Registration is open for M&A+ Summit
October 8-10, 2025 in Chicago at the Ritz-Carlton!
agenda highlights
Format and Overview
Rich content in multiple formats: keynotes, general sessions, and panels.
Networking times during coffee breaks, receptions and dinners
Day One: Arrivals and river cruise welcome reception on the First Lady Boat
Day Two: Full-day conference programming, happy hour/expert 1:1 meetings, and summit dinner at The Kitchen American Bistro
Day Three: Half-day conference programming
Topics
Current State and Outlook for RIA M&A
State of the RIA Industry
Lessons from Seasoned Acquirers for Prospective Sellers
Transition Stories from Your Peers
Your Topics: One-on-Ones Meetings with Industry Experts
And more!
2025 Speakers
More speakers to come!
Michael Nathanson
CEO
Focus Financial Partners
-Keynote Speaker-
Travis Danysh
Chief Strategy Officer
Focus Financial Partners
-Keynote Speaker-
Peter Mallouk
President & CEO
Creative Planning
-Keynote Speaker-
Rohit Mahna
Head of Client Growth
Fidelity Investments
-Keynote Speaker-
Ben Harrison
Managing Director, Head of Client Business Services
BNY Pershing
Jason Gordo
President and Co-Founder
Modern Wealth Management
Martine Lellis
Principal, M&A Partner Development
Mercer Advisors
David DeVoe
Founder and CEO
DeVoe & Company
Karisa Diephouse
Chief Operating Officer
Beacon Pointe Advisors
Scott Holsopple
Chief Strategy Officer
Hightower Advisors
Jay Therrien
Managing Director of Executive Consulting, Invesco Global Consulting
Invesco
Gordon Ross
President
DeVoe & Company
Michael Belluomini
SVP, Mergers & Acquisitions
Carson Group
Denitsa Balunis
SVP, Corporate Strategy & Corporate Development, Chief of Staff to the CEO
Edelman Financial Engines
Bruce Milam
CEO
Composition Wealth
Brad Grubb
Managing Director
DeVoe & Company
Robert Cambridge
Senior Counsel
Warner Norcross + Judd
Jim Abbott
Co-Head, Corporate M&A Practice
Seward & Kissel
Russ Larsen
Group Executive Vice President
Wintrust
Doug Johnson
Managing Director
DeVoe & Company
Rick Dennen
Founder and CEO
Oak Street Funding
Dustin Mangone
Managing Partner & Director of Investment Advisor Services
PPC LOAN
James Hughes
Managing Director - Small Business Lending Division
Live Oak Bank
Adam Levy
Managing Director
DeVoe & Company
Ed Moore
Special Advisor
DeVoe & Company
Tim Kochis
Special Advisor
DeVoe & Company
Event Location
The Ritz-Carlton Chicago
The Ritz-Carlton Chicago
160 E Pearson St, Chicago, IL 60611
The room block at the Ritz-Carlton is now closed. You are able to book directly on the hotel website here, or below are nearby hotels in the area to book accommodations.
There is also a room block available at the Hilton Magnificent Mile, which is a short 0.2-mile walk from the Ritz-Carlton. Hotel reservations at the Hilton can be made on the hotel website here. The room block is limited and will close on September 19, 2025, or when sold out, so be sure to book as soon as possible.
The Westin Michigan Ave (600 ft)
Omni Chicago Hotel (.2 mile walk)
Hampton Inn Chicago Downtown/Magnificent Mile (.3 mile walk)
Hyatt Centric Chicago Magnificent Mile (.4 mile walk)
Courtyard Marriott Chicago Downtown/Magnificent Mile (.4 mile walk)
2025 Networking Events
We are kicking off the 2025 DeVoe M&A+ Summit with a boat cruise on the Chicago River on Wednesday, October 8th. Thank you to Soltis Investment Advisors for their partnership on this event! Boarding begins at 5:00 pm and will depart at 5:20 pm. The boat will return at 7:00 pm. Registration required.
Save the date for the 2025 M&A+ Summit Dinner at The Kitchen American Bistro! Thank you to Invesco QQQ, our Diamond Partner, for their partnership on this event! Registration required.
If you would like to learn more about becoming a partner, please email us at events@devoe-co.com.
Please enjoy a few scenes from previous events.