The M&A Source

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 p

ersonal 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

Six courses. Six experienced instructors. One opportunity to build a stronger foundation in lower middle market M&A.Whet...
09/01/2026

Six courses. Six experienced instructors. One opportunity to build a stronger foundation in lower middle market M&A.

Whether you’re looking to expand your capabilities or take on more complex transactions, Core Series #1 can help you take the next step.

Register today: https://masource.mycrowdwisdom.com/cw/catalog

Wrap up the summer by sharpening your M&A toolkit with resources from M&A Source!Read the latest articles, explore marke...
08/31/2026

Wrap up the summer by sharpening your M&A toolkit with resources from M&A Source!

Read the latest articles, explore market research, and stay informed on industry news and legal updates.

Discover the resources to support your work in the lower middle market: https://masource.org/resources/

08/27/2026

Education. Networking. Deal Market.

According to Rupesh Bharad, those are the three reasons M&A Source has become such an important part of growing a successful lower middle market M&A practice.

In this Member Spotlight, Rupesh explains how M&A Source brings together industry-leading education, experienced advisors who openly share ideas, and a Deal Market that connects advisors directly with acquisition partners—all under one roof.

Watch Rupesh's story and discover why M&A Source continues to help advisors grow.

08/25/2026

Healthcare Focus and Expansion into Engineering Sectors

Building expertise in one industry can open doors to new opportunities.

Dr. Ed Nazeri discusses how his healthcare background has helped him expand into engineering and other sectors while continuing to deliver value to clients.

Find the full episode in the comments 👇

Core Series #1 is now open!Ready to strengthen your lower middle market M&A expertise? Core Series #1 brings six live,...
08/21/2026

Core Series #1 is now open!

Ready to strengthen your lower middle market M&A expertise? Core Series #1 brings six live, instructor-led courses together to help you build practical skills you can apply to real transactions.

Courses run from September 8th through September 24th.

Register today: https://masource.mycrowdwisdom.com/cw/catalog

08/20/2026

What sets M&A Source apart?

According to Carey Sobel, it's more than education or networking—it's an organization intentionally built to help M&A advisors grow their knowledge, expand their relationships, and create meaningful deal opportunities.

In this Member Spotlight, Carey shares how M&A Source has elevated his practice through industry-leading education, the Deal Market, and a community of professionals who are committed to helping one another succeed.

Hear why M&A Source has become an essential part of his professional journey.

Registration for the 2026 Fall Conference & Deal Market is now open! Sign up now to take advantage of early bird pricing...
08/19/2026

Registration for the 2026 Fall Conference & Deal Market is now open!

Sign up now to take advantage of early bird pricing! https://masconference.org

08/18/2026

Dentist Highlights Value of Continuing Education with M&A Source

Learning doesn't stop after your first deal.

Hear why continuing education—and the professional network available through M&A Source—has been an important part of Dr. Ed Nazeri's career.

Find the full episode in the comments 👇

M&A Source brings together advisors, investors, and industry professionals to exchange insights, build relationships, an...
08/17/2026

M&A Source brings together advisors, investors, and industry professionals to exchange insights, build relationships, and create connections that move the lower middle market forward.

Discover what’s possible through M&A Source: https://masource.org/membership/

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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