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The association is organized and operated to promote members' professional development to better serve their clients' needs, and to maximize public awareness of services performed by intermediaries and ancillary advisors who facilitate solutions available for lower middle market merger and acquisition transactions.

The M&A Source was established in 1992 to address the challenges faced by merger and acquisition professionals. This international organization currently has more than 300 M&A dealmakers including intermediaries, investment bankers, attorneys, accountants, financial planners and others involved in the M&A process.

The goals of the M&A 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 M&A 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