The Alliance of M&A Advisors
- Company typePrivate
- Founded1998
- HeadquartersChicago, United States
- Headcount11–50
- GTM typeB2B
- OfferingServices
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.
The Alliance of M&A Advisors firmographics
Firmographics- 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
The Alliance of M&A Advisors industry classification
Industry- 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
Where The Alliance of M&A Advisors is headquartered
LocationHeadquarters
- HQ city
- Chicago
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
The Alliance of M&A Advisors business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Others
Revenue model
- 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.
- Corporate Membership Dues: Tiered corporate membership for companies with 5+ M&A professionals, offering discounted individual rates and additional visibility benefits for the company.
- Young Professional Membership: Reduced-rate annual membership ($345/year) for professionals 35 and under in early M&A careers.
- 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.
- 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
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Individual annual membership for independent M&A professionals |
| One time/ perpetual license | Multi-year contract | 5-day intensive M&A certification program |
| Subscription | Annual | Annual membership renewal for CM&AA credential holders |
| Subscription | Annual | Reduced-rate membership for professionals 35 and under |
| Subscription | Annual | Corporate membership for organizations with 5+ M&A professionals |
Go-to-market motion1 record
Distribution channels5 records
Marketing channels10 records
The Alliance of M&A Advisors product offering
Product offeringCore 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
Companies that use The Alliance of M&A Advisors
Customer profileNamed customers5 records
Segments3 records
Ideal customer profiles3 records
The Alliance of M&A Advisors technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
The Alliance of M&A Advisors partnerships and signals
Strategic signalPartnerships
Ten partnerships are on record, tiered core, minor and flagship.
- NetSuite (Oracle)coreAM&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]).
- CalmHRminorCalmHR 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)coreAM&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 SuitecoreAll 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]).
- ShareVaultcoreShareVault 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.
- IntistaminorIntista 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).
- MoneySoftcoreMoneySoft 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.comminorComprehensive 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)coreAM&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 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
The Alliance of M&A Advisors competitors and assessment
Company assessmentDirect 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
The Alliance of M&A Advisors social profiles
Digital presenceThe Alliance of M&A Advisors financial estimates
Financial estimateRevenue estimate
Valuation estimate
The Alliance of M&A Advisors leadership team
Management profileNumber of profiles
Profiles6 records
The Alliance of M&A Advisors funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
The Alliance of M&A Advisors M&A and investment
M&A and investmentM&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
What does The Alliance of M&A Advisors do?
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.
Is The Alliance of M&A Advisors a public or private company?
The Alliance of M&A Advisors is a private company. It is classified as management employee owned and is currently operating.
When was The Alliance of M&A Advisors founded?
The Alliance of M&A Advisors was founded in 1998. It employs 11 to 50 people.
Where is The Alliance of M&A Advisors based?
The Alliance of M&A Advisors is headquartered in Chicago, United States, in the North America region.
How does The Alliance of M&A Advisors make money?
Five revenue lines are on record. Individual Membership Dues are the primary driver. The others are corporate Membership Dues, young Professional Membership, CM&AA Certification Program and conference Revenue.
Who are The Alliance of M&A Advisors's main competitors?
Direct peers on record are Association for Corporate Growth (ACG), M&A Source, International Business Brokers Association (IBBA), Exit Planning Institute and M&A Atlas (Global M&A Network). M&A Worldwide is listed as a regional player. Emerging players are Axial and Pepperdine Private Capital Markets Project. Others are CapitalizeNetwork and Family Office Exchange (FOX).
Does The Alliance of M&A Advisors have an API?
No public API is recorded for The Alliance of M&A Advisors.
What industry is The Alliance of M&A Advisors in?
The Alliance of M&A Advisors's product category is Professional Association Services. Its primary akta.pro industry code is BPAHAOAA, M&A Advisory (Buy-Side & Sell-Side), with a secondary code of FSAEAGAJ, Industry-Specialist / Sector-Focused M&A Advisory. Its NAICS code is 54161 and its SIC code is 8600.