Strategic Partnerships
Access the Premier Network of Middle-Market Professionals
The Alliance of Merger & Acquisition Advisors (AM&AA) is the leading network for middle market dealmakers. Our Strategic Partners are select organizations that help drive dealmaking excellence, education, and connections across the M&A ecosystem.
As a Strategic Partner, your firm gains access to a curated network of leaders, exclusive thought leadership opportunities, and national visibility.
Success Story:
“Through a single AM&AA webinar, AdvisorPQ gained 200+ signups and $1B+ in new deal flow.”
— Richard B. Price
Founder & CEO, AdvisorPQ
Strategic Partner Benefits Include:
- Featured Partner Listing on AM&AA’s Website
- Complimentary National Webinar + Attendee Metrics
- Spotlight Feature in Monthly Newsletter
- Discounts on Membership and CM&AA Credential
- Industry Exclusivity
- Annual ROI Performance Report
PRO TIP
Maximize exposure by aligning your webinar or launch with AM&AA’s summer or winter conference.
Who Qualifies?
Strategic Partners must align with at least 3 of AM&AA’s 5 core
impact areas:
- AM&AA Membership Required
- Offer a Proprietary Tool or Resource
- Recognized Thought Leader with Chapter Engagement
- Sponsor 3+ Chapters or Regions
- Support Corporate Membership, Credentialing, or Conferences
Investment starts at $5,000
NetSuite is a unified, cloud-based business management platform helping tens of thousands of customers across the globe automate core processes and provide real-time visibility into operational and financial performance. Organizations of all sizes and across dozens of industries run on NetSuite and its applications for finance, supply chain management, customer relationship management (CRM), human resources, professional services, ecommerce, and more. Whether you’re a startup or an enterprise, or somewhere in between, NetSuite gives you the visibility, agility, and control to make the right decisions quickly.
Discount:
We offer to AM&AA members 40% off Starter Edition | 45% off Standard and Premium Editions of NetSuite at a 3 year price cap at 5% after the initial term SaaS licensing.
Members can benefit from our partnership through:
- Ongoing educational opportunities via joint webinars, podcasts, in-person educational sessions, and/or presenting at annual association meetings.
- Collaboration with NetSuite’s dedicated Associations and Buying Groups team to discuss best practices and industry challenges, and access NetSuite’s expansive network to provide technology solutions for growth.
- A central point of contact for questions and escalations to help ensure success.
Looking to Learn More?
Contact Austen Wise (austen.wise@oracle.com) to unlock preferred pricing discounts on NetSuite and learn more!
CalmHR delivers high-touch HR, employee benefits, compliance solutions, and more, tailored to the unique demands of your business.
- Streamlined HR & Reporting: Standardized Human Capital Management (HCM) processes and consistent reporting, providing clearer insights and efficient oversight.
- Cost Savings: Optimize employee benefits, workers' comp, EPLI, and more – driving EBITDA growth and adding real value to your company.
- Risk Management & Compliance: Ensure compliance across HR, local, state, and federal regulations to reduce exposure and safeguard your company.
Turn stress into streamlined success. Focus on your mission—CalmHR will handle the rest.
Book your CalmHR discovery call and receive a 20% discount on our services!
AM&AA members who sign up for Private Equity Info’s Standard subscription will receive a 10% discount off the current list price. This offer includes the Exact Executive feature, which is usually available as an upgrade or as part of the Pro subscription, at no additional cost. The 10% discount also applies to our Pro subscription, which includes additional features and tools to significantly accelerate your research.
Please refer to our pricing page for more information or reach out to Reba Kieke at reba@privateequityinfo.com.
PQ Capital Suites – All AM&AA Members receive an exclusive 50% discount on popular PQ tools with a special sign-up discount code.
- AdvisorPQ: Regularly priced at $2,500 per year, available to members for $500.
- Company Valuation Tool: Get a detailed 30-page report for $500 per valuation, a savings of $500 compared to non-member pricing.
- Borrowing Base Calculator: Priced at $250 per report, offering members 50% off the standard rate.
Additionally, AM&AA members enjoy free access to SellPQ (for company exits and equity fundraising) and BorrowPQ (for debt financing). These tools provide secure, direct access to hundreds of capital providers, tailored to match the specific needs of capital seekers. Register here with a link to the tools.
Contact Richard Price at rprice@pq-suite.com for AM&AA discount code and access.
ShareVault is a purpose-built Virtual Data Room (VDR) that simplifies how professionals manage sensitive information. It lets you keep deals moving, maintain total control, and exceed client expectations.
What ShareVault helps you deliver:
- Faster diligence cycles and quicker time to close
- Granular control over who sees what and when
- Professional, client-ready experience with zero learning curve
- Audit trails and permissions that stand up to scrutiny
- Peace of mind with enterprise-grade security and compliance
As an AM&AA member, you’ll receive an exclusive 20% off your ShareVault subscription, white-glove onboarding, and access to our priority 24/7 support team so we can get your deal launched in minutes.
When your client’s reputation is at stake, trust ShareVault to keep the deal moving and protect the details.
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).
Additionally, AM&AA members enjoy free access to SellPQ (for company exits and equity fundraising) and BorrowPQ (for debt financing). These tools provide secure, direct access to hundreds of capital providers, tailored to match the specific needs of capital seekers.
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.
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.
Inside the Health Care M&A Market HealthCareMandA.com is a comprehensive data source that is devoted to health care mergers and acquisitions for the serious analyst and investor. This publication alerts you to developments in every key segment of the health care services and technology markets, including behavioral health care, biotechnology, eHealth, home health & hospice, hospitals, laboratories, long-term care, managed care, medical devices, pharmaceuticals, physician medical groups, rehabilitation and more. You won’t find more comprehensive information anywhere else.
Health Care Deal News, a weekly newsletter that reports on the week’s top transactions. Free whitepaper “Mobile Health Embracing New Technology”. Access to Deal Search Online, a health care M&A transactional database.
Sign up for a risk-free trial today! or visit this link today.
How do you Become a Strategic Partner?
Access a curated network of leaders, exclusive business opportunities, and national visibility.