June, 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

CM&AA Classes
Now Enrolling!

September 11 - 15
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.

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 
  • Send us your completed deal tombstones
  • Tell us about your speaking engagements
  • Send us your articles or white paper summaries
Attend a Chapter Meeting Near You!
DC/MD/VA Chapter Meeting
Tuesday, June 20, 2017

NYC Chapter Meeting
Wednesday, June 21, 2017

Long Island  Chapter Meeting
Tuesday, June 27, 2017

Mid-Atlantic Philly Chapter Meeting
Wednesday, June 28, 2017

  Central PA Golf Outing
Monday, July 10, 2017

NYC Chapter Meeting
Wednesday, June 21, 2017
Midwest Chapter Meeting
Wednesday, June 21, 2017
Registration Coming Soon
And We're Still Growing!
The following chapters are in the development stages:
Northern California
Central Valley California
Southern California
Puerto Rico
Want to be more involved with a new chapter in your area? 

Email Kathleen Hoke 
to set up an informational call with David Belew, Director of Member Services

Don't Miss the Early Bird Rate!
Secure your place at The Alliance 2017 Summer Conference for a 3-day program focused on Dealmaking and Accelerating MidMarket Growth.

Pre-Conference Event:  M&A Practice Series
July 18-19, 2017

Reserve Your Spot Now!
Attending the 2017 Summer Conference? 
Special Pricing Available!
The Alliance of M&A Advisors is pleased to announce the first program in our new M&A Practice Series, "
Best Practices to Manage and Grow Your M&A Business ." This special day and a half event takes place preceding the 2017 Summer Conference in Chicago, Illinois. This exciting new program will be taught by Doug Robbins, President of Robbinex; Chris Blees, President of BiggsKofford; and Mike Adhikari, President of Illinois Corporate Investments, Inc. Join this panel of experts who bring more than 75 years of industry experience, as they lead the class through processes, tools and marketing strategies to successfully build and grow an M&A business.

Special Thanks to Our New Summer 
Conference Sponsors! 

Ansarada looks forward to joining executives from preeminent investment banks and intermediaries, leading private equity investors, senior and mezzanine lenders, CPA's, attorneys, business valuators, consultants, and other esteemed M&A Advisors at this year's AM&AA 2017 Summer Conference. We look forward to learning more about you and your businesses as we're fortunate to sponsor such an excellent event. 

We are so excited to see many old friends and meet new ones at this year's conference. Stop by our booth and get our 30 day LinkedIn Business Development Training Program and a LinkedIn Profile Review valued over $300 and then two lucky visitors will win an additional $800 in LinkedIn appointment setting. Stop by, we look forward to meeting you!

It's Valtari's privilege to sponsor AM&AA's 2017 Summer Conference. Additionally, Valtari will sponsor AM&AA's networking boat cruise scheduled for Thursday evening - you're welcome to join us! We'd value the opportunity to get to know you and your firm. Feel free to reach out in advance to schedule a sit-down or simply stop by our booth.

The Emotional Aspects of Selling a Business 
Written by: Jim Afinowich

In a business sale, the greatest value of attorneys and CPAs may be their ability to respect what their clients are going through. 

Phone calls from corporate and transactional attorneys are everyday occurrences at our office, especially when the sale of a client's company is nearing completion. But this call was a little different.

"Doug" was calling not to discuss a contract provision or a step in the due diligence process, but to let off a little steam that had built up in his relationship with "Nick," our common client, who was in the home stretch of the sale of his $15 million wholesale produce company.

"I don't know what's going on with Nick," Doug began, with a touch of exasperation in his voice. "He's been a friend of mine and a client of our law firm for more than ten years, and he's always been the consummate business owner - a solid thinker, a clear communicator, and a reasonable risk taker who never let emotions keep him from making good business decisions." Doug paused, presumably for a sip of coffee. "But ever since this sale began to look like it was going to happen, he's not the same Nick."

"What do you mean, Doug?" I asked, pretending not to know the answer.

"I don't know where to start," he replied. "I mean, for two years he's been telling me that he was finally ready to sell out and what he was going to do after the company sold, and he seemed to feel good about this deal. But, Jim, here he is, about to sell his business for a million dollars more than it's worth, with everything looking good, and he's become an absolute basket case.

To continue reading click  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
222 N. LaSalle Street, Suite 300
Chicago, IL 60601
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.