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


Visit our Member Directory to find Alliance Members near you! 

2019 CM&AA Dates

Featured Partner Event: CFOs & COOs Forum 2019

Join the CFOs and COOs Forum to synergize with mid-market private equity firms adroitly navigating the current economic, political and regulatory environment influencing finance and operations at their firms. Obtain the industry insights, best practices and proven solutions that have steered mid-market firms to redefine processes and drive the business forward with success. 
**Members of The Alliance can receive a special 15% off the registration fees for the CFOs & COOs Forum 2019. Please contact Kelly Betzold for reduced pricing details at (312) 856-9590 or
Attend a Chapter Event Near You!
Rocky Mountain Chapter - 
Salt Lake City
Wednesday, December 5, 2018  
Register Here

Arizona Chapter
Thursday, December 6, 2018

Rocky Mountain Chapter -
Thursday, December 6, 2018

Midwest Chapter
Thursday, December 6, 2018  
Register Here

South Florida
Tuesday, December 11, 2018

DC.MD.VA Chapter
Wednesday, January 9, 2019
2019 Deal Summit is Looking for Speakers!

We are accepting speaker proposals for the 2019 Deal Summit. 

If you are interested in speaking, please submit your proposal here.
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

Member Benefit Corner
D&B Hoovers
Program Insurance (Pi)

Harness and leverage Big Data that allows you to target more strategically and accelerate your business using comprehensive intelligence. 
Program Insurance (Pi) specializes in customizing E&O insurance, Cyber Liability & Protection Coverage, and General Liability policies. 
Members receive discounted pricing for these benefits!Members, mention The Alliance for discounted pricing!
If you have any questions, please contact The Alliance at 312.856.9590 or
Combine Customer And Commercial Diligence To Maximize M&A Success
By: Anthony Bahr,  Vice President, Strategex
Going into a deal - especially when starting to build a new platform - it is imperative for acquirers to gain a deep understanding of a category.  Commercial due diligence is effective at helping acquirers familiarize themselves with a category at a high level. Often relying on secondary research, commercial diligence provides insights related to market sizing, the competitive landscape, category trends, and future growth estimates, all of which can be used to build a foundational understanding of a category. 
However, a broad understanding of a category may not always be enough to validate investment theses and develop value creation playbooks for a specific target company. This is especially true when evaluating a B2B target, since a more prescriptive set of feedback is required to measure and mitigate the risk of customer concentration, which is one of the leading causes of failed B2B deals. Continue Reading>>
Register Today for the 
 SBIA and AM&AA 
2019 Deal Summit!

We are pleased to announce, that SBIA and the Alliance of Merger & Acquisition Advisors (AM&AA) are joining forces and combining SBIA's Southern Private Equity Conference and AM&AA's Winter Conference to create a new conference, the SBIA & AM&AA Deal Summit . This joint event will be the singularly best event for senior-level M&A advisors and lower middle market funds in the country. 
Scheduled for Wednesday February 20 - Friday, February 22, 2019 at The Doral in Miami, the SBIA & AM&AA Deal Summit offers the perfect opportunity to kick-off the New Year with incomparable networking, compelling content, and captivating speakers all at a first-class venue. 
Check Out the New Changes to the Member Directory!
By: Kelly Betzold,  Business Development Associate, The Alliance
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 addition to the new "Industry Specialization" search filter we added this summer, we now also have a "Global Expertise" filter.
Members can add the countries that they have experience working with so potential clients with cross-border deals can find an expert that understands the regions in question. 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 or global expertise 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  info@amaaonline.orgto learn more about becoming a member. 
Thank You to Our Partners

Contact Us
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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 1200+ 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.