July 2018
MidMarket Talk: July 2018
Minnesota M&A in 2018? Land of 10,000 Mergers?
By: Todd Taylor, Avisen Legal, P.A.

Minnesota's   mergers and acquisitions (M&A) market has been strong the past few years, but can this trend continue in 2018?  Will buyers continue to be willing and able to pay the high valuations we've seen recently?  How will the recent tax changes impact the M&A market?  Based on national historical trends and expert predictions for 2018, following are some predictions about what this means for Minnesota companies. 
The Challenge of Identifying and Retaining Key Talent Once the Deal is Final
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 by Aligning the Executive Group described essential steps in bringing together the Executive Group and getting them working together as a team. The executive team for the new organization needs to make some additional critical decisions on moving forward with the new organization. This month we take a step back to more fully probe the challenge of retaining key talent for the new organization. Retaining key talent is another critical decision the executive team needs to make. 
Welcome
New Members
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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 Session
Singapore Management University
Singapore

September 24 - 28, 2018
DePaul University
Chicago, IL 

October 22 - 26, 2018
Pepperdine University
Malibu, CA
Attend a Chapter Event Near You!
NE Ohio Chapter
Tuesday, August 14, 2018
  Register Here

Arizona Chapter
Tuesday, August 21, 2018

Southern Nevada Chapter
Tuesday, August 21, 2018

New England
Monday, September 17, 2018

Central PA Chapter
Tuesday, October 16, 2018
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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.
The Alliance is Expanding into Asia!
With new strategic partners, representation at the Vietnam M&A Forum, and The Alliance's inaugural offering of the Certified Merger & Acquisition Advisor (CM&AA) program at Singapore Management University, The Alliance is making great strides expanding our international footprint into Asia. 
 
CM&AA Singapore - September 3-7, 2018
Participants will receive a 30% discount if they register by August 17th for The Alliance's inaugural CM&AA program at Singapore Management University, September 3-7, 2018.

In addition, The Alliance is pleased to have  The International Association of Certified Valuation Specialist (IACVS) as a strategic partner in our educational efforts as they promote this gold standard in professional M&A to their members. 

Vietnam M&A Forum - August 8, 2018
We are honored to have longtime Alliance member, Rick Marchese, Director, Lares Loreno Private Capital represent our Alliance community in a panel on "Strategies to Boost M&A" at the Vietnam M&A Forum. The forum is an annual event for the Vietnamese and international business and investment communities, co-organized by Vietnamese Investment Review (VIR) and AVM Vietnam under the auspices of the Ministry of Planning and Investment. 
Click here for more information.

Rick Marchese, CM&AA

New JV Partner

KC See
The Alliance is pleased to work with new JV partner, KC See on the upcoming CM&AA Singapore program which will be held at Singapore Management University, September 3-7, 2018. KC is CEO of Quest Corp Global, business coach, author and international speaker. As the founder and Group CEO of QuestCorp Global Inc US, is a powerful speaker and trainer who has trained & mentored over 90,000 people since 1984.
2018 Summer Conference
Thank you for attending The Alliance 2018 Summer Conference in Chicago! We hope you found value in the presentations, panel discussions and networking opportunities! 

If this was your first conference and you are interested in learning more about the Alliance, please give us a call at 312-856-9590.

Keep a look out for an announcement on the 2019 Winter Conference!  
2018 Thought Leader of the Year Submissions are Now Open!
 
 
Nominate Someone Today!  

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!
 
Seeing a lack of recognition for leaders in this overlooked sector, The Alliance of M&A Advisors (The Alliance)  the leading professional association for the middle market, launched the Middle Market Thought Leader of the Year Award. 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. Self-nominations are encouraged! 

Submitted publications must have been released and/or published within the period Aug 1, 2017 to July 31st 2018.
The Summer Deal Bashes May Be Over but There is Always Time for More Deals
For the first time, The Alliance's Summer Conference featured not one, but two Deal Bash events with over 20 middle market intermediaries and investment bankers in attendance, all bearing transaction opportunities. Business owners and experts had a chance to meet the investment community to discuss current and potential opportunities and lay a pipeline for the future. The event was full of energy and many great connections were made. Whether you were able to attend one of the Deal Bash sessions or not, the chance to find new transactions is still available through our online Deals/Opportunities platform.
 
The online Deals/Opportunities platform on the MidMarket Alliance website, allows Members to browse and post their deals. Non-members can also browse for new opportunities, although, they are unable to post any themselves. Just as with the Deal Bash, opportunities that are posted online are pre-screened for relevance to our membership's lower middle market targets.
 
Guidelines for Posting Deals & Opportunities
  • Deals should be from a specific, established company with revenue ranging between $5M-$500M
  • No real estate development opportunities
  • Capital raise requests are permitted but should be for established companies and do not include angel or venture capital 
Posting a deal online is easy and our staff at The Alliance is available to help should you need it. If you have questions regarding the online Deals platform or need assistance posting your deal, please contact Kelly Betzold.
 
After you close a deal, be sure to let us know! We'll post it on our Tombstones page and share the news of your success.
Thank You to Our Partners
  

Contact Us
33 W. Monroe, Suite 2700
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.