M&AMI Application Form

Please visit the M&AMI page on our website to make sure you meet the requirements before submitting this application.

- You must have a valid M&A Source membership.
- Completion of all requirements must be met before submitting the M&AMI application.
- Payment of $250 must be made online here: http://bit.ly/2jS5FHQ to process your application.

Once your application is submitted, the M&A Source will review your qualifications and contact you with the Credentialing Committee's decision.




Name should be written EXACTLY as you wish it to appear on the M&AMI plaque upon earning the M&AMI credential.


















- 3 years of full-time M&A deal maker experience in the past 10 years
- Hold a CBI plus 20 hours of M&A Source sponsored course work OR attendance at the CM&AP program OR 40 hours of M&A Source course work if you do not hold a CBI
- Attend 2 M&A Source conferences in the past 5 years
- Submit 3 transactions greater than or equal to $1M USD



Please enter each course in the following format:
Course #: Course Title



Please list the two conferences you have attended in within the last five years.



Please provide employer details during your required years of experience. If you were employed by more than three entities during the last three years, please contact admin@masource.org for additional instructions.

PLEASE NOTE the M&A Source reserves the right to verify employment details.







If you are still employed here, leave this field blank.














Please complete the transaction form found here: http://bit.ly/2q00N5w and attach to your application.


Attach proof of your transactions here.



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