Experience

M&A Source

• United States
• Non-profit Organizations
• 1 - 100 Employee

• Merger & Acquisition Master Intermediary (M&AMI)

  • Jun 2016 - Present

  The M&A Source Merger & Acquisition Master Certifications are proprietary designations that afford professional growth and marketability unlike any other in the M&A profession. This title distinguishes each of the holders as seasoned professionals who have a solid educational background, proven accomplishments in completing deals, and a strong passion for the M&A Source and the M&A profession. The Master designation is the only one to require both educational credits and the successful… Show more The M&A Source Merger & Acquisition Master Certifications are proprietary designations that afford professional growth and marketability unlike any other in the M&A profession. This title distinguishes each of the holders as seasoned professionals who have a solid educational background, proven accomplishments in completing deals, and a strong passion for the M&A Source and the M&A profession. The Master designation is the only one to require both educational credits and the successful completion of multiple middle-market transactions. Requirements Membership in the M&A Source Completion of the Master Certification Application Proof of 3 years full time M&A deal maker experience in the past 10 years Hold a CBI plus 20 Credit Hours of M&A Source Sponsored Coursework* or 40 Credit Hours for Non-CBIs* or Coles College of Business Certified M&A Professional Program Attend 2 M&A Source Conferences Submit 3 Transactions =larger than $1.5 million USD Show less



IBBA - International Business Brokers Association

• United States
• Non-profit Organizations
• 1 - 100 Employee

• Certified Business Intermediary

  • Feb 2014 - Present

  Cleveland/Akron, Ohio Area The CBI is highly regarded by the IBBA community and by business professionals worldwide. It reflects the individual’s professionalism and their dedication to the business brokerage In May of 2014 Sean was awarded the CBI Designation for demonstrating a high level of competence in the business brokerage profession by successfully completing a rigorous educational program and passing an examination, documenting professional achievements and fulling prescribed standard of performance… Show more The CBI is highly regarded by the IBBA community and by business professionals worldwide. It reflects the individual’s professionalism and their dedication to the business brokerage In May of 2014 Sean was awarded the CBI Designation for demonstrating a high level of competence in the business brokerage profession by successfully completing a rigorous educational program and passing an examination, documenting professional achievements and fulling prescribed standard of performance, ethics and IBBA membership required for this prestigious designation. The International Business Brokers Association (IBBA) is the largest international non-profit association operating exclusively for people and firms engaged in business brokerage and mergers and acquisitions. This association provides business brokers education, conferences, professional designations, and networking opportunities. Formed in 1983, the IBBA has almost 1,000 business intermediaries across the world. The association promotes members' professional development and interests to maximize public awareness of the business brokering profession. Furthermore, the IBBA strives to create a professional relationship with successful business transaction advisors (i.e. CPAs, bankers, attorneys, and other related associations), to increase the image and value of the IBBA to its members and to be a leader in the exchange of business referrals. A membership in the IBBA is described as "the most complete package of membership benefits and services; the best networking opportunities and most influential group of business brokers." The IBBA concentrates on providing education and courses for the business broker profession. It awards the Certified Business Intermediary (CBI) certification as well as runs the courses and seminars required to obtain this certification. Show less



Agency Brokerage

• United States
• Insurance
• 1 - 100 Employee

• Certified Business Intermediary

  • Feb 2014 - Present

  Melbourne, Florida Area Agency Brokerage Consultants is an experienced consulting firm serving individuals and companies seeking to acquire or sell insurance agencies or brokerages in the US. We are a professional transaction advisor, marketing organization and intermediary between agency buyers and sellers. Our services include agency market valuations, merger/acquisition consulting and agency sale brokerage.