December 2018
MidMarket Talk: December 2018
Happy Holidays!
May your days be filled with peace, hope,  and joy this holiday season.
From our Alliance Family to Yours,
thank you for your business,
loyalty, and support.
The Alliance Offices Will Be Closed for the Holidays:
Monday, December 24, 2018
Tuesday, December 25, 2018
Tuesday, January 1, 2019
New Members
Please join us in welcoming our
New Members   to The Alliance community!


Visit our Member Directory to find Alliance Members near you! 

Attend a Chapter Event Near You
DC.MD.VA Chapter
Wednesday, January 9, 2019

NE Ohio Chapter
Wednesday, January 16, 2019

Arizona Chapter
Wednesday, January 23, 2019

New England Chapter
Monday, February 11, 2019

Central PA Chapter
Wednesday, February 13, 2019
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) 856-9590or
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

In Memoriam
The Alliance was saddened to lose two members these past 12 months and want to acknowledge their impact and contributions to the M&A community. They will be missed and will continue to be an important part of our organization's legacy.
Christopher Reid
Marsden Holding LLC
September 30, 1964 - June 27, 2018
Thomas Emerling
Yellowstone Business Acquisitions
June 18, 1951 - December 19, 2017
 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. 
How Long Does M&A Preparedness Take?
By:  Hagen Rogers, Executive Managing Director, Watermark Advisors, LLC
Earlier this year, The National Center for the Middle Market at Ohio State published a report titled "Middle-Market M&A - What Executives and Advisors Need to Know in Order to Make the Most of Mergers and Acquisitions." Participants in the study included 400 executives of middle market companies (with annual revenues from $10MM - $1Bn) that either completed an acquisition or a sale in the last three years, or were highly likely to sell or divest a division of their company in the next three years.

The key takeaway of this report was that mergers and acquisitions are critical to the growth of many middle market companies. Specifically, the report found that roughly 20% of middle market companies complete an acquisition annually, and 70% of companies that made an acquisition in the past three years had little or no previous experience. 

On the sell side, about 5% of middle market companies sell to or merge into another business each year, and 90% of company owners that sold or merged in the past three years had little or no previous experience with M&A. Unfortunately, most executives do M&A infrequently and many are surprised by the challenges they face during the process.  Continue Reading>>
Make Professional Certification a Priority in the New Year
"They are the best in the nation"
--Jerry L. Mills, Partner
Certified Business Transition Expert™
"I just recently completed the course in October. I can attest it was a great experience, great venue and well organized. The teachers/presenters were all excellent and it was a crash course in the Private Capital Markets. I go through the materials all the time, especially as most of my experience prior to joining B2B CFO was in the public company space. It also provides great networking resources. I met several people from the Orange County area and we all discussed the potential of establishing an AM&AA Chapter in Southern California. I highly recommend this accreditation and course, especially for those partners that do not have as much transactional experience in the Private Capital Market space."
--Scott M Bier, CPA, CM&AA, MBA
Certified Business Transition Expert™

Member Benefit Corner: Deal Tombstones

Members of The Alliance can review existing deals in detail on our Deals/Opportunities as well as post, respond, or otherwise participate.
If you have recently closed a deal and would like to have it listed on our Tombstones page, please contact us with the details. Just be sure to provide us with the date the deal was finished, who was involved (if the particular companies can be named) and what type of deal it was. A link to a press release would work, too. Once your Tombstone has been posted to our website, we'll also share it to our network via Twitter.  
If you are not a Member, but are interested in learning more, please contact our offices at (312) 856-9590, or send an email to to discuss the benefits of becoming a Member of The Alliance.
Success Measures for Alignment, Cultural Integration and Future Considerations
By: Gary Craig,  Managing Partner/COO, Vector Group, Inc.
In the October MidMarket Talk article, we dealt with Dealmakers Planning for a Successful Merger or Acquisition: Aligning the Rest of the Total Organization) and discussed letting all of staff know of the directions and focus of the new organization. Everyone needs to be clear on the reasons for the merger or acquisition. Additionally, as Carleton and Lineberry point out, staff needs to know "the direction of the new organization and the changes that are required for its success. Every member of the staff must be personally informed and invited to help the new organization succeed." (Carleton & Lineberry, 2004, p. 111).  Continued Reading>>
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 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.