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September 15 - 19, Chicago, IL
September 18
September 23
September 30 - Oct 2
October 16-18, Berlin, Germany
October 20 - 24, Chicago, IL
January 27- 29, 2015
AM&AA Winter Conference
Las Vegas, NV
SAVE THE DATE!!
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| 6TH Annual
Thought Leader of the Year Nominations are NOW OPEN
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The AM&AA has partnered with BKD and Merrill DataSite to recogize the 2014 Middle Market Thought Leader of the Year.
Consider nominating executives, clients, advisors or partners who are Middle Market Thought Leaders. Nominations can include books, research studies and white papers.
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CONGRATULATIONS TO OUR NEW CHAPTERS AND THEIR LEADERS!!
PHILADELPHIA CHAPTER:
Chad Byers - Brandywine M&A
Marisa Facciolo - BNY Mellon Wealth Management
Kara Kerrick - NewSpring Capital
Philip Amoa - McCarter & English
Joe Morris - Private Capital Research
Robert Walper - Fox Rothschild LLP
Jusin Teich - Brandywine M&A
NEW ENGLAND CHAPTER:
Mahesh Batia - Altitude M&A Advisory and Consulting
Jane Johnson - Richardson Mauro & Johnson
Chris Mellen - Delphi Valuation Advisors
Roy Sutton III - Woodbridge Int'l
Hank Nelson - Monadnock Advisors
Dennis McCarron - RegMaven
Marc Gudema - Transvalue Mergers and Acquisition Advisors
Special Invitation from CM&AA leaders of AM&AA speaking
Sept 30 - Oct 2 at the Exit Planning Institute Conference.
Mike Adhikari, President of AM&AA and Founder and President of Business ValueXpress
Ken Sanginario, Founder of Corporate Value Metrics, Developer of the Value Opportunity
Jim Simpson, Founder of LM2 and Co-founder of MidMarket Alliance (MMA)
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Email your US Senators NOW!!
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We've been advised that S-1923 is one of several small, non-controversial bills that has an excellent chance of passage in the final days of the 113th Congress if we can just get 2-3 more Senate Democrats to sign on as co-sponsors, so the bill truly has balanced, bi-partisan support.
Email your US Senators NOW!
...And ask them to join:
- Senator Joe Manchin III (D WV),
- Senator David Vitter (R LA),
- Senator Saxby Chambliss (R GA),
- Senator Tom Coburn (R OK),
- Senator John Barrasso (R WY),
- Senator Patrick Toomey (R PA),
- Senator Tim Scott (R SC),
- Senator James Inhofe (R OK),
- Senator Angus King (I ME), and
- Senator Amy Klobuchar (D MN)
- Senator Bill Nelson (D FL)...
...in co-sponsoring S 1923!
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Why Become a Member of the Alliance of Merger & Acquisition Advisors?
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By becoming a member of the AM&AA you will be in great company and will be connected to a valuable network of M&A expert members who act as resources for other members,
- AM&AA's Listserve - ability to announce and discuss issues among the membership through an email hosting service
- AM&AA Member LinkedIn Group
- Registration discounts for both of AM&AA's prestigious events
- Name listed in the Member Directory on AM&AA's website
- Improves and broadens members' capabilities, knowledge and professional expertise through education, training and member outreach.
- Provides group buying benefits
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AM&AA Europe Chapter Meeting
in Cooperation with EACVA
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Annual Business Valuation Conference
October 16 - 18, 2014 - Berlin, Germany
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To register for the EACVA Conference and the andel's Hotel, Berlin click here (AM&AA members - please ask for the special conference savings)
One track specific to Merger & Acquisition and Private Equity issues will be held in cooperation with the AM&AA.
AM&AA Panelists include:
- Urs Breitsprecher, CM&AA, RA LL.B., v. Woedtke & Partner
- Willis E. Eayrs, CVA CM&AA, CMAP CEPA, Corporate Financial Advisor
- Fred G. Jager, CBI M&AMI CM&AA, Hunter Wise Financial Group
- Carlos Daniel Junqueira dos Reis, CM&AA, SAGAZ BRAZIL
- Prof. Dr.-Ing. Kai Lucks, CM&AA MMI Merger Management Institut
- Erich K. Schmid, CM&AA, Business Intermediary Services
- Lisa Wright, CM&AA, Bureau van Dijk
Register for the AM&AA chapter meeting - Saturday, Oct 18th.
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Boom Hits a Roadblock
What Non-Deals Mean for the Market
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Wall Street has been cheering on a mergers and acquisitions boom all year that has been fueling investment banking revenues and investment returns for some shareholders. But the great M&A boom of 2014 hit something of a snag in August. First, billionaire media dealmaker Rupert Murdoch walked away from his effort to buy Time Warner, and then reports emerged that Sprint and Softbank would be giving up their effort to purchase T-Mobile.
But it was this development that poses the most serious threat to the M&A boom.
http://www.forbes.com/sites/nathanvardi/2014/08/06/the-mergers-and-acquisitions-boom-hits-a-roadblock/
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Beware of Another Bust
Will Disastrous Cycle Repeat Itself?
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The summer of 2007 was a great time. We were enjoying one of the strongest booms in both the debt and equity markets that any of us had experienced in our lifetimes. Just the sort of markets we've been enjoying for the past year or so. The leveraged lending markets have fully recovered from their low point following the market crash of 2008 and 2009 and volume reached a new high in 2013. While market activity declined slightly in the first half of 2014, current activity levels remain very high.
Are we destined to endlessly repeat the disaster that befell us in 2008-2009?
http://www.axial.net/forum/summer-2007/
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Distributions Hit All-Time High
Investors Earned $568B in 2013 Returns
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Preqin's latest research shows that institutional investors are enjoying good returns from their private equity portfolios with capital distributions in 2013 reaching $568 billion. Strong public equity markets, good credit conditions, and general positive exit activity have provided the opportunity for private equity fund managers to return the greatest ever amount of capital back to their investors last year.
See more key findings from the report.
http://www.valuewalk.com/2014/08/private-equity-distributions-hit-time-high-2013/
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| Professional Development: |
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How to Become a Better Leader
Start by never Asking These Questions
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Questioning is undoubtedly a valuable leadership tool. Asking the right questions can help business leaders anticipate changes, seize opportunities, and move their organizations in new directions. But how you question is critical. Questions can be great for engaging and motivating people, but they can just as easily be used to confront or blame, and can shift the mood from positive to negative.
Some specific questions to avoid.
http://blogs.hbr.org/2014/07/5-common-questions-leaders-should-never-ask/
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Conduct IT Due Diligence
Nine Reasons Not to Neglect It
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In too many M&A transactions, even those related to software and technology companies, IT due diligence is, at best, an afterthought. There is no doubt that financial and legal due diligence are critical, but IT concerns too often receive insufficient consideration. While IT due diligence rarely uncovers information that kills a deal, it has the potential to save the acquiring company thousands of dollars during the transaction.
Explore nine reasons to conduct IT due diligence.
http://www.axial.net/forum/9-reasons-it-due-diligence/
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Expect Rise in Insurance M&A
KPMG Survey Reveals Favorable Climate
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Tax and advisory firm KPMG said in a recent report that it foresees increased mergers and acquisitions in the coming year. In its 2014 Insurance Industry Outlook Survey, the audit, tax, and advisory services firm also reported "the vast majority" of survey respondents are investing in customer programs, talent and technology to grow their businesses and gain a competitive advantage.
See what percentage of execs expect a deal.
http://westfaironline.com/64874/kpmg-survey-sees-rise-in-ma-activity-in-insurance-industry/
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Big Data and Big Money
How Likely Are Big Losses?
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Big Data is enjoying a big moment in the sun. But who stands to benefit most from this technology - and how? After working to implement early Big Data projects in industries like telecommunications and investment banking over the last decade, I have concluded this emerging technology can best be harnessed to gain a more precise understanding of complex systems like stock markets and supply chains. (It's not surprising that investment banks, in particular, have been amongst the first to adopt Big Data analytics. After all, executives whose business is making money are usually keenest to use technology to save and create wealth.)
Read this insightful article in its entirety.
http://innovationinsights.wired.com/insights/2014/08/big-data-can-mean-big-money-big-losses/
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ENROLL NOW and SAVE! Price increase in 2015
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 The "Certified Merger & Acquisition Advisor" (CM&AA) designation serves to maintain the highest recognized standards of professional excellence for middle market corporate financial advisory and transaction services, and to provide a benchmark for professional achievement within that overall body of knowledge.
"You will emerge with timely, immediately applicable strategies for finding and closing the optimal deals to carry out your long-term business objectives. To achieve the highest deal value, you will employ superior valuation techniques to determine the right price and conduct due diligence in many dimensions. Optimizing your deal structures from financial, accounting and tax standpoints, you will maximize shareholder value going forward. And your initiatives will harmonize the structure and performance of the transformed enterprise you create."
October 20th - 24th, 2014 Certification Program
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