October, 2016     
MidMarket Talk:
Know a Great Thought Leader in the Middle Market?
Welcome New Members
The Alliance of M&A Advisors invites you to check out our new Members  here .


Visit our Member Directory to find Alliance Members near you! 


Join Today!

Why Become a 
Member of  The Alliance?
  • Gain a valuable network of M&A expert Members who act as resources for other Members
  • Receive discounted rates to AM&AA events

Attend a Chapter Meeting Near You!

Dallas Chapter Meeting

Arizona Chapter Meeting
Wednesday, November 2nd

New England Chapter Meeting
Monday, November 7th 

Nevada/Utah Chapter Meeting
Thursday, November 10th

New York Chapter Meeting
Tuesday, November 15th

Midwest Chapter Meeting
Wednesday, December 7th
Registration Coming Soon!

Philadelphia Chapter Meeting
Wednesday, December 7th
Registration Coming Soon!

DC/MD/VA Chapter Meeting
Wednesday, December 7th
Registration Coming Soon!

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:
  • Florida
  • Gulf Area (Houston)
  • Northern California
  • Central Valley California
  • Brazil
  • China
Industry Events

October 19, 2016 - San Francisco, CA

Thomson Reuters Legal Executive Institute is pleased to present an inaugural program on key developments and emerging trends impacting the west coast corporate M&A middle market. This CLE-accredited program offers rigorous educational content and abundant networking opportunities for transactional attorneys, bankers, M&A advisors and entrepreneurs throughout the west coast. 

For more information & registration click here

October 20, 2016 - New York City, NY

Axial Concord: Meet CEOs and Decision Makers.

Looking to close more deals? Axial will be 
hosting their third annual M&A conference on October 20th in New York, and select Alliance members are eligible for discounted tickets. 

Axial Concord gathers over 425 private company CEOs, investors, lenders, and advisors for a day of dealmaking 
and professional development.

This is a full day of curated one-on-one meetings and structured networking sessions designed to help private companies connect with intermediaries capital.

To request a discounted ticket to the conference, all capital providers and advisors, email:  jordan.spivack@axial.net

Congratulations to Our CM&AA Members!
Register for November Class!
Overlooking the Pacific Ocean....

Professional Education in Malibu, California where 
Middle Market Deal Makers Share
What it Takes to "Go Global"

November 14 - 18, 2016
Pepperdine University
Villa Graziadio Executive Center
Malibu, California

Seats are available for the November CM&AA!

The CM&AA (Certified Merger & Acquisition Advisor) 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. As our country faces choices that impact the global marketplace, now more than ever the Alliance is committed to increased international deal making with the expansion of education and trusted relationships. Join us during this very exciting time.

"I have 30 years of experience in the financial industry, 10 of which I have spent running my own M&A boutique. I wish I had taken this course a decade ago! It was full of practical knowledge designed to help the participants sharpen their M&A skills. I highly recommend taking the course." - Maria Elena Carrion (CM&AA Sept. 2016)

"The CM&AA program really helped me by reinforcing some of things I am doing and gave numerous new tools to deepen my knowledge/understanding that will help us grow our business.  In addition, I met some incredible instructors and attendees expanding my network of professionals and resources.  This was a great investment of time and resources." - George Bachmann (CM&AA Sept. 2016)

The Alliance is pleased to congratulate our members who completed the September CM&AA certification program and received their CM&AA credentials. Click here to view the list.

Registration For the 2017 Winter Conference is NOW OPEN!

The Alliance is Excited to Announce
Registration for the 2017 Winter Conference is

The focus of the 2017 Winter Conference is Making Connections and Closing Deals, which is what the Alliance is dedicated to doing for our members, partners and the M&A marketplace. From the famous Deal Bash, to the announcement of the Thought Leader of the Year Award, and a multitude of sessions with valuable content from industry leaders and insiders, you don't want to miss this special event. Be sure you mark your calendars and join us at the Bellagio in Las Vegas, February 1 - 3, 2017.

Members Share Their Expertise

Middle Market M&A: Making Money After Your Sale (Part 5)

Todd Ganos is an Alliance member and a contributor to Forbes online. In a recent article for Forbes he wrote: 

At the beginning of this series, we identified that some sales of companies are structured in a way that the sellers' proceeds very with post-deal performance of their firms. With such a deal, you will be strongly motivated to see the buyer succeed.

Read Full Article Here


Alliance members, want to build brand recognition?  

With over 33,000 subscribers, MidMarket Talk is a great place to be featured!
Members, submit 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

Thank You to Our DC/MD/VA Chapter Sponsors!

September 21, 2016 - Tysons Corner, VA

Kevin DeSanto, Co-Founder and Managing Director of Kipps DeSanto, leads panel discussion on "Building Successful Cyber Companies" during evening membership meeting of AM&AA's DC/MD/VA Regional Chapter.

Panelists included: (left to right) Ron Gula, Chairman and Co-Founder of Tenable Network Security; Tim Sullivan, Chairman of Syncurity; Adam Vincent, Founder & CEO of ThreatConnect; and Bryan Ware, CEO of Haystax. 

The Chapter Event, which was had over 70 attendees, was hosted by Andy Tucker and Dean Rutley at the offices of Womble Carlyle. 

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. 

Thank You to Our Partners

For Sponsorship Opportunities, call 312-856-9590 or email info@amaaonline.org

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.