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The mission of the M&A Source is to promote members' professional development and interests to better serve their clients' needs, and maximize public awareness of professional intermediary services available for middle market merger and acquisition transactions.
The Source was established in 1991 to address the professional issues of merger and acquisition professionals. This organization currently has more than 170 cooperative intermediaries across Mexico, Europe and the United States.
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
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