Never rely on just one buyer. That’s the lesson behind some of the best outcomes in lower middle market M&A. In this episode of War Stories, Robert Margeton of Ryco Advisors joins Carey Sobel to share how a structured bid process keeps leverage with the seller. He walks through one…
Where else can you find so many corners of the lower middle market deal community in one place? In this video, Graham Bachman shares how M&A Source brings together a unique cross-section of professionals and why that mix makes it such a valuable resource. Learn more about M&A Source membership:…
Whether you're just breaking into the lower middle market or you're a seasoned veteran, Rupesh Bharad shares why the education M&A Source offers is so valuable at every stage of your career and how the Deal Market creates real opportunities to connect and close deals. Learn more about M&A Source…
There's nothing else quite like M&A Source in the industry. In this video, Carey Sobel explains how a high level of education and stimulating Deal Market set the organization apart. Learn more about M&A Source membership: https://masource.org/membership/benefits/
What makes M&A Source worth it for a working deal maker? In this video, member Ryan Hemmert gives three reasons why M&A Source has become an essential part of his career. Learn more about M&A Source membership: https://masource.org/membership/benefits/
No two deals close the same way, and this one took a longer road than most. In this episode of War Stories, Robert Latham of IBG joins Carey Sobel to share how one deal fell apart, came back, and nearly fell apart again: a hidden inventory accounting error that cut…
Chuck Mullins has built a career on digital-asset deals, but he still says there's always more to learn. In this video, he shares why M&A Source has become his go-to for education, connections, and advice he trusts. Learn more about M&A Source membership: https://masource.org/membership/benefits/
What keeps a managing partner at a 40-year-old M&A firm coming back to M&A Source? In this video, Bob Latham shares how M&A Source has sharpened his craft, opened doors to new connections, and created opportunities that shaped his career. Learn more about M&A Source membership: https://masource.org/membership/benefits/
Why give a buyer exclusivity if they won't give you the same? Dr. Ed Nazeri breaks down why he pushes for bilateral exclusivity with some firms. WATCH THE FULL 28-MINUTE EPISODE👇 https://youtu.be/v9-bMn-SVeQ #MandA #BusinessValuation #WarStories #MASource
How do 20+ year deal-making veterans stay ahead in the constantly evolving lower middle market? In this video, Amy Cole shares why education, collaboration, and continuous learning are essential to long-term success—and how M&A Source has helped shape her career. Learn more about M&A Source membership: https://masource.org/membership/benefits/
Imagine working 3 years on a deal, expecting a $3,000,000 commission, only to end up in a $100,000 legal battle. WATCH THE FULL 28-MINUTE EPISODE👇 https://youtu.be/v9-bMn-SVeQ #MandA #BusinessValuation #WarStories #MASource
What happens when a business is worth significantly more than anyone realizes? Dr. Ed Nazeri shares how uncovering the true value of a medical practice changed everything. WATCH THE FULL 28-MINUTE EPISODE👇 https://youtu.be/v9-bMn-SVeQ #BusinessValuation #MandA #WarStories #MASource
Every deal has a story—and often, the biggest lessons come from the challenges along the way. In our first episode of War Stories, Dr. Ed Nazeri joins Carey Sobel to share real experiences from healthcare M&A, including valuation surprises, difficult buyers, seller dynamics, and the importance of trusted advisors. Watch…
The M&A Source Spring 2026 Conference & Deal Market brought together the industry’s top advisors and investors for days of high-level networking, masterclass education, and serious dealmaking. Missed out or ready for more? Join us for the Fall Conference & Deal Market this November in Houston, Texas. Learn more about…
Learn more about the M&A Broker Registration Exemption progress in this webinar recording from December of 2025. Find more about this legislation here: https://masource.org/resources/legal-updates/
A look back at the industry insights, networking, and deal flow that made Phoenix a can’t-miss event for lower middle market professionals. Join us in Minneapolis next spring: https://masource.org/event/2026-spring-conference-deal-market/ Learn more about M&A Source: https://masource.org/
Find out what keeps professionals like Scott Bushkie and Jaclyn Ring coming back to M&A Source—from networking to real deal flow.
It's time to register! M&A Source® announces the dates for its 2025 Spring Conference & Deal Market. This networking and education event is taking place May 20-21 at THE RENAISSANCE ORLANDO AT SEAWORLD® in Orlando, Florida. Here, top advisors, investors and solution providers meet to build their skills, make connections…
"M&A Source® announces the dates for its 2024 Fall Conference & Deal Market. This networking and education event is taking place October 20-23 at Caesars Palace in Las Vegas, NV. Here, top advisors, investors and solution providers meet to build their skills, make connections and uncover deal-making opportunities." "#LowerMiddleMarket #MADealMakers…
"M&A Source® announces the dates for its 2024 Fall Conference & Deal Market. This networking and education event is taking place October 20-23 at Caesars Palace in Las Vegas, NV. Here, top advisors, investors and solution providers meet to build their skills, make connections and uncover deal-making opportunities." "#LowerMiddleMarket #MADealMakers…
Learn more about this transformative course and what you can expect. Register here: https://web.cvent.com/event/076272bb-0add-4628-b75c-33719b6646ad/summary
M&A Source 2024 Spring Conference & Deal Market is almost here. It is a Carefully Curated Opportunity For Established Advisors, Private Equity Groups and Family Offices to connect, build relationships and network.
M&A Source® is the leading not for profit association for individuals and firms engaged in lower middle market business transactions. The association provides education, benefits, conferences, support programs and networking opportunities, and awards the Mergers & Acquisitions Master Intermediary® (M&AMI®) designation to qualified advisors. For additional information, contact M&A Source…
Learn more about the Brokerage Simplification Act in this Q&A webinar recording from February of 2023. Find more about this legislation here: https://masource.org/resources/legal-updates/