A new global center of excellence supports expansion of Alliance of M&A Advisors!

1. THEALLIANCE
prepared by
℠
Executive Summary
Alliance of M&A Advisors is expanding with MidMarket
Alliance (MMA), a new virtual interactive alliance of
independent professionals offering related business
performance improvement and value enhancement
advisory services to help companies maximize market
value prior to or after a transfer of assets. Only one of
every ten lower midmarket companies is “market
ready” to be acquired for the best price and terms,
MMA’s goal is to support the remaining 9 out of 10.
Sponsored by and in partnership with many other
industry leading professional associations and
educational institutions, membership is limited to the
most accomplished investors and dedicated
professionals credentialed with core disciplines
including CPAs, attorneys, wealth managers, growth
consultants, exit planners, and M&A advisors.
Formed in 1998, the Alliance of Merger &
Acquisition Advisors® (AM&AA) is an international
association of independent investors and advisors
who serve the educational
support needs of midmarket
These corporate financial
valuations, coordinating financing and providing a
range of other investment banking services
essential to successful M&A transactions.
The organization has a membership of over 1,000
professionals who represent corporate and
institutional sellers and buyers of businesses
ranging broadly from $5 million to $500 million in
transaction value and are among the most highly
recognized leaders in the industry.
and transactional
M&A professionals.
services include

2. Leaping From The
Past Into the Future

3. We are expanding our P2P collaborative network
With a new marketplace exchange platform to
maximize private business value for public good.
Value Growth
Community
Transactional
CommunityMidMarket Alliance

4. October 31, 2006
15
Traditional Institutional Model Superseded
Many: One
Affinity Investing
Affinity Philanthropy
Old Model: Financial Institutions serving many individuals
Financial Institution
New Model: P2P Many: One, One: Many, Many: Many, One: One
One: Many
Affinity Purchasing
Few: Few Long Tail
Many: Many
Prediction Markets, Synthetic Economies

5. THEALLIANCE
Background Information
The Alliance Timeline
1998
AM&AA
established
1999 2004 2006 2007 2009 2010 2012 2014 2015
AM&AA acquired Middle
Market Investment Banking
Association (MMIBA), its
closest competitor
First regional
AM&AA chapter
established in
New York City
First AM&AA
chapter established
in Chicago
CM&AA
certification
launched
AM&AA inaugural
Winter & Summer
conferences
MidMarket
Alliance, PBC
Launched
Middle Market M&A:
Handbook for
Investment Banking
and Business
Consulting published
by Wiley
Middle Market
Thought Leader of
the Year program
launched
MMA
established
AM&AA advocacy helped
lead SEC to issue No-Action
Letter for M&A brokerage
activities

6. THEALLIANCE
*GE/OSU’s 2012 published estimates of US Middle Market by Revenues
Insights and Analysis
Revenues: The Market Defined

7. THEALLIANCE
Established 1998
Background Information
The Alliance Milestones

8. THEALLIANCE
℠
http://www.sec.gov/divisions/marketreg/
mr-noaction/2014/ma-brokers-013114.pdf
No Action Letter Issued 2014
http://www.wiley.com/WileyCDA/WileyTi
tle/productCd-0470908297.html
Published 2012
Background Information
The Alliance Milestones

9. Everyone Is Connecting
to Everyone And Everything

10. THE BLUE-OCEAN ADVANTAGE
10
©MidMarket Alliance PBC Non-
Disclosure
Center of Excellence platform with proven models and leading-
edge technologies for order, synergy, and trust in the
midmarket ecosystem
Credible,
Profitable, 20-
Year
Membership
Base
Analytics + AI +
ML + Visualization
for Intelligent UX
Private
Blockchain for
Brand Equity &
Deal
Transactions
Cost-Efficient Technology Development
Software, Content, Marketing, and Technology Services

11. 12 Sep 2016
Blockchain Smartnetworks
Thesis Statement
Blockchain: a Singularity-class technology
 No other technology has the power to…
1. …uplift 2 billion people out of poverty
overnight
 intermediary-free international remittance
2. …produce a safe and orderly transition
to the automation economy
 humans and machines in collaboration,
friendly artificial intelligence enacted
3. …fundamentally transform the only
remaining sectors not yet re-
engineered for the Internet era:
economics and politics
11
Source: Blockchain Singularities :http://www.slideshare.net/lablogga/blockchain-singularities-65443340

12. 12 Sep 2016
Blockchain Smartnetworks
Financial Services
 Distributed ledger
 Instant transaction validation
 Settlement, clearing, audit
 Simpler, more secure, less
expensive financial services
 Use case applications
 Industry-wide collaboration
 Securities asset registries
 Value chain efficiency:
custody, titling, insurance
 Financial-inclusion
addressable market
 Digital identity, banking
12
Source: https://www.cbinsights.com/blog/financial-services-corporate-blockchain-investments

17. Building the Right Team to Manage Operations
Team Collaboration Is Fundamental To Success
@Britopian
CENTER OF
EXCELLENCE
INFORMATION
TECHNOLOGY
DIGITAL
MARKETING
CUSTOMER
SUPPORT
ANALYTICS
SOCIAL
MEDIA
INFORMATION TECHNOLOGY
Technology deployment and
integration
DIGITAL MARKETING
Campaign reporting & measurement
CUSTOMER SUPPORT
Solving real-time customer service
issues
ANALYTICS
Command Center set up, operations
SOCIAL MEDIA
Community management and advocate
identification
#SocialCC

18. 18
THE SEVEN WAYS
Owners
Knowledge
Experts
Education
Best Practices,
Standards
Transactions
Operations
Knowledge
Experts
Experts contribute & share knowledge
©MidMarket Alliance PBC Non-Disclosure

19. 19
THE SEVEN WAYS
Owners
Education
Best Practices,
Standards
Transactions
Operations
Knowledge
Education
Experts
Experts contribute & share knowledge
Experts get certification &
credentials
©MidMarket Alliance PBC Non-
Disclosure

20. 20
THE SEVEN WAYS
Owners
Best Practices,
Standards
Transactions
Operations
Knowledge
Education
Best
Practices,
Standards
Experts
Experts contribute & share knowledge
Experts get certification & credentials
Capture best practices & standards
©MidMarket Alliance PBC Non-
Disclosure

21. 21
THE SEVEN WAYS
Owners
Transactions
Operations
Knowledge
Education
Best
Practices,
Standards
Transactions
Experts
Experts contribute & share knowledge
Experts get certification & credentials
Capture best practices & standards
Facilitate efficient deal transactions
©MidMarket Alliance PBC Non-
Disclosure

22. 22
THE SEVEN WAYS
Operations
Knowledge
Education
Best
Practices,
Standards
Transactions
Owners
Experts
Experts contribute & share knowledge
Experts get certification & credentials
Capture best practices & standards
Facilitate efficient deal transactions
Owners
Get owners market-ready
©MidMarket Alliance PBC Non-
Disclosure

23. 23
THE SEVEN WAYS
Operations
Knowledge
Education
Best
Practices,
Standards
Transactions
Operations
Owners
Experts
Experts contribute & share knowledge
Experts get certification & credentials
Capture best practices & standards
Facilitate efficient deal transactions
Get owners market ready
Value-added operational services
©MidMarket Alliance PBC Non-
Disclosure

24. 24
THE SEVEN WAYS
Owners
Knowledge
Experts
Education
Best Practices,
Standards
Transactions
Operations
Knowledge
Education
Best
Practices,
Standards
Transactions
Operations
Owners
Experts
Experts contribute & share knowledge
Experts get certification & credentials
Capture best practices & standards
Facilitate efficient deal transactions
Get owners market ready
Value-added operational services
©MidMarket Alliance PBC Non-
Disclosure

25. USE OF FUNDS
• CoE platform buildout
• Partnerships onboarding and development
• Membership business development
• Circles of Trust operations
• Brand advertising, marketing, and evangelism
• SEO and social media
• Develop, buy, integrate learning resources
• Develop or compose operational solutions
25
©MidMarket Alliance PBC Non-
Disclosure

26. 8 June 2017
Blockchain
Conclusion
 Blockchain is a fundamental IT for
secure value transfer over networks
 For any asset registered in a
cryptographic ledger, the whole Internet is
a VPN for its confirmation, assurity, and
transfer
 Reinvent economics and governance
for the digital age
 Long-tail structure of digital networks
allows personalized economic and
governance services
 Smartnetworks are a new form of
automated global infrastructure for
large-scale next-generation projects
26
Personalized
Long-tail Systems
One
size fits
all
IT: Information Technology

27. TEAM
27
Kiran Garimella, Ph.D. 22 years in IT, Global CIO (GE), VP of BPM
(Software AG); author of 2 books; speaker and consultant in 20
countries; research in AI, Machine Learning, & Data Science
(University of Florida)
Mike Nall, CPA, CM&AA, CGMA. Founder, Alliance of M&A Advisors,
Managing Partner & Co-Founder, MidMarket Alliance….
More here…
©MidMarket Alliance PBC Non-
Disclosure

28. Transactional ProfessionalsValue Growth Professionals
Professional
Development
Professional
Collaboration
We MAXIMIZE Private Business Value for Public Good!