Articles

In the world of mergers and acquisitions, information is currency. Whether you’re brokering the sale of a family-owned business, evaluating an acquisition as a private equity firm, or managing multiple mandates as an investment banker, the way you share, manage, and protect information can make or break a deal. Due diligence, in particular, can quickly […]

Partner Insight | Promotional Content The following article was submitted by a sponsoring organization. We thank them for their support of the M&A Source community. Over my years as Director of Morgan Business Sales, I’ve had the privilege of seeing firsthand how the Confidential Information Memorandum—or CIM—has evolved from a simple, static document into a […]

Are you leveraging the full power of marketing to source deals, build relationships, and enhance your credibility as an M&A professional? In today’s competitive and digital-driven marketplace, your ability to market effectively can be the difference between closing deals and missing opportunities. The upcoming M&A Source Spring Conference is offering the perfect course for you. […]

Join us in Las Vegas from October 20-23 for our highly anticipated Fall Conference, where The Deal Market continues to be a central feature. As always, The Deal Market stands at the heart of the event, serving as the crucial nexus where advisors, private equity firms, family offices, and search funds come together. It’s the […]

Here we are again, cooling down from a fantastic conference, this time at the Galt House in Louisville. The business cards are almost all in the CRM, follow-up phone calls are done, and your humble author is sitting down to memorialize another conference in the books. I came across a news article about the Kentucky […]

In mergers and acquisitions (M&A), effective communication is the cornerstone of success. M&A advisors navigate complex deals, negotiate with stakeholders, and guide clients through intricate processes—all of which require clear, compelling communication skills. Recognizing the importance of equipping M&A professionals with these vital skills, the M&A Source community has developed Command the Room: Present with […]

As excitement builds for the upcoming M&A Source Spring Conference in Louisville, attendees are gearing up for an unparalleled opportunity to immerse themselves in the vibrant world of mergers and acquisitions. Central to this experience is the Deal Market—an innovative platform where connections are forged, deals are explored, and relationships are cultivated. Here’s what you […]

As I sit down and attempt a recap of the recently concluded Charlotte conference, I realize that anything I talk about to those who were not in attendance is like serving the leftovers of a great meal.  It just isn’t going to be the same.  It will be a dry recast of a class or […]

Glossophobia, the fear of public speaking, affects up to 75% of the population to some degree (Psycom.net). Most of the M&A Broker’s job is some form of public speaking – things like cold calls, sales pitches, constant networking, and presentations to a handful of people in a boardroom or an auditorium of professionals make up […]

We have all seen, and been unnerved by, the news stories predicting an economic slow down. This, coupled with the tumult in the stock market, is enough to make anyone concerned. Moreover, the Russian Invasion of Ukraine is likely to continue to disrupt global commodities markets. A whopping 40% of the world’s palladium comes from […]