Thomson Reuters Partners with Alliance of Merger & Acquisition Advisors (AM&AA)

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Shining a Light on the Lower Middle Market in Boston, MA, April 3rd at the Seaport Boston Hotel and World Trade Center

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The AM&AA is honored to Partner with Thomson Reuters for such an incredible event which promises to bring together the brightest minds and thought leaders in the M&A and private equity markets.

AM&AA has been selected by Thomson Reuters to host a Symposium during their Buyouts East Conference, which is part of the PartnerConnect series of alternative assets events. This game changing partnership helps investors and advisors explore new solutions and alternative investments in the large and highly fragmented marketplace for middle market, private companies. In addition, PartnerConnect West, a second symposium, will be held October 7-9, 2013, at The Ritz Carlton, Half Moon Bay, Calif.

World-class experts will highlight investment opportunities and challenges in the overlooked and underserved, lower middle market of companies with sales of less than $500 million.

Last year, 2,000 investors attended Thomson Reuters' first PartnerConnect, event with    Thomson Reuters media reaching more than 1.3 million investors globally

The symposium will be divided into three segments:

First, Rob Slee, CM&AA* from Roberson Foley will kick off the event with an overview of the lower middle market. Slee will provide a big-picture perspective and discuss current trends impacting companies and investments in this market space.

Following Slee will be a panel discussing best practices in creating value and nurturing targets to become viable acquisitions and portfolio companies. The panel will be moderated by Kenneth Marks, CM&AA, High Rock Partners and include industry leaders Jay Jester, Audax Group, Brett Palmer, CM&AA, SBIA, and Jeffrey Kadlic, Evolution Capital Partners.

The final session will be hosted by David Cohn, CM&AA, Diamond Capital Advisors and Chris Blees, CM&AA, BiggsKofford. They will delve into the idiosyncrasies of deal making in the lower middle market and highlight the unique challenges and rewards the market has to offer.

The symposium will conclude with a networking reception to be hosted by Thomson Reuters providing the opportunity to connect with several hundred event attendees.

As stated by Kenneth Marks, “The AM&AA is honored to Partner with Thomson Reuters for such an incredible event which promises to bring together the brightest minds and thought leaders in the M&A and private equity markets.”

*CM&AA (Certified Merger & Acquisition Advisor) is the premier credential for world-class middle-market M&A professionals of all types.

To register for the AM&AA Symposium please click here.

Thomson Reuters
Thomson Reuters is the world's leading source of intelligent information for businesses and professionals. They combine industry expertise with innovative technology to deliver critical information to leading decision makers in the financial and risk, legal, tax and accounting, intellectual property and science and media markets, powered by the world's most trusted news organization. With headquarters in New York and major operations in London and Eagan, Minnesota, Thomson Reuters employs approximately 60,000 people and operates in over 100 countries. For more information, go to

About AM&AA
The Alliance of Merger & Acquisition Advisors® (AM&AA) is the premiere International Organization serving the educational and resource needs of the middle market M&A profession. Formed in 1998 to bring together CPAs, attorneys and other experienced corporate financial advisors, AM&AA’s 900 professional services firms – including some of the most highly recognized leaders in the industry—draw upon their combined transactional expertise to better serve the needs of their middle market clients worldwide.

AM&AA members represent sellers and buyers of businesses ranging from $5 to $500 million in transaction value. Their services are seller representation, buyer representation, due diligence, accounting, financing, business valuation, tax planning, legal, strategic advisory, and many other transaction services.

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Diane Niederman
The Alliance of M&A Advisors
(312) 856-9590
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