Welcome to midmarketalliance.org

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.


MidMarket Dealmakers Plan for Next 20 Years

Leading independent private business investors and advisors gather in Chicago to do deals and plan for the the next 20 years of The Alliance of M…

Apr 15, 2018
Your US Senators urgently need to hear from YOU
HR. 477, The Small Business Mergers, Acquisitions, Sales & Brokerage Simplification Act of 2017, recently passed the US House of Representatives…
Mar 12, 2018
HR 477, The Small Business Mergers, Acquisitions, Sales and Brokerage…

The bill will now move to the US Senate, where it will be referred to the Senate Banking Committee, and where this strong, bi-partisan final vote…

Dec 10, 2017

Latest Members


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
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
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
Congratulations—your M&A transaction went off without a hitch, and you’re now the proud owner of a specialty chemical manufacturer. Included with your purchase are any inherited environmental liabilities of your new portfolio company—contaminated soil or groundwater on the property, underground storage tanks, or chemical releases, for example. More
Phase I Environmental Site Assessments (ESAs) are often used as a means to consider environmental liability prior to acquisition of real property. The main purpose, and in many cases the ONLY purpose for a “simple” Phase I, is to qualify the purchaser for the innocent landowner defense provisions of the Comprehensive Environmental Response, Compensation and Liability Act (CERCLA) of 1980. More
I work with many different types of family businesses and family dynamics in this line of work. One specific client has been on my mind this week, wondering whether they’ve gotten traction on a key recommendation we provided. This family business is not so unusual. There are multiple generations involved in the business. The patriarch is in his 80’s. More
Unsolicited Offer to Sell
Repeatedly we talk with private business owners confronted with an unexpected offer to sell their business… let’s call these “unsolicited offers”. Many times, they haven’t really thought about a succession or exit plan nor have they prepared for a deal if they so desired.  Usually the owner of the company or one of their advisors (i.e. attorney or accountant) reaches-out to us for assistance. More
Ask any healthcare CEO or CFO about value creation, and you’ll hear a litany of ideas with buzzwords such as scalability, allocation of resources, network orchestration, platform optimization, and market exploitation. Moreover, ask 10 different healthcare executives about the best way to create value, and you’ll get 10 different answers. More
Blockchain is a revolutionary new technology that will definitely disrupt and dis-intermediate many traditional business models and processes. Read about what this means for the members of the MidMarket Alliance.
Jobs Act
The JOBS Act mandated that the Securities and Exchange Commission (SEC) relax historically rigid financial regulations to enable fledgling start-ups and developmental companies to advertise their ideas and solicit individuals for investments in emergent enterprises. The statute also provided an onramp of greater disclosure flexibility for smaller companies to transition to public companies. How is… More
Hotels & Hospitality
The U.S. hotel industry started 2017 on a strong note with solid demand supporting modest growth in both occupancy and average daily rate (ADR) in firstquarter 2017. Revenue per available room (RevPAR) also increased 3.4%. This is reflected in the industry’s stock-price performance. Over the past six months, the Zacks Hotels and Motels industry has fared better than the broader S&P 500 index.… More
Return on Invested Capital
Healthcare company owners create value by investing in their company’s future. That future is best expressed not in terms of the current balance sheet, but in terms of Return On Invested Capital (ROIC). Since this is a term familiar more to accountants than to healthcare business owners, a brief explanation is necessary. More
Businesses for Sale
The Greek philosopher Plato believed that there were right ways to do things and there were wrong ways to do things.  And, the only reason why people did things the wrong way was because they simply didn’t know the right ways from the wrong ways.  It was a matter of instruction and education.  If a person was taught the right ways to do something, the person would have an “a-ha moment” and begin d… More
The Business of Healthcare
How would you feel if someone were trying to sell you a piece of medical equipment, but they had no original invoice, no proof of payment, no owner’s manual, and no product statement of warranty? I expect you’d be very suspicious of the true value of the equipment. Moreover, you’d be concerned about the risks associated with purchasing the unit without proper documentation. More
9 Ways To Get The Value Of Your Specialty Practice Right
The instability of the healthcare market and anticipated reimbursement changes under TrumpCare have created some challenging questions for specialty practice physicians who are planning for retirement. First, the good news is that physicians will continue to be interested in acquiring other practices. But the bad news is that most physicians have only a vague idea of what their practice is worth.… More
Investment Banking
Similar to asking the right questions when interviewing people, asking the right questions when checking references is an equally daunting proposition. Your strategy is clear, determine who would do a good job, but the tactics to determine that are where things get squishy. More