April 2015 - In This Issue:

Upcoming Events:


Mid-Atlantic Chapter Central PA Branch  April 29  5:30 - 7:30 pm

Join Rob Newbold, Managing Partner at Graham Partners, as he speaks on "America's Resurgent Manufacturing Competitiveness." 

Register Here


Sponsored by:






Midwest Chapter:  April 29

4:00 - 6:00 pm

 "Due Diligence: Best Practices for Saving Money"

Join us for a late afternoon of networking and discussion, featuring a panel of local private equity buyers, sharing insights regarding efficiencies, major pitfalls, and war stories.  Register Here




Dallas Chapter: May 7
7:00 am - 9:00 am

"Marketing the Seller's Business, Preparing for Launch"

Registration TBD

Sponsored by:






SBIA Midwest presents the 

2015 Midwest Private Equity Conference: May 28-29

Ritz-Carlton Water Tower in Chicago. The conference is attended by lower middle market fund managers, limited partners, and investment bankers from around the region and across the U.S.  Registration is NOW OPEN



AM&AA is excited to announce that we are expanding our international efforts by partnering with the Hong Kong Trade Development Council to produce: 

think Asia, think Hong Kong

June 10 - McCormack Place, Chicago. 

Admission is complimentary!

Register Here


Member Corner

Two of our Members have recently received awards - Congratulations to John Curzon, CCK Strategies and Gretchen Perkins, Huron Capital

Accounting Today Names CCK Strategies #1 Midsize Firm to Work For in the Nation.  CCK was founded in 1997 by three partners -John Curzon, Terry Cumbey and Eric Kunkel - with a focus on service.  The company has grown to be comprised of more than 70 individuals and seven partners working together to plan strategic accounting solutions to a diverse base of entrepreneurs in and outside of Oklahoma. 

Huron Capital's Gretchen Perkins Sourced Deals to Secure DEALMAKER OF THE YEAR
Perkins originated most of Huron's investments for the year, including Biff's Coffee, Optimum Plastics and XLerate.  Read More

Where does the M&A Advisor Add Value?  Kenneth Marks, High Rock Partners

Culture Interrupted: Best Practices for Merging Knowledge-Based Companies Mark Walztoni, Merger & Acquisition Integration

Why Consider Brazil as a Good Opportunity by 

Juliana G. Meyer Gottardi           

Patricia Freitas Fuoco 

Closed a deal lately....we would love to announce it and add it to the AM&AA website.
JULY 7 - 9, 2015
From start to finish, AM&AA Conferences are where middle market professionals gather cutting-edge, valuable insights on how to take get their deals over the finish line.

Email Your US Senators & Representatives NOW
HR 686, The Small Business Mergers, Acquisitions, Sales and Brokerage Simplification Act of 2015 is beginning to move in the US House of Representatives

This bipartisan bill is identical to an earlier bill, HR 2274, which was introduced in the 113th Congress and UNANIMOUSLY voted out of the House Financial Services Committee, 57-0, and ultimately passed UNANIMOUSLY by the full House, 422-0. 


Your US Representatives need to hear from YOU that this bill is important to you, and to buyers and sellers of privately held businesses in your state.

The Alliance of Mergers & Acquisition Advisors (AM&AA) has created the following link to make it easy for you to email your US Representative with a prepared letter urging their support of HR 686/HR 2274.


No need for you to draft a letter, or know the name of your US Representative, or the proper form of address, or even your congressional district.  This link will do it all for you!  Email your US Senators & Representative NOW! 


DealMarket - Partner ReLaunch

Brings Investors & Fundraisers Together!

Our partner DealMarket supports financial professionals in improving their operational efficiency and investment performance. They have now relaunched with improved design and interface.

Benefit from new features and extended service offering!

Membership is free. Click here to learn more.




Pitchbook - New Data Partner

AM&AA Benefit - Learn What's New

  • PitchBook is a web-based information resource that enables users to more effectively identify the most likely buyers/investors on a sell-side engagement, source new deal flow, and network with the most active deal makers. It covers the full PE lifecycle from limited partners, to the investors (PE & Strategic), the companies & deals, and the advisory firms/industry professional. 
  • Small Firms (less than 5 investor professionals) - 10% off first year for 2 seats, 5 "view only" seats
  • Larger Firms (5+ investor professionals) - 1 additional full seat with every 5 full-priced seats purchased


CM&AA Training Program

2015 Dates  

Chicago - DePaul University - $4,495

Special Bonus Sessions Added!!
  • April 20 - 24: "Value Growth & Market Readiness"
  • May 18 - 22:  "Value Growth & Market Readiness"

The April & May courses will include a special guest instructor on "Value Growth & Market Readiness".  Duane Tyler, renowned instructor and senior partner of McGladrey, will share his perspectives, strategies, and experiences, on maximizing the value of companies during the years leading up to a transaction.


  • September 14 - 18: Due Diligence/Quality of Earnings"
  • October 19 - 23:  "Post Merger Integration"

The Alliance of Merger & Acquisition Advisors is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org
Program Level: Advanced
Delivery Method: Group Live
Join AM&AA
What's In It For You?

Introducing a New Member Benefit Series:

We've heard you ask for it, and we're responding. Now you'll be able to learn about the tools available at your disposal via a series of educational webcasts and emails, answering the following questions (and more):
  • What are my AM&AA benefits?
  • How will this help me better meet the needs of my clients?
  • What do I have to do to get started?

Stay tuned for additional information about these series! Registration will be free of charge.

Did you miss the 1st of our Member Benefit Series presentations?  

Download the Recording

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 1000+ 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.