Professional Memberships

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m-a-sourceM&A Source

The M&A Source is the World’s largest international organization of experienced, dedicated Merger & Acquisition Intermediaries representing the Lower Middle Market. Its highest award is the M&AMI (Mergers & Acquisitions Master Intermediary) certification. 

ibba-200x100International Business Brokers Association

The IBBA is the largest non-profit association specifically formed to meet the needs of people and firms engaged in various aspects of business brokerage and mergers & acquisitions. Its highest award is the CBI (Certified Business Intermediary) certification.

tabbTexas Association of Business Brokers

Founded in 1981, TABB is the oldest business brokerage association in the United States. Its highest award is the BCB (Board Certified Broker) designation.

Graduation Cap DiplomaEducation & Experience

To earn the prestigious M&AMI, CBI, and BCB certifications, the professional broker/ intermediary must successfully complete certain required educational courses that encompass the various aspects of deal-making, including course topics related to legal, tax, financial, and business valuation issues; then pass a comprehensive examination designed to test the skills and abilities that are typically encountered in all aspects of selling or buying a business.

To obtain the M&AMI, the professional intermediary must also submit documented proof of completed Lower Middle Market transactions.