More Information

What is DealSource?

DealSource is the most efficient method for investment banks and private equity firms to schedule and conduct brief one-on-one private meetings over 2 days in one location!  Pre-registration is required, and in Philadelphia investment banking firms host the meeting table. DealSource is held on Tuesday Oct 3 and Wednesday Oct 4. Scroll down for the 2-day schedule.

When Do I Schedule My Meetings?

  • Investment bankers make meeting requests September 14 - 19 and you will receive log in instructions via email on September 14

  • Private equity firms who are gold, platinum or diamond sponsors of M&A East log in to review requests and make appointments September 20 - 27th

  • Standard Private Equity exhibitors log in to review requests and make appointments September 24 - 27th

  • Investment bankers log in to review and confirm appointments September 28 - 29th.

DealSource Investment Banks

  • Accelerated Manufacturing Brokers
  • Alantra
  • Arch Street Advisors
  • Bainbridge
  • Baker Tilly Capital
  • BDO Capital Advisors
  • BellMark Partners, LLC
  • Bengur Bryan 
  • BlackArch Partners
  • BMO Capital Markets
  • Boenning & Scattergood, Inc.
  • Brown Gibbons Lang & Company
  • Bruderman Brothers, LLC
  • Bryant Park Capital
  • Cain Brothers & Company, LLC
  • Capstone Partners LLC
  • Carl Marks Advisory Group, LLC
  • Chiron Financial | Investment Banking
  • Clearsight Advisors
  • CMF Associates
  • Cowen and Company
  • Delancey Street Partners
  • Deloitte Corporate Finance
  • Dinan & Company LLC
  • Duff & Phelps
  • Evergreen Advisors Capital, LLC
  • Fairmount Partners
  • Falcon Capital Partners LLC
  • Farlie Turner & Company
  • Fidus Partners
  • Griffin Financial Group (Table 1) 
  • Griffin Financial Group (Table 2)
  • Harris Williams & Co.
  • Harvey & Company LLC
  • HighBank Advisors
  • Houlihan Lokey
  • Hyde Park Capital Advisors, LLC
  • Imperial Capital
  • Janney Montgomery Scott (Table 1)
  • Janney Montgomery Scott (Table 2)
  • JEGI
  • JPMorgan Chase
  • KPMG
  • Lincoln International
  • Mufson Howe Hunter & Co. LLC
  • Phoenix Capital Resources
  • PricewaterhouseCoopers Corporate Finance LLC
  • Raymond James & Associates, Inc.
  • Richard Vander Kaay & Associates, Inc.
  • RLS Associates (Table 1)
  • RLS Associates (Table 2)
  • SC&H Capital
  • Signal Hill 
  • SSG Capital Advisors, LLC
  • Stephens Inc.
  • Stifel (Table 1)
  • Stifel (Table 2)
  • TM Capital
  • United Mergers & Acquisitions
  • Valufinder Group
  • WCF Advisors LLC
  • Westbury Group LLC

DealSource Registration for Investment Banks

Why DealSource?

  • Schedule dozens of brief 1:1 private meetings with private equity firms all in one location.
  • 80% of attendees are VP, MD or Partner level
  • Receive a dedicated, private meeting table for the full conference as well as access to additional table space in the DealLounge.
  • Request meetings in advance and veto meeting requests.
  • 2 half day sessions create less fatigue and expand the number of meetings.
  • Flexibility to set your own meetings, in addition to software scheduled meetings.
  • Registration includes attendance to the Dealmakers Dinner, returning  to Reading Terminal Market for - an upscale "Taste of Philly" at this historic venue

Flexible pricing options:

  • Pkg A $500: DealSource – 2 tickets to DealSource, and 2 tickets to both the Conference and the Dealmakers' Dinner
  • Pkg B $750: DealSource PLUS – 4 tickets to DealSource and 2 tickets to both the Conference and the Dealmakers’ Dinner


You will be asked to log in, If you do not have one, please create one.  On registration, choose 'Registrant Type' Investment Banker / DealSource Exhibitor. An automated confirmation email includes a discount code to register your additional attendee(s).

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 28, 2017 (email to

Where is DealSource?

Pennsylvania Convention Center  (We are in NEW SPACE in 2017)
1101 Arch Street, Philadelphia, PA 19107

ENTER AT:  Broad Street at Cherry Street (directly across from the PA Academy of Fine Arts)
REGISTRATION: 3rd floor, Terrace Prefunction

When is DealSource?

DealSource is scheduled as follows. All times are approximate and subject to change.
The Complete Conference Agenda can be found here.

Day 1 - Tuesday, October 3 
Open ONLY to Investment Banks and PE Exhibitors (who have signed up for DealSource) 

9:00am - 12:00pm

DealSource Optional, Self-Scheduled Meetings

12:00 - 1:30pm

Buffet Lunch 

12:30pm - 4:25pm

DealSource Software-Scheduled Meetings

4:30 - 5:30pm

Opening Keynote: Donna Brazile & Ann Navarro

5:30pm - 7:30pm

Grand Welcome Reception

7:30pm - 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 4
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: Terry Bradshaw

2:00pm - 4:00pm

DealSource Optional, Self-Scheduled Meetings

If you have any questions, email