Promoting Excellence and Opportunity in the Lower Middle Market
Our Purpose
To be the source of professional development, relationships and deal opportunities for the lower middle market business transaction community.
The M&A Source supports the success of its member M&A professionals through access to specialized continuing professional development programs and member networking and collaboration. Our members include transactions advisors, related professionals and investors who are dedicated to the highest standards of client care.
‘’The relationships we’ve forged at The M&A Source have been instrumental in the success of each of our firm’s five funds’ over the last twenty years. Not only do M&A Source members bring us actionable deal flow, but they also ask what we’re looking to invest in and assist us in proactively finding investment opportunities that otherwise wouldn’t have hit their or our doors.’’