Deal Flow Invitational
What do golf and deal flow have in common? Timing, risk, and follow-through.
That’s the spirit behind the Deal Flow Invitational — an invite-only round designed for M&A pros, operators, and capital partners.
If you’re shaping the next wave of consolidation, come swing the sticks and swap insight.
About the event
Deal Flow Invitational is a small-format gathering for private equity investors, independent sponsors, M&A-focused investment bankers, and operator-owners working in the lower middle market. We’ll blend golf (sim of course) with real conversations about live pipelines: add-ons, roll-ups, founder secondaries, and sub-$250M platform plays.
Instead of panels and slide decks, expect:
Warm-up on the range / simulators.
Closest to the Pin.
Longest Drive.
Open Play & Open Networking
Who it’s for
PE / growth equity teams and independent sponsors focused on the lower middle market
M&A and capital markets bankers who live in sub-$250M EV territory
Operator-owners and strategic buyers actively shaping consolidation in their niche
What you’ll walk away with
Fresh intel on pricing, structures, and lender sentiment in the current market.
New relationships with people you’ll actually see again in processes.
A deeper bench of trusted counterparts for future deals — buyers, sellers, and capital partners
If you’d rather compare MOICs between swings rather than slides — the Deal Flow Invitational is your place for the afternoon.
Chase Walian is a Private Banker with J.P. Morgan based in Westlake Village. After beginning his career on Wall Street with a top-tier wealth management team at J.P. Morgan in New York, Chase returned to his Southern California roots to invest in the community he calls home. Today, he specializes in advising business owners and commercial real estate operators who want to be more intentional with their leverage, liquidity, and long-term planning. By combining the sophisticated resources of a global financial powerhouse with his institutional insights, Chase helps sophisticated investors and business leaders alike navigate their most complex financial milestones.