bank First Merchants Sponsor Finance Fisher Phillips Fluid MSP FMI Capital Advisors FMI Corporation Folsom Jackson Fort Point Capital Fox Rothschild LLP Fremont Private Holdings Frontenac Company G2 Capital Advisors Gallant Capital Garnett Station Partners Gemspring Capital Generational Equity GenNx360 Capital Partners LP Gesmer Updegrove LLP Gladstone Capital Gladstone Investment Corporation Glaser Weil Global Guy International LLC Go Global Gooder Foods Graham Partners Grant Thornton Graphic Arts Advisors Graycliff Partners Great Pine Investments Great Rock Capital Greyrock Capital Group GrowthCurve Capital G's Dry Hard Ginger Hamilton Locke Hamilton Robinson Capital Partners Hanson Bridgett LLP Harbor IT Harbor View Advisors Hardesty LLC Harvest Capital, LTD Harvey & Company LLC Hastings Equity Partners Haven Capital Partners Havis, Inc. HCAP Partners Heffernan Insurance Brokers Height Capital Market HG High Street Capital Highview Capital Hilco Corporate Finance Hilton Global Investigations Hire Tomorrow, LLC Holman Houlihan Lokey Housatonic Partners Huebner Marketing Huntington Bank Hyde Park Capital Advisors IA Seed Ventures IEQ Capital illumina CPA Group, Inc. IMA IMA Financial Group Impact Point Co. Industrial Opportunity Partners, LLC Inflection Point Partners Insignia Capital Group Insperity Inspirit Equity Intralinks Intrepid Investment Bankers Investcorp International Inc Invictus Growth Partners Iron Path Capital IT Ally LLC J.P. Morgan Chase JMP Securities JPMorgan Chase JSP Capital Partners JTC Group Kaltroco Kayne Anderson Private Credit KBF CPAs KeyBank KeyCorp Knowcraft Analytics Pvt Ltd Kroll Investment Banking L Capital LLC Lafayette Square Last Bottle Inc. Lateral Investment Management Lazear Capital Partners Ltd LBMC LCG Advisors Lincoln International Live Oak Bank Lockton Longshore Capital Partners LongWater Capital Solutions Main Street Capital Manatt, Phelps & Phillips, LLP Mangoteque Marsh Marsh & McLennan Mayer Brown MCM Capital Partners Md7, LLC Meld Valuation Menlo Consulting LLC Mercer Mergermarket Meridian Capital Merit HR Merrill Private Wealth Management Mesirow Metropolitan Capital MFG Partners MGG Investment Group Mgmt. Consulting (MBB) MGO CPA Microsoft Miller Johnson MillerThomson LLP Mitsubishi HC Capital - Technology Finance Mizzen Capital M-One Capital Monomoy Capital Partners Monroe Capital Montgomery Securities Morgan Stanley Morris Advisory LLC Moss Adams MPT Global Insights MTN Murdock Martell, Inc. MyDream Interactive Nagashima Ohno & Tsunematsu Navwise NexPhase Capital LP Next Horizon Capital Next Level Partners Nightpeak Energy Nomura Securities | Northwest Bank Norwest Novell Corporate Development NOW CFO O2 Investment Partners O3 Industries OneDigital Onex Onyx Asset Advisors, LLC Outfront Solutions Oxford Commercial Finance P4G Capital P4P Consulting Pacific Advisors Inc Pacific Avenue Capital Partners Palm Tree, LLC Pathward Equipment Finance Pawlawski Martin Leadership Peak Rock Capital Peloton Capital Management PeopleFirst M&A Partners Perseus Group, Constellation Software PGIM Private Capital Pheasant Tail Capital Partners Pike Street Capital Piper Sandler Platinum Equity Plexus Capital PMC Capital PNC Business Credit Princeton Equity Group Principal Alternative Credit Principal Consulting Group Propelus Prospect Capital Protiviti Inc ProVisors Prudential Private Capital Pura Ventures PwC Quanta Networks Quantum Performance Partners Rack & Riddle RAF Equity Rainier Capital Partners Ravix Group Red Arts Capital Redwood Bridge Consulting Robert Half Roots and Wings Legal, P.C. Rosenthal Capital Group Rosewood Private Investments RPS RSM RubinBrown S.C.E. Partners SagaciousThink San Francisco Equity Partners SF Museum of Modern Art Saorsa Growth Partners Saratoga Investment Advisors SBJ Capital ScaleNorth Scherzer International Scrubbed Seaside Equity Partners Securieon Group SES ESOP Strategies SFEP SFW Capital Partners SG Analytics, inc ShareVault SheppardMullin Siena Lending Group LLC Sierra Pacific Partners Silicon Valley Bank Silicon Valley Finance Group Silverview Credit Partners SingerLewak LLP SiVal Advisors, LLC SkyKnight Capital SLR Credit Solutions SLR Healthcare ABL Sofia Capital Ventures Son Foods Exhibitor Sonoma Green Advisory Sound Growth Partners Spring Capital Partners, L.P. SRS Acquiom SS&C Technologies Star Mountain Capital, LLC Steadfeather Capital Stoel Rives LLP Stonehaven, LLC STORE Capital Stradling Yocca Carlson & Rauth Strategy MA LLC Stream Capital Partners Sustainable Leadership Advisors SVH Capital SYLVNS Group TAB Bank TADI Global TaxDesk TCW Private Credit TD Cowen TD Securities Tech Capital LLC Tech DNA Tee Up Advisors TEEDUP Tenet Equity Tenex Capital Management Tensile Capital Management Texas Capital Securities The Covington Wealth Mgt Group The Martec Group The Spartan Group thrv, LLC Tinicum Incorporated Toborlife AI TPG Trek Financial TresVista Tributary Group TriEdge Investments TriplePoint Capital Trivest Partners True West Capital Partners Trulla Group Turning Point Strategic Advisors U.S. Bank UBS Unified Global US Capital Global Valuation Research Corporation Vanbridge, an EPIC company Vanilla Vanreusel Ventures VASS Americas, Inc. Victor Capital Partners LLC Viking Global Vindasius Advisory VSS Capital Partners WarnerWest Advisors Weintraub Tobin Wells Fargo WestView Capital Partners Wheaton Advisors WhiteHorse Capital Wilmington Trust Wingspire Capital, LLC With Intelligence Wood Warren Woodside Capital Partners Worklyn Partners WorthingtonCFOs LLC WR Valuation Yajur Knowledge Solutions ZDP Investments Zions Capital Markets Zone and Co |
Event Details
When:
June 2 - 4, 2027
Where:
Meritage Resort & Spa