Benefits

CIM-PRO is the ultimate tool for top M&A professionals—creating rapid web-based CIMs, advanced appraisals, and dynamic proposals all in one platform. Its secure, integrated data room powers confidential negotiations, document sharing, and real-time analytics, giving you and your clients total control.

DocSend lets M&A advisors securely share deal documents and control who sees them. Get real-time insights into viewer activity – who looked, for how long, and what they focused on. Perfect for managing NDAs, CIMs, and diligence files with confidence.

Vequity’s expertly curated buyer lists—averaging >80% strategic acquirers, those willing to pay premium valuations. Impress sellers from the start, win more mandates, and drive higher valuations—all without any upfront fees.

Generate $120,000+ in paid valuations with BizWorth. Offer professional business valuations under your brand, close more deals, and maximize revenue—backed by certified appraisers, fast turnaround, and exclusive M&A Source member benefits.

CAPTARGET helps source acquisition opportunities and new clients through a ‘no success fee’ model of deal origination used by industry leaders on both the buy and sell-side.

One80 Intermediaries is a highly focused wholesale brokerage and program manager providing specialized insurance solutions throughout the US and Canada. M&A Source members are provided with a special endorsement to their E&O policy that provides them with benefits in the event of a claim.

Simplifying due diligence and elevating deal success across borders, ShareVault guarantees unmatched efficiency and security, propelling your business to new levels of excellence.

DealSense streamlines the process of recasting financials, year/year analysis, projecting cash flows, and preparing Business Valuations and Market Price Studies. DealSense creates customizable Confidential Information Memoranda that are credible and effective by including both the financial numbers that buyers want to see along with descriptive information.

Joorney is a full-service partner for sell-side advisors seeking deal prep support in the M&A space. Joorney delivers professional documentation that accelerates business conversations forward.

A sales generation company that helps M&A Advisors fill their pipelines more consistently to find more deals in their target markets.

Your member benefit with DigitalWow includes Website Reports, SEMRush Site Audit, Competitor Analysis and Keyword Reports.

Providing secure data rooms with credentialed reporting, controlled permissions, and full workflow visibility. Vault Rooms allow you to collect, organize, share, watermark, and monitor business-critical files during important transactions with confidence, transparency, audit trails, and disciplined oversight.

CIMgenuis builds customized, best-in-class CIMs, fundraising decks, and more. Their team goes beyond creating impressive presentations. CIMgenius offers a highly-professional service backed by skilled problem-solvers.