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

Sharpen your deal strategy at the 2026 Fall Conference & Deal Market, November 2–4. Expert-led workshops tackle real cha...
10/30/2026

Sharpen your deal strategy at the 2026 Fall Conference & Deal Market, November 2–4. Expert-led workshops tackle real challenges in lower middle market transactions, from negotiating risk to structuring earnouts, with sessions led by Danielle Asaad, Cristian Anastasiu, and Nick Fares.

Online registration has closed, but your seat at the table is still open. View the agenda and plan to register on-site starting Monday: https://masconference.org

10/28/2026

A successful transaction starts with the right process. In this short, Robert Margeton of Ryco Advisors, LLC shares why his team uses a structured bid process—identifying the right buyer universe, conducting proactive outreach, and creating meaningful competition from the start.

Watch to hear how a disciplined approach helps position clients for the best possible outcome.

Find the full episode in the comments 👇
In conversation with Carey Sobel, M&A Source Marketing Committee Chair.

DEALMATCH just got even better!Advisors can now manage deal opportunities and instantly see investor interest, while inv...
10/26/2026

DEALMATCH just got even better!

Advisors can now manage deal opportunities and instantly see investor interest, while investors can search active deals by EBITDA, location, and industry.

Discover more: https://masource.org/membership/dealmatch/

10/22/2026

What does it take to build a successful lower middle market M&A practice?
For Scott Bushkie, Founder and CEO of Cornerstone Business Services, the answer starts with continuous learning and surrounding yourself with the right community.

In this Member Spotlight, Scott shares how M&A Source has helped him grow over the past 28 years through industry-specific education, meaningful relationships, mentorship, and a culture of sharing best practices. He believes those connections have been instrumental in building both his firm and his career.

Hear why Scott says M&A Source is an investment every lower middle market M&A advisor should make.

Asset deal or equity sale? The wrong choice can cost your client in taxes and unforeseen liability.In Course #440: Navi...
10/21/2026

Asset deal or equity sale? The wrong choice can cost your client in taxes and unforeseen liability.

In Course #440: Navigating the Complexities of LOIs and Purchase Agreements, learn how to spot hidden red flags in deal documents and evaluate asset vs. equity trade-offs before pen touches paper.

Save your spot: https://loom.ly/c-Sp3nc

10/20/2026

"M&A Source changed my career."
That's how Russell Cohen describes his experience after making the transition from business advisorage to lower middle market M&A.

In this Member Spotlight, Russell shares how education, industry relationships, and getting involved helped him gain the confidence to take on larger transactions while becoming part of a community committed to helping advisors succeed.
Watch Russell's story and discover why he believes investing in yourself is one of the best investments you can make.

Don't miss Keynote Speaker Amy Wirtz in Houston this November! Her session, De-Escalate & Deliver, offers a 5-step frame...
10/19/2026

Don't miss Keynote Speaker Amy Wirtz in Houston this November!

Her session, De-Escalate & Deliver, offers a 5-step framework for handling the high-stakes conversations that shape every M&A transaction.

Register now: https://masconference.org

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

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

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

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