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Saturday, January 31st, 2015
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For Participating Firms
Scheduling Software Timeline

Scheduling Software Timeline

Sept 12 – 17: LP/Investment Bank Meeting Requests: Investment Banks and LPs log in to submit a "wish list" of PE firms with whom they'd like to meet. You will receive an email with login instructions in the afternoon of 9/12. After Sept 17, you can no longer request meetings.

Sept 18 - 19: PE firms that are also sponsors of M&A East log in, view the IB/LP wish list, then schedule and confirm appointments (at this time LP and IBs will no longer be able to request appointments) will receive an email with log in instructions prior to 12 noon on 9/18.

September 22 - 27: Software open to all PEs:  All PE firms may log in, view the IB/LP wish list and then schedule and confirm appointments (at this time LP and IBs will no longer be able to request appointments). You will receive your email with log in instructions after 12 noon on the 20th.

Sept 30 - Oct 2: LP and Investment Banks view schedules and decline any meetings, if necessary.

October 3 The software system will be closed. No more appointments can be requested or confirmed, log in to view, export or print schedules.  All appointments are final.

Please contact Stephanie McAlaine ( | 610.971.4806) or Jen Simons ( | 610.664.3028) with any questions.


2014 Private Equity Marketplace Exhibitors
AEA Investors LP
Alcentra NY, LLC
Alliance Holdings
Altamont Capital Partners
Altus Capital Partners
American Capital
Argosy Capital
Baird Capital Partners
Blue Sea Capital
Boathouse Capital
Branford Castle, Inc.
Brookside Equity Partners LLC
Caltius Capital Management
Castanea Partners
CID Capital
Compass Group
Corinthian Capital Group
Corridor Capital, LLC
Cyprium Partners
Deerpath Capital Management
DFW Capital Partners
DGS Partners
Dorilton Capital
Emigrant Capital Corp
Encore Consumer Capital
Eureka Growth Capital
Goldner Hawn Johnson & Morrison
Graham Partners
Grey Mountain Partners
Guardian Capital Partners
H.I.G. Capital
Hammond Kennedy Whitney & Co.
Harbour Group
Harren Equity Partners
High Road Capital Partners
Huron Capital Partners
Industrial Growth Partners
Inverness Graham Investments
L2 Capital Partners
Larsen MacColl Partners, L.P.
LaSalle Capital
Linsalata Capital Partners
LLR Partners
Macquarie Corporate and Asset Finance
Main Street Capital Corporation
Mantucket Capital
McCarthy Capital
Milestone Partners
NewSpring Capital
Northcreek Mezzanine
OFS Capital
Patriot Capital
Perella Weinberg Growth Equity
Platte River Equity
PNC Mezzanine Capital
PNC Riverarch Capital
Pouschine Cook Capital Management, LLC
Private Capital Research, LLC
Prospect Capital
Prospect Partners
Quilvest Private Equity
RAF Industries, Inc.
Renovus Capital Partners, LP
Ridgemont Equity Partners
Riordan, Lewis & Haden Private Equity
Riverside Partners, LLC
RLH Equity
RLJ Equity
Rockwood Equity Partners
Saw Mill Capital
Sentinel Partners
Serent Capital
SFW Capital
Silver Oak Services Partners
Southfield Capital Advisors
Spire Capital Management
Spring Capital Partners
Sterling Investment Partners
Striker Partners
Summer Street Capital
Svoboda Capital Partners
The Edgewater Funds
The Halifax Group
The Riverside Company
TSG Consumer Partners
Versa Capital Management
Wafra Partners LLC
Watermill Group
Webster Capital
Wingate Partners

Sponsored by


What is DealSource?   

DealSource is the most efficient method for investment banks, private equity firms, and limited partners to schedule and conduct brief one-on-one private meetings within one day in one location! 

After a very successfuly 2013, here's what to expect in 2014

  • DealSource will continue to span over two, half-day sessions, creating less fatigue and expanding the number of meetings!
  • Investment banks have the flexibility to set their own meetings - in addition to the software scheduled meetings.  (details below).
  • 2 pricing structures for investment banking firms: $500 or $750 (details below)

The Private Equity Marketplace is also closed and SOLD OUT.

Where & When is DealSource?

DealSource is at the Pennsylvania Convention Center, in 201 ABC and 204 ABC. (Enter at 1200 Market Street between 11th and 12th Sts).  DealSource is scheduled as follows:

Day 1 - Tuesday October 7
Open ONLY to PE Exhibitors (who have signed up for DealSource), Investment Banks & Limited Partners.

9:00am - 12:00noon DealSource Optional, Self Scheduled Meetings
12:00 - 12:40pm Lunch
12:40pm - 5:00pm DealSource Software Scheduled Meetings
5:00pm - 7:00pm Grand Welcome Reception 
7:00pm - 9:30pm Dealmakers' Dinner
Day 2 - Wednesday October 8
Open ONLY to PE Exhibitors (who have signed up for DealSource) & Investment Banks

8:00am - 10:20am DealSource Software Scheduled Meetings
10:30am - 12:30pm Private Equity Marketplace
12:30pm - 2:00pm Keynote & Luncheon 
1:30pm - 4:00pm DealSource Optional, Self Scheduled Meetings

 DealSource Registration (for investment banks and limited partners) includes:

  • 20 minute meetings, scheduled over 2, half-day sessions
  • The online scheduling program allows investment banks to request meetings in advance and veto meeting requests. Private equity firms still select the investment banks and limited partners with whom they would like to meet.
  • Investment banks will also have the opportunity to schedule and manage their own meeting times
  • 2 tickets to the Dealmakers' Dinner - exclusively for investment banks, PEs and LPs. (Trolley service will be provided to and from the PA Convention Center.)
  • 2 tickets to the full M&A East conference
  • 2 tickets ($500) OR 4 tickets ($750) to participate in DealSource for Investment Banks.  There is no charge for Limited Partners to participate in DealSource for LPs.

DealSource Table Cancellation Policy.  For a full refund, cancellations, less a $50 processing fee, must be received in writing via email by 9PM EST on Friday, August 29, 2014 (email to

If you have any questions, email

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