Current Courses

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Training for Lower Middle Market Advisors

Written and delivered by seasoned advisors and subject matter experts, M&A Source courses address the spectrum of knowledge and skills required to be a successful transaction advisor. Whether you’re just entering the profession and need foundational instruction or are a tenured practitioner with a team to train, we’re here to support your success.

Courses are currently offered live at Conferences and virtually throughout the year. Check out our Events calendar for the current opportunities.

Sample M&A Source courses include:

Fundamentals of Lower Middle Market Private Equity

Business Valuation for M&A

Managing Legal Issues for a Successful Closing

Taking Your Practice Up Market – Skills You Need to Execute $10MM+Deals

Managing an M&A Auction in the Lower Middle Market

The Sustainable M&A Practice – Establishing, Growing, and Sustaining an Office

Sell-Side Modeling (Part I & II)

Interested in M&A Source education for your organization, office or event? Contact us at [email protected] with your course or topic of interest.

Upcoming Courses

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