Leading independent M&A experts worldwide!

1. ℠
THEALLIANCE
Mike Nall, CPA, CM&AA, CGMA
Founder
Alliance of Merger & Acquisition Advisors

2. THEALLIANCE
prepared by
℠
Executive Summary
MidMarket Alliance (MMA) is an 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 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

3. MidMarket
Alliance
Value Growth
Community
AllianceofM&A
Advisors
Transactional
Community
Surprisingly these Professional Communities Rarely Interact
Marketplace Reality

4. THEALLIANCE
prepared by
℠
Executive Summary
THE ALLIANCE
The Alliance, the independent business investors and advisory experts of the AM&AA
provide capital and corporate financial transactional solutions. MMA members provide a
wide variety of other closely related business and personal advisory solutions. These
professional communities of collaborative professionals share knowledge, best practices,
and unprecedented access to large amounts of capital to maximize business value in the
global private company marketplace. This premier group of creative, client-centered
investors and advisors include a wide variety of interrelated professions including
accounting, law, and finance.
The Alliance’s website, MidMarketPlace.com, is a first of its kind center of excellence. This
‘ecosystem’ hub for the midmarket serves as the organization’s information resource,
community building and ecommerce platform; connecting clients and practitioners to
capital, specially curated information and the best learning and performance solutions to
maximize business value and facilitate advanced business planning and professional
collaboration. The Alliance acknowledges middle market thought leadership through
research, award recognition, conferences, regulatory advocacy, and internationally
recognized professional credentialing.
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5. THEALLIANCE
Established 1998
Background Information
The Alliance Milestones

6. 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

7. THEALLIANCE
Vision
Build the world’s 1st research,
development, and exchange center
of excellence for the private
company marketplace.
Mission
We connect companies and capital
with best solutions to maximize
business value.
Objective
We connect experts, knowledge, and
capital with the best learning and
performance solutions to maximize
private business value for public
good.
Executive Summary
℠

8. THEALLIANCE
• Enables collaboration
across business units to
ensure consistency and
integration of strategy to
activities
• Provides for a “right-sized”
governance framework
• Establishes a clearinghouse
for process, methodology,
models, tools and technology
• Provides a clear mapping
between business strategy
and project-based initiatives
• Serves as an organizational
focal point and singular voice
for a specific business strategy
or function
• Provides training and
consultation functions for the
subject matter
• Development and monitoring
of success criteria for metrics
and systems of measurements
• Central repository for research
and study materials
What Is A “Center of Excellence”?
℠

13. 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

15. THEALLIANCE
℠
The Plan
A Virtual Private Company Marketplace
With the launch of The Alliance, we will establish a first of its kind ‘one stop advisory’ solution
through our Know Grow Go approach to maximizing business value, facilitating advanced business
planning and transferring assets.
The Alliance’s online marketplace, MidMarketPlace.com, will be established as a public-facing
website that will provide access to resources, software and tools while connecting buyers and sellers
to the large and highly fragmented group of qualified advisors in the private capital marketplace.
In addition, the website will feature a private transaction portal with back office support for
independent industry professionals, providing access to resources, know-how and relationships with
other qualified experts essential for complex client solutions.
This will become the information and transaction “highway” necessary to make the private capital
marketplace as efficient, liquid and trustworthy as its larger-scale global public counterparts

16. THEALLIANCE
 Curated Industry Information
 Education & Certification
 Thought Leadership
 Capital Growth Advisory
 Community
 Professional Collaboration
 Transaction & Transfer Expertise
 Capital Connections
 Advocacy
Our Plan:
“Know….Grow…..Go! Global Private Company Marketplace
Now is the ideal time for The Alliance to establish this new center of excellence
featuring capital access and professional service for the private company marketplace
through its basic process: Know.Grow.Go!
KNOW GROW GO

17. THEALLIANCE
℠
The Offer
We are adding equity partners providing up to $5.0 million in capital needed to further
develop significantly expand The Alliance.
This growth capital enables us to acquire additional executive talent and build the
new marketing, operational infrastructure, and technological framework needed
dramatically to expand the organization’s share of the very large global marketplace
for private companies.

18. Jeremiah Owyang
Imagine if collaboration was extended to:
• Co Funding
• Co Ideation
• Co Creation
• Co Distribution
• Co Marketing
• Co Selling
• Co Revenue

19. Web-based Systems for Collaboration
Capital, Resources, and Tools
Expert Advisors
Education
Information
Owners
Awareness
MidMarketplace.com

20. ℠
THEALLIANCE
Mike Nall, CPA, CM&AA, CGMA
Founder
Alliance of Merger & Acquisition Advisors