DealSource
Monday, September 30: 2:00 PM - 5:00 PM
Tuesday, October 1: 9:30 AM - 3:30 PM
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!
Who can attend DealSource?
Participation in DealSource is strictly limited to:
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Investment Bankers
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Private Equity Firms
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Strategic Acquirers
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Family Office Professionals
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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
2024 DealSource Firms
Investment Banks
Private Equity
Baker Tilly Capital
Bank of America
Bengur Bryan & Co., Inc.
BMO
Capstone Partners LLC
Carl Marks Advisors
Carlsquare
Cascadia Capital
CG Debt Capital Markets
Chiron Financial LLC
CIBC Capital Markets
Clearsight Advisors
Cohen Capital Advisors
Copper Run Capital
Corporate Advisory Solutions
CoveView Advisors
CriticalPoint Partners
DC Advisory
Delancey Street Partners
Dinan & Company LLC
EC Mergers & Acquisitions
Fairmount Partners
Falcon Capital Partners LLC
Fidus Partners
First Citizens Bank
Greenberg Variations Capital
Griffin Financial
Harbor View Advisors
Harris Williams
Harvey & Company LLC
Hennepin Partners LLC
Houlihan Lokey
Hudson Avenue Partners
Hyde Park Capital
KippsDeSanto & Co.
Kroll
LCG Advisors
Lincoln International
Mufson Howe Hunter & Co. LLC
Nomura
OnMark Capital, Inc.
Phoenix IB
Piper Sandler
Progress Partners
REVL Capital Group
RubinBrown Corporate Finance
Stephens Inc.
Strategic Exit Advisors
Synovus
TM Capital
TruSight, LLC
UBS
Westbury Group LLC
Wipfli Corporate Finance
Withum
Alaris Equity Partners
Align Capital Partners
Alpine Investors
Altus Capital Partners
Arcline Investment Management
Argosy Healthcare Partners
Aterian Investment Partners
Atlantic Street Capital
Audax Group
Avance Investment Management
Avesi Partners
BBH Capital Partners
Beach Point Capital Management
Behrman Capital
Benford Capital Partners
Benford Capital Partners, LLC
Bessemer Investors
Blue Point Capital Partners
Boathouse Capital
Branford Castle Partners
Broad Sky Partners
Brookside Equity Partners
Caltius Structured Capital
Capitala Group
Center Rock Capital
CenterOak Partners
CIVC Partners
Clarion Capital Partners, LLC
Cohere Capital
Comvest Partners
Crest Rock Partners
Crossplane Capital
Deerpath Capital Management
DFW Capital Partners
Eagle Merchant Partners
EBSCO Capital
Entrepreneur Partners
Eureka Equity Partners
Everberg Capital Partners
Garnett Station Partners
Gemspring Capital
General Atlantic
Gladstone Capital Corporation
Graham Partners
Graycliff Partners
Gryphon Investors
Guardian Capital Partners
Hamilton Robinson Capital Partners
Heartwood Partners
Hidden Harbor Capital Partners
Hidden River Strategic Capital
Highland Rim Capital
Highview Capital
Incline Equity Partners
Insight Equity
Inverness Graham Investments
Kian Capital Partners
Kirtland Capital Partners
KLH Capital
L2 Capital
LFM Capital
Lineage Capital, LLC
LLR Partners
Longshore Capital Partners
Main Street Capital Corporation
Mangrove Equity Partners
MCM Capital Partners
Mereo Capital Partners
MiddleGround Capital
MidOcean Partners
Monomoy Capital Partners
MPE Partners
New Heritage Capital
New State Capital
Newspring Capital
NexPhase Capital
O2 Investment Partners
One Rock Capital Partners
PCR Partners
Pike Street Capital
PNC Mezzanine Capital
RAF Equity
Renovus Capital Partners
River Associates Investments, LLC
Riverarch Equity Partners
Rockwood Equity Partners
Rotunda Capital Partners, LLC
Saothair Capital Partners
Seaport Capital
Sentinel Capital Partners
SFW Capital Partners
Shoreline Equity Partners
Silver Oak Services Partners
Sole Source Capital
Spire Capital
Staple Street Capital
Susquehanna Growth Equity LLC
Tenex Capital Management
The Brydon Group
The Halifax Group
The Riverside Company
The Stephens Group
Tower Arch Capital
Transom Capital
Trivest Partners
Two Roads Partners
Union Capital Corporation
VSS Capital Partners
WestView Capital Partners
Windjammer Capital
ZMC
ZS Fund L.P.
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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Logging In1. 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.
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Profile & DemographicsOnce 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.
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Meeting CalendarThis 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.
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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.
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Meeting RequestsSent 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.
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Event AgendaPlease note that breaks will be built into the agenda, and Lunch is automatically blocked off on everyone's schedules.
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Questions?If you have any additional questions or issues, please email enduser-support@meetmax.com.