chicago winter
December 2014 - In This Issue:

Upcoming Events:
January 8, 2015 - Dallas Chapter Meeting 

January 30, 2015 - A Day in Exit Planning

Certificate in Exit Planning offered by the Exit Planning Institute following the AM&AA 2015 Winter Conference in Las Vegas


AM&AA members receive $200 off

Register here



Check out these articles from our members

AICPA Article by Kenneth H Marks, High Rock Partners

Forum Article by Gary Ampulski, Midwest Genesis 

INC. article about Basil Peters, Strategic Exits


2014 CM&AA Members

Congratulations to all 69 AM&AA members who earned the CM&AA credential in 2014!!

Shahzad Ahmed - Denologix

Majed Alissa  - SABIC
Turki Almadhi - SABIC
Yaser Almohawes - SABIC
Chuck Andrews - The McLean Group
John Barbee - Hollingsworth & Vose 
Jay Barrett - SilverCloud Partners
Mahesh Bhatia - Anthony Clark International Insurance Brokers
Jim Bielenberg - James D. Bielenberg, Accountancy Corp
Bruce Black - Fox & Fin Financial Group, LC
Marc Boisjoli - JVM Solution
Francis Brown - Key Private Bank
Bill Bucher - Axium Healthcare Pharm
Mike Cadigan - CMBI Group
Erlinda Calangi - Calangi Law Office
John Carter - Witzke Berry Carter & Wander
Atif Chishti - 4 Over, Inc

Paul Chastant - The Sisung Group
Neil Churman - Morrissey Goodale
David Cusimano - Emerge Dynamics
Antonio De Cardenas - De Cardenas Law Group
Luis De la Prida - Strategic Merger & Acquisitions Advisors
Kevin Derella - Safeguard Business
Tom Emerling - Yellowstone Business Acquisitions
Andrew Fertal - Beacon Associates
Daniel Foote - EKS&H
Matt Gadow - Farrell Growth Group
Barry Goodman - Birkdale Transition Partners
John Gould
Marc Gudema - BayState Business Brokers 
Lewis Hall - Keiter
Robert Heffner - PCS Brokers LLC
Sean Hutchinson - Strategic Value Advisors
Sven Johannsen - Institut Straumann AG
Jorge Junquera 
Lois Karpinksi - CSSI
Brad Kussow - Schenck SC
Mary Lay - B2B CFO
Dan Leffler - BCG & Company
John Leonard PRV Metals
Gloria Liu - Continental Motors
Chris Lozada - Sage Payment Solutions
Scott Miller - ESI Enterprise
Caleb Navarro - FirstBank Puerto Rico Securities
Caryn Ng - VSP Optical Laboratory
Michael North - Katz Sapper & Miller
Mark O'Brien-Chicago M&A Advisors
William Offutt - Offutt Advisory Ltd
Sam Oubaid - Novant Capital Group
Rakesh Parikh - One Capital Financial Advisors
Dave Parikh - BusinessWise Capital
George Raftopoulos - Nvest Financial Group
Bharat Ramani - Great Connections International, LLC
Tom Richardson - Health Care Consultant
Dean Rossi - 4 Over, Inc
Kevin Roth - Roth Financial Partners
Ken Sanginario - Corporate Value Metrics
Tarun Saxena - Optimos
Tom Schramski - Vertess Advisors
Scott Stepanik - CapTarget
Robert Stutz - Western Reserve Valuation Services LLC
Hortencia Torres - Global Law
Karina Torres - Global Law
Michael Trabert - Skoda Minotti
Kevin Tribe - Tequity Inc
Buck Watia - Rapid7
Brad Whitfield - Coastal Management Consulting
Eli Wilson - Hess,Stewart & Campbell
Carrie Wisniewski - B D Compliance Associates Inc

Join AM&AA
Why Become a Member of the Alliance of Merger & Acquisition Advisors?
Will you be attending the 2015 Winter Conference?  Special member dues rate of $295

Founders Note at Year-End 2014

As we end our 16th year, we must gratefully acknowledge our many organizational leaders. Without the tireless volunteer efforts of these leading independent M&A professionals, it would have been impossible to build the AM&AA from the founding 10 members to more than 1,000.


Working closely with academic, government, and other professional groups, these thought leaders have worked tirelessly to professionalize our private company marketplace with many related pioneering efforts including the 1st organized body of knowledge and professional credentialing program of its kind! We look to the New Year with great anticipation considering the extremely favorable current market conditions, new strategic partnerships and many new chapters in formation.


Start 2015 by joining us for the 1st cross-border CM&AA program at the Thunderbird School of Global Management, January 19-23, 2015, in Glendale, Arizona - the Valley of the Sun. The following week we hope to see you in beautiful Las Vegas for an extraordinary, powered-packed agenda organized by our very hard working conference planning committee. In addition at the Winter conference, to start our 17th year, we will be sharing much more about many exciting new organizational capabilities of great value for all with the formation and launch of our new "Public Benefit Corporation" MidMarket Alliance PBC.


On behalf of our support team here in Chicago, we sincerely wish for you and yours, a safe and wonderful Holiday Season!


Michael R. Nall, CPA, CM&AA, CGMA


JW Marriott Las Vegas Resort & Spa

Hotel special rates expire January 5, 2015 - Book Now!


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


Key Note Speakers you will want to hear....


Richard A. Gephardt - "What the Financial Services Sector Can Expect from the 114th Congress and the Obama Administration: Legislation, Regulations and Taxes".

John Roulac - "Nutiva's Journey on the Triple Bottom Line - People, Planet, & Profits" 

Chris Baggott, co-founder of ExactTarget



Events you won't want to miss.....


Piranha Pool - January 28th, 2015 | 4:00PM - 5:30PM 

One of the innovative sessions returning to our AM&AA Winter Conference is the Piranha Pool, where a panel of private equity investors will provide valuable feedback to selected companies as they present their capital funding needs, strategy and business.  Ideal company candidates would be those who have an expected EBITDA of $1 million, are raising capital for their business, and desire funding of at least $3 million.


If you know of a company that would be an ideal candidate for our Piranha Pool, please email your nomination by 12 noon EST Friday, December 19th.  If the panel accepts your nomination, you and the company presenter will receive complimentary conference passes!  


Deal Bash - January 29th, 2015 | 9:00AM - 10:30AM 

This is your chance to network with screened middle-market intermediaries and Investment Bankers, all bearing deals and transaction opportunities. Join the many attendees of past Deal Bash sessions, who've secured financing or made the relationships that will enable you to leave Las Vegas with a deal-in-hand!

AM&AA Member Experience & Benefit Overview

Thursday, January 29th 2015 | 8AM-9AM  | All Attendees Welcome 


Optional Post Conference Session| AM&AA Licensure Update

Thursday, January 29th 2015 | 1:30PM-2:30PM | All Attendees Welcome





M&A Volume Hits Seven Year High

Timing is everything and sometimes.... you get lucky:


This year is going to stand out for corporate finance as global M&A value climbs to USD 3.23 trillion, according to the latest dealogic data. It is the highest year to date value since 2007 (USD 4.08tr) and 27% higher than last year at this time, as the above graphic depicts. Healthcare is the most targeted sector and has reached the highest value on record for the period at USD 437.4bn, followed by Telecom and Real Estate, with USD 363.4bn and USD 328.7bn,  respectively. Private Equity has taken slightly more than 21% of the the overall M&A value, accounting for USD 692.7bn worth of deals, the highest level since 2007 (USD 937.5bn). Read more



AM&AA Chapter Formation
Interested in starting a chapter?

Local AM&AA Chapters are the hot new ticket item this winter as we prepare the growth and expansion of The Alliance. Our Members have shown a decided interest in increasing their local networks, and we are eager to assist them in their efforts. Below is a list of AM&AA local Chapters in various stages of development; if you are interested in volunteering, or would like to begin a Chapter in your area, please contact


New this year - Philadelphia and New England 


In the works:

Domestic - Cleveland, Central Pennsylvania, Phoenix, Washington DC Metro, Southern California.


International - New Dehli and Toronto


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-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
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.