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.
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
Course #419: Capital Stacks & Deal Structuring in Lower Middle Market M&A Transactions
Course #510: Developing a Cash Flow Analysis for Income Appraisals, Discount (Risk Analysis) and the Impact on Required Working Capital
Course #526: Working Capital Skills Development Lab
Course #540: The Critical Role of Representations & Warranties for M&A Transactions
Course #477: Helping Sellers Identify the Most Suitable Buyer & Type of Transaction When Selling Their Company
Price: $395.00 USD
4 credit hours
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.
Learn More + EnrollExamples 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.
