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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.
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
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New York M&A Advisors
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CBI
Kathlene Thiel
ThielGroup, LLC.
Albany, NY 12205-1221
5185990219
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CM&AP
Jay Inbar
Inbar Group Inc. - Business Brokers and M&A
New York, NY 10001
(212) 473-5000
More Details
CM&AP
Mark Travis
The NYBB Group (Syracuse Office)
Syracuse, NY 13204
315-729-7222
More Details
CM&AP
CBI
Vishal Bharucha, CBI, CM&AP
VNB Business Brokers, LLC
New York, NY 10022-6630
8772647355
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CM&AP
CBI
Kyle Griffith
The NYBB Group
New York, NY 10001-1810
(631) 390-9650
More Details
CBI
Dean LoBrutto
ValueCap Inc.
Rochester, NY 14623
585.899.0867
More Details
CBI
Eugene Gottesman
Gottesman Company
New York, NY 10021-5137
(212) 3308010
More Details
Brian Denney
Hanover Bank
New York City, NY 10020
516-240-5754
More Details
John Gleason
AICPA
Halfmoon, NY 12065-8403
518-396-0921
More Details
Kevin Townsell
Gottesman Company
Buffalo, NY 14203
7165631781
More Details
Sundeep Gill
GillAgency
Bethpage, NY 11714-8056
5162181590
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Jui Trivedi
Next Point
Rochester, NY 14604-2612
5855065531
More Details
Vikramjeet Singh
Zinble Partners brokered by eXp Commercial
New York, NY 10006
1-516-464-7878
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Edward Telling Jr.
Telling Group, Ltd.
Cortland, NY 13045-9309
6077564073
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Anthony Citrolo
The NYBB Group
Melville, NY 11747-3262
5163465272
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Sally Anne Hughes
Hughes Klaiber
New York, NY 10036-2600
(646) 654-0458
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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.
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.
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.