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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.
Code
Learn more about the principles we believe all advisors should aspire to.
Education
Courses
Get an overview of current course offerings to take your career to the next level.
Glossary
Browse this free resource of common language used in the lower middle market.
Podcast Episodes
Listen in to recent episodes from the M&A Source Podcast.
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.
Webinars
Browse future webinars and register to join us here.
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
Find an Advisor
Locate a trusted advisor to guide you through the selling process.
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
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Contact
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George Petrulis
Kensington Services, Inc.
Lisle, IL 60532-1242
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CBI
Thomas Whipple
Falcon Advisors, LLC
Lincolnshire, IL 60069
847-325-5766
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CBI
Jim Beno
Business Broker Experts
Naperville, IL 60563-8404
6308905072
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CBI
Mike Adhikari
Illinois Corporate Investments, Inc.
Lincolnshire, IL 60069-3062
(847) 438-1657
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Linda Purcell
Purcell Associates LLC
Palatine, IL 60067-6639
(847) 358-9404
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Alison Hoffman
Harvest the Green Partners
North Barrington, IL 60010-2148
224-688-8838
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Nicholas Storozynski
Chicago, IL 60611
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Edward Latek
Latek Capital Corp.
Lake Forest, IL 60045-0090
8474942801
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Rocco Martino
OceanM19
Hinsdale, IL 60521-3463
3129618416
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Karl Grasemann
The Grasemann Group, Ltd
Bartlett, IL 60103
6306740983
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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.
Code
Learn more about the principles we believe all advisors should aspire to.
Education
Courses
Get an overview of current course offerings to take your career to the next level.
Glossary
Browse this free resource of common language used in the lower middle market.
Podcast Episodes
Listen in to recent episodes from the M&A Source Podcast.
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.
Webinars
Browse future webinars and register to join us here.
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
Find an Advisor
Locate a trusted advisor to guide you through the selling process.
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.