May, 2017
MidMarket Talk:
Welcome
New Members
Please join us in welcoming our new members   to the Alliance community!

 

Visit our Member Directory to find Alliance Members near you! 

Join Today!
Why Become a 
Member of  The Alliance?
  • Gain access to valuable 
    MemberBenefit technology platforms
  • Gain a valuable network of M&A expert resources
  • Be featured in our Member Directory, accessible to the public
  • Receive discounted rates to AM&AA events

CM&AA Classes
Now Enrolling!

September 18 - 22 
October 23 - 27 

The Certified Merger & Acquisition Advisor (CM&AA) Certification has become the "Gold Standard" for Middle Market Corporate Financial Advisors. The 5-day program builds on your existing skills providing you with the necessary framework--and network--to further advance your professional and financial goals as well as those of the clients you serve.

Recognizing Members

With over 33,000 subscribers, MidMarket Talk is a great place for Alliance members to be featured! Members, s ubmit your articles and media trades to 
  • Send us your completed deal tombstones
  • Tell us about your speaking engagements
  • Send us your articles or white paper summaries
The Art of the Cross Border Deal

The Alliance of M&A Advisors will present a full day conference, our first ever in the Asia-Pacific region concentrating on different aspects of the cross-border deal. Experts with completed cross border deals will present and discuss different phases of the deal, pitfalls to avoid and ways to improve your chances of success on your next international deal. Please join us for this exciting day of education and networking with fellow professionals from around the globe. 

Marina Bay Sands Hotel
10 Bayfront Avenue,
Singapore 018956

Golf  - Tuesday, May 9, 2017 || 10:00 AM
Dinner - Tuesday, May 9, 2017 || 6:00 PM - 9:00 PM
Conference - Wednesday, May 10, 2017 || 9:00 AM - 4:30 PM

Industry Events


Mergermarket Life Sciences And Healthcare M&A Forum

Date: July 13, 2017

Location: 10 On The Park, 60 Columbus Cir, New York, NY, 10019
 
This event will feature esteemed panelists as they discuss the latest issues and trends that are impacting deal activity and financing in the healthcare and life sciences industry. Topics include corporate boardroom dynamics, PE & VC exit conditions, value-based care impact on investment and M&A and digital health firms transforming the industry.
 
Discount: 30% by using code AMAA30

For more information and registration click here

PartnerConnect

Date:  May 11, 2017
Location: San Francisco

Quickly rising as the top emerging manager conference brand in the industry, PartnerConnect brings emerging managers and LPs to the west coast for the first time. After two highly successful events in New York, which saw 700+ attendees, PartnerConnect is bringing you the insight and connections you need to San Francisco on May 11. This time around, PartnerConnect are expecting 150+ LPs and 200+ diverse and emerging managers.

For more information and registration click here

Registration is NOW OPEN for the AM&AA 2017 Summer Conference! 
 Register Now for the Best Rate
 ACCELERATING MIDMARKET GROWTH

Secure your place at The Alliance 2017 Summer Conference for a 3-day program focused on Dealmaking and Accelerating MidMarket Growth.

The Alliance provides an ideal platform for key players in the industry to gather and share innovative ideas on how to best capitalize on the current landscape. 

Join us in Chicago for the opportunity to strengthen your relationships, add to your current pipeline and build the foundation for the second half of 2017! 

 
6 Reasons Private Equity Groups Want to Buy Your Homecare Company 
Written by: Bradley Smith   

In 2016, Private Equity Groups (PEGs) made big investments in home health and hospice providers. And they weren't the only ones. 2016 also saw hundreds of smaller add-on acquisitions in the this space.
The increased investment in this area might seem unusual, considering that homecare is a challenging business that must adapt to a rapidly-and changing regulatory environment. However, the prospect of change and uncertainty increases risk. One of the best ways to manage risk is to increase the scale of operations, hence the market is consolidating. 
At VERTESS, we expect this consolidation and maturation of the homecare industry to continue throughout 2017, limited only by the ability of provided PEGs to find high-quality companies to purchase. In other words, it's a seller's market, but only if those sellers have the specific characteristics that fund managers want to see. 

To continue reading click  here


An "Underdiscussed" Deal Component - Environmental Risk 
Written by: Brett McGovern

Whether you're on the Buy-side or the Sell-side, don't be called off-sides just because of an environmental exposure in your deal.  Environmental insurance products can be utilized to facilitate deals with underlying environmental exposures.

Environmental risk can be considered akin to a product "hidden defect" in a merger and acquisition setting.  Though a buyer may enter a transaction with eyes wide open, it may i) either miss a hidden environmental impact, ii) may not be able to conduct due diligence to know whether there is an impact, or iii) actually know of the impact and assume the risk or be indemnified for it by the seller.  In any of these cases, there could be a catastrophic occurrence waiting on the other side of the deal closing date that leaves a buyer in an uncomfortable place.  Sellers may also take advantage of insurance products to gain coverage certainty.  The following scenarios briefly demonstrate how buyers and sellers alike can utilize environmental insurance products to get the deal done.

To continue reading click  here


Shifting Marketing's Focus
Written by: Christine Hollinden

Finding and retaining top talent continues to be a top priority for professional service firms across the country. For the past several years, the topic of staff shortages, recruiting strategies, and succession planning have been at the forefront of discussions. The pressure on staffing has created a ripple effect. One ripple has been to expand the reach of marketing. It isn't enough to focus all marketing efforts on gaining new clients; the strategies of today's firm must include marketing to current and potential employees. The competition for talent is as great, if not more so, than the competition for clients. Talent is still in the market. Firms must now position themselves as an employer of choice. 

The Rise of the Employer Brand
One vital way to become an employer of choice is strengthen the employer brand. The term "employer brand" first surfaced in the mid-1990s. It referenced a firm's reputation as an employer, as opposed to its more general brand reputation. The idea gained traction between 2004 and 2008 when large corporate brands like Shell and P&G applied the same marketing focus to their competition for talent as they did for customers. This led to the development of an Employee Value Proposition, which defined the key benefits offered by the company as an employer, and the production of employer brand guidelines, which aimed to bring greater consistency to the company's recruitment advertising. Employer branding was predominately outward facing, advertising driven, and implemented by the HR department. 

To continue reading click here 

Attend a Chapter Meeting Near You!
Cleveland Chapter Meeting
Wednesday, May 3rd
 
Central PA Chapter Meeting
Wednesday, May 3rd
 
Gulf Coast Chapter Meeting
Wednesday,  May 10, 2017
 
Nevada/Utah Chapter Meeting
Wednesday,  May 10, 2017
Register Here

Dallas Chapter Meeting
Thursday,  May 11, 2017
Register Here

Carolinas Chapter Meeting
Thursday,  May 11, 2017
Register Here

South Florida Chapter Meeting
Wednesday,  May 17, 2017
Register Here
 
DC/MD/VA Chapter Meeting
Tuesday, June 20, 2017
 
NYC Chapter Meeting
Wednesday, June 21, 2017
Registration Coming Soon
 
Midwest Chapter Meeting
Wednesday, June 21, 2017
Registration Coming Soon
 
And We're Still Growing!
The following chapters are in the development stages:

 

Rocky Mountains (Denver)

Northern California

Central Valley California

Southern California

Brazil

China

Puerto Rico

Want to be more involved with a new chapter in your area? 



Email Kathleen Hoke 
to set up an informational call with David Belew, Director of Member Services


Interested in Becoming A Member?

Members of the Alliance of M&A Advisors (The Alliance) represent businesses ranging from $5 to $500 million in transaction value. Membership with The Alliance provides access to a worldwide network of 1,000+ Independent M&A Professionals, exclusive pricing on conferences, certification and training opportunities, special discounts on cutting edge software, as well as speaking and publishing opportunities. If you would like more information on membership with the Alliance, please contact Samantha Snelling at (877) 844-2535 or 


 
Thank You to Our Partners
 
  

Contact Us
222 N. LaSalle Street, Suite 300
Chicago, IL 60601
 
The Alliance of M&A Advisors® 
(The Alliance) 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, the Alliance'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.