November 2014 - In This Issue:

Upcoming Events:

November 19, 2014 - Midwest Chapter


November 20, 2014 - New York Chapter


December 10, 2014 - Philadelphia Chapter



Nominate Someone Today for the 2014 Thought Leader of the Year Award


Good News!! Nominations
 have been extended until
November 21, 2014

The AM&AA has partnered with BKD and Merrill DataSite to recognize 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.





Member's Corner


Congratulations to Mahesh Bhatia, Jane Johnson, and the New England Chapter team on the successful launch of AM&AA's newest Chapter! We are excited and proud to say that the first Chapter meeting on November 6 was a smashing success with 40 attendees. The Chapter leaders have big plans  to highlight the Chapter as one of AM&AA's finest, and intend to continue the wonderful precedent of providing content and connections to their AM&AA membership. Thank you to all of you for your hard work and effort!




ENJOY THESE SAVINGS AS AN AM&AA Member at the 2015 Winter Conference.....


Save $100 by registering before

November 28 


Save $20 per night at the JW Marriott


Attend a chapter meeting and receive an additional 10% discount



One Source Subscribers - You NOW have the ability to upgrade your subscription to the NEW AVENTION platform without charge if you are an iSell user or have the Business Browser.  Call or email us to take advantage of this tremendous offer.  



Join AM&AA
Why Become a Member of the Alliance of Merger & Acquisition Advisors?
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 the bi-annual conferences and chapter meetings
  • 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

JW Marriott Las Vegas Resort & Spa

Do not miss your chance to network with 450+ M&A professionals at this year's winter conference.  


Tuesday, January 27, 2015

AM&AA's Golf Tournament at TPC Las Vegas | 12:00pm - 5:00pm 


Welcome Reception & PE Networking Expo  5:30pm - 7:30pm

Meet leading M&A partners, hear from pre-qualified investors, and discover hundreds of products and services all in one place.


Wednesday, January 28, 2015

Middle Market Thought Leader of the Year Award | 11:30am - 1:00pm

Piranha Pool | 4:00pm - 5:30pm
Interested in feedback on deal pitches? Watch live deals get critiqued by potential investors at this year's Piranha Pool.


Thursday, January 29, 2015

Deal Bash | 9:00am - 11:00am







CM&AA Training Program
2015 Dates
January 19-23 - Glendale, AZ -  $4,995
1st Cross Border M&A Program in partnership with The Thunderbird School of Global Management 

"In today's global market, expanding overseas is no longer a luxury; it's a necessity.  Businesses in America and many other nations are now aggressively pursuing international M&A expansion to increase revenues and win new customers. However, there are challenges that come with cross-border transactions for expansion. Transfer pricing, entity structuring, employment contracts, statutory benefits and tax compliance are just some of the issues that can quickly become obstacles for M&A transactions operations overseas.


If your company is now or preparing to expand internationally-or is in the process now-you won't want to miss this training. 

Chicago - DePaul University - $4,495
  • April 20 - 24
  • May 18 - 22
  • September 14 - 18
  • October 19 - 23
AM&AA Member Benefit Upgrade
Avention - formerly OneSource

Avention offers the world's first platform that harnesses and leverages Big Data so you can search the explosion of data and relate it to the businesses, contacts and topics you care about. Powered by our unparalleled worldwide database of B2B information, Avention helps you uncover the best insights, make the right decisions and identify opportunities to help grow and run your business. 


Avention now has the ability to further segment lists by companies involved in M & A Activity, or that have a higher or lower financial risk. You can also uncover Spending, Payment, and Financial Risk information on over 2 million Private companies!  Welcome to the future of selling, marketing and researching in the age of Big Data.


Stop by to see Evan Eichorn at the Winter Conference in Las Vegas, or contact Evan at 



AM&AA Adds 2 New Partners
Summit Professional Networks and
Thunderbird Center for Global Entrepreneurship

Summit Professional Networks, based in New York, is partnering with AM&AA to bring you the 2015 Winter Conference. 

"Our networks will operate on three interrelated levels: content, people and solutions. The first - connecting all our content and platforms - helps professionals find what they need quickly and is structured in a way to help them reach the highest level of success. Second, we connect members of the communities to our experts, to our marketing partners, and with each other both digitally and in face-to-face opportunities. Finally, our comprehensive and customizable marketing solutions connect our partners with these networks."


Likewise, we are incredibly excited to partner with Thunderbird Center for Global Entrepreneurship to host the first-ever internationally-focused CM&AA training program on January 19-23, 2015

Ranked as the number one school of international business, Thunderbird attendees will gain unique insight on many subjects, including (but not limited to) global enterprise, research and programming in the areas of global entrepreneurship, global family enterprise, and more.


The Alliance extends an invitation to all members and prospective members including all those with the 170 Thunderbird School of Global Management Alumni Chapters around the world. If you have any questions about this advanced professional development opportunity, we would love to hear from you! We can be reached by email at or at 312-856-9590.

To sign up or learn more about the offered program, please visit our website here.   

Contact Us

Alliance of Merger & Acquisition Advisors
222 North LaSalle Street, Suite 300
Chicago, Illinois 60601, USA
877.844.2535 | 312.856.9590
The Alliance of Merger & Acquisition Advisors® (AM&AA) is the premiere International Organization serving the educational and resource needs of the middle market M&A profession. Formed in 1998 to bring together CPAs, attorneys and other experienced corporate financial advisors, AM&AA's 800+ professional services firms - including some of the most highly recognized leaders in the industry-draw upon their combined transactional expertise to better serve the needs of their middle market clients worldwide.