October 2018
MidMarket Talk: October 2018
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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 kbetzold@amaaonline.org.
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Tuesday, October 30, 2018  
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Wednesday, November 7, 2018

New England Chapter
Tuesday, November 13, 2018

Arizona Chapter
Tuesday, November 13, 2018

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Tuesday, November 13, 2018

DC.MD.VA Chapter
Wednesday, November 14, 2018

New York Chapter
Thursday, November 15, 2018
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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.
2019 Deal Summit: SBIA and AM&AA

We are pleased to announce, that the Alliance of M&A Advisors (AM&AA) and the  Small Business Investor Alliance (SBIA) 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 M&A advisors and lower middle market funds in the country.  

This new event will be held February 20-22, 2019 at the National Doral Miami in Miami, Florida. It will offer timely, pertinent panel discussions and speakers, productive deal-making, and exceptional networking opportunities. This new joint conference will feature the best both organizations have to offer and will emphasize:
  • Substantive, thoughtful, and fresh content on the latest market data, trends and best practices
  • Senior-level, high quality networking among lower middle market peers
  • Exclusive Deal Bash event for capital providers, intermediaries, and investment bankers
  • Timely updates from Washington outlining the threats and opportunities that lie ahead on the tax, legislative, and regulatory horizons
Brett Palmer, President of the SBIA, is a CM&AA member of AM&AA. We are delighted to collaborate with Brett and his outstanding organization.

Registration will open shortly, but in the meantime, please save the date and mark your calendar to join us February 20-22 at The Doral for this outstanding opportunity. 

We are accepting speaker proposals for the 2019 Deal Summit. 
If you are interested in speaking, please submit your proposal here.
Dealmakers Planning For A Successful Merger Or Acquisition: 
Aligning The Rest Of The Total Organization
By: Gary W. Craig, Managing Partner & COO, Vector Group, Inc

Last month In MidMarket Talk, we dealt with  Dealmakers Planning for a Successful Merger or Acquisition: Aligning the Management Group (Part 2) and discussed the criticality of aligning the Management Group.  We focused on how to facilitate the All Managers Session and what to do with what comes out of the sessions for management to act upon for the accomplishment of the strategic intent of the merger or acquisition.  
We are clearly still in Phase IX of the Roadmap or Integration (First Year). This phase is about refinement and accessing potential. While in the previous Phase VIII or Integration (Two Weeks) was about getting people individually comfortable with and accepting of the new employment situation - this Phase is more about maximizing group performance and organizational efficiency and effectiveness.
During this Phase the Integration Manager should begin to focus on group and cross-group issues.
  • If the acquisition is small enough to act as a single team, then the focus turns from individual issues to Team issues and the many ways to form, build, and maintain an active and engaged team of people pursuing a common purpose.
  • If the acquisition consists of more than a single team the focus turns from individual issues to both Team and Company issues. Cross-functional issues/relationships in pursuing the business strategy as well as individual team issues are the focal points of activity.
Some Specific Recommendations/Considerations for HR and the Integration Manager
While organization charts do a good job of identifying specific responsibilities and activities by unit, what is not dealt with is how the "space in between" the organizational units (the "white space") is managed. Management of the "white space" is an area of mutual responsibility and one with considerable potential for productivity, efficiency, and quality increases when handled appropriately.

This is the period where the face of the activity should, over time, shift from the Integration Manager to the ongoing management team. After the All-Managers' Session and the Feedback-Based Management Planning Sessions, individual managers should be in a very good position to take over and lead the integration efforts. 

An organization is a biological system. When things are altered in a system there is often a lag time between when a change is affected and when resulting unanticipated consequences or problems show up in the system. The management group needs to be aware of this and deal with these challenges accordingly. 

Management needs to find real and meaningful things around the integration to celebrate as the organization goes through this period. People collectively need to feel accomplishment and success for the extra effort involved in adjusting to new situations - this is a way of meeting this organizational need. Continue Reading>>
Mark Your Calendars: 
2019 CM&AA Dates Are Now Available

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(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.