What is the M&A Source?
The M&A Source is so named because it represents "the source" of opportunity and professional growth for merger and acquisition intermediaries and strategic professionals who are dedicated to the lower middle market (LMM).
Members of The M&A Source are merger and acquisition intermediaries/advisors and strategic professionals who contribute at the M&A level. Examples of strategic professionals include transaction attorneys, transaction CPAs, Private Equity Groups (PEGs), business appraisers, financial planners & wealth managers, bankers/lenders, and other service & support providers.
The M&A Source provides opportunities for M&A practitioners to learn more about the profession, improve key skills, and become more valuable to clients. Through networking, learning, mentoring, and improvement opportunities, The M&A Source is dedicated to being our members' bridge to success.
Who can benefit from using the services provided by M&A Source members: Lower middle market companies seeking corporate strategies/solutions including mergers, acquisitions, divestitures, exit planning, family succession, growth strategies, access to capital, risk reduction, management buy-outs, management buy-ins, and recapitalizations (sell a portion of the company).
To learn more about the M&A Source, click here.
This special 5-day program with the M&A Source's academic partner, Kennesaw State University's Coles College, is a great way to jump-start the educational requirements of the M&A Master Intermediary (M&AMI) certification application process with The M&A Source, for use when earning credits to maintain the M&AMI recertification, or for any intermediary who simply wants to sharpen their skills for their M&A practice. The program also qualifies participants for CPE and CLE continuing education credits. In addition, a special offer is available to the first 25 people who register and pay for the inaugural program, and all who complete the program will receive free entry to the Spring or Fall 2015 M&A Source Conference. Click here for more information on these offers. To learn more about the Certified M&A Professional Program, click here.
Overview of Curriculum:
• Day 1: M&A Strategy: Maximizing Your Client's Value with the Right Transaction
• Day 2: The M&A Process: Best Practices in Planning, Process, and Execution
• Day 3: Preparing Your Client: Due Diligence & Financial Analysis
• Day 4: M&A Transaction Valuation
• Day 5: M&A Deal Structuring & Negotiations
Two optional evening sessions, offered at no additional cost, will be conducted during the week covering other special M&A topics.
The M&A Source Dealmakers Expo takes place twice a year at each M&A Source Conference for Professional Development. Designed to connect private equity firms with M&A intermediaries, the Dealmakers Expo is the place to be to make deals happen. Attendees have the opportunity to discuss deals they are representing with a time-effective concentration of Private Equity Groups (PEGs) available nowhere else.
To learn more about the Dealmakers Expo, click here.