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DealSource

DealSource

Monday, September 30: Time TBD

DealSource: The Most Efficient Way to Find Your Next Deal

Grow your network with 400+ attendees and source deals with private equity firms, intermediaries, family offices, strategics and select lenders through the most efficient method for investment banks and private equity firms! Schedule 20-minute 1:1 private meetings using our dual-party scheduling system, ACG Access, our exclusive DealSource scheduling tool!

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Who can attend DealSource?

Participation in DealSource is strictly limited to:

  • Investment Bankers

  • Private Equity Firms

  • Strategic Acquirers

  • Family Office Professionals

  • Select lenders active in supporting middle-market acquisitions

ACG Access

The DealSource Select Scheduling Tool

Registrants will receive an email with information on how to log in to ACG Access and begin scheduling meetings.  Please contact acgphiladelphia@acg.org with any questions on ACG Access.

Read the ACG Access user guide.

Two members from each participating firm will have access to the exclusive Dealmakers’ Dinner

Participating DealSource Firms

2024 DealSource Firms

Investment Banks

Private Equity

BMO Middle Market M&A

Carl Marks Advisory Group, LLC

Cascadia Capital

Clearsight Advisors

Cohen & Company

Cohen Capital Advisors

Corporate Advisory Solutions

Dinan & Company LLC

Harris Williams

Hyde Park Capital

KippsDeSanto & Co.

Withum

Altus Capital Partners

Arcline Investment Management

Argosy Healthcare Partners

Audax Group

Audax Private Equity

Avance Investment Management

Avesi Partners

BBH Capital Partners

Beach Point Capital Management

Behrman Capital

Bessemer Investors

Blue Point Capital Partners

Branford Castle Partners, LP

Broad Sky Partners

Brookside Equity Partners

Broomall Pilko Co

Center Rock Capital

CIVC Partners

Cohere Capital

Comvest Partners

Crest Rock Partners

Crossplane Capital

Deerpath Capital Management

DFW Capital Partners

Eagle Merchant Partners

EBSCO Capital

Everberg Capital Partners

Everberg Capital, LLC

Garnett Station Partners

Gladstone Capital Corporation

Graycliff Partners

Gryphon Investors

Guardian Capital Partners

Hamilton Robinson Capital Partners

Heartwood Partners

Incline Equity Partners

Inverness Graham Investments, Inc.

LFM Capital

Lineage Capital, LLC

LLR Partners

Longshore Capital Partners

Main Street Capital Corporation

MCM Capital Partners

Mereo Capital Partners

MidOcean Partners

MPE Partners

New Heritage Capital

New State Capital Partners

NexPhase Capital

Pike Street Capital

PNC Mezzanine Capital

River Associates Investments, LLC

Riverarch Equity Partners

Rockwood Equity Partners

Sentinel Capital Partners

Shoreline Equity Partners

Staple Street Capital

Tenex Capital Management

The Brydon Group

The Riverside Company

The Stephens Group

Tower Arch Capital

Transom Capital Group

Union Capital Corporation

WestView Capital Partners

Windjammer Capital

ZMC

THE DEALMAKER DINNER

THE DEALMAKERS' DINNER

 Monday, September 30: Time TBD

A NIGHT FOCUSED ON NETWORKING

One of the most sought-after tickets at M&A East where private equity firms, investment banks, strategic acquirers, and PE-backed company executives come together for a night of focused networking. This must-attend, invite-only event is open to participating DealSource firms and other invited guests.  Space is limited.

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Opportunities for Involvement

  • Logging In
    1. You will receive an email to log in when ACG Access launches for your event. Click the ‘Login’ button displayed at the bottom of the email. 2. Personalized login information will auto-populate within the username and password fields. 3. Click ‘Login.’ 4. If you do not know the email you registered with, please reach out to the acgphiladelphia@acg.org.
  • Profile & Demographics
    Once you log in, you will arrive at the Home Dashboard. ● Click the My Account button on the dashboard to update your personal information and notification options. Click Submit to save all changes. ● Once you have confirmed your account details, click the Your Profile button. If you have any changes you would like to make to your demographic responses, please update. After updating, scroll down and select "Submit." You may also preview how your profile appears, by clicking the View Profile button located at the top-right of this section.
  • Meeting Calendar
    This section is where you can see all of your confirmed meetings, and manage your overall schedule. ● You can view and edit your meetings by clicking on any event/meeting and clicking the Edit button. ● If you would like to delete the event/meeting, click the meeting and select Cancel. You will be given the option to select a reason for canceling and/or add a note. Click Submit. ● To change a confirmed meeting time or location: click on the meeting and select the Edit button. You will then be allowed to update the meeting duration, time, and/or location. Click Submit. ● To download your meetings: click Export Calendar in the top-right corner of the page. Follow the instructions provided on the “Export Calendar” page, for the type of calendar used.
  • Attendee List & Requesting Meetings
    ● Select "Attendees" on the Home Dashboard or hover “Attendees” at the top of the page and click “Request Meeting” to search & filter the attendee list: to find participants with whom you would like to meet, use the filters and the search box to narrow down your audience. Check the boxes in the search filter to find users who match your criteria. To learn more about a user, click their name and a pop-up will display containing all information provided. ● To request a meeting: find the individual you would like to request a meeting with in the Attendee List, and select Request. - Select the preferred duration. - Please note that you are able to select a time to meet upfront - if the participant confirms your meeting request, they can keep the requested time selected or will view days & times you are both mutually available. - The individual who confirms the meeting will be able to select the table location for the meeting. - Once you have sent the invite, the status of that user will be Pending. ● To Accept a request, click Received Requests, select Accept to the right of the incoming request. A pop-up box will appear that will allow you to change the requested meeting time and select the meeting location. Please note only mutually available times will display. ● Select a time you are both free and click Submit. The meeting will automatically be added to your calendars. ● Decline a meeting request: if you do not want to schedule a meeting with someone who has requested one with you, click the dropdown arrow to the right of Accept and select Decline. That request will be moved to the Declined Requests tab. You can undo any declined requests at any point.
  • Meeting Requests
    Sent Requests ● These are the requests you have submitted to another attendee. Until that attendee schedules a time to meet, the status of the meeting will remain pending. If you are no longer interested in meeting, click the dropdown arrow and select Cancel — the request will be removed. All Confirmed Meetings ● Once you have a confirmed meeting, the meeting will be moved to the All Confirmed Meetings tab. ● If you would like to reschedule or change the location of a meeting, click the Received or Sent requests button. Click the dropdown arrow and select ‘Edit’. - Only mutually available times will be displayed. Once you select a new time, the meeting will be automatically updated on both calendars. - If you are using the subscribe feature to sync your event schedule to your personal calendar, all information will be automatically updated. If you are using the ‘Import iCalendar file’ option, you will need to re-download the .ics file if any changes are made. Inbox ● All received, confirmed sent requests, and/or updates to confirmed meetings will generate a notification in your attendee inbox. ● You may access the inbox to view a preview of the request notification sent to your email inbox. ● Click Manage Request in the top-right corner to accept or decline the request. You may also click Reply to send a message to the sender of the request. PLEASE NOTE: If you deny a meeting request, an automatic message will be sent to the meeting requestor stating that the request for meeting has been denied. You can ignore the meeting request if you do not wish to have this message sent.
  • Event Agenda
    Please note that breaks will be built into the agenda, and Lunch is automatically blocked off on everyone's schedules.
  • Questions?
    If you have any additional questions or issues, please email enduser-support@meetmax.com.
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