Alliance of M&A Advisors

06/23/2026

Don't miss out on the latest M&A Trends!

Join us tomorrow, June 24, at 11AM CT, for the 2026 Summer Market Report Webinar, where Bill McCalpin, CEO of Capitalize Network, will break down insights from more than 2,000 completed transactions and the trends shaping today’s deal environment.

Key topics include:
📊 Deal volume and M&A activity trends
📈 Valuation multiples and deal structures
💰 Financing conditions, tariffs, and trade policy impacts
🏭 Industry-specific transaction performance
🤝 What’s driving successful LOIs and closed deals
🎓 1.0 CPE Credit and live Q&A

Choose between Webinar Only access or Webinar + the full 2026 Summer Market Report for a deeper dive into current market activity and outlook.

Don’t miss this opportunity to gain actionable intelligence for the second half of 2026. Register now and reserve your spot.

👉 https://hubs.la/Q04mfCV80

06/18/2026

New episode just dropped on M&A Access!

In this episode, Nicholas Phillips joins us to discuss the M&A deal process — from preparing a business for sale to understanding buyer motivations and navigating negotiations through closing.

Watch the full episode here: https://youtu.be/tz6SAs-T2BM

Explore the journey of an investment banker and the intricacies of ...

06/17/2026

The 2026 Summer Market Report webinar is just one week away!

Join us next Wednesday, June 24, 2026, for an exclusive look at the latest M&A market insights, featuring data from more than 2,000 deals.

Led by Bill McCalpin, CEO of Capitalize Network, this webinar will explore deal volume, valuations, financing structures, industry-specific trends, and the key factors influencing deals under LOI and successful closings.

Attendees will also receive a copy of the 2026 Summer Market Report and be eligible to earn 1.0 CPE credit in Specialized Knowledge.

Learn more (including pricing) and reserve your seat today 👉 https://bit.ly/3Q1JnqR

06/12/2026

Thank you to everyone who joined us this week for the 2026 AM&AA Summer Conference!

We are grateful to our speakers, sponsors, attendees, and partners who helped make this year’s conference such a valuable gathering for the middle-market M&A community.

From timely market insights and practical breakout sessions to Deal Connect meetings and great networking. We brought together dealmakers, advisors, capital providers, and transaction professionals from across the country to share ideas, build relationships, and look ahead to the second half of 2026.

Special thanks to our speakers for sharing expertise and real-world experience throughout the past two days. Thank you also to our attendees for bringing energy, engagement, and thoughtful conversations that make AM&AA events impactful.

We appreciate everyone who made this year’s Summer Conference a success, and we look forward to seeing you at Winter Conference 2027 early next year!

06/12/2026

Did you know that the AM&AA has our own podcast?

This week at Summer Conference, we hosted several guests on the M&A Access Podcast, which brings listeners insightful conversations, expert analysis, and real-world perspectives from leading advisors, investors, and deal professionals across the mergers and acquisitions ecosystem. Each episode goes beyond the transaction to explore the strategies, innovations, trends, and market forces shaping the future of M&A.

Whether you’re sourcing deals, advising clients, raising capital, evaluating opportunities, or looking to sharpen your perspective on today’s market, M&A Access delivers the latest insights from professionals who understand what it takes to get deals done.

Listen now and catch past episodes using the link below, or subscribe to M&A Access wherever you listen to podcasts!

🔗 https://bit.ly/4aNkYfF

06/11/2026

This week at Summer Conference 2026, we were proud to announce that John Cohan, Partner at Gesmer Updergrove LLP, is the 2026 AM&AA Member of the Year!

This recognition celebrates John’s outstanding leadership and dedication to supporting the middle-market M&A community, qualities that exemplify the professional excellence AM&AA upholds. We are proud to recognize him for the impact he has made and grateful for the role he continues to play in advancing our organization and supporting fellow M&A professionals.

Please join us in congratulating John on this well-deserved honor!

06/10/2026

The last session this afternoon was a big one, as a panel of experts discussed what should be included in an Intermediary Go-To-Market Playbook.

Featuring Jennifer Marrinucci (Senior Vice President | Alliant Insurance), Kevin Mayer (Managing Director & Head of Industrials - Investment Banking | Stout), Steve Sangalis (Managing Partner | Progress Equity Partners), Lindsey Wendler (Managing Director | 414 Capital), the panel dove both into the art and science of connecting with potential buyers, including how to craft standout pitch books and marketing materials, and best practices for leveraging a tech stack that includes CRM systems, deal platforms, data intelligence, and AI. Panelists also shared how one-on-one meetings and thought leadership through articles, podcasts, and webinars have helped them in the past to find the best buyers.

Thank you to our speakers for sharing your insights on how attendees can keep their firms top of mind in a competitive market!

06/10/2026

For our final breakout sessions at Summer Conference 2026, we had two outstanding sessions: one exclusive for AM&AA members and the other spotlighting the Women of AM&AA.

First, John Cohan (Partner | Gesmer Updegrove LLP) hosted a deep dive on the key legal considerations that arise throughout the lifecycle of a middle-market transaction, from LOI negotiations and due diligence to definitive agreements, closing, and post-closing obligations, providing practical insights into identifying risks, overcoming common legal hurdles, and helping transactions reach a successful close.

For the second breakout, we were honored to host the Women of AM&AA for an engaging fireside chat with Gina Luna (Managing Partner | Genesis Park) and Lindsey Wendler (Managing Director | 414 Capital) as they had a candid conversation on Gina’s distinguished career in M&A, reflecting on the experiences, lessons, and strategic decisions that shaped her journey in this competitive and evolving industry.

Thank you to our speakers for sharing your wisdom and personal experience with the audience!

06/10/2026

At Summer Conference 2026, this afternoon’s agenda kicked off with an enlightening session on how stiff competition amongst private equity firms, as well as their longer holding periods, has required greater creativity, patience, and new approaches to value creation for businesses.

Our panel for this session, “Sourcing, Competition & the Path to Liquidity,” featuring Gina Luna (Managing Partner | Genesis Park), Stuart Noel (Managing Director | Compass Group), and Emily Ratcliffe (Supervisor | Biggskofford), explored the forces driving these changes, how intensifying competition is reshaping investment strategies, the use of independent sponsors to source deals, and where to find emerging avenues to liquidity.

Thank you to our panelists for sharing your insights on how to navigate the more complex and crowded deal environment that exists today!

06/10/2026

We finished this morning’s sessions with two breakouts focused on two important topics in the M&A space.

First, Ira J. Perlmuter (Chief Investment Officer | IJP Family Partners) discussed “The Family Office: What Gets a Meeting and a Deal Done,” in which he shared how the capital of family offices, one of the most active buyer classes in the current market, is actually deployed, and how these offices determine acquisition criteria, how deal flow reaches the right desk, and what separates the opportunities that move forward.

The second breakout, “Strategic and Balanced - AI in Action,” consisted of a hybrid roundtable format with audience participations featuring John Cohan (Partner | Gesmer Updegrove LLP), Matthew Bain (CEO | Liquid Acquire LTD), Christine Hollinden (President | CPA Deal Desk) and Dr. Sean Saunders (Founder & Managing Partner | Quantum Performance Partners) discussed timely AI topics, shared real-world experiences, and demonstrated live how focused prompt engineering can dramatically impact the dealmaking process.

Thank you to our breakout panelists for sharing your wisdom on these increasingly important topics!