Course Overview

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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.

ProEdge, M&A Source’s Learning Center, is your hub for professional development, offering registration for live virtual courses and access to on-demand learning any time. Courses are currently offered live at Conferences and virtually throughout the year.

Upcoming Courses

Price: $395.00 USD

4 credit hours

Online Online

Your Foundation for Success in M&A

M&A Source’s M&A Foundations is an online, on-demand course designed to propel your successful entry into the field of M&A transactions.  The curated content is delivered by tenured industry practitioners and broken into learning modules that allow you to progress at your pace.  The course assumes a basic understanding of business intermediary principles and focuses on the differences found with lower middle market transactions.

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Examples of Other Courses in the M&A Source Curriculum

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.

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