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 Wednesday Oct 24 and Thursday Oct 25. Scroll down for the 2-day schedule.

DealSource Investment Banks

Alantra Investment Banking
Baker Tilly Capital
BDO Capital Advisors
Bengur Bryan & Co., Inc.
BlackArch Partners
Blackmore Partners
BMO Capital Markets
Boenning & Scattergood, Inc
Brown Gibbons Lang & Company
Bryant Park Capital
Bruderman Brothers, LLC
Capstone Headwaters
Carl Marks Advisory Group, LLC
Carriage Hill Inc
Chiron Financial Advisors, LLC
Clearsight Advisors
Cleary Gull
DCS Advisory
Delancey Street Partners
Deloitte Corporate Finance
Duff & Phelps Investment Banking
Fairmount Partners LLC
Falcon Capital Partners
Farlie Turner & Company
Fidus Partners
Focus Acquisition
Griffin Financial Group LLC
Harris Williams
Harvey & Company LLC
Hennepin Partners
Houlihan Lokey
Hyde Park Capital Advisors, LLC
Janney Montgomery Scott
JPMorgan Chase
KPMG Corporate Finance
Lincoln International
M&T Investment Banking
Mufson Howe Hunter
Newport Acquisition Services
Phoenix Capital Resources
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 Reserv

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

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 $750: DealSource – 2 tickets to DealSource, and 2 tickets to both the Conference and the Dealmakers' Dinner
  • Pkg B $1000: 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.  Under Registrant Information, you must select from the dropdown 'Registrant Type' Investment Banker / DealSource Exhibitor. A confirmation email will be sent within a few days with 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 Firday,  August 31, 2018 (email to

Where is DealSource?

Pennsylvania Convention Center  
ENTER AT:  Broad Street at Cherry Street (directly across from the PA Academy of Fine Arts)
REGISTRATION: 4th 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 - Wednesday, October 24 
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

5:30pm - 7:30pm

Grand Welcome Reception & Gaming Tables

7:30pm - 10:00pm





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 - Thursday, October 25
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

2:00pm - 4:00pm

DealSource Optional, Self-Scheduled Meetings

If you have any questions, email