Course Overview
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
24 Credits
Core #1 Series Fall 2024
September 10, 2024
Certified M&A Professional Program Virtual – Fall 2024
October 1, 2024