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2024 Capital Strategies and M&A Forum

Join your colleagues to discuss capital and M&A strategies and opportunities that your firm can utilize in today’s market to build shareholder value. We will provide a current assessment of the M&A markets and capital formation strategies that will help you evaluate and execute successful programs, such as M&A growth, private equity recapitalizations, investment strategies, and leadership and ownership transition through management buy-outs.

June 3-5, 2024

The golf course at Las Colinas

Conference Details

June 3, 2024

The program will start at noon with lunch, a keynote, breakouts, and a general session. In the evening, attendees are invited to watch the Texas Rangers vs the Detroit Tigers at Globe Life Stadium.

June 4, 2024

This day is full of keynotes, breakout panels, and general sessions. It concludes with a cocktail reception, dinner, and a keynote from former Naval Commander and NYT Best Selling Author, - Mike Abrashoff.

June 5, 2024

After a keynote breakfast and breakout sessions, the program formally concludes with the case study results. Interested in golf? Join us for an optional golf outing at TPC Las Colinas! 

Full agenda will be available soon!

Hotel Accommodations

The Ritz-Carlton Dallas, Las Colinas

4150 N MacArthur Blvd, Irving, TX 75038

The storied history of Texas' original luxury resort is entering its next transformational chapter.


In 2023, the 431-room resort saw a $55 million property-wide transformation that converted the hotel to The Ritz-Carlton Dallas, Las Colinas, Renovations included all guestrooms and villas, new food and beverage outlets, renovating 84,000 square feet of meeting and event space, revamping the Resort Pool area, and refreshing the 14,000 square foot spa to elevate the property’s best-in-class amenity set amongst the top luxury resorts in the country.

The Pool at The Ritz-Carlton at Las Colinas

2024 Keynote Speakers

Thank you to our 2024 Sponsors!

If you are interested in sponsorship information, please email

Gold Sponsors

Ames & Gough Logo
Plante Moran Logo

Specialty Sponsors

CareerSMITH logo
Fox Rothschild Logo
Morningstar Law Group Logo
Kleinbard Logo
The Morgan Stanley ESOP Group.PNG
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