January, 2017
MidMarket Talk:
New Members
Please join us in welcoming our new members   to the Alliance community!


Visit our Member Directory to find Alliance Members near you! 

Join Today!
Why Become a 
Member of  The Alliance?
  • Gain access to valuable 
    MemberBenefit technology platforms
  • Gain a valuable network of M&A expert resources
  • Be featured in our Member Directory, accessible to the public
  • Receive discounted rates to AM&AA events

Attend a Chapter Meeting Near You!
Arizona Chapter Meeting
Thursday, February 16th 

South FL Chapter Meeting
Thursday, February 16th 

Midwest Chapter Meeting
Thursday, February 22nd

Dallas Chapter Meeting
Thursday, February 23rd 

DC/VA/MD Chapter Meeting
Tuesday, February 28th

New England Chapter Meeting
Tuesday, February 28th

Carolinas Chapter Meeting
Thursday, March 2nd

New York Chapter Meeting
Wednesday, March 8th

The following chapters are in the development stages. Want to be more involved with a new chapter in your area?

Email  Ronnie Lyall to set up a call with our Director of Member Services, David Belew for more information:
  • Rocky Mountains (Denver)
  • Northern California
  • Central Valley California
  • Southern California
  • Brazil
  • China
  • Puerto Rico
St. Louis Chapter Inaugural Meeting:

Mike Nall, Founder and CEO of The Alliance of M&A Advisors and David Asmus, leader of the new St.Louis Chapter, meet outside the Log Cabin Club for the Alliance St. Louis Chapter's inaugural meeting.

Congratulations to the St. Louis Chapter Board for an outstanding kick-off event! 

Recognizing Members

With over 33,000 subscribers, MidMarket Talk is a great place for Alliance members to be featured! Members, s ubmit your articles and media trades to  Tracy Flack.
  • Send us your completed deal tombstones
  • Tell us about your speaking engagements
  • Send us your articles or white paper summaries

See You in Las Vegas! 
Winter Conference 2017 
We can't wait to see you in Las Vegas for the Alliance 2017 Winter Conference. We've set the stage with innovative sessions, panels and breakouts and arranged an array of special events for you to enjoy! 

Who Will Be the 2016 Thought Leader of the Year?
The Winner of 2016 Thought Leader of the Year will be announced Thursday, February 2nd at the Thought Leader of the Year Awards Luncheon. Join us and support the finalists below: 
  • Kalle Kilpi, Founder, Midaxo, developed an M&A management software that manages M&A deal pipelines, proceed through due diligence and integration activities.
  • Kenneth Marks, Founder/Managing Partner, High Rock Partners, Inc, offers a "how to" guide for maximizing the full potential of your business in less than 50 pages in his book "Value Levers".
  • Christopher Snider, President/CEO, Exit Planning Institute, empowers business owners and advisors to proactively embrace exit planning as a management and life planning system that enables best-in-class performance in the owner's financial, business and personal life in his book "Walking to Destiny".
  • Bill Snow, Managing Director, Jordan, Knauff & Company for his articles on "Misconceptions and Realities When Hiring an Investment Banker" and "How to Check an Investment Banker's References."
  • Richard Zytkowicz, Managing Director, LM+Co adds insightful metrics and a pulse on the market in his report "Middle-Market Investment Banking"

Top 5 Reasons for Earning the CM&AA Credential Certification: 
Earning the CM&AA Credential Certification is an important step in career development and recognizes qualified and competent individuals. Here are the top 5 reasons why CM&AA practitioners become CM&AA certified. 

5 -  CM&AA credential shows your commitment to the M&A profession. When you earn the CM&AA credential, you show peers, supervisors and clients your commitment to the profession; CM&AA's code of ethics and your ability to perform the function of an CM&AA advisor at a higher level. 

4 - CM&AA credentials reflect personal achievement. Our credentials show that you have demonstrated excellence in the field by meeting standard requirements established by CM&AA practitioners. 

3 - CM&AA credentials recognize your knowledge, skills and abilities. CM&AA serves as an unbiased endorsement of your CM&AA knowledge and professional experience on a global level.

2 - CM&AA credentials can lead to career opportunities and advancement. Our family of credentials identifies you as a practitioner who has demonstrated competency in CM&AA professes or in knowledge and experience in specialty areas of practice based on industry standards. 

1 - CM&AA credentials can lead to more deals! 

Register for 2017 CM&AA Class!
February 27 - March 3
May 8 - 12
September 18 - 22
October 23 - 27

The Certified Merger & Acquisition Advisor (CM&AA) Certification has become the "Gold Standard" for Middle Market Corporate Financial Advisors. The 5-day program builds on your existing skills providing you with the necessary framework--and network--to further advance your professional and financial goals as well as those of the clients you serve.

Register  here.

11 Common Missteps Business Owners Take
Written by: Tom Siders

We approach every client relationship with a business assessment. Two businesses can look identical but have very different valuations.

We look at 400 different qualitative aspects of the business, and what comes out of that for the client, is some sort of prioritized list of issues to do the tough things to make a better business out of it. We decided to make our own top 11 list of mistakes business owners make:

1 - One is they don't have a business plan, or if they do, they waste time doing one and then stick it in a folder.

2 - Big data? How about bad data. bad data means the client over-estimate their revenue, under-estimate their expenses, fail to recognize they're about to have a cash flow implosion.

3 - Picking the wrong business partner, and not having a solid shareholder agreement. One out of two marriages in this country don't work out. I think it's higher for those who go into business together.

4 - Not having a good handle on your customer base - if you have way too much dependence on one or two customers. If 80 percent of your business is with one customer, who do you think is in charge? 

Read the full article here

Interested in Becoming A Member?

Members of the Alliance of M&A Advisors (The Alliance) represent businesses ranging from $5 to $500 million in transaction value. Membership with The Alliance provides access to a worldwide network of 1,000+ Independent M&A Professionals, exclusive pricing on conferences, certification and training opportunities, special discounts on cutting edge software, as well as speaking and publishing opportunities. If you would like more information on membership with the Alliance, please contact Samantha Snelling at (877) 844-2535 or 

Thank You to Our Partners

Contact Us
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The Alliance of M&A Advisors┬« 
(The Alliance) is the premiere International Organization serving the educational and resource needs of the middle market M&A profession. Formed in 1998 to bring together CPAs, attorneys and other experienced corporate financial advisors, the Alliance's 1000+ professional services firms - including some of the most highly recognized leaders in the industry-draw upon their combined transactional expertise to better serve the needs of their middle market clients worldwide.