Upcoming Conference

Save the date for the next M&A Source Conference, November 7-9, 2012 in Las Vegas. More details will be available soon at

masource.org

 

Webinar Archive
M&A Source has over 20 hours of educational webinars archived on the M&A Source Website.  If you would like to view replays or access previous webinars click on the links below:

M&A Source Public Archive 

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Join M&A Source
M&A Source is the best organization for M&A Professionals focused on the lower-middle market to learn, network and grow.  Membership will provide you access to the best tools and most pertinent information necessary in today's marketplace.  The link below will take you to our website which includes more information and a video about the Source.

Learn More about M&A Source

July 11th Webinar     

PEI Services  

 

Wednesday, July 11, 2012

11:00 a.m. CDT

  

Register Now

 

Are you missing out on $300k-$500k commissions because you're not using your FREE PEI Services Platinum Level benefit?  Become a master user of peiServices.com. Expand your network. Close more deals.

 

PEI Services' Platinum-level subscription, which retails for $895 per year, is included in the price you pay for your annual M&A Source membership dues.  The Platinum-level subscription includes access to databases of Private Equity Firms, SBICs, Hedge Funds, M&A firms, Valuation firms, Mezzanine, Real Estate Investors, Senior Lenders, Public Companies and the following:

  

Research Database

  • 136,000+ M&A-Related Contacts
  • Targeted Search Capabilities
  • Download Results or Add to CRM

Customer Relationship Management (CRM)

  • Organize and Update Your Contacts
  • Journal and Record All Interactions
  • Automatic Date/Time/Author Stamp Notes

Customizable Project Tracking

  • Quickly View Progress Made With Each Deal/Prospect
  • Automatic Journaling, Fully Integrated with the CRM
  • Send and Track Outbound Emails
  • Project Summary Reports

Deal Flow Management Solutions

 

Presenter:  Andy Jones, Principal

               PEI Services (www.peiServices.com)

               Expand Your Network. Close More Deals.

 

This webinar is open to all M&A Intermediaries, Business Brokers, Attorneys, CPAs, other M&A Advisors and Strategic Professionals interested in the Middle Market.  

 

Register Now  

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Stay tuned for more details and registration information for our upcoming July Webinars: 

 

July 18 -      Hoover's & First Research: Tool of the Trade 

July 25 -      ShareFile 

August 1 -   Meet the PEGs

August 8 -   Pratt's Stats/ BVR

August 22 -  McGladrey: Due Diligence

August 29 -  MoneySoft: DealSenseŽ Plus

 

 

Remember - There is no fee to register for these webinars and registration is open to anyone, so if you have a colleague or client that would be interested in the presentation feel free to pass along this email or direct them to the M&A Source website to view previous webinars. 

 

 Click here to learn about other benefits of membership.  


Joe McCaul

M&A Source Webinar Chairman

Joseph & Associates

Chicago, IL 

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