Benefits

Hill Program Managers, a division of One80 Intermediaries, is a family-operated business based in Denver, CO. We specialize in E&O programs for several classes of business and have an industry-specific policy available for business valuators, business brokers, and M&A advisors.

We partner with AM&AA to offer a membership benefit to all members and, for those holding their CM&AA designation, an additional benefit—a 5% discount—on their professional liability (Errors & Omissions) insurance.

Through our recent acquisition by One80 Intermediaries, we can assist with a wide variety of insurance needs. One80 is a privately held wholesaler and program manager based in Boston, MA. With over 40 offices throughout the US and Canada, One80 offers placement services and binding authority for property & casualty, financial lines, personal lines, cannabis, life insurance, medical stop loss, alternative risk, warranty, lender-based insurance, travel/accident, and health risks. One80 serves commercial companies, non-profits, public entities, and individuals, and has access to all major insurance markets in the US, Canada, and UK.

D&B Hoovers is a sales acceleration and prospecting platform powered by Dun & Bradstreet’s global database of over 237 million business records (40 million in North America) with 31 million U.S. contacts that include title and email address. Leverage over 175 filters and criteria to gain company insights and pinpoint your best opportunities. D&B Hoovers now includes Bombora’s 3^rd party intent allowing you to identify businesses actively searching online for your like products and services. This platform is a robust analytics solution, enabling you to accelerate sales and perform company and market research like never before.

Access to D&B Hoovers through your AM&AA membership benefits allows you to scale the solution with only a single seat or multiple seats. AM&AA Members can also receive up to 25% off list price.

Contact Rocco Misite, Account Manager at (512) 886-9992 or by email to learn more.

PEI provides an in-depth corporate finance research database that tracks private equity firms (acquisition criteria, portfolio companies & key executives), mezzanine Lenders, investment banks and more. Quickly build exportable lists and create industry-specific transaction alerts.

FREE Silver-level access for AM&AA Members – a savings equal to $1860/year/seat!*
* Some limitations apply.

Please reach out to info@amaaonline.com to gain access.

Learn more by watching this webinar. AM&AA Webinar Series | Member Benefits – PEI

Save 50%! Welcome to a new way to do a deal. Welcome to PQ. Smart, fast, and secure, PQ provides access to hundreds of capital sources for any kind of capital transaction – debt, equity, M&A, and more. PQ guides you through the process, bringing parties together to identify optimal outcomes in a highly secured environment. You’re in control from day one to deal close.

Using PQ’s proprietary data, tools, and workflow processes, you’ll develop an optimal deal structure based on your company’s current valuation. Then you’ll shop your deal to a broad range of potential partners: banks, lenders, family offices, private equity firms and more. All parties benefit from a smoother, quicker, and more equitable transaction.

Welcome to the future of middle-market deal-making.

AM&AA Member Discount – All AM&AA Members will get a special Sign-Up Discount Code giving them a 50% Discount for use of the PQ Company Valuation Tools and a 30-page Valuation Report (a $500 saving over non­-AM&AA members). Otherwise, the usage of SellPQ and BorrowPQ shall be free of charge to AM&AA members. PQ is paid a 1% referral fee by capital providers upon the close of each transaction – and AM&AA members get 25% of this fee.

For more information on this AM&AA member benefit, contact a PQ representative by phone, email, text – or set up a demo at Contact PQ

Learn more by watching this webinar. AM&AA Webinar Series | Member Benefits – PQ Capital Suite

Intista’s Certified Acquisition Integration Managers (CAIM™) program of training, certification, and mentoring takes you through the entire integration process, from the reasons for acquiring to the execution and delivery of integration projects. Specifically designed for integrating lower-mid and mid-size acquired businesses, it leverages the adaptability and responsiveness of this sector.

AM&AA members save a minimum of 20% off enrollment (a $500 savings).

It gets even better than that:
This savings offer is extended to yourself AND your clients—all referrals from AM&AA members also receive the same savings on enrollment. Your clients simply need to include your name and your company name in their registration.

Learn more by watching this webinar: AM&AA Member Benefit Webinar Series | Intista – Integration Best Practices

For more than a decade, Vault Rooms has been an industry-leading cloud-based virtual data room provider. We have proudly facilitated thousands of global M&A transactions across a wide range of industries for a variety of clients – including investment bankers, accountants, attorneys, private equity firms, and banks. Our virtual data rooms enable worldwide clients 24/7/365, to safely collect, share and track business-critical documents on the Vault Rooms platform.

Vault Rooms helps to accelerate complex, information-intensive business transactions and processes by providing a platform for uploading and organizing documents, managing user access, and producing a variety of activity and audit reports. As a result of the emphasis on security, ease of use, and customer service, Vault Rooms has clients on every continent and is proud to have assisted companies in raising more than $1 billion in growth capital.

As part of the AM&AA suite of member benefits, Vault Room will provide AM&M Members with a 20% discount on all of Vault Rooms’ pricing packages.

For more information on this AM&AA member benefit, contact Kathy Olson at (888) 316-2048 or by email.

Business ValueXpress (BVX™) is a Corporate Finance tool that provides objective valuation and deal structure analysis in buying and selling of businesses.

Annual savings of $150.

Contact Mike Adhikari at (847) 438-1657, or by email.

AM&AA members enjoy substantial discounts on MoneySoft’s professional-quality business valuation and M&A transaction software.

Savvy intermediaries use MoneySoft DealSense to improve their productivity, handle more deal opportunities and improve the level of diligence and preparation before taking a business to market.  DealSense streamlines the process of recasting financials, year/year analysis, projecting cash flows, and preparing Business Valuations and Market Price Studies.

DealSense creates customizable Confidential Information Memoranda that are credible and effective by including both the financial numbers that buyers want to see along with descriptive information. It’s a winning combination.

Add DealSense to your toolbox to enhance your position as a “trusted advisor” in order to increase your influence on the outcome of negotiations and due diligence by improving the probabilities of closing deals and earning success fees.

Discount on DealSense: 25% off the first-year online subscription price (currently $1,595). Free technical support and report writer are included.

Free Industry Report (a $140 value) with each DealSense purchase: A 5-year Integra Industry Report (ratios and common-size).

Up to 15% Discount on Data Products and Training Services when purchasing 2 or more: Current data products include Done Deals, BIZCOMPS, RMA and Integra Reports. You can also import DealStats transactions data. Custom online training is offered at an hourly rate and hosted by a MoneySoft product specialist.

Contact Matthew Shipley at (800) 966-7797 or (602) 266-7710 for more information.