Corporate Resume

Over three decades, our team has built an impressive corporate resume from more than 500 business owners selling a business, in valuations or seeking to acquire.

With degrees in petroleum engineering, accounting, finance, applied economics and business, our highly skilled M&A broker team has thousands of hours in continuing education specific to acquisition and divestiture of businesses and hold leading national certifications:

  • Certified Public Accounting (CPA)
  • Merger and Acquisition Master Intermediary (M&AMI)
  • Certified Merger & Acquisition Advisor (CM&AA)
  • Certified Business Intermediary (CBI)
  • Masters in Business Administration (MBA)
  • Board Certified Broker (TABB)
  • Certified Business Counselor (ICBC)
  • Licensed Real Estate Brokers
  • Senior Business Analyst (SBA)
  • Certified Machinery/Equipment Appraiser (CMEA)

The Oil & Gas Advisor’s M&A brokers are active in professional associations including:

  • The M&A Source (MAS)
  • Texas Association of Business Brokers (TABB)
  • Pennsylvania Business Broker’s Association (PBBA)
  • Association of Corporate Growth (ACG)
  • International Business Broker’s Association (IBBA)
  • NEBB Institute (NEBBI)
  • Institute of Certified Business Counselors (ICBC)
  • Alliance of Mergers and Acquisitions Advisors (AMAA)
  • Society of Business Analysts (SBA)
  • Institute of Business Appraisers (IBA)
  • The Manufacturer & Business Association (MBA)
  • State and regional petroleum and propane associations

About Us

Client Comments

Thank you for your dedication and numerous contributions ... there will be few who can match your contributions ... you are a true visionary ... without your fellowship, support and forward thinking ways, The M&A Source would not be in the position it is in today ... poised to tackle the future with a firm foundation ... Thanks for all you gave ... your legacy will not be forgotten.

Mark Putnam, President, The M&A Source

I express our appreciation for your support of small business and for your contributions to the economy of this state.

District Director, United States Small Business Administration

After only a brief scan of the material, it is obvious that you have done a first class job of presenting the firm to potential investors. It is very professional looking, well written and well organized. Our compliments to you!!

R.H. Marsh & Associates

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