Membership
Benefits
M&A Source Membership is a good deal. Learn more about how much you can save.
Join / Renew
Take the next step and join the best in the lower middle market.
Awards
Join us in recognizing the top performing advisors in our industry.
Directory
Find M&A Source members and search by location, specialty, and certifications.
Interviews
Gain personal insight into the state of the industry with M&A Source member interviews.
Professional code
Learn more about the principles we believe all advisors should aspire to.
DEALMATCH
Close more deals faster with our members-only deal alert platform.
Education
Course Overview
Get an overview of current course offerings to take your career to the next level.
M&A Foundations Online
An online, on-demand course designed for aspiring M&A advisors.
Core Educational Series
A live online course series to elevate your expertise in lower middle market transactions.
Glossary
Browse this free resource of common language used in the lower middle market.
M&A Source Podcast
Listen in to timely insights into the Lower Middle Market.
Articles
Browse articles on marketing your practice, deal stories, working with PEFs, and more.
Certification
M&AMI
Find out what it takes to achieve this experience-based certification.
CM&AP
Discover more about the Certified M&A Professional program.
Policies and Forms
Find all the documents you need to obtain or recertify your M&AMI.
Events
Conference
Our Conferences and Deal Markets are where the lower middle market meets to learn, connect, and make deals happen.
Courses
Discover upcoming live and online course events to take your career to the next level.
Gallery
View the highlights from past M&A Source events.
Sponsorship
Resources
Member Directory
Search our Members to find an advisor or investor firm.
News
Find the latest happenings within the M&A Source.
Industry Research
Stay up to speed on market activity with the Market Pulse Survey results.
Legal Updates
Learn more about issues impacting M&A advisors.
About
Mission
Learn more about who we are and what we do.
Board
Learn more about M&A Source’s current leadership.
Committees
The M&A Source has a variety of committees for members to get involved with.
Awards
See the individuals who have been recognized for outstanding service and contributions.
Past Chairs
From our founder in 1992 to today, see the leaders that have shaped us.
BIEF
Learn more about the Business Intermediary Education Foundation.
IABI
Learn more about the International Association of Business Intermediaries, Inc.
Contact
Connect with the M&A Source team.
216-243-0030
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Membership
Benefits
M&A Source Membership is a good deal. Learn more about how much you can save.
Join / Renew
Take the next step and join the best in the lower middle market.
Awards
Join us in recognizing the top performing advisors in our industry.
Directory
Find M&A Source members and search by location, specialty, and certifications.
Interviews
Gain personal insight into the state of the industry with M&A Source member interviews.
Professional code
Learn more about the principles we believe all advisors should aspire to.
DEALMATCH
Close more deals faster with our members-only deal alert platform.
Education
Course Overview
Get an overview of current course offerings to take your career to the next level.
M&A Foundations Online
An online, on-demand course designed for aspiring M&A advisors.
Core Educational Series
A live online course series to elevate your expertise in lower middle market transactions.
Glossary
Browse this free resource of common language used in the lower middle market.
M&A Source Podcast
Listen in to timely insights into the Lower Middle Market.
Articles
Browse articles on marketing your practice, deal stories, working with PEFs, and more.
Certification
M&AMI
Find out what it takes to achieve this experience-based certification.
CM&AP
Discover more about the Certified M&A Professional program.
Policies and Forms
Find all the documents you need to obtain or recertify your M&AMI.
Events
Conference
Our Conferences and Deal Markets are where the lower middle market meets to learn, connect, and make deals happen.
Courses
Discover upcoming live and online course events to take your career to the next level.
Gallery
View the highlights from past M&A Source events.
Sponsorship
Resources
Member Directory
Search our Members to find an advisor or investor firm.
News
Find the latest happenings within the M&A Source.
Industry Research
Stay up to speed on market activity with the Market Pulse Survey results.
Legal Updates
Learn more about issues impacting M&A advisors.
About
Mission
Learn more about who we are and what we do.
Board
Learn more about M&A Source’s current leadership.
Committees
The M&A Source has a variety of committees for members to get involved with.
Awards
See the individuals who have been recognized for outstanding service and contributions.
Past Chairs
From our founder in 1992 to today, see the leaders that have shaped us.
BIEF
Learn more about the Business Intermediary Education Foundation.
IABI
Learn more about the International Association of Business Intermediaries, Inc.
Contact
Connect with the M&A Source team.
M&A Source Member Orientation
May 17, 2023
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M&A Source Member Orientation
M&A Source Member Orientation
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May 17, 2023
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Find an Advisor
Membership
Benefits
M&A Source Membership is a good deal. Learn more about how much you can save.
Join / Renew
Take the next step and join the best in the lower middle market.
Awards
Join us in recognizing the top performing advisors in our industry.
Directory
Find M&A Source members and search by location, specialty, and certifications.
Interviews
Gain personal insight into the state of the industry with M&A Source member interviews.
Professional code
Learn more about the principles we believe all advisors should aspire to.
DEALMATCH
Close more deals faster with our members-only deal alert platform.
Education
Course Overview
Get an overview of current course offerings to take your career to the next level.
M&A Foundations Online
An online, on-demand course designed for aspiring M&A advisors.
Core Educational Series
A live online course series to elevate your expertise in lower middle market transactions.
Glossary
Browse this free resource of common language used in the lower middle market.
M&A Source Podcast
Listen in to timely insights into the Lower Middle Market.
Articles
Browse articles on marketing your practice, deal stories, working with PEFs, and more.
Certification
M&AMI
Find out what it takes to achieve this experience-based certification.
CM&AP
Discover more about the Certified M&A Professional program.
Policies and Forms
Find all the documents you need to obtain or recertify your M&AMI.
Events
Conference
Our Conferences and Deal Markets are where the lower middle market meets to learn, connect, and make deals happen.
Courses
Discover upcoming live and online course events to take your career to the next level.
Gallery
View the highlights from past M&A Source events.
Sponsorship
Resources
Member Directory
Search our Members to find an advisor or investor firm.
News
Find the latest happenings within the M&A Source.
Industry Research
Stay up to speed on market activity with the Market Pulse Survey results.
Legal Updates
Learn more about issues impacting M&A advisors.
About
Mission
Learn more about who we are and what we do.
Board
Learn more about M&A Source’s current leadership.
Committees
The M&A Source has a variety of committees for members to get involved with.
Awards
See the individuals who have been recognized for outstanding service and contributions.
Past Chairs
From our founder in 1992 to today, see the leaders that have shaped us.
BIEF
Learn more about the Business Intermediary Education Foundation.
IABI
Learn more about the International Association of Business Intermediaries, Inc.
Contact
Connect with the M&A Source team.
