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AM&AA · Requirements

AM&AA membership requirements

Every criterion AM&AA publishes, with its source, the date it was verified and how confident we are in it — plus superseded figures, so you can see how the tests have moved.

Read a requirement as the organization's published floor, not as a promise. A revenue test may have alternative versions for different business types, chapters can set stricter local tests, and invitation-only bodies publish criteria that describe members rather than admit them.

Current published criteria

4 rows
CriterionPublished requirementNoteProvenance
Industry restriction Individual membership is for M&A and supporting trade professionals who practise independently Verified September 2026High confidenceSource ↗
Other criterion Members must abide by AM&AA's Ethics & Standards rules and agree not to solicit fellow members without written board permission Verified September 2026High confidenceSource ↗
Maximum age at joining Young Professional membership is limited to those aged 35 and under in the early stages of an M&A career Identification and proof of age are required during the application process Verified September 2026High confidenceSource ↗
Other criterion Corporate membership requires a minimum of five members from one firm Verified September 2026High confidenceSource ↗

How admission works

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.
Invitation required
No
Sponsor required
No
Selectivity
Not publicly disclosed — AM&AA publishes membership categories and conditions but no acceptance data
Membership term
Annual
Primary audience
Middle-market M&A advisers — investment bankers, CPAs, attorneys, valuation specialists, corporate financial investors and business advisers
Typical member
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.

Do you appear to meet them?

The qualification tool reads these rows against a profile you give in ranges and explains which criteria appear met, unclear or unmet. Check your profile

If not: alternatives to AM&AA — ACG, TMA, CREDA (formerly NAIOP), Urban Land Institute.

Last verified: 6 September 2026 Report an error on this page

Sources

  1. AM&AA — Alliance of Merger & Acquisition Advisors, AM&AA. Accessed 6 September 2026.tier 1
  2. About Us — AM&AA, AM&AA. Accessed 6 September 2026.tier 1
  3. Chapters — AM&AA, AM&AA. Accessed 6 September 2026.tier 1
  4. Membership — AM&AA, AM&AA. Accessed 6 September 2026.tier 2
  5. Young Professional Membership — AM&AA, AM&AA. Accessed 6 September 2026.tier 2
  6. Corporate Membership — AM&AA, AM&AA. Accessed 6 September 2026.tier 2
  7. Member Benefits — AM&AA, AM&AA. Accessed 6 September 2026.tier 2

Source tiers follow the published hierarchy: 1 official site · 2 official membership materials · 3 application documents · 4 annual reports · 5 government filings · 6 reliable business publications · 7 credible interviews · 8 other reputable secondary sources. Sources and data policy.