May 2018
MidMarket Talk: May 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! 

We Moved!
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33 W. Monroe Street
Suite 2700
Chicago, IL 60603
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
***May 21 - 25, 2018 ***
DePaul University
Chicago, IL 

September 24 - 28, 2018
DePaul University
Chicago, IL 

October 22 - 26, 2018
Pepperdine University
Malibu, CA


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2018 Certified M&A Advisors Class in Washington, DC with Michael Nall, CEO/ Founder of the Alliance and Chris Blees, CM&AA Chair
 
Calling All Deals & Tombstones
Have a deal or a completed deal you want featured?
Attend a Chapter Event Near You!
Nevada/Utah Chapter
Tuesday, May 8, 2018

Dallas- Fort Worth Chapter
Thursday, May 10, 2018

New England Chapter
Monday, May 14, 2018

Philadelphia Chapter
Tuesday, May 22, 2018
Register Here 

Tampa Bay Chapter
Tuesday, June 5, 2018

Long Island Chapter
Thursday, June 14, 2018
Registration Coming Soon!

DC.MD.VA
Wednesday, June 20, 2018
Registration Coming Soon!
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

 

The CM&AA Certification and Being All You Can Be
By: Dennis Niven, CM&AA, B2B CFO®, Alliance Member - Arizona Chapter

I attended The Alliance's CM&AA course at DePaul University in Chicago a few years ago along with two of my partners in B2B CFO®. The class helped me celebrate my 60th birthday with a cake at the training. You might wonder why a successful and mature senior partner in a large strategic consulting firm would want to add a credential like this behind his name. Well, it wasn't the credential on my business card that I was after. I am a CPA and have master's and doctoral degrees that aren't mentioned on my card. It was the additional skill set that I was after.
 
The purpose of our attending the intensive week-long course was to complete a "deep-dive study" of private capital markets, financing growth, private company valuation, M&A negotiations, investment banking, and the legal & tax implications of all phases of M&A, and, of course, pass the CM&AA® exam. The four-hour exam was very comprehensive and, after an intensive week of training that followed weeks of reading textbooks, proved to be worthy of the senior credential that is the CM&AA® (there were less than 500 holders of the certification in the entire world). I am proud to say that the three of us passed, as have many of my partners since then. Every partner in our firm is encouraged to obtain the CM&AA® as our senior credential.  Continue Reading>>
5 Reasons Why Smart M&A Pros Will Attend The Alliance  2018 Summer Conference 
  • A remarkable value-added event, featuring exceptional educational sessions, a lively exhibit hall and power networking that lays the critical groundwork for future deals.
  • The best place to hear expert perspectives on emerging trends and the changing dynamics of M&A, including cybersecurity, blockchain technology, tax reform and more. 
  • The only event with Deal Bash 2.0, providing a double opportunity to take advantage of the Alliance's distinctive, dedicated, one-stop deal-sourcing activity. 
  • Where the idea of "investment community" really comes to life, attracting hundreds of international M&A insiders from both sides of the deal to connect, collaborate, do business and socialize in a congenial setting.

Now you know! 


Attending The Alliance 2018 Summer Conference helps prepare you to take advantage of transaction opportunities when they come up and puts you in position to make key connections.  Get the Early-Bird rate by Friday, May 25, 2018.

 

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!

Chapter Event Spotlight: Long Island
Long Island Chapter of Alliance of Merger & Acquisition Advisors featured Mark Burford, Co-Founder of Blue Point Brewing Company Plainview, NY May 1, 2018 - The Long Island Chapter of Alliance of Merger & Acquisition Advisors recently hosted a fireside chat with Co-Founder of Blue Point Brewing Company, Mark Burford. The event took place on April 11 at Carlyle at the Palace in Plainview and had more than 60 attendees.
 
At the fireside chat, Mark Burford announced that Blue Point Brewing Co. is only a weeks away from launching a larger, state-of-the-art brewery in Patchogue. He also discussed the struggles of the business before its acquisition.
 
"We think it's important for dealmakers and business owners to attend these types of events," said Luis de la Prida, Partner at New York Business Brokerage. "Small businesses especially can learn how to take their business to the next level if they know how best to negotiate a deal that is right for them."
 
Sponsors for this event included: Baker Tilly, Hightower Advisors, Meyer Suozzi, and New York Business Brokerage. 
"We could not do these types of events without our sponsors," said Anthony Citrolo, co-founder of Alliance of Merger & Acquistion Advisors - Long Island Chapter. "We look forward to working with more businesses at our future event on June 14th."  Continue Reading>>


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CM&AA Is Going International! 

The Alliance of M&A Advisors is pleased to take the Certified Merger & Acquisition Advisor (CM&AA) credentialing program international! 

Please join us in Singapore at the Singapore Management University | School of Law in
July 23 - 27, 2018.
Dealmakers Planning for a Successful Integration: First Steps in  Carrying Out the Integration and Highlighting the IM's Role
By: Gary W. Craig, Managing Partner & COO, Vector Group, Inc. 

In this continuing series, last month In MidMarket Talk, Dealmakers Planning for a Successful Integration: The M&A Roadmap for Success described a nine-phase guide to Cultural Due Diligence (CDD) starting with Target identification continuing through the first year of Integration following a merger or acquisition. This month the focus is on the First Steps in Carrying out the Integration.

Although each phase of the Roadmap outlines critical roles and responsibilities of those involved, we believe the use of an identified Integration Manager (IM) is crucial for the success of the merger or acquisition. The Acquiring Company should generate a list of potential integration managers as early as the Target Evaluation stage. There must be an IM selected before "Go or No-Go decision stage" and in place roughly 30 days before announcing the deal. (Craig, 2015)    Continue Reading>>
Five Guidelines to Prevent Failed Cross-Border Deals
By: Anthony Bahr, Vice President, VOC Strategic Practice, Strategex 

Over the past decade, there has been a drastic increase in both the number and the value of cross-border mergers and acquisitions. Today, cross-border deals account for roughly 40% of global M&A activity, and there is little evidence to suggest this trend has plateaued as acquirers continuously evaluate new growth and diversification opportunities outside of their home markets.
 
Unfortunately, it is well documented that most of these deals fall short of expectations. Failure rates are pegged anywhere between 70% and 90%, leaving only a handful of deals that actually enhance shareholder value. What is less documented are the underlying causes for failed cross-border M&A activity. "Integration issues" are commonly cited, but what does that really mean? And how can acquirers structure due diligence to reduce the chance of failure?
 
Based on our experience conducting global customer due diligence engagements, we have developed five guidelines for increasing the odds of a successful cross-border deal. Continue Reading>>
Member Benefit Highlight: D&B Hoovers
 
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Create a faster path from prospect to closed deal with features that include:
  • Customizable List Building
  • Powerful Analytics
  • Access to New Prospects 
Contact Catleah Capuli at  [email protected] for a free 1-week trial.
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.