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Don't Forget to Renew Your Membership for 2013!
If you have not renewed your membership, it will expire in a few weeks! You should have received an invoice in the mail last month, as well as an electronic invoice earlier this month. If there are any discrepancies in your records, don't hesitate to contact headquarters and let us correct it.
To renew your membership, you may visit www.masource.org, mail in a check, or call (404) 477-5810. All checks should be mailed to:
M&A Source
3525 Piedmont Rd NE
Building 5, Suite 300
Atlanta, GA 30305
We appreciate your membership!
M&A Source Headquarters ______________________________________________ |
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Chairman's Message
Chet Walden, CBI, M&AMI, BCI, FIBBA
 As the outgoing 2012 Chairman of the M&A Source, I leave the office with mixed emotions.
As I look back on 2012, we faced many challenges and experienced many changes this year. We faced the challenges together and accomplished many positive results for our association:
- Changed management firms.
- Navigated the financial challenges associated with changing management.
- Developed a monthly newsletter.
- Improved our website.
- For the first time ever, we successfully conducted a conference without IBBA's participation.
- Added two additional member benefits, increasing the total value of membership to over $1000.00 per person.
- Worked hand in hand with the IBBA Board for continued progress for both associations.
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Incoming Chair's Message
Kevin Dempsey, CBI, CMC, CMEA
 As we close out 2012 and look ahead to 2013, we should begin by giving sincere thanks to our out-going Chairs at the M&A Source and the IBBA for working so hard together in making the transition to our new association management company, Meeting Expectations. That transition was not easy folks. Many, many hours were spent to protect both organizations from what might have been too expensive to pull off. Pino and Chet did a stupendous job! I know many members at the conference expressed their gratitude. However, the fact that you as a member may not have noticed is testament enough to prove how successful they were in accomplishing a smooth transition.
I believe that 2013 is a golden opportunity for the M&A Source leadership. We remain a valuable asset of IBBA, and in 2012, IBBA reaffirmed our autonomy. We have our own brand, control of our own budget, and are governed by our own bylaws and our own board of directors. We offer our own credential (M&AMI) and our own education courses. If need be, and as we did this fall, we may hold our own conferences. We have a dedicated and passionate leadership, and best of all, we have a very involved membership. Over 75% of our membership attends our conferences and education courses.
Click Here to Read More
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Executive Director's Message
Karl Kirsch, CAE
As this is my last 2012 newsletter article, I want to once again thank the leadership of the M&A Source for entrusting Meeting Expectations with management of your fine association and Chet Walden specifically for his guidance and consul. What I have learned in my 20+ years of association management is that there must be trust between the leadership and members of an organization and those given the day-to-day responsibility of managing operations.
It has only been six short months, but I think the trust in the relationship is building mutually. We only really started working together the week of the combined IBBA and M&A Source conference in San Antonio in June, and it was like the start of a drag race...red, red, red, green, go!
From the point of having very little background in the M&A Source operations, we were within a week officially given responsibility of your historical files, web sites, current operations and finances. I was even personally given a microphone to address the general session at the conference. Talk about trust!
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Membership Chair's Report
Joe Lindsey, CBI, BCB, LREA, M&AMI
Benefits of Membership
Well, it's the end of another year-a time for reflection. The 2012 Membership Committee consists of Kyle Madden, Matt Bradbury, Marcie Woolworth, Bob McCormack and Dennis Smith. Jeff Snell joined the committee last month. One of our consistent objectives has been to discover new products and services that will make our members more productive, get more deals done, and earn more money.
During the course of 2012, we were able to add two new benefit providers: MoneySoft and CapTarget. Both of these firms participated in our San Antonio & Las Vegas conferences.
Below is a description of each new benefit, and how to access them.
Click Here to Read More
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Conference Chair's Report
Dora Lanza, M&AMI, CBI, CSBA, MEA
As the year comes to a conclusion, I want to thank each of you who attended and supported our conferences. The spirit of volunteerism so prevalent among our members was a key element for bringing about two very successful events.
Our recent survey confirmed that the value of our conferences is in the educational opportunities, both in the classroom and from our peers. Our gathering also provides a platform of collaboration for success and fosters lifetime relationships that translate into more closed deals. It is no secret, quoting from Benjamin Franklin that, "An investment in knowledge ALWAYS pays the best interest." The exponential ROI and the investment of time and resources to attend our conferences were hailed from our "Payday with PEGs" testimonies. Bottom line, members who regularly attend our conferences are more successful and make more money! Click Here to Read More
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M&A Source 2013 Spring Conference Survey
What was your favorite part about your membership in the M&A Source in the year 2012?
Spring Conference in San Antonio
Fall Conference in Las Vegas
Two new member benefits in 2012
Implementation of the new webinar series
Transition to ME! as the new management company
Click Here to Respond
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2013 Spring Conference Save the Date!
Be sure to mark your calendars for the 2013 IBBA and M&A Source Spring Conference being held in Anaheim, California June 10th through the 15th, at the Hilton Anaheim. Your M&A Source board members are committed to providing you with new educational courses, along with the courses you'll need to gain your certification, engaging workshops, networking opportunities and much more.
Please plan to join us in Anaheim to Get Knowledge, Gain Experience, and Ride the Wave to Success!
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Treasurer's Message
Tom Whipple, CBI, M&AMI
The Finance Committee's activities for 2012 were largely determined by two unplanned events, which occupied the full attention of M&A Source leadership and continuous analysis by the Finance Committee.
First was the mid-year transition to Meeting Expectations, our new association management company, which was complicated by the nearly simultaneous event of holding the Spring Conference in San Antonio. Our new AMC handled the transition extremely well and more importantly managed our costs with care.
Second was our recently completed Fall Conference in Las Vegas, which was originally expected and budgeted to be a joint conference with IBBA. As it turned out, our first time "solo" conference was both an attendance and financial success.
Click Here to Read More
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Quote of the Month
Our greatest glory is not in never failing, but in rising up every time we fail.
-Ralph Waldo Emerson
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Thank You to Our 2012 Fall Conference Sponsors!
Gold Sponsors 
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Quick Links
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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.
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