Member discounts are offered with numerous companies to help you advance your business.

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*** FREE MEMBER BENEFIT *** provides a comprehensive M&A research database, tracking:

  • Private Equity Firms (acquisition criteria, portfolio companies & key executives)
  • Mezzanine Lenders
  • Investment Banks
  • Public Companies
  • Private Companies
  • Small Business Investment Companies
  • Senior Lenders
  • Institutional Real Estate Investors
  • Hedge Funds
  • Valuation Firms

Although specifically built for middle market investment bankers, other M&A participants have also successfully used to expand their network and close more deals.

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Your M&A Source Membership includes a complimentary Vault Rooms account with unlimited data rooms, 1 admin, 1 GB of storage and unlimited users for your transactions.  This Vault Rooms Starter Plan offers a wide range of features including room branding, dynamic watermarking, document view print and download controls, granular user controls, audit reports and many more.  Additional admins, storage, extended support and other features are also available as a-la-carte upgrades at a nominal fee. This $2,800 annual retail value package is yours free as a M&A Source member.

Learn more about Vault Rooms.

BizBuySell is the Internet’s largest and most heavily trafficked business for sale marketplace, with more business for sale listings, more unique users, and more search activity than any other service. BizBuySell currently has an inventory of over 45,000 businesses for sale and more than 1.4 million monthly visits. BizBuySell also has one of the largest databases of sale comparables for recently sold businesses and one of the industry’s leading franchise directories.

M&A Source members receive free linked profiles from BizBuySell.

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Get your membership for “free” by using just this one benefit! Members get free and complete full access to First Research industry profiles covering over 1000 industry segments. Updated on a monthly basis, First Research industry profiles contain critical analysis, statistics and forecasts to help your engage key prospects, coach key clients, and deepen customer relationships.

A single report is normally $139, but exclusively for members, all reports are free. This means if you utilize just four reports in a year, you have already more than offset the cost of your membership!

What this means to M&A Source members

  • Get an edge on the competition by quickly gaining the “knowledge advantage”
  • Enhance strategic planning and marketing with industry-specific content
  • Establish credibility on sales calls by articulating and intelligently discussing key business issues
  • Identify what a prospect is not telling you about some risks and opportunities his or her business is facing
  • Develop clients’ trust to build long-term relationships
  • Maintain meaningful contact, stay on top of critical trends, and identify cross-sell opportunities
  • Now covering over 1,000 industries, the reports are updated quarterly – exportable into customizable formats

Learn more about D&B Hoovers and First Research.

CAPTARGET’s U.S. based analyst team support the M&A research/deal preparation needs of middle market M&A firms and the deal origination needs of private equity funds of all sizes.

CAPTARGET’s well-tooled U.S. based M&A analysts can replace or supplement an internal M&A analyst team on a full-time or project basis.

Analysts support prospecting, valuation, modeling, pitchbook writing, industry reporting and custom research projects of all kinds. Our entire team is comprised of full-time, domestic employees dedicated to supporting a wide variety of analyst work.

Additionally, CAPTARGET’s analyst team can generate both proprietary (direct) and non-proprietary (M&A advisor represented) deal flow on a short term commitment basis. We never charge success or finders fees and work on a simple, fee for service basis often saving our private equity and buy-side M&A firms clients hundreds of thousands of dollars.

M&A Source members get a 15% discount on all project based M&A research services and 10% off all month-to-month research support subscription based packages.

Learn more about CAPTARGET at

Advanced CRM solution for business brokers and M&A advisors. Extended deal flow automation, minimum paperwork, no software, no hassle; it’s all in the Cloud!

M&A Source members receive 40% off bundled services including Standard, Advanced and Complete (excludes website creation/hosting fees).

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GoToMeeting allows you to host an online meeting with up to 25 people—so you can do more and travel less. You can share any application on your computer in real time. With GoToWebinar, you can conduct do-it-yourself webinars with up to 100 people, reducing travel while reaching larger audiences around the world.

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E&O Insurance: 15% discount for members holding their M&AMI or CM&AP designations

M&A Source Express is a curated portal into the world of financial news and research. The portal provides access to PE breaking news and blogs, M&A news and research, and business videos from Wall Street Journal, Harvard Business Review, Forbes, The Economist, and more. Your customizable member account gives you access to additional tools, including a full-featured finance center, a daily headline news email digest, and the ability to add your own links and news. You can access from anywhere, including your mobile device.

M&A Source Express access is included for free with your M&A Source membership. Just go to

MoneySoft products and services provide specialized analytical tools and information products that help you make more wise business decisions—increasing your productivity by handling more deals, and improving your level of diligence and preparation that is credible and effective. The featured product, DealSense Plus is a disciplined and comprehensive system for analyzing, valuing, pricing and evaluating the ROI of corporate acquisitions and buying a business.

M&A Source members get a 25% discount and one free report!

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DealStats provides up to 149 data points highlighting the financial and transactional details of sold private companies. DealStats collects private business transactions from business brokers and M&A advisors, and also captures deal information when a public company purchases a private company. The database is updated monthly with approximately 100 to 200 transactions.

Get a free three-month subscription for each deal submitted to DealStats, as well as a complimentary subscription to the DealStats Private Deal Update, a quarterly publication analyzing private company acquisitions from the DealStats® database. Your free access also includes use of the DealStats Analyzer, an Excel-based tool that improves your ability to select and deselect transactions, complete your analysis, and export any or all of your worksheets to a new Excel workbook.

Learn more about DealStats.