I am a Certified Merger & Acquisition Advisor (CM&AA), Business Certified Appraiser (BCA), entrepreneur, and public speaker with extensive international cross-border experience. As an active leader in the national middle market M&A community, I specialize in advising family- and founder-owned businesses through transformational liquidity events.

My work centers on helping business owners navigate the sale of all or part of their companies or partner with private equity firms to accelerate growth. Leveraging a broad and trusted network of relationships with private equity groups, family offices, and strategic investors, I guide clients through complex transitions—whether preparing for a major exit, raising capital, or seeking the right long-term partner.

Current Positions within Local and National M&A Organizations:

* President emeritus of the DFW Chapter of the Alliance of M&A Advisors (AM&AA)
* Vice Chair of AM&AA National Advisory Council 
* Chair of AM&AA National Conference Planning Committee 
* Investment banking chair on the Association for Corporate Growth (ACG) DFW board of directors



It’s day one of the Alliance of M&A Advisors (AM&AA) Winter Conference and It’s great to be back with this community, reconnecting, meeting new faces, and diving into thoughtful conversations around deal flow and what’s ahead for the middle market.

This conference is especially meaningful for me as I step into my role as incoming Chair of the National Advisory Council and serve as Chair of the Conference Planning Committee. I’m proud of the program we’ve put together and grateful to be part of an organization focused on collaboration, quality dialogue, and dealmaking.

Looking forward to a strong few days of learning and connection. 

#mergersandacquisitions #Investmentbanking

Lindsey M. Wendler

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Great panel conversation yesterday at the ACG DFW - Association for Corporate Growth Healthcare Private Equity Trends & Outlook event.

Healthcare continues to be one of the most dynamic areas in middle-market M&A, and it was valuable to hear how advisors and investors are thinking about growth and sector-specific differentiation heading into 2026.

So great seeing everyone after the holiday break! 

#mergersandacquisitions #Investmentbanking #privatequity 

Gemma Descoteaux 
Katherine Burrow, CBPA

The start of a new year has a way of surfacing an important question for founders:
𝗪𝗵𝗮𝘁 𝗶𝘀 𝗿𝗲𝗮𝗹𝗹𝘆 𝗻𝗲𝘅𝘁 𝗳𝗼𝗿 𝘁𝗵𝗶𝘀 𝗯𝘂𝘀𝗶𝗻𝗲𝘀𝘀 𝗮𝗻𝗱 𝗮𝗺 𝗜 𝗶𝗻𝘁𝗲𝗻𝘁𝗶𝗼𝗻𝗮𝗹𝗹𝘆 𝗯𝘂𝗶𝗹𝗱𝗶𝗻𝗴 𝘁𝗼𝘄𝗮𝗿𝗱 𝗶𝘁?

For many founders, January is a time to set goals and plan for the future:
• What do I want this business to become?
• What does the next chapter actually look like?
• Am I building with purpose or simply reacting to what is in front of me?

The most successful outcomes I see aren’t rushed. They’re deliberate. They start 𝘆𝗲𝗮𝗿𝘀 𝗯𝗲𝗳𝗼𝗿𝗲 a transaction is ever on the table, with clarity around goals, alignment among stakeholders, and preparation that creates 𝘰𝘱𝘵𝘪𝘰𝘯𝘢𝘭𝘪𝘵𝘺, not pressure.

As we step into the new year, I’m excited to continue partnering with founders and fellow advisors who are thinking strategically about growth, transition, and legacy, and who understand that great outcomes are better engineered than improvised.

#mergersandacquisitions #Investmentbanking #exitplanning

Yesterday, I had the pleasure of moderating a General Session at the AM&AA Winter Conference: “𝗧𝗵𝗲 𝗕𝗿𝗮𝗻𝗱 𝗣𝗿𝗲𝗺𝗶𝘂𝗺: 𝗛𝗼𝘄 𝗦𝘁𝗿𝗼𝗻𝗴 𝗕𝗿𝗮𝗻𝗱𝗶𝗻𝗴 𝗗𝗿𝗶𝘃𝗲𝘀 𝗛𝗶𝗴𝗵𝗲𝗿 𝗩𝗮𝗹𝘂𝗮𝘁𝗶𝗼𝗻𝘀"

In today’s M&A market, branding isn’t just a marketing exercise, it’s can be a value driver. Buyers increasingly reward companies with clear positioning, customer loyalty, and pricing power, which can be achieved with strong strategic branding and result in higher multiples.

I was joined by two excellent panelists, Bryan Jenkins and Paige Wiese , who shared practical, real-world perspectives on how branding directly influences enterprise value and buyer conviction. The discussion reinforced what I see repeatedly in sell-side work: the businesses that invest early in clarity and credibility tend to outperform when they go to market.

For founders, it’s all about building a durable, defensible business that buyers understand and value. When done well, it becomes a quiet but powerful lever in a successful transition.

#mergersandacquisitions #Investmentbanking

This year’s AM&AA Winter Conference was an incredible opportunity to kick off the year by connecting with the national middle market M&A community. There were meaningful conversations, real deal dialogue, and powerful insights from an outstanding group of speakers.

I was honored to accept an award on behalf of the Dallas Chapter of AM&AA and our fearless DFW chapter chair, Amanda Foyt!

And the Women’s 𝘏𝘪𝘨𝘩 𝘛𝘦𝘢, 𝘏𝘪𝘨𝘩𝘦𝘳 𝘙𝘦𝘵𝘶𝘳𝘯𝘴 event was a standout, an elegant, thoughtful gathering and a wonderful opportunity to connect with the impressive women shaping the future of M&A.

Grateful for the relationships, the conversations, and the momentum coming out of this conference.

#mergersandacquisitions #investmentbanking #privatequity

Justin W. Smith  
Stuart Noel  
Ryan Murphy  
Gina Gallutia  
Kendall Allen, M.A.  
Jennifer Grett Marrinucci  
Natalie O'Hanna  
Sean Healy  
Erik Konicki, CVA, CMAA, CFE

Thrilled to serve another year as investment banking chair on the ACG DFW board. Looking forward to an amazing 2026 filled with strong connections and inspiring content! 

#mergersandacquisitions #investmentbanking

ACG DFW - Association for Corporate Growth

View company: ACG DFW - Association for Corporate Growth

🎉 Happy New Year #DFW — let’s start 2026 strong! 🎉

We’re excited to officially welcome our 𝟐𝟎𝟐𝟔 𝐁𝐨𝐚𝐫𝐝 𝐨𝐟 𝐃𝐢𝐫𝐞𝐜𝐭𝐨𝐫𝐬, an impressive group of seasoned M&A professionals who will be guiding our chapter throughout the year. Their leadership, expertise, and commitment to the dealmaking community will play a key role in engaging current members, welcoming new ones, and expanding our network across North Texas.

With this talented board in place, we’re looking forward to delivering high-impact programs, valuable insights, and premier networking experiences in the year ahead. We’re truly honored to have these leaders step into their roles and help shape an exciting 2026.

Please join us in congratulating and welcoming our board members—we’re thrilled to have them👏

👇 Meet our 2026 Board of Directors below 👇
President- Ben Riemer, Partner, Bell Nunnally & Martin LLP
Incoming 2027 President-Courtney Lewis, Fort Worth President, First Bank Texas
Treasurer-Kayla Marsh, CPA, Partner, Forvis Mazars US
Past President-Oliver Cone, Senior Vice President, Bulkley Capital
Marketing Committee Chair-Emily Ackerman, Director of Business Development, Bennett Thrasher
Private Equity Chair-Jay Desai, Partner, Kainos Capital
Sponsorship Committee Chair- Rob Swift, Relationship Manager, Hancock Whitney 
Texas ACG Capital Connection Committee Chair- Tony Banks, Director, RSM US LLP
Programs Committee Chair-Martha Reynolds, Principal My People Person
Fort Worth Committee Chair-Eddie Bridgers, Area Managing Partner, SeatonHill Partners
Membership Committee Chair- Katherine Burrow, CBPA, Vice President Aspen HR
M&A Awards Committee Chair-Tommy Mixon III, Strategic Risk Advisor, Private Equity and M&A, IMA Financial Group, Inc.
Family Office Chair- Nate Christensen, Energy/Private Equity Partner, Weil, Gotshal & Manges LLP
Professional Opening Doors(P.O.D.S.)Chair-Katie Marshall, SVP, PNC
Women's Committee Chair-Finley H. Konrade, Managing Director & Regional VP, North America, Stanton Chase: Executive Search & Leadership Consultants
Wine Committee Chair-Wendy Holder, Managing Director, Dallas Market Head CIBC US
Networking Committee Chair-Adrian B. Watson
Investment Bank Chair-Lindsey M. Wendler, Managing Director, 414 Capital
Young Professionals Committee-David Waiyaki, Consultant CBIZ

#DFW #Leadership #MergersAndAcquisitions #DealCommunity #ProfessionalNetworking #BoardLeadership

Unfollow ACG DFW - Association for Corporate Growth

If you’re attending the AM&AA Winter Conference next week, I invite you to join us for an expert fireside chat exploring how strategic branding and marketing can meaningfully influence valuation outcomes.

I’m looking forward to moderating a candid, experience-driven conversation focused on what actually moves the needle.

Next week at the 2026 AM&AA Winter Conference, join us for The Brand Premium: How Strong Branding Drives Higher Valuations, which will explore how branding influences buyer perception, deal outcomes, and ultimately valuation.

Featuring insights from:
• Lindsey Wendler, Managing Director, 414 Capital
• Bryan Jenkins, Executive Vice President, Sustena (a Pariveda Company)
• Paige Wiese, CEO, Tree Ring Digital

A must-attend session for dealmakers looking to understand how brand strength translates into real financial impact.

Looking forward to participating in this M&A Market Update panel at the FEI Dallas Private Equity Special Interest Group event!

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Please join us for the upcoming FEI Dallas Private Equity Special Interest Group event: “2026 M&A Market Update” on Wednesday, January 28th at 4:30pm.

Free to FEI Dallas Chapter members, and non-members with financial or executive roles in the Private Equity sector.

If you would like to attend or need help registering, please email me at eholleman@conexussg.com

Steering Committee:
Emily Buxton Taylor
Robert Rough
Ray Estep, CPA, MBA
Vivek Gandhi ACMA(UK), CGMA

Sponsors:
Greenberg Traurig, LLP – Steven Bartz
USI Insurance Services – Hayden Smith
Weaver – Brian Reed, CPA
S+H Consulting – Mark W Brown, CPA, CGMA

Speakers:
Jack Sadden
Lindsey M. Wendler
Gene Bazemore

Moderator:
Brian Reed, CPA

#FEIDallas #SpecialInterestGroup #CFO #PrivateEquity #CPE #PrivateDebt

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