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

AM&AA and SBIA are pleased to announce the 2019 Deal Summit!
In an effort to provide greater value to our members, we are always looking for opportunities to improve and innovate our event offerings and…
Oct 15, 2018
NASAA Strongly Supports Passage of Title III (HR 477) of S 488, JOBS Act 3.0
Joseph P. Borg, President of the North American Securities Administrators Association (NASAA), strongly supported passage of Title III (HR 477),…
Sep 10, 2018
GovTrack Gives 94% Chance of Enactment to S 488, The JOBS Act 3.0
On July 17th, the US House passed S 488, the JOBS and Investor Confidence Act of 2018, aka the JOBS 3.0 Act, by a huge, bipartisan majority (406-0…
Aug 27, 2018

Latest Members

Upcoming Events

12.18 Rocky Mountain Event
Location : 2750 E. Cottonwood Parkway Suite 560 Cottonwood Heights, Utah 84121 USA
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We hope you can join the Rocky Mountain Chapter for their first event in Salt Lake City, Utah! 

AM&AA
Location : Arizona Country Club 5668 E Orange Blossom Ln Phoenix, AZ 85018 USA
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Details and registration coming soon.

12.18 Rocky Mountain Event
Location : JP Morgan Private Bank Republic Plaza 370 17th St 32nd Floor, Denver, CO 80202
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Bob Wegbreit of GF Data® will share proprietary transaction information on private sponsored deals valued between $10-250mm. Cocktails and hors d'oeuvers will be served.
12.6.18 Midwest Chapter Event
Location : Hi-Point Game Lounge at Highline, 169 W Kinzie St, Chicago, IL 60654
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Come join fellow AM&AA members and area M&A advisors for an informal holiday gathering to wrap up the year.
South Florida AM&AA
Location : SLS Brickell, 1300 South Miami Avenue, Miami, FL 33130
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Join us for the South Florida Chapter's Holiday Party!
CFOs & COOs Forum 2019
Location : Grand Hyatt Midtown, 109 E 42nd St, New York, NY 10017 USA
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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.

Articles

work meeting
Last month In MidMarket Talk, we dealt with Dealmakers Planning for a Successful Merger or Acquisition: Aligning the Management Group (Part 2) and discussed the criticality of aligning the Management Group.  We focused on how to facilitate the All Managers Session and what to do with what comes out of the sessions for management to act upon for the accomplishment of the strategic intent of the mer… More
Social Media
Social media can be a great way to build awareness of your company and its services as well as allow you to connect with potential clients. It gives you a presence in the newsfeeds of the people you are trying to reach. Best of all, it is free to have a presence on the social media so you may as well take advantage of it. More
Flat Revenue Chart
Perhaps “love” is a strong word. Perhaps “not be put off by” is more appropriate. Flat revenue refers to a chart’s depiction of the historical trend of a business’s revenue – flat revenue means that the trendline is nearly horizontal, stagnant, … flat. Some prospective buyers immediately move on to the next business to be considered when they see a flat revenue trend. More
Aligning the Management Team
Last month In MidMarket Talk, we dealt with Dealmakers Planning for a Successful Merger or Acquisition: Aligning the Management Group (Part 1).  We also proposed the idea that if Dealmakers are true advisors, they need to advise their client on the criticality of aligning the Management Group.  We focused on how to facilitate the All Managers Session and now will show what to do with what comes ou… More
NCMM
The National Center for the Middle Market ("The Center") has recently released a fact sheet on “Business Transition in the Middle Market.” The results of their analysis of business transactions, whether it was buying, selling, or changing leadership, found that transition is common in the middle market. While change is always constant in business, middle market companies experience major organizat… More
A 60 Second Seller's Guide to the Purchase Agreement: Stock vs. Asset Sale
In selling your business, you can structure the deal as a stock sale or an asset sale. Most sellers prefer stock sales and most buyers prefer to buy assets. More
header lexis nexis
OVERVIEW The U.S. economy was spotlighted during an unprecedented national Presidential election in 2016 with campaign debate focused on the preservation and initiation of new jobs. This topic, of course, is not a new one. In response to the economic malaise following the 2009 financial crisis, the Jumpstart Our Business Startups Act of 2012 (112 P.L. 106, 126 Stat. More
it's a deal
Thinking of your exit strategy? Find out why today is the most optimal time to sell. More
Management Team
Last month In MidMarket Talk, we took a step back and described essential steps in identifying and retaining key talent for the new organization. The Executive Group made several critical decisions on moving forward with the new organization. This month we move forward to discuss the alignment of the Management Group; this follows the alignment of the Executive Group. If Dealmakers are true adviso… More
Indecisive Businessman
When you run a business, you're tied to it both financially and personally. The financial side is obvious: Your company's success or failure ultimately rides on your shoulders, affecting not just your personal livelihood but that of your employees. The emotional aspect of being a CEO is something that's not discussed very much. More
5 Steps to Innovation
Prior to joining Strategex, which exclusively serves B2B clients, I spent 15 years conducting B2C innovation, insight, and strategy engagements. The transition from B2C to B2B was fairly straightforward and intuitive since the essential approach to research methodology, design, analysis, and implementation didn’t change much. I was, however, struck by the sometimes drastically different ways that… 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
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
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
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