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已验证 September 2026
专业行业协会
已验证 September 2026 AM&AA
Middle-market M&A advisers: investment bankers, CPAs, attorneys, valuation specialists, corporate financial investors and business advisers
家族企业组织
Family Enterprise USA
Owners and executives of American family-owned businesses and multi-generational employers, plus advisers and firms that serve them
记录所示内容
- Maximum age at joining: AM&AA: Young Professional membership is limited to those aged 35 and under in the early stages of an M&A career; Family Enterprise USA: No published maximum age at joining.
- Geographic restriction: AM&AA: No published geographic restriction; Family Enterprise USA: United States focus; advocacy is directed at the US Congress.
- Industry restriction: AM&AA: Individual membership is for M&A and supporting trade professionals who practise independently; Family Enterprise USA: No published industry restriction.
- Annual dues: AM&AA: $545 a year; Family Enterprise USA: $1,000 a year.
并排对比
| AM&AA | Family Enterprise USA | |
|---|---|---|
| 档案 | ||
| 类型 | Professional association | Family-business organization |
| 成立于 | 1998 (Established in 1998 to bring together CPAs, attorneys and corporate financial advisers working in middle-market M&A) | 2007 (Family Enterprise USA states it has represented family-owned enterprises "since 2007". Its sister advocacy body traces to 1995 under its former name, Policy and Taxation Group.) |
| 总部 | Dallas, United States | Washington, United States |
| Geographic footprint | Chapters are all in the United States plus a virtual chapter; the membership network spans 25 countries | United States, with advocacy centred on Washington DC and a programme of regional events around the country |
| 成员 | 1,100as of September 2026 | Not publicly disclosed |
| 分会 | 24 | Family Enterprise USA has no chapters. Its membership page refers to regional events (it cites more than 20 regional gatherings) rather than standing local branches. |
| Primary audience | Middle-market M&A advisers: investment bankers, CPAs, attorneys, valuation specialists, corporate financial investors and business advisers | Owners and executives of American family-owned businesses and multi-generational employers, plus advisers and firms that serve them |
| 典型会员 | Members are M&A and supporting trade professionals: accountants, lawyers, investment bankers, valuation and due diligence specialists, and corporate financial investors working in the middle market. Individual membership is aimed at those who practise independently; corporate membership covers teams of five or more from one firm. | Members are family-owned businesses "of all sizes, professions, and industries" and multi-generational employers, alongside associate members that are not themselves family businesses: typically advisory firms, banks and service providers. Higher tiers are aimed at families willing to travel to Washington and meet legislators directly. |
| Qualification | ||
| 加入时最高年龄 | Young Professional membership is limited to those aged 35 and under in the early stages of an M&A careerIdentification and proof of age are required during the application processverified September 2026 · 来源 ↗ | No published maximum age at joining |
| 地域限制 | No published geographic restriction | United States focus; advocacy is directed at the US Congressverified September 2026 · 来源 ↗ |
| 行业限制 | Individual membership is for M&A and supporting trade professionals who practise independentlyverified September 2026 · 来源 ↗ | No published industry restriction |
| Invitation required | No | No |
| Sponsor required | No | No |
| Application process | Applicants complete an application through AM&AA's membership portal at amaa.wildapricot.org, or contact the association directly. Young Professional applicants must supply identification and proof of age. Corporate memberships are arranged by email with custom pricing. There is no published interview, sponsorship or committee review, but all members must accept the ethics and standards rules and the no-solicitation condition. | Prospective members choose one of the four published tiers on the membership page and join at that price; there is no published vetting, sponsorship or committee review. The organisation also solicits event sponsorships separately from membership. |
| Selectivity | Not publicly disclosed: AM&AA publishes membership categories and conditions but no acceptance data | Not publicly disclosed: no acceptance criteria or rejection process is described; membership appears open at the published price points. |
| 费用 | ||
| 年度会费 | $545 a yearIndividual membershipverified September 2026 · 来源 ↗ | $1,000 a yearNon Family Business / Associate Member tier: email updates and quarterly webcast.verified September 2026 · 来源 ↗ |
| 入会费 | Not publicly disclosed | No initiation fee is published.verified September 2026 |
| 项目费用 | $5,200 one-timeCertified Merger & Acquisition Advisor (CM&AA) programme fee, which includes first-year membership and materialsverified September 2026 · 来源 ↗ | Four published annual tiers ranging from $1,000 to $10,000. Sponsorship packages are offered separately; amounts are not published on the membership page. |
| Membership term | Annual | Annual |
| 结构 | ||
| Meeting frequency | Monthly chapter events plus two annual conferences (Summer and Winter), and CM&AA certification courses run in person and virtually | Quarterly webcast for all members; annual Day on Capitol Hill; annual DC meeting for higher tiers; regional events through the year |
| Peer forums | No confidential peer forums; members organise through chapters, including a virtual chapter, and deal-sourcing tools | No peer forums; the organisation is built around advocacy events and policy briefings |
| Confidentiality | Members agree not to solicit fellow members without written board permission; no broader confidentiality policy was found | Not publicly disclosed |
| Time commitment | Not documented | Not documented |
| Organized as | Chapter-based, Event-focused, Virtual | Event-focused, Virtual |
| 保密式同伴论坛 | No | No |
| 本地分会 | Yes | No |
| 虚拟会员资格 | Yes | Yes |
| 在线社区 | Partial | Partial |
| 会员名录 | Yes | Not documented |
| 活动 | Yes | Yes |
| 编程 | ||
| 教育培训项目 | Yes | Yes |
| 领导力发展 | Partial | No |
| 静修活动 | No | No |
| 出行 | No | No |
| 家庭活动项目 | No | Partial |
| 配偶与伴侣项目 | No | Not documented |
| 新生代专项项目 | Yes | Not documented |
| 投资议题讨论 | Yes | No |
| 投资机会 | Yes | No |
| 慈善公益部分 | No | No |
| 社交网络侧重点 | High | Medium |
| 社交导向 | Medium | Low |
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来源
来源于各页面所列的参考资料: AM&AA · Family Enterprise USA