AM&AA Logo

The independent members of the Alliance of M&A Advisors are proud to introduce The Midmarket Alliance as the World’s 1st Center Of Excellence for Learning and Performance Solutions to Maximize Private Business Value.

This solution center provides immediate access to credentialed experts, capital, and millions of companies:

Free content, both original and aggregated. Access to subject matter experts Unparalleled access to capital Investment Opportunities Professional Educational Programs (by industry on the given subject/topic) Managed Forums for Q&A, Collaboration, and Ideas Central repository of industry research and study materials Clearinghouse of best practice, process, standards

About MidMarket Alliance

Who We Are

The Midmarket Alliance has worked for almost two decades to connect leading M&A professionals to build relationships, share resources, and create values. The AM&AA is the educational and credentialing arm of the Alliance, whose members convene regularly for training, continuing education, and various conferences.

What We Do

As a Member of The Alliance, you have the ability to connect with a 1,000+ other Members who are focused on mergers and acquisitions.

Who We Serve

As with other recognized professional associations, M&A and Corporate Financial Advisory service professionals have an obligation to the public, their profession, the organization they serve, and themselves, to maintain the highest standards of ethical conduct. In recognition of this obligation, the Alliance has promulgated the following standards of ethical conduct for financial advisory and transaction professionals.

Our Approach

Across the globe, leadership experts share messages to expand your skill set, leverage your network, broaden your scope, stay current on the industry. It is clear to thrive in our ever changing business environment, a professional must take an active role in acquiring the right skills sets and knowledge that sets them apart.


The Alliance of M&A Advisors’ 2018 Winter Conference
At The Alliance of M&A Advisors’ Winter Conference, taking place January 16-18 at the InterContinental in Miami, buyers and sellers in the…
Jan 16, 2018
Certificate of Mastery in Mergers and Acquisitions
Complete this 4-day workshop and earn your Certificate of Mastery in Mergers & Acquisitions through Clemson University and Watermark Advisors.
Nov 07, 2017
Register for our CM&AA course in Pepperdine October 23rd - 27th.
Oct 23, 2017

Latest Members


5 Steps to Innovation

Prior to joining Strategex, which exclusively serves B2B clients, I spent 15 years conducting B2C innovation, insight, and strategy engagements.


The information revolution has yielded a new benefit for the merger and acquisition community that can have significant impact on the decision of whether or not to move forward with a deal as well…


'Learn-Improve-Deal' is the AM&AA's new collaboration framework.

Exit Tax Planning

Estate taxes often come up when talking with business owners and other clients as they think about retirement and leaving the business.


Congratulations—your M&A transaction went off without


I work with many different types of family businesses and family dynamics in this line of work.