Dallas Chapter

Dallas Chapter Image

Our primary goals are to help members improve their level of knowledge, give them access to the tools to help them better market and deliver their services, and provide them with a network of knowledgeable professionals with whom they can share information and resources.

An AM&AA chapter is a local resource for networking, education, marketing, developing professional opportunities, and thought leadership. Members are able to make face to face connections with each other, potential members and other alliance opportunities.

Chapter Committee Members

Terry Fick

Corporate Finance Associates

www.cfaw.com ​​​​​​​

Terry Fick is a seasoned M&A professional with 30 years experience and close to 100 closed transactions to his credit. Terry is a founder and Board member of Corporate Finance Associates Worldwide, the parent of CFA.

Andy Foskey

Transition Capital Partners


Andy Foskey has spent his career in private equity, corporate finance and investment banking.

Patrick Hamner

Patriot Capital


 Patrick F. Hamner joined Patriot Capital, a family of private equity/mezzanine lending funds currently investing out of its $260M Fund III as a Managing Director in November 2012. Mr.

Robert Rough

Travis Wolff Corporate Finance, LLC


Every business, regardless of size, industry, or ownership, experiences change. Growth can cause issues relative to processes, systems and people.

Shei Unger

BNY Mellon Wealth Management


 BNY Mellon Wealth Management’s expert capabilities encompass all areas of wealth management and are grounded in centuries of experience. We thoughtfully integrate our capabilities in a way that makes sense for each client, continually expanding our resources to meet future client needs.

Brian Wendler


National Transaction Advisors, Inc.


Brian A.