When Can I Schedule DealSource Meetings?

Log in instructions will be sent via email the first date listed below that your group has access to the software. 


  • Sun Sept 30 - Thur Oct 4: Investment bankers make meeting requests. 
  • Fri Oct 5 - Sun Oct 7:  Private equity firms who are gold, platinum or diamond sponsors of M&A East log in early to review requests and make appointments. 
  • Mon Oct 8 - Sat Oct 13:  Standard Private Equity exhibitors log in to review requests and make appointments. 
  • Sun Oct 14 - Tues Oct 16: Investment bankers log in to review and confirm appointments.
  • Wed Oct 17: All DealSource firms can log in to view the final M&A East  meeting schedule

What is DealSource?

DealSource is the most efficient method for investment banks and private equity firms to schedule and conduct 20-minute 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 Wednesday, October 24 and Thursday, October 25. Scroll down for the 2-day schedule.

View the list of Private Equity Firms

2018 Investment Banks registered to date.

Alantra Investment Banking
Arch Street Advisors
Baker Tilly Capital
BDO Capital Advisors
Bengur Bryan & Co., Inc.
BlackArch Partners
Blackmore Partners
BMO Capital Markets
Boenning & Scattergood, Inc
Bowstring Advisors
Brown Gibbons Lang 
Bryant Park Capital
Bruderman Brothers,
Capstone Headwaters
Carl Marks Advisory Group
Carriage Hill Inc
Chiron Financial Advisors 
Clearsight Advisors
Cleary Gull

DCS Advisory
Delancey Street Partners
Deloitte Corporate Finance
Dinan & Company
Duff & Phelps Investment Banking
Fairmount Partners LLC
Falcon Capital Partners
Farlie Turner & Company
Fidus Partners
Fifth Third Securities 
Focus Acquisition
Griffin Financial Group 
Harris Williams
Harvey & Company
Hennepin Partners
Houlihan Lokey
Hyde Park Capital Advisors, 
Janney Montgomery Scott
JPMorgan Chase
KPMG Corporate Finance
Lincoln International
M&T Investment Banking
Mufson Howe Hunter
Newport Acquisition Services
Phoenix Capital Resources
Piper Jaffray & Co.
Prestwick Partners, LLC
PwC Corporate Finance LLc
RLS Associates
SSG Advisors
Stifel Investment Banking
TM Capital
TruSight, LLC
ValuFinder Group
WCF Advisors LLC (Wipfli)
Westbury Group
Western Reserve

DealSource Schedule

Day 1 - Wednesday, October 24, 2018
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 - served for 90 minutes for convenience 

12:30pm - 4:25pm 

DealSource Software-Scheduled Meetings


Day 2 - Thursday, October 25

8:00am - 10:20am

DealSource Software Scheduled Meetings

10:30am - 12:30pm  

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

12:30am - 2:15pm

Luncheon & Keynote with former FBI lead international hostage negotiator, Chris Voss 

Grand Prize Give-Away to The Masters (announced after luncheon)

2:15pm - 4:00pm


DealSource Optional, Self-Scheduled Meetings 


Why DealSource?

  • Schedule dozens of 20-minute 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


DealSource Registration for Investment Banks - Flexible pricing options:

  • Pkg A $750: DealSource – 2 tickets to DealSource, and 2 tickets to both the Conference and the Dealmakers' Dinner
  • Pkg B $1,000: DealSource PLUS – 4 tickets to DealSource and 2 tickets to both the Conference and the Dealmakers’ Dinner


DealSource Cancellation Policy
Cancellations should be made no later than Friday, September 7, 2018 for a full refund, less a $50 processing fee. Replacements can be made in advance or on site. All emails should be sent to





Event Details