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The independent members of the Alliance of M&A Advisors are proud to introduce The Midmarket Alliance as the World’s 1st Center Of Excellence for Learning and Performance Solutions to Maximize Private Business Value.

This solution center provides immediate access to credentialed experts, capital, and millions of companies:

Free content, both original and aggregated. Access to subject matter experts Unparalleled access to capital Investment Opportunities Professional Educational Programs (by industry on the given subject/topic) Managed Forums for Q&A, Collaboration, and Ideas Central repository of industry research and study materials Clearinghouse of best practice, process, standards

About MidMarket Alliance

Who We Are
The Midmarket Alliance has worked for almost two decades to connect leading M&A professionals to build relationships, share resources, and create values. The AM&AA is the educational and credentialing arm of the Alliance, whose members convene regularly for training, continuing education, and various conferences.
What We Do
As a Member of The Alliance, you have the ability to connect with a 1,000+ other Members who are focused on mergers and acquisitions.
Who We Serve
As with other recognized professional associations, M&A and Corporate Financial Advisory service professionals have an obligation to the public, their profession, the organization they serve, and themselves, to maintain the highest standards of ethical conduct. In recognition of this obligation, the Alliance has promulgated the following standards of ethical conduct for financial advisory and transaction professionals.
Our Approach
Across the globe, leadership experts share messages to expand your skill set, leverage your network, broaden your scope, stay current on the industry. It is clear to thrive in our ever changing business environment, a professional must take an active role in acquiring the right skills sets and knowledge that sets them apart.

News

US Senate Passes 2019 Financial Services & General Government Appropriations…

On Wednesday, August 1st, the US Senate passed its version of the 2019 Financial Services & General Government (FSGG) Appropriations Bill. As…

Aug 06, 2018
The Alliance partners with IACVS for Inaugural International CM&AA
The Alliance of Merger & Acquisition Advisors (The Alliance) is pleased to announce a new partnership with the International Association of…
Jul 27, 2018
The 2018 Summer Conference Preview Guide is Available Now!

Plans are progressing rapidly for The Alliance 2018 Summer Conference. So we hope your plans are also underway to join us in Chicago.

 …

Jul 03, 2018

Latest Members

Articles

Cash Out
For business owners, the only time they will get the biggest payday of their life is when they cash out the business they have built. But only if they are ready. Ideally, an exit strategy was established in the business plan from day one. If the business was not launched with an eventual exit in mind, too many entrepreneurs are just buying themselves a job. “Given the costs, stresses and risks inv… More
Minnesota M&A in 2018? Land of 10,000 Mergers?
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 More
Key Talent Retention
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. More
A 60 Second Seller's Guide to the Purchase Agreement: Consulting Agreement
After the purchase is completed, you can wash your hands and move on to retirement, right? In some cases, yes. In others, not necessarily.   More
A 60 Second Seller's Guide to the Purchase Agreement: Net Working Capital
In the purchase agreement for the sale of a business the term “net working capital” typically refers to the minimum capital required to maintain current operations of the business enterprise. Calculating the amount of net working capital is more than just current assets minus current liabilities. More
The Trouble With Tribbles
Albert Einstein is quoted, “I used to go away for weeks in a state of confusion”, and for those of us who have successfully managed and led carve-out deals – that state of confusion is the biggest challenge to overcome.  Time is precious, and a couple of weeks of confusion leads to delays and costs with technology service agreements, operations efficiencies, marketing and branding strategies, H More
A 60 Second Seller's Guide to the Purchase Agreement: Indemnification
Anyone interested in giving back some of the money from the sale of your company?  No? Money has been exchanged. The business has been acquired. The transaction is complete. Golf and sailboats galore.  Any issues and losses arising after this point fall onto the buyer. More
A 60 Second Seller's Guide to the Purchase Agreement: Term Sheet
Before getting into the due diligence process and other key components of entering a purchase agreement, the buyer will typically provide you with a term sheet or letter of intent (LOI). In this document, the buyer will express his or her interest in entering the transaction and will outline the legal and commercial terms, including the price and structure of the purchase. More
Last month In MidMarket Talk, Dealmakers Planning for a Successful Integration: Performing Cultural Due Diligence (CDD) focused on providing better understanding the concept of Cultural Due Diligence (CDD). More
pros
Being an M&A advisor is an experience of constant learning. No matter how long I work in this profession — and I’ve been doing it for more than 20 years — I never cease to encounter situations that present unforeseen challenges. More
Strategex
Over the past few years, the adoption of rigorous, third-party customer due diligence has rapidly increased on the buy-side. Acquirers have come to understand that an objective validation of the strength and stability of a target’s customer relationships is essential to validate their investment hypotheses and determine the long-term growth potential of a company. More
cultural due diligence
Last month In MidMarket Talk, What Dealmakers Need to Know: Cultural Due Diligence (CDD) made the case that CDD should be an integral part of making deals successful and sustainable. A quick review of the harsh reality is that most merger or acquisition deals fail. More
Alliance Ecosystem
We all face a common enemy – ignorance. It impacts our lives daily in the work we do, the money we earn, and the communities we live in. More
Human Capital
At the Miami AM&AA Winter Conference, two of us presented the topic, Dealmakers: Heads in the Sand or Dealing Effectively with Culture Clash and other Human Capital Challenges. We shared some insights, experiences, and best practices on how to prevent critical deal value from being destroyed by cultural and organizational issues. More
merger and acquisition image
How do we successfully integrate with another company whose values, culture, management approaches, and operating practices are different from ours? What factors are more likely to affect long-term merger success than financial ones? More
Exit Tax Planning
Estate taxes often come up when talking with business owners and other clients as they think about retirement and leaving the business. The sale of the business translates the owners’ biggest asset into cash. The dollars can be considerable and it follows that the taxes on the sale, and ultimately their estate, can likewise be substantial. Concerns about taxes are valid. More