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M&A Source Webinars
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The M&A Source hosts one-hour educational webinars on a variety of topics pertaining to the middle-market, including financial and tax issues, ways to improve your M&A practice, legality and more! These webinars are provided to M&A Source members and interested intermediaries at no cost.

Review the titles below to learn more about featured topics and to register. Webinars start at 1:00 PM Eastern and run for 60 minutes. 

Upcoming Webinars:


 May 2, 2018 | Member Benefit Spotlight: CapLinked | Register Now

Presented by Will Chandler, CapLinked

CapLinked provides easy and secure virtual data rooms, which serve as a central platform for outside collaborators to come together and share sensitive information easily and securely. 

Setup your workspace data room in under 10 minutes, then edit, share, and collaborate on documents faster than ever before with CapLinked’s intuitive interface. No more emailing documents back and forth and losing track of you and your clients’ confidential information. 

During this webinar, you'll learn:

How CapLinked Virtual Data Rooms benefit M&A Source members 
How CapLinked compares to ShareFile (previous service offered to M&A Source members) 
How to optimize your use of CapLinked during a live product overview 
Details regarding pricing and usage options and benefits for members of the M&A Source 

This presentation will also include time for questions. This webinar is open for members AND non-members of the M&A Source! 

June 6, 2018 | How CRM 2.0 is changing the M&A Industry - by DealRelations Inc. | Register Now

Technology is increasingly reshaping every industry and M&A advisors are not immune to this transformation. Rather than waiting to be “Uberized” like other industries, M&A advisors can now take advantage of affordable industry customized technologies to serve their sellers and buyers better at a lower cost and enhance their marketing efforts.

The M&A Source has partnered with  DealRelations to offer a webinar exploring a CRM (Customer Relationship Management) based bundle of technologies helping M&A professionals streamline their practices. These technologies will help track all your interactions with buyers and sellers and automate your deal process ultimately accelerating your deal flow and reducing your costs.


Webinar Topic Suggestions:

Tell us what you'd like to learn about! Suggest a topic for an upcoming webinar, or present your own webinar to share your knowledge. Complete the submission form


Access Previous Webinars

Members of the M&A Source receive ongoing access to webinars after the live presentation as they are recorded and archived.

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