M&A Source News - January 2012

Issue: 2

January, 2012

Happy New Year! We wish you all the best in 2012!

We would like to remind you to remit your membership dues renewals as soon as you can. And also remind you that The M&A Source will be holding two conferences this year. June 4 - 7 in San Antonio, TX and November 7 - 11 in a location yet to be determined. Help us decide where we'll be in November by completing our Fall Conference Location Poll in this newsletter. We hope you enjoy our second issue of M&A Source News!

- M&A Source Headquarters

In This Issue

Chairman's Message

ShareFile Tips

Fall Conference Poll

Capital Markets Reports

Membership Dues Renewals

Spring Conference

Thanks to Our Sponsors

Chairman's Message

Chet Walden, CBI, M&AMI, BCI, FIBBA

It may be too soon to tell, but 2012 could be the best year of your life! It's up to you, really. All of us are acutely aware of what we have no control over: natural disaster, government gridlock, global economic crisis, the stock market, tight corporate budgets, high unemployment, and other significant issues. But, when it comes to two of the most important factors that will determine what kind of year we have, self-awareness and self-management, we have 100% control.

Where should you focus your self-awareness and self-management in order to maximize your 2012? Consider focusing on refining the following four characteristics of successful leaders:

1. Honesty, truthful, high integrity

2. Forward-looking, visionary oriented

3. Competence, professional, to the future proficient.

4. Inspiration, uplifting, enthusiastic

That's it! These four traits are so simple, yet so difficult. It takes planning, time, and attention to detail, in order to start bringing these four characteristics into your personal, and business life.

Click Here to Read the Entire Article
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ShareFile Best Practices

Get the Most out of Your ShareFile Benefit

The Outlook Plug-In is a great tool for ShareFile customers who use Outlook to easily send and receive files directly using their Outlook email instead of using the web application. The Outlook Plug-In is available with our Professional plans and above and can also be added to our Basic plan for an additional charge as part of our Power Tools package.

Click Here to Learn More About ShareFile's Outlook Plugin
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Where Should We Be in the Fall? Las Vegas or Southern, CA?

Help us decide where to hold the Fall 2012 M&A Source Conference. Follow the link below.

Click Here to Vote
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Pepperdine Capital Markets Reports

Download Your Reports Below

The Capital Markets Survey Report 2011-2012, Fall 2011 Pepperdine State of Small Business Report and California Small Business Supplement are now ready for download! You can download the complimentary reports here:

Capital Markets Survey Report 2011-2012

State of Small Business Report 2011

California Supplement 2011

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Membership Renewal

Renewal Invoices are Out in the Mail

You should have already received a membership renewal invoice in the mail from M&A Source Headquarters. Please remit your renewal as soon as you can. If you have any questions about your 2012 Dues renewal invoice or haven't received one please contact M&A Source Headquarters at 312-321-5112 and we'll be happy to help.

Without your commitment to the M&A Source we wouldn't be able to provide all of the great programs, services and events that are highlighted in the Chairman's Message. Thank you! - M&A Source Headquarters
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Quick Links

Join M&A Source

Learn about the M&AMI Designation
Webinar Archive
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Thanks to Our Fall Conference Sponsors

The support of the following organizations helped M&A Source pull of a great event in Phoenix!

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About Us

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 200 cooperative intermediaries across the world.