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Exclusive Benefits

First Research:

First Research is the leading provider of Industry Intelligence Tools designed to help you save time and close more deals.  Covering over 700 industry segments, First Research highlights the key info you need to connect with clients – and makes it easy to use that insight to win more business.

 

Industry Profiles are easy to read and continuously updated.  Use them to engage key prospects and deepen customer relationships.  Gain access to current information about your target markets’ challenges, opportunities, critical industry statistics, issues and challenges that are impacting your prospects’ and client’ business decisions.

 

Call Prep Sheets help you quickly prepare for appointments, build confidence and save time.  These one-page industry overviews allow you to tailor sales calls, initiate business-oriented conversations and refine sales messaging.

 

CHECK OUT SAMPLE REPORTS FOR YOURSELF AT www.firstresearch.com

 

M&A Source members interested in subscribing may contact Susan Bell at 910.681.3844 sbell@firstresearch.com

 

M&A Source members may also sign up for the First Research discount at the M&A Source website in the “My Source” section.  Log in to the M&A Source website, scroll over “My Source” and select “First Research”.  This page will link you to the online registration form. 

 The M&A Advantage Marketing Newsletter:

This eight-page quarterly publication — available in print and electronic formats — gives you a cost-effective way to build top-of-mind market awareness, interest readers in your services, and develop more profitable relationships with clients, prospects, referral sources and the media.

Each eight-page issue provides helpful information on the financial issues and strategies associated with business sales, acquisitions and mergers. The full-color eye-catching design projects a highly professional image and differentiates your firm from the competition. You can personalize the front cover with your logo and the back cover with information about your firm and services. 

The M&A Advantage is targeted at business owners and executives, investors, lenders, succession and estate planners, and business advisors. Topics include business valuation, due diligence, deal structure and financing, buy-sell agreements, and the investment banker’s role, as well as legal issues and requirements, tax implications, human resource issues, and insurance transaction strategies.

Produced by PDI Global, Inc. (LINK TO www.pdiglobal.com), a leading publisher of niche marketing newsletters for accounting and consulting firms, The M&A Advantage (LINK TO www.pdiglobal.com/MAsource) is available in print and electronic format on a market-exclusive basis.

To subscribe, or for more information, contact:
Linda Kranz, Vice President & COO
PDI Global, Inc.
800-227-0498 ext. 1702 or lkranz@pdiglobal.com

OneSource Information Services:

Members can use OneSource to access Company and Industry Profiles that include valuable insights from Investment Analysts, Market Research Firms and trusted News Sources.  Members will be able to screen industry leaders; discover alliances, joint ventures, M&A activity; create benchmarks and comparables models.

OneSource's in-depth company profiles help you save time researching corporate families, industries, key executives and financial information with access to over 13 million global companies and 12 million executive profiles.
 
OneSource's global business information provides you the competitive advantage necessary to grow your business by:
 
• Generating Quality Sales Leads       
• Managing Customers Effectively
• Identifying New Prospects               
• Researching Business Trends
• Improving Pre-Call Planning             
• Tracking Company Performance 
• Finding Key Executives                    
• Monitoring Competitors

For more information contact: 
David Shelby
OneSource Information Services, Inc.
Justin_carignan@onesource.com
www.onesource.com

M&A Source LYNX:

The M&A Source Lynx is a powerful interface tool exclusively for M&A Source members and Private Equity Groups. Mergers and acquisitions intermediaries with companies for sale can quickly search for a match using the M&A Source Lynx and download available funds and acquisition criteria from PEGs, capital venture firms and other financial institutions. PEG Search
 

Tombstone Postcards:

M&A Tombstone Postcards are an an inexpensive, effective way to announce an important transactions or acquisitions. This cost effective benefit is a great way to market yourself or your business to both existing and prospective clients.

IBISWorld:

 

As an M&A Source member, request your FREE IBISWorld Industry Research Report today! IBISWorld produces and regularly updates over 700 U.S. Industry Research Reports and Industry Risk Scores. All reports are available online and in three user-preferred lengths - 1-page iExpert Reports, 6-page Executive Summaries and full reports of 40-pages. IBISWorld provides subscribers with actionable insights that guide strategic decisions and help businesses find and win new business.

 

Each full-length IBISWorld Industry Research Report features: current and 5-year forecast performance data and analysis; market share statistics and analysis; customer & product segmentation; supply & demand chains; and key performance benchmarks and ratios. We offer web-based subscriptions for organizations of all sizes. Visit www.ibisworld.com or request your FREE IBISWorld Industry Research Report today!

 

To receive your FREE M&A Source exclusive report package, please contact Ben Duarte at bend@ibisworld.com  or contact him directly at 562-325-5303.


  

 
   
 

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