September 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


2018 Winter Conference
Attend a Chapter Meeting Near You!
Mid-Atlantic Philadelphia
Wednesday, September 27, 2017
South Florida-Miami
Wednesday, September 27, 2017
Long Island
Wednesday, September 27, 2017

Wednesday, September 27, 2017

Thursday, September 28, 2017
New England
Thursday, September 28, 2017

Thursday, September 28, 2017

St. Louis
Wednesday, October 4, 2017

Mid-Atlantic Central PA
Tuesday, October 10, 2017

Gulf Coast
Thursday, October 12, 2017
Tampa - Inaugural Meeting
Tuesday, October 17, 2017

New York City
Wednesday, November 1, 2017

Thursday, November 2, 2017

Save the Date for These Upcoming Chapter Events!

New England
Monday, November 6, 2017

Tuesday, November 7, 2017

Thursday, November 16, 2017
And We're Still Growing!
The following chapters are in the development stages:
Central Valley
Northern California
Southern California
New Jersey
Puerto Rico
Partner Event

Private Debt Investor New York Forum
September 27-28
Convene Conference Center
Bringing together 300+ senior professionals driving the private debt industry in North America and beyond, the Private Debt Investor New York Forum enters its fourth successful year as the leading gathering for investors to discuss their private credit strategies. The Forum is committed to helping advance private credit markets by providing the highest quality analysis and reporting along with convening the market to accelerate its development. The New York Forum provides the region's investors the opportunity to assess the global product spectrum and meet the world's leading asset managers.
AM&AA members receive a 15% discount off the prevailing rate.  Use code PDI17_AM&AA upon registering. 

Executive Video Seminar Series
September 20, 2017
Artificial Intelligence - The Potential, the Risk, and the Liability

Introductory Seminar:  
AI-Related Worker Dislocation and Corporate Upheaval:
How AI is changing the workplace and challenging our core governance, risk, and compliance (GRC) models

Wednesday, September 20th from 11:00am - 12:00pm EDT (via online video-cast)

$89.00 - includes full access to the September 20 live and recorded seminar

Recognizing Members
With over 33,000 subscribers, MidMarket Talk is a great place for Alliance members to be featured! 
Members, submit your articles to  Kathleen Hoke and media trades to  Ronnie Lyall
  • Send us your completed deal tombstones
  • Tell us about your speaking engagements
  • Send us your articles or white paper summaries
The Value Proposition of Collaboration and Value Growth
By: Martha Sullivan, CM&AA, Partner, Honkamp, Krueger & Co, P.C. 
& Chuck Mohler, CM&AA, Principal, Eagle Corporate Advisors

At the 2017 AM&AA Summer Conference in Chicago, the Alliance unveiled its collaboration model and value proposition "Learn Improve Deal".  The framework offers members a way to present the collaborative model to peers as well as clients, outline a high-level approach for collaboration and convey the benefits for bringing a multi-disciplinary team to a business owner.
Advisors include all the different players in the M&A ecosystem including investment bankers, private equity groups, financiers, value growth consultants, accountants, attorneys, wealth managers and so on.  Each player has a role in the life cycle of the business, its growth, sale and subsequent support of the business owner. 
Three Questions to Answer Before Raising Prices
By: Anthony Bahr, Vice President, VOC Strategic Practice, Strategex

The underlying motive for virtually all mergers and acquisitions is the pursuit of value creation, which is also the common denominator shared by buyers and sellers alike.
Going into a deal, investors are commonly sold on the notion that value will be created via cost synergies associated with the integration of the buyer and the seller. However, it is well documented that only a small fraction (about 20%) of post-close value creation can be attributed to the synergistic effects associated with a deal.
Revenue growth, which accounts for roughly 60% of post-close value creation, is the true driver of new value. But unlike cost-cutting, growing revenue is usually a cost center which often renders customer retention and expansion to be overlooked factors of many integration strategies that are built on improving margins.

CM&AA: September 2017 at DePaul University

Please join us in congratulating the 55th CM&AA class for their dedication and commitment to completing this important milestone in their M&A professional development. Additional photos can be viewed  here.

Faisal Alsugeiri
Investment Professional
Investment Professional
Vic Datta
Senior Managing Director
Datta Solutions Group, LLC
Management Consultant  
Frank Donati
Audit Senior Associate
Eide Bailly, LLP

Albert Hakim
M&A Intermediary
Kensington Company & Affiliates
M&A Intermediary
Fayyaz Jarral
Froniter Foundry Pvt Ltd.
Sara Kann
Corporate Development Manager
HB McClure Company
Corporate Development

Kerry Kilgore
Audit Principal
Briggs & Veselka Co.
Patrick Mattingly
Senior Counsel
Wyatt, Tarrant & Combs, LLP
Ernest Ngwa
Financial Planner
Zion Group Services, LLC
Financial Planner

Kyle Orwick
Audit & Transaction Services Manager
Eide Bailly, LLP
Rodolfo Pozas
VP Business Development
Corporate Development
Jeff Sackman
RubinBrown, LLP

Adam Stein
Kensington Company & Affiliates
M&A Intermediary
Jason Vetter
Senior Associate, Transaction Advisory
Eide Bailly, LLP

Missed the September CM&AA Session? 
There are still spots available for October 2017!
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.

Course Benefits
  • 1st advanced M&A professional training program; includes exam
  • AM&AA membership dues for 1 year
  • Ongoing access to industry-leading instructors
  • Grow your professional and personal network
  • All PowerPoints and course materials
  • CPE hours awarded
  • Access to ShareFile

Bringing up the Middle Market
By: Kiran Garimella, President, NVIEM Inc.

The cognitive computing revolution is now making inroads into one of the most conservative areas of business-the lower middle market of private companies. Making up 40%-50% of the GDP, this market remains one of the most technologically under-served segments of the economy. Until now. AI and Blockchain are bringing disruptive innovation to this middle market to introduce efficiencies and disintermediation.

The  Alliance of M&A Advisors (The Alliance) that serves the private middle market is coming up on its 20th anniversary in 2018. This international professional network includes 1,100 independent business investment, advisory, and transaction professionals serving private middle market companies.

I've had the pleasure of getting to know  Mike Nall, the principal co-founder and CEO, and his intrepid band of co-founders and thought-leaders. Mike has a breath-taking vision of the enormous potential of the middle market that he feels is unrecognized. More than just the vision-important as it is-Mike has definite ideas of how to transform the entire global marketplace. Since efficient execution of this vision involves elements of both artificial intelligence and blockchain, the two mind-stunning technologies of this era, I couldn't resist sitting down with him to tease out precisely how he plans to do this.  Continue Reading>>

How To Retain Your Existing Business Clients 
By: Chuck Owston, CM&AA, CEPA, Managing Director, Florida Capital Advisors
As professional advisors, many of us have had long-term relationships with our clients. There is a phenomenon facing a large percentage of our business owner clients - and it is one of advancing age and having their wealth concentrated inside their privately held business.

Everyone has heard the statistics about the baby boomer population approaching retirement age. There are approximately 10,000 people turning 65 every day. While many baby boomers want to continue to work well past the age of 65, there are other considerations that need to be taken into account. Factors such as health, lifestyle, partner disputes, divorce, as well as the personal risk of having a large percentage of one's personal net worth tied to a single asset should all be evaluated as part a business owner's planning decisions. Continue Reading>>

2017 Thought Leader of the Year Nominations

Do you know someone leading efforts in the Middle Market to improve the industry or elevate the body of knowledge that supports our financial community? Ensure their efforts and achievements do not go unnoticed. The Thought Leader of the Year Award is the platform to share their accomplishments with the industry!

This prestigious award recognizes the leaders and innovators of the Private Middle Market Financial Community. These individuals champion and promote higher standards of excellence and performance by creating and advocating for new ideas that add value to the marketplace. Their contributions often include the publication of works that promote research and challenge the status quo with original ideas and concepts. It is these contributions that add to the body of knowledge that serves as the foundation for The Alliance's education and credentialing programs, paving the way to a brighter and progressive future.

Who Should You Nominate?
Executives, clients, advisors, or partners who are Middle Market Thought Leaders in the M&A profession are ideal candidates. These are professionals who create and advocate new ideas which add value to the marketplace. Examples include research studies, white papers, articles, e-communications books and e-books.

Submitted publications must have been released and/or published within the period Aug 1, 2015 to July 31st 2017.

Self-Nominations Are Encouraged!
Submissions Close November 11, 2017
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.