Welcome to MidMarketAlliance

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

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
MidMarket Dealmakers Plan for Next 20 Years

Get the app and connect today with the leading independent private business investors and advisors gathering in Chicago to do deals while planning…

Jul 03, 2018
Email Your US Sentators Now! Full Senate Appropriations Committee Set to Markup…
On Tuesday, June 19th, the Financial Services & General Government (FSGG) Subcommittee of the Senate Appropriations Committee voted the FY 2019…
Jun 19, 2018

Latest Members

Articles

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
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
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
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
Environmental
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
Environmental
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
Agreement
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
Valuation
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
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