June 2018
MidMarket Talk: June 2018
Welcome
New Members
Please join us in welcoming our
New Members   to The Alliance community!

 

Visit our Member Directory to find Alliance Members near you! 

CM&AA 2018

2018 Training & Certification 
Registration Open!

Obtain the most advanced credential illustrating the highest recognized standards of professional excellence for middle market corporate finance, advisory, and transaction service professionals in a collaborative, peer-driven learning environment. 

Accepting Applications Now
September 3-7, 2018
International Offering
Singapore Management University
Singapore

September 24 - 28, 2018
DePaul University
Chicago, IL 

October 22 - 26, 2018
Pepperdine University
Malibu, CA
Calling All Deals & Tombstones
Members do you have deal or a completed deal you want featured?
Attend a Chapter Event Near You!
Long Island Chapter
Thursday, June 14, 2018
Register Here

DC.MD.VA Chapter
Wednesday, June 20, 2018

Midwest Chapter
Thursday, June 21, 2018

NYC Chapter
Tuesday, June 26, 2018

South Florida Chapter
Wednesday, June 27, 2018

Rocky Mountain Chapter
Thursday, June 28, 2018

Central PA Chapter - Golf Outing
Monday, July 9, 2018
Partner Events


Other Events

CPMI Training
Gleacher Center
Chicago, June 25-29, 2018

Join Today!
-Gain access to valuable 

Member Benefit 

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 Alliance  Events

Have Questions Concerning Benefits?

Contact Catleah Capuli

[email protected]

We Want To Hear From You!
Many of our members and contacts are accomplishing amazing things and we want to hear about it! This is a place for our readers to tell us about accomplishments and highlight your successes, so don't be shy! We are also interested in hearing about current events, newsworthy stories, and suggestions for ways that you would like to stay connected with The Alliance family.
We Moved!
Visit Us At Our New Office
33 W. Monroe Street
Suite 2700
Chicago, IL 60603
The Member Directory is Better Than Ever!
By: Kelly Betzold, Administrative Coordinator, The Alliance of M&A Advisors

Here at The Alliance, we are always busy behind the scenes to ensure that our Member Benefits are the best that they can be. One of our popular offerings is the Members Directory. The Directory is a great resource for finding the expertise you need and for being found yourself. In order to enhance the user experience with our directory, we have added a new "Industry Specialization" search filter.
 
Members can add up to three industries that best describe the sectors that they operate in. With the industry filter, you can find the expert that is most relevant to your business. Profiles in the Directory can have up to three industries selected to display on their profiles. This is your opportunity to tell prospective clients where your expertise lies or the areas you prefer to work in. 
 
In order to ensure that you show up in industry searches, log into your profile and update your industry tags. This is also a good opportunity to ensure that your contact information is still up to date!
 
If you are not currently a member but are interested in being listed in our Member Directory, call or email us today at (312) 856-9590 or [email protected] to learn more about becoming a member. 
Don't Miss Out - 2018 Summer Conference 

 The Alliance Summer Conference is already attracting a very active cohort of savvy dealmakers. They're the ones who truly understand the critical importance of collectively discussing important industry issues, connecting personally with potential business partners, and strengthening ties with trusted allies.
 
If you're wondering who is going to be there, here's a random sampling of some of the enterprises coming to collaborate, connect, and conduct business:

Allen Villere Partners, Inc.
BNY Mellon
CliftonLarsonAllen LLP
Cross Keys Capital Midwest
EKS&H LLP
Gen Cap America
Greensfelder, Hemker & Gale, P.C.
Hamilton Robinson Capital Partners
Kreischer Miller
Main Street Capital Corporation
Mangrove Equity Partners
MB Business Capital
MCM Capital Partners
Praesidian Capital
Prairie Capital Advisors
Radius Bank
RubinBrown LLC
Statesman Corporate Finance LLC
Valesco
Windham Brannon

And there are more smart M&A professionals signing up every day. Today you should be one of them!

The beautiful Loews Chicago Downtown Hotel, site of The Alliance 2018 Summer Conference, is offering a money-saving group rate for conference registrants - book your room before Monday, June 25, 2018 and your rate is just $239 per night. Don't miss out on this great rate - register and book your room today!
Member Spotlight: 
Terry Keating, Accord Financial Inc.
CONGRATULATIONS!

Terry M. Keating
President & CEO
Accord Financial Inc.
Greenville, SC - May 8, 2018: Accord Financial, Inc.-the Greenville, SC-based ABL and factoring unit of Accord Financial Corp.-is proud to announce the promotion of Terry M. Keating from Executive Vice President to President and CEO.

Since joining Accord in March of 2014, Mr. Keating played a major role in transforming the business from a factoring company to a broad-based commercial finance lender. However, this is just one example of his leadership in implementing change to position Accord for sustained growth and success. "I am very pleased to announce this," said Tom Henderson, Chairman of the Board of Accord Financial Inc. "Terry is a great leader and driving force behind our recent success and growth as a company."

Terry is responsible for many of the talented new faces that are part of the growing Accord organization, but upon learning of his promotion, he was quick to attribute Accord's recent growth and continued success to the entire team. 
Kiran Garimella: Game Changer
AI+Blockchain: A Brief Guide for Game Changers
By: Kiran Garimella with Peter Fingar
Foreword by Vint Cerf, Co-Inventor of the Internet
and Recipient of the 2004 ACM Turing Award (considered to be the Nobel Prize in Computer Science)

Because something is happening here, but you don't know what it is, do you, Mister Jones?" --Bob Dylan, Ballad of a Thin Man
 
This book is a wake-up call to all game changers, alerting them to the impending collision of the two largest foundational technologies for the coming decades: artificial intelligence and blockchain. AI has had a long history with brief interludes of hype and excitement, seeking to do nothing short of expropriating and externalizing the cognitive skills locked away in our skulls. Blockchain is the newer technology that is motivated largely by the social unrest and backlash from authoritarianism, control, and big brother. AI is seeking to displace individuals while blockchain is seeking to displace a controlling team of individuals. AI is disrupting and will continue to disrupt society in many ways, leading to job loss and rendering irrelevant many human cognitive skills. Blockchain too is challenging and will continue to challenge the position of trust of central authorities, whether in the government or in big business.
 
Join us at the 2018 Summer Conference and meet the author!
The Role For Financial Transactions in the Growth of Autonomous Vehicles
By: Brooks Crankshaw, Managing Director, The Chicago Corporation

For well-established investment banks, arranging capital and managing ownership transition for stable industry leaders is a mainstay of the business. Forward-thinking firms, however, look beyond established companies to emerging industries with companies who need the financial capability to grow either organically or through acquisition. The production of autonomous vehicles ("AV") and their components, while fantasy a few years ago, represents one of these emerging industries. Fortunately, the financial markets are beginning to take note.
 
Take a quick look at the amount of capital available generally. Much of the financing of AV industry participants has come from venture capital firms and, according to Pitchbook ("2017 Annual PE & VC Fundraising Report") almost $120 billion capital was available in venture capital funds at the end of 2Q2017. At the same time, private equity firms had at their disposal almost $850 billion to invest. As AV continues to get more support, these fund sources will become more readily available to the industry.
Dealmakers Planning for a Successful Integration:
Carrying Out the Integration by Aligning the Executive Group
By: Gary W. Craig, Managing Partner & COO, Vector Group, Inc. 

Last month In MidMarket Talk, Dealmakers Planning for a Successful Integration: First Steps in  Carrying Out the Integration and Highlighting the IM's Role described the critical role and responsibilities of the Integration Manager in the beginning phases of cultural integration. This month the focus will be on the criticality of Aligning the Executive Group. In upcoming months, the focus shifts to aligning the management group and then the whole organization. Next month we take a step back to more fully probe the challenge of retaining key talent for the new organization.
Thank You to Our Partners
  

Contact Us
33 W. Monroe, Suite 28-001
Chicago, IL 60603
 
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 investors and advisors, the Alliance's 1100+ 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.