The Alliance of M&A Advisors

What The Alliance of M&A Advisors does

The Alliance of M&A Advisors (AM&AA), founded in 1998 and headquartered in Dallas, Texas, is a private membership association serving middle-market M&A professionals across 25 countries. Its member base of 1,100+ firms comprises CPAs, attorneys, investment bankers, financial advisors, private equity firms, and corporate buyers/sellers active in transactions valued between $5 million and $500 million. The organization is structured around 23+ regional US chapters (plus a Virtual Chapter) and is governed by an Advisory Council with elected chair leadership.

AM&AA's core products are interconnected community and credentialing assets rather than a technology stack: the Deal Corner listing exchange circulates opportunities to over 20,000 M&A professionals; Deal Connect facilitates in-person deal-sourcing at conferences and chapter events; the Certified Merger & Acquisition Advisor (CM&AA) program is a 5-day, $5,200 credentialing course positioned as the gold standard for the private middle market; and a Member Directory plus Tombstones circulate deal announcements and visibility. The website runs on the Wild Apricot membership platform; no proprietary AI, ML, or API layer is disclosed.

The revenue model is membership-dues-led and subscription-recurring: $545/year for individuals, $345/year for Young Professionals, tiered corporate pricing for 5+ member firms, $595/year for CM&AA renewal, $5,200 per certification cohort, and supplementary revenue from two annual national conferences, webinars, and a tiered Strategic Partners Program (starting at $5,000) with vendors such as NetSuite, ShareVault, Private Equity Info, D&B Hoovers, and MoneySoft. Marketing and distribution are community-led: chapters, conferences, podcast, newsletters, partner referrals, and a Thought Leader of the Year awards program that has run annually since 2009.

Name

The Alliance of M&A Advisors

Legal name

Alliance of Merger & Acquisition Advisors

Website

https://amaaonline.com

Company type

Private

Founded year

1998

Operating status

Operating

Headcount range

11–50 employees

Ownership category

akta.pro rank

Product category

Professional Association Services

NAICS

Management Consulting Services (54161)

SIC

Services-Membership Organizations (8600)

akta.pro primary industry

M&A Advisory (Buy-Side & Sell-Side) (BPAHAOAA)

akta.pro secondary industries

Industry-Specialist / Sector-Focused M&A Advisory (FSAEAGAJ), Corporate Development & Strategic Partnerships Advisory (JVs, Alliances, Carve-outs) (BPAHAOAG)

Keywords

• M&A advisory network
• Middle market M&A
• M&A certification program
• Deal sourcing platform
• M&A professional association

Headquarters

HQ city

Chicago

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Others

Revenue model

1. Individual Membership Dues: Annual membership fees charged to individual M&A professionals, CPAs, attorneys, and financial advisors who join AM&AA. Individual membership at $545/year provides access to networking, deal sourcing, education, and member benefits.
2. Corporate Membership Dues: Tiered corporate membership for companies with 5+ M&A professionals, offering discounted individual rates and additional visibility benefits for the company.
3. Young Professional Membership: Reduced-rate annual membership ($345/year) for professionals 35 and under in early M&A careers.
4. CM&AA Certification Program: 5-day intensive certification program fee ($5,200) that includes first year of membership and course materials. This is a premium credentialing program positioning AM&AA as the gold standard in middle-market M&A education.
5. Conference Revenue: Two annual industry conferences (Summer and Winter) that bring together hundreds of M&A professionals for networking, deal sourcing, and educational sessions.

Pricing tiers

Go-to-market motion1 record

Distribution channels5 records

Marketing channels10 records

Core offering

The Alliance of M&A Advisors (AM&AA) operates as a membership-based professional association serving middle market M&A professionals across 25 countries. Its core offerings include the CM&AA (Certified Merger & Acquisition Advisor) credentialing program, the Deal Corner buy/sell-side deal listing exchange reaching 20,000+ M&A professionals, Deal Connect networking at conferences and chapter events, and access to a directory of 1,100+ member firms. Members also receive discounted access to third-party research tools such as Private Equity Info, D&B Hoovers, and ShareVault.

Product overview

The Alliance of M&A Advisors operates as a membership-based professional organization offering a suite of interconnected products and services for middle market M&A professionals. The core offering centers on Deal Corner (a deal listing exchange reaching 20,000+ M&A professionals), the CM&AA certification program (the credentialing standard for the private middle market), and Deal Connect networking opportunities at chapter events and annual conferences. Members also access a Directory for networking, Tombstones for deal announcements, the M&A Access Podcast for thought leadership content, and periodic Market Survey Reports. The organization spans 25 countries with 1,100+ members and operates through 24+ regional chapters hosting monthly events, plus two annual national conferences.

Differentiator

Problem solved

Functional benefit

Products and services

• Deal Corner Buy and Sell-side Deal Listing Exchange that circulates deal opportunities to over 20,000 M&A professionals, enabling members to promote deal opportunities in front of investment bankers, intermediaries, private equity professionals, and corporate investors.
• CM&AA (Certified Merger & Acquisition Advisor) Program Gold standard credentialing program for the private middle market M&A profession, taught by renowned leaders and providing in-depth knowledge across M&A disciplines with continued learning opportunities at conferences and chapter events.
• Deal Connect Networking platform at conferences that connects members with investment bankers, private equity professionals, corporate investors, lenders, and M&A experts for deal sourcing opportunities.
• Chapter Events Monthly in-person or virtual events organized by chapter leaders featuring expert speakers or panelists, providing networking opportunities and educational content across 24+ regional chapters.
• Summer & Winter Conferences Two annual industry conferences bringing hundreds of M&A professionals together featuring industry thought-leaders, Deal Connect sessions, networking, and deal sourcing opportunities.
• Member Directory Searchable directory of AM&AA's 1,100+ professional members across 25 countries who engage in M&A activities, enabling members to find and connect with qualified advisors and resources.
• M&A Access Podcast Podcast featuring discussions on M&A trends, industry insights, and interviews with thought leaders in the middle market M&A space.
• Tombstones Circulated deal announcements showcasing completed M&A transactions, featured online and in newsletters for member recognition.
• AM&AA Market Survey Report Periodic market survey providing data and analysis on M&A trends in the middle market, available to members.
• Individual Membership Annual individual membership at $545/year for M&A professionals, CPAs, attorneys, and financial advisors, providing access to Deal Corner, Deal Connect, chapter events, conferences, and member benefits.
• Corporate Membership Tiered corporate membership for companies with 5+ M&A professionals, offering discounted individual rates starting at $200+ off and additional corporate visibility benefits.
• Young Professional Membership Reduced-rate annual membership at $345/year designed for early-career M&A professionals aged 35 and under.

Quantifiable outcome

• Over $5,500 in annual value from partner discounts and research tools
• +2 more outcomes

Named customers5 records

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Ten partnerships are on record, tiered core, minor and flagship.

• NetSuite (Oracle)coreGTM or Marketing Partner · 1 June 2025AM&AA has a partnership with NetSuite offering members 40% off Starter Edition and 45% off Standard and Premium Editions at a 3-year price cap with 5% increases after the initial term. The partnership includes joint educational webinars, in-person sessions, and presenting at annual meetings. Contact: Austen Wise ([email protected]).
• CalmHRminorGTM or Marketing Partner · 1 June 2025CalmHR delivers high-touch HR, employee benefits, and compliance solutions. AM&AA members receive a 20% discount on services. Booking discovery call through Calendly.
• Private Equity Info (PEI)coreGTM or Marketing Partner · 1 June 2025AM&AA members receive a 10% discount on Standard and Pro subscriptions to Private Equity Info's comprehensive directory of private equity firms, including contact information, acquisition criteria, and portfolio companies. Includes Exact Executive feature at no additional cost for Standard subscribers.
• PQ Capital SuitecoreGTM or Marketing Partner · 1 June 2025All AM&AA members receive 50% discount on PQ tools: AdvisorPQ at $500/year (regularly $2,500), Company Valuation Tool at $500 per report (savings of $500), Borrowing Base Calculator at $250 per report. Free access to SellPQ (for exits) and BorrowPQ (for debt financing). Contact: Richard Price ([email protected]).
• ShareVaultcoreTechnology or Integration · 1 June 2025ShareVault provides virtual data room (VDR) services. AM&AA members receive exclusive 20% off subscription, white-glove onboarding, and priority 24/7 support. Purpose-built for M&A professionals managing sensitive deal information.
• IntistaminorGTM or Marketing Partner · 1 June 2025Intista offers the Certified Acquisition Integration Managers (CAIM) training and certification program. AM&AA members save minimum 20% off enrollment (a $500 savings), and this offer extends to member referrals (clients of members).
• MoneySoftcoreGTM or Marketing Partner · 1 June 2025MoneySoft offers DealSense professional business valuation and M&A transaction software. AM&AA members receive 25% off first-year subscription (currently $1,595), free technical support and report writer, and free 5-year Integra Industry Report ($140 value). Up to 15% discount on data products when purchasing 2 or more.
• HealthCareMandA.comminorGTM or Marketing Partner · 1 June 2025Comprehensive data source devoted to health care M&A. AM&AA members receive access to Health Care Deal News weekly newsletter, free whitepaper, and access to Deal Search Online transactional database.
• D&B Hoovers (Dun & Bradstreet)coreGTM or Marketing Partner · 1 June 2025AM&AA members receive heavily-discounted access to D&B Hoovers, Dun & Bradstreet's global database, for strategic targeting, informed sales conversations, and enhanced sales and marketing productivity.
• Strategic Partners ProgramflagshipStrategic or Co-development Partner · 1 June 2025Strategic Partners are select organizations that help drive dealmaking excellence, education, and connections. Benefits include featured partner listing, complimentary national webinar, spotlight in monthly newsletter, discounts on membership/CM&AA, industry exclusivity, and annual ROI performance report. Investment starts at $5,000. Success story: Through a single AM&AA webinar, AdvisorPQ gained 200+ signups and $1B+ in new deal flow.

Scale indicators6 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Association for Corporate Growth (ACG): ACG is the largest global community for middle-market dealmaking professionals, with chapters across the US, Canada, Europe, and Asia. Its membership, chapter, and conference-driven model directly competes with AM&AA for the same middle-market M&A advisors, intermediaries, and capital providers.
• M&A Source: M&A Source is a US-based industry association for M&A intermediaries and deal professionals, offering networking, education, and a Code of Ethics. Its overlapping member base (CPAs, attorneys, business brokers, investment bankers) makes it a direct competitor to AM&AA in middle-market dealmaker communities.
• International Business Brokers Association (IBBA): IBBA is the largest international association for business brokers specializing in main-street and lower middle-market M&A. It shares AM&AA's professional-association model, certification offering (CBI), chapter structure, and conference-driven engagement for transaction professionals.
• Exit Planning Institute: Exit Planning Institute provides the Certified Exit Planning Advisor (CEPA) credential and trains financial advisors, CPAs, and consultants on business value growth and transition. It competes with AM&AA's CM&AA program for the same mid-market advisor audience seeking credentials.
• M&A Atlas (Global M&A Network): Global M&A Network operates industry awards, summits, and community programs for M&A advisors and dealmakers. It overlaps with AM&AA's conference, awards (Thought Leader of the Year), and middle-market advisor engagement model.

Regional players

• M&A Worldwide: M&A Worldwide is an international network of independent M&A advisory firms headquartered in Europe with presence in the Americas, Asia, and Africa. It serves a comparable middle-market advisory audience through cross-border deal referrals, making it a regional/intl peer to AM&AA's network.

Emerging players

• Axial: Axial is an online deal platform connecting lower middle-market M&A advisors, capital providers, and business owners. It represents an emerging, tech-driven alternative to AM&AA's Deal Corner listing exchange for sourcing and networking.
• Pepperdine Private Capital Markets Project: Pepperdine's Private Capital Markets Project publishes quarterly research and surveys on private market M&A and capital availability. It overlaps with AM&AA's research and educational content offerings for the middle-market advisory community.

Others

• CapitalizeNetwork: CapitalizeNetwork is a private M&A and capital advisory firm whose CEO (Bill McCalpin) serves as AM&AA Chair Emeritus. It is a member-firm-level participant rather than a direct competitor, illustrating the AM&AA member ecosystem.
• Family Office Exchange (FOX): FOX is a membership organization serving single-family offices and wealth advisors, including those active in private M&A and direct investing. It is an adjacent, enabling peer — overlapping with AM&AA members on the buy-side of mid-market transactions.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• Xx.com/thealliance_hq
• YouTubeyoutube.com/@allianceofmergerandacquisi5319
• Facebookfacebook.com/amaaonline
• LinkedInlinkedin.com/company/901231

Revenue estimate

Valuation estimate

Number of profiles

Profiles6 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about The Alliance of M&A Advisors