March, 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!

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.

Attend a Chapter Meeting Near You!

Long Island Chapter Meeting
Wednesday,  April 19, 2017

Midwest Chapter Meeting
Thursday,  April 20, 2017
Registration Opening Soon 

DC/MD/VA Chapter Meeting
Wednesday, May 3rd

Central PA Chapter Meeting
Wednesday, May 3rd

Gulf Coast Chapter Meeting
Wednesday,  May 10, 2017
Registration Opening Soon 

Thank you to the chapter leaders of the Carolinas' and South FL on their successful inaugural chapter meetings! 

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
Industry Event

Mergermarket Energy Forum
Date:  April 20th 2017
Location: Four Seasons, Houston, Texas

In the ninth edition of this event, attendees will gain access to an exclusive discussion on market dynamics and the future of the energy sector. In addition, industry-leading panelists will be covering M&A amongst oilfield service companies along with ongoing consolidations throughout the midstream space. Attend and take 30% off the traditional registration fee by using code AMAA30

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

The Art of the Cross Border Deal 
The Alliance of M&A Advisors will present a full day conference, our first ever in the Asia-Pacific region concentrating on different aspects of the cross-border deal. Experts with completed cross border deals will present and discuss different phases of the deal, pitfalls to avoid and ways to improve your chances of success on your next international deal. Please join us for this exciting day of education and networking with fellow professionals from around the globe. 

Marina Bay Sands Hotel
10 Bayfront Avenue,
Singapore 018956

Golf - Tuesday, May 9, 2017 || 10:00 AM
Dinner - Tuesday, May 9, 2017 || 6:00 PM - 9:00 PM
Conference - Wednesday, May 10, 2017 || 9:00 AM - 4:30 PM

For more information and registration click here

Congratulations to our 2016 Thought Leader Winner:
Chris Snider!

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." 

(Read Christopher Snider's full acceptance speech & learn about the Alliance TLOY Award  Here

"I truly believe that if we work together we can make the middle-market M&A market over the next 10-15 years historical. I believe that we will do this. And speaking for our industry, I believe this is our destiny." 
                                           - Christopher Snider

Member Benefit Update: 
OneSource rebranded as D&B Hoovers!

On Monday, March 6, the former OneSource platform was rebranded as D&B Hoovers. The new D&B Hoovers solution continues to provide all the functionality in the same intuitive, user-friendly interface you are familiar with, INCLUDING access to the Dun & Bradstreet dataset. The initial release appends D&B D-U-N-SĀ® Numbers to existing company records while adding 3,000,000+ new global company records. But this is just the beginning: During the next several months, you will receive additional data, resulting in access to more than 100 million global company records. For more information, please visit the D&B Hoovers Support Portal.

For more information and FAQs click here

Business Owner Hierarchy of Needs and Life Cycle Planning 
Written by: Greg Hayward

Founders of successful private businesses have accomplished so many things. They came up with a business idea, started the business, bootstrapped the finances, invented and improved products and services over time, developed their customer base, and employed so many people in our economy. All of these things are amazing accomplishments and a source of pride. It is the American Dream!

At some point, the entrepreneurial spirit needs to be supplemented by formal business planning and processes in order for the business to be sustainable and to grow. Formal growth business plans typically work hand-in-hand with financial leverage and good banking relationships.

The chart below illustrates the business owner hierarchy of needs and lifecycle planning. Most businesses start out as lifestyle businesses as shown at the bottom of the pyramid, and progress upward with increased levels of planning. For most, this is painful.
Read the full article here

Different Levels of Environmental Site Assessment and the Benefits to M&A Due Diligence

Written by: Dennis Papa

Phase I Environmental Site Assessments (ESAs) are often used as a means to consider environmental liability prior to acquisition of real property. The main purpose, and in many cases the ONLY purpose for a "simple" Phase I, is to qualify the purchaser for the innocent landowner defense provisions of the Comprehensive Environmental Response, Compensation and Liability Act (CERCLA) of 1980. To provide a common standard for a thorough Phase I, the U.S. EPA has endorsed the guidance developed by the American Society for Testing and Materials (ASTM) and its E1527-2013 standard, which has largely become the industry benchmark for ESAs while satisfying EPA's "Standards and Practices for All Appropriate Inquiries", or AAI requirements. The current ASTM standard has introduced some additional elements that a user can take advantage of when considering the environmental and historical conditions on or adjacent to a property.

Read the full article here

In Memory of Tom Farrell

Tom Farrell
Thomas Dean Farrell, 70 passed away surrounded by his family at home in Dallas, TX. 

Tom was an accomplished career-man holding the position of Executive Vice President of Generational Equity (Dallas, TX) and a beloved AM&AA member. 

The Alliance extends its deepest sympathies to Tom Farrell's family and friends. 

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 AdvisorsĀ® 
(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.