chicago winter
February 2015 - In This Issue:

Upcoming Events:
New England Chapter Meeting
Monday, March 9, 4-7 p.m. at the Newton Marriott


Join the Chapter for an evening of networking, AM&AA conference recaps, and a presentation: Selecting the Right Advisory Team, by Steve Cohen of Devine Millimet.


Midwest Chapter Meeting

Wednesday, February 25, 7:30-9 a.m. at 320 South Plymouth Court, Chicago


Join the Chapter in their kick-off meeting of the year as they enjoy breakfast and a robust discussion led by GF Data: 2014 M&A Market and Current Trends Going into 2015.


 Save the Dates:


Dallas Chapter: March 5

Philadelphia Chapter: March 25

Member Corner

Members Awarded at 2015 Winter Conference in Las Vegas

Thank you and Congratulations to our outstanding Members


Brent Solomon - Leadership Circle



Chad Byers - Chapter Leader of the Year



Ken Sanginario - Member of the Year



Marisa Facciolo - New Member of the Year  


AM&AA Chapters 

Interested in Starting a Chapter? 


In the works:

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


International - New Dehli and Toronto


Contact us at 


Join AM&AA
Why Become a Member of the Alliance of Merger & Acquisition Advisors?

SalientValue: The Big Haboob
6 Opportunities in Today's Behavioral Healthcare Turbulence

By Tom Schramski, PhD, CM&AA, Glenn Lippman, MD, DFAPA, and Nancy Newberry, CM&AA

 Read more

Become a Speaker
Apply to become a speaker at AM&AA 2015 Summer Conference
Marriott Downtown Chicago
July 7-9 2015

JULY 7 - 9, 2015
The 2015 Summer Conference Chair was Announced:
Congratulations, Justin Kaplan!

Justin is currently a Partner at Balance Point Capital Partners, L.P. The AM&AA is excited to have him serve as the next Conference Chair!
AM&AA Winter Conference Recap
JW Marriott Las Vegas Resort & Spa

Hundreds of Attendees weathered the Nor-Easter storm and descended upon Las Vegas! Thank you to our Sponsors, Planning Committee and Attendees for making The AM&AA Winter Conference a huge success!


Winter Conference Recap



2014 Thought Leader of the Year Winner Announced:  
Congratulations  to Dr. J. Keith Dunbar!

CM&AA Training Program

2015 Dates  

Chicago - DePaul University - $4,495
  • April 20 - 24
  • May 18 - 22
  • September 14 - 18
  • October 19 - 23

CM&AA - International Focus

Thunderbird School of Global Management:
January 19-23, 2015 
The AM&AA was pleased to partner with the Thunderbird Walker Center for Global Entrepreneurship at the world's No. 1 ranked School of International Business. 

The CM&AA Program welcomed 31 attendees in Glendale, Arizona. 

 M&A Overview

Deal Boom Needs to Broaden

Traditionally Strong Sectors Still Lag 

After years in the doldrums, the mergers-and-acquisitions market came roaring back to life last year. Whether the surge will continue depends largely on the ability of that recovery to widen beyond a narrow group of industries that led the charge in 2014.

See which sectors are poised for growth.  Read More

Middle-Market Outlook:
Out With the Old, In With the New
Why 2015 Will Be Another Great Year

"2014 was very much a record year for the middle market," says Alan Scharfstein, president of The DAK Group, a middle-market advisory firm in Rochelle Park, New Jersey. Axial's Billy Fink interviewed Scharfstein to learn more about 2014, its major drivers, and what 2015 might look like.

Why there's cause for optimism.  Read more

PE Perspective:
Entering the Secret Garden 
Is Private Equity About to Get Less Private?

Judging by the decision of a venerable firm to allow investors in one of its funds to hire an independent adviser to monitor the fund's practices, the answer to the above question would appear to be affirmative. Beyond reviewing the books and financial records at the fund, the outside adviser would also be permitted to scrutinize the fund's governance practices for conflicts of interest, the firm said.

Read this provocative article in its entirety. Read More

A Look at the Year Ahead
What CEOs Expect for Business in 2015

The Wall Street Journal recently asked the 153 members of its CEO Council to indicate whether they are positive or negative about business prospects in 2015, and why. For example, Ernst & Young's Mark Weinberger said, "New middle-market momentum should lift M&A activity as companies seek to strengthen - and expand - their core businesses."

Here's what others had to say.
Read More 

Investment Banking:
M&A Gives Fees a Push
Reach Highest Level Since 2007

Fees earned for investment banking services rose 7 percent in 2014, representing a seven-year high, as bankers handled the greatest value of mergers and acquisitions since 2007. Five years after the end of the financial crisis, investment banking fees totaled $83.9B as of December 17, up from $78.4B in the same period in 2013, according to Thomson Reuters data.

M&A accounted for 31 percent of all fees.
 Read More
Professional Development:
Resolutions for Dealmakers
Seven Tips for a Prosperous Year

Below are a few resolutions that can help you source more opportunities, reach new clients and become a better negotiator. Regardless of the content of your resolution, it is important to be specific and remember that you can't rely entirely on willpower.

See the seven tips.

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.