Alliance of M&A Advisors

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Alliance of M&A Advisors Founded in 1998 by partners from 10 regional CPA firms, our mission is to connect leading M&A profes Information Education Certification Collaboration

As we prepare for our 100th CM&AA Certification Course in Chicago, taking place next week, we're highlighting Roman Basi...
10/16/2026

As we prepare for our 100th CM&AA Certification Course in Chicago, taking place next week, we're highlighting Roman Basi, CPA/Attorney at Law and President of The Center for Financial, Legal & Tax Planning, Inc., DBA Basi, Basi & Associates.

Roman will cover two essential areas of the M&A process: M&A Legal and M&A Tax, helping professionals better understand the legal considerations, tax implications, and strategic planning involved in successful transactions.

Don't miss the opportunity to expand your M&A knowledge as we celebrate this exciting milestone!

🔗 Register today: https://hubs.la/Q04BbdP00

What makes due diligence one of the most critical stages of an M&A transaction?Bill Wiersema, Principal Partner at Mille...
10/16/2026

What makes due diligence one of the most critical stages of an M&A transaction?

Bill Wiersema, Principal Partner at Miller, Cooper & Co., Ltd., will explore this essential topic during our upcoming CM&AA certification course, taking place next week, October 19–23 in Chicago.

From identifying potential risks to evaluating financial information, due diligence plays a vital role in helping M&A professionals make informed decisions and navigate complex transactions.

We're proud to mark our 100th CM&AA Certification Course with experienced industry professionals like Bill!

🔗 Register today: https://hubs.la/Q04BbdP00

AI is quickly becoming part of how deals get done. It can speed up diligence and expand deal team capacity, but it also ...
10/16/2026

AI is quickly becoming part of how deals get done. It can speed up diligence and expand deal team capacity, but it also raises real questions about accuracy, confidentiality, and governance.

Our AM&AA Edge session "AI in M&A: Practical Uses, Process Design & Deal Risk" has been rescheduled to October 28. Join John F. Cohan, Partner at Gesmer Updegrove LLP, as he breaks down where AI adds value across the M&A lifecycle and where human review still needs to lead.

📅 NEW Date: Wednesday, October 28, 2026
🕚 11:00 AM – 12:00 PM CT
💵 $50 Members | $100 Non-Members

You’ll learn:
✅ How AI supports diligence, document review, and deal analysis
✅ Uses in drafting, contract comparison, and issue spotting
✅ Key risks for buyers, sellers, and advisors
✅ How to bring AI into deal workflows responsibly

Register now to save your spot: https://hubs.la/Q04BkdYj0

Save the date: join the AM&AA Austin Chapter on Thursday, December 3 for Closing the Books: A 2026 Review and 2027 Forec...
10/16/2026

Save the date: join the AM&AA Austin Chapter on Thursday, December 3 for Closing the Books: A 2026 Review and 2027 Forecast, a year-end conversation focused on what shaped the market this year and what may be ahead in 2027.

From deal activity and valuations to financing and exits, this year-end conversation will explore key market developments, expectations for 2027, and what buyers, sellers, and advisors should be watching in the year ahead.

📅 December 3 | 11:30 AM–1:30 PM
📍 Westwood Country Club | Austin

We're excited to spotlight Brent Solomon, Independent Strategic Financial Advisor, as a featured speaker at our upcoming...
10/15/2026

We're excited to spotlight Brent Solomon, Independent Strategic Financial Advisor, as a featured speaker at our upcoming CM&AA certification course, taking place next week in Chicago!

Brent will share insights on Business Valuation for M&A, Financial Analysis, and Transaction Valuation, helping M&A professionals better understand the financial drivers behind successful transactions.

Join us as we celebrate our 100th CM&AA Certification Course.

Learn more and register before it's too late 👉 https://hubs.la/Q04BbdP00

What are buyers looking for right now, and what does it take to stand out in today’s M&A market?Join the AM&AA New Engla...
10/15/2026

What are buyers looking for right now, and what does it take to stand out in today’s M&A market?

Join the AM&AA New England Chapter for Lunch & Learn: 2026 AM&AA Market Trends, a virtual discussion of the trends shaping dealmaking nationally and across New England.

We’ll look at how buyer priorities and deal structures are evolving, where regional conditions differ from the national picture, and what current market data can tell us about getting deals done. You’ll leave with practical insights to help guide clients, set expectations, and navigate an ever-changing M&A landscape.

📅 November 5 | 12:00–1:30 PM ET
📍 Virtual

Bring your lunch and your questions. Register here 👉 https://hubs.la/Q04BhBwV0

We're pleased to welcome Stephen Lewis, Managing Director at Capstone Headwaters, as a featured speaker at our upcoming ...
10/15/2026

We're pleased to welcome Stephen Lewis, Managing Director at Capstone Headwaters, as a featured speaker at our upcoming CM&AA Certification Course in Chicago!

Stephen will cover Financing Acquisitions & Exits, exploring the financial considerations and strategies that play a critical role in structuring M&A transactions and planning successful business exits.

As we celebrate our 100th CM&AA Certification Course, we're bringing together experienced industry professionals to help participants strengthen their expertise across the M&A process.

Ready to take the next step in your M&A career?
🔗 Learn more and register: https://hubs.la/Q04BbdP00

What changes when you have years to prepare for a sale versus only a few months?Join the AM&AA Southern California Chapt...
10/15/2026

What changes when you have years to prepare for a sale versus only a few months?

Join the AM&AA Southern California Chapter and EPI Inland Empire for Ready, Set, Sell: Strategic Planning vs. Last Minute Deals, a panel discussion on how preparation, timing, and strategy can shape the outcome of a business sale.

Hear perspectives from professionals across M&A, wealth management, legal, insurance, and exit planning on what owners should be thinking about before a buyer ever enters the picture, and what can happen when those decisions have to be made on the fly.

📅 October 22 | 11:30 AM–1:30 PM
📍 Hidden Valley Golf Club | Norco, CA

Register here 👉 https://hubs.la/Q04BhBbt0 (https://hubs.la/Q04Bhz-J0)

10/15/2026

🎙️ Don't forget to check out the latest episode of M&A Access!

We sit down with Abby Fuqua of Venturity to discuss the power of relationships in M&A, deal readiness, and the evolving landscape of business acquisitions.

▶️ Watch the full episode here: https://youtu.be/m8T0dkKP1a0

We're excited to spotlight Brian Steffens, Managing Director at Caber Hill Advisors, as a featured speaker at our next C...
10/14/2026

We're excited to spotlight Brian Steffens, Managing Director at Caber Hill Advisors, as a featured speaker at our next CM&AA certification course, taking place next week in Chicago!

Brian brings valuable experience in mergers and acquisitions and will share insights that help M&A professionals navigate today's evolving dealmaking landscape.

Join us as we host our 100th CM&AA Certification course. Learn more and register before it's too late 👉 https://hubs.la/Q04BbdP00

Address

10 S. LaSalle Street Ste 1140
Chicago, IL
60603

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+13128569590

Website

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