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Wednesday, November 25th, 2015
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M&A East Co-Host

2015 Investment Banks

Arch Street Advisors
Bainbridge Capital
Baker Tilly Capital, LLC
BDO Capital
Bengur Bryan & Co., Inc.
BlackArch Partners
Boenning & Scattergood, Inc.
Bryant Park Capital
C.W. Downer & Co.
Carl Marks Advisors
Carter Morse & Mathias
CFG Capital Markets
CMF Associates, LLC
Delancey Street Capital
Deloitte Transactions and
  Business Analytics LLP  
Dinan & Company, LLC
Duff & Phelps
Fairmount Partners
Farlie Turner & Co.
Fidus Partners, LLC
Griffin Financial Group, LLC
Harney & Company 
HighBank Advisors
Houlihan Lokey
HT Capital Advisors, LLC
Hyde Park Capital Advisors, LLC
Imperial Capital 
Janney Montgomery Scott LLC
KPMG Corporate Finance LLC
Lincoln International
M&T Bank
Mufson Howe Hunter & Company LLC 
Phoenix Capital Resources
Piper Jaffray
Prairie Capital Advisors
PwC Corporate Finance LLC
Raymond James & Associates, Inc. 
Richard Vander Kaay & Associates, Inc.
RLS Associates
SC&H Capital
Scott-Macon Investment Banking
SSG Capital Advisors, LLC
Stephens Inc.
Stifel Investment Banking
Suntrust Robinson Humphrey
The McLean Group
TM Capital
Valufinder Group
Westbury Group 
Wipfli Corporate Finance
  Advisors LLC

2015 Limited Partners

747 Capital
Babson Capital
BET Associates LP
Crow Holdings Capital -
  Investment Partners
DuPont Capital Management
JP Morgan Asset Management 
Mill Creek Capital Advisors, LLC
Siguler Guff & Company
StepStone Group
TD Bank

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! 

Here's what to expect in 2015

  • DealSource will continue to span over two, half-day sessions, creating less fatigue and expanding the number of meetings!
  • A whole new look for the Dealmakers Dinner - an upscale "Taste of Philly" at the historic Reading Terminal Market
  • 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)

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:
All times are approximate and subject to change.  

Where & When is DealSource?

DealSource is at the Pennsylvania Convention Center, in 201 ABC and 204 ABC. (Enter at1200 Market Street between 11th and 12th Sts).  The schedule is as follows:

The Complete Conference Agenda can be found here.

Day 1 - Tuesday, October 13 
Open ONLY to Investment Banks, PE Exhibitors (who have signed up for DealSource) & Limited Partners.

9:00am - 12:00pm  

DealSource Optional, Self-Scheduled Meetings

12:00 - 1:00pm 

Networking Lunch & LP Panel Discussion 

1:00pm - 5:00pm

DealSource Software-Scheduled Meetings 

4:00 - 5:00pm

Keynote: Danny Meyer, CEO of Shake Shack and Union Square Hospitality Group 

5:00pm - 7:00pm

Grand Welcome Reception 

7:00pm - 9:30pm



DealMakers’ Dinner – An Upscale "Taste of Philly" at the historic Reading Terminal Market

In a spacious setting, with ample open seating, you'll enjoy small plates from some of Philadelphia's most sought-after, nationally rated food purveyors while mingling with all the dealmakers you want to meet.... the combination will make for the best networking event you've experienced.

Day 2 - Wednesday, October 14 
Open ONLY to Investment Banks and PE Exhibitors (who have signed up for DealSource) 

8:00am - 10:20am

DealSource Software Scheduled Meetings

10:30am - 12:30pm

Private Equity Marketplace. Attendees connect in a dedicated environment with 90 PE firms with over $125 billion to invest in middle market deals. 

12:30am - 2:15pm

Luncheon & Keynote: Howie Long, Hall of Fame NFL Lineman and  Award-winning Sportscaster

2:00pm - 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. (Walking distance 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 Monday, August 31, 2015 (email to

If you have any questions, email

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