The M&A Source

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The M&A Source M&A Source is the #1 organization for professionals engaged in middle market business transactions.

The Source was established in 1991 to address the professional issues of merger and acquisition professionals. This organization currently has more than 200 cooperative intermediaries across the world. The goals of the Source are:

* To advance the members' deal making opportunities

* To advance the profession's practice standards by providing a wide array of programs

*To advance each member's personal growth potential through a variety of forums whereby members exchange information and learn from one another

In addition, there are specific professional duties outlined for Source members. They include:

*Represent clients in accomplishing the sale of all or part of their businesses

*Represent clients searching to acquire companies, divisions or product lines

*Advise clients on the current values, structures, strategies and methods for ownership transfers of middle market companies

* Facilitate the array of financing necessary to consummate the transaction

*Preserve client confidentiality and transaction details

Q4 is an active time in the lower middle market as owners, advisors, and investors position for the year ahead. M&A Sour...
10/16/2026

Q4 is an active time in the lower middle market as owners, advisors, and investors position for the year ahead. M&A Source membership connects you with the professionals shaping deals across the industry, along with the education and resources to grow your practice.

Become a member today: https://masource.org/membership/benefits/

10/15/2026

One of the biggest surprises about M&A Source?
The willingness of members to share.

Nick Fares, President of Summit Capital Advisors, explains how M&A Source has helped him strengthen his practice through education, certifications, and a collaborative community that openly shares ideas, best practices, and real-world experience.

Watch Nick's story and discover why he believes those relationships ultimately lead to better outcomes for clients.

Last chance to participate! The Q3 2026 Market Pulse Survey closes tomorrow. Add your voice before it's too late: https:...
10/14/2026

Last chance to participate!

The Q3 2026 Market Pulse Survey closes tomorrow. Add your voice before it's too late: https://loom.ly/Pht4rnI

10/13/2026

Why does Murphy McCormack Capital Advisors invest in M&A Source?
For Managing Partner Bob McCormack, the answer is simple: the return on investment extends far beyond the conference.

In this member spotlight, Bob shares how M&A Source has helped his firm strengthen its expertise through education, build lasting relationships, and even close multiple transactions through the Deal Market. It's why his firm continues to invest in membership and professional development for every member of the team.

Hear why Bob believes M&A Source delivers exponential value—not just for advisors, but for the clients they serve.

The Fall 2026 issue of The Bridge is here! Learn the two things every business owner must know to sell at the highest pr...
10/12/2026

The Fall 2026 issue of The Bridge is here! Learn the two things every business owner must know to sell at the highest price, see what's new with the enhanced DEALMATCH platform, and get a practical guide to structuring deals under the new SBA SOP 50 10 8.1.

Read the latest issue: https://masource.org/news/the-bridge-fall-2026/

In just 2 days, registration rates go up for the 2026 Fall Conference & Deal Market.Make the most of your trip to Housto...
10/09/2026

In just 2 days, registration rates go up for the 2026 Fall Conference & Deal Market.

Make the most of your trip to Houston! Add on a course before the 2026 Fall Conference & Deal Market and sharpen your skills for complex deals.

Explore the course lineup and register today: https://masconference.org

10/08/2026

"To get deals done, this is the place to be."
That's how Adam Petrikoff describes M&A Source.

In this Member Spotlight, Adam explains how the relationships he's built through M&A Source have helped him complete larger transactions, expand his professional network, and connect with trusted advisors, private equity groups, and strategic partners across the lower middle market.

Watch Adam's story and discover why he returns to M&A Source year after year.

The LOI sets the tone for the entire deal. Get it wrong, and the problems follow you to closing.In Course #440: Navigat...
10/07/2026

The LOI sets the tone for the entire deal. Get it wrong, and the problems follow you to closing.

In Course #440: Navigating the Complexities of LOIs and Purchase Agreements, instructor Sam Raboy breaks down real-world deal documents, critical provisions, and common pitfalls to help you protect your clients and close with confidence.

Learn more and register to attend on November 12: https://loom.ly/c-Sp3nc

10/06/2026

When should key employees be brought into the sale process?

Bob Latham shares his perspective on balancing confidentiality with transparency while discussing the benefits of sell-side Quality of Value (QOV) work and the role trusted employees can play during a transaction.
Every deal requires careful planning—and every situation is unique.

Find the full episode in the comments 👇

10/05/2026

You’ve put in the work. Now it’s time to have that experience recognized.

The M&AMI designation recognizes advisors who have the education and closed transactions to back up their experience.

Ready to take the next step?

Learn more and apply today: https://masource.org/certification/master-certifications/

Address

7100 E. Pleasant Valley Road Ste. 300
Independence, OH
44131

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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