DealSource for Investment Banks

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 Tuesday, October 22 and Wednesday, October 23.  Scroll to view schedule.



DealSource Investment Banks (registered thru 9.24.19)

Andra Partners
Arch Street Advisors
Baker Tilly Capital
BB&T Capital Markets
BDO Capital Advisors
Bengur Bryan & Co., Inc.
BlackArch Partners
BMO Capital Markets
Boenning & Scattergood, Inc
Bowstring Advisors
Brown Gibbons Lang & Company
Bruderman Brothers, LLC
Bryant Park Capital
Capstone Headwaters
Carl Marks Advisory Group, LLC
Carriage Hill
Chiron Financial
CIBC Cleary Gull
Citizen's Bank Capital Market fka Western Reserve
Clearsight Advisors
Critical Point Partners
D.A. Davidson
DC Advisory
Delancey Street Partners
DHG Corporate Finance LLC
Dinan & Company LLC
Duff & Phelps
Evergreen Advisors
Fairmount Partners LLC
Falcon Capital Partners, LLC
Farlie Turner & Company
Fidus Partners
Focus Acquisition Partners
Greenberg Variations Capital
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 LLC

Lazard Middle Market
Lincoln International LLC
M&T Bank
Mad River Associates
MHT Partners
Mufson Howe Hunter
Newport Acquisition Services, LLC
Nomura Securities
PGB Investment Bank
Phoenix Capital Resources
Piper Jaffray
Raymond James
RLS Associates
SLS Capital Advisors
Spektrum Capital
SSG Capital Advisors LLC
Stephens Inc.
Stifel Investment Banking
SunTrust Robinson Humphrey
TruSight, LLC
Valufinder Group
WCF Advisors LLC (Wipfli)
Weild & Co.


Why DealSource?

  • Schedule dozens of brief 1:1 private meetings with private equity firms all in one location.
  • Control who you meet with using our new dual party scheduling system:  make out bound requests and/or accept in bound requests!
  • Flexibility to set your own meetings, before the software scheduled meetings begin
  • Expanded number of meeting slots
  • 80% of attendees are VP, MD or Partner level
  • Receive a dedicated, private meeting table for the full conference plus access to unreserved, numbered tables in the DealLounge. 
  • Access the PE-IB only DealMakers' Bourbon Bash!  This year a new venue, but the same great format.


DealSource - $750 DealSource PLUS -  $1,000
  • 2 tickets to DealSource meetings
  • 2 tickets to Conference, including 2 keynotes, PE Marketplace & Reception and panels / breakouts
  • 2 tickets to Dealmakers' PE-IB Bourbon Bash
  • Up to 4 tickets to DealSource meetings
  • 2 tickets to Conference, including 2 keynotes, PE Marketplace & Reception and panels / breakouts
  • 2 tickets to Dealmakers' PE-IB Bourbon Bash

DealSource Schedule (timing subject to change)

Open ONLY to Investment Banks and PE Exhibitors (who have signed up for DealSource) 

Day 1 - Tuesday, October 22, 2019 
View our more detailed agenda

8:00 am
Registration Opens
8:30 am - 12:00 pm DealSource Optional, Self-Scheduled Meetings
12:00 - 1:30 pm LUNCH & KEYNOTE featuring Annie Duke, Former Professional Poker Player and Author
1:30 - 5:30 pm DealSource Software-Scheduled Meetings
4:30 - 5:30 pm AFTERNOON KEYNOTE featuring Admiral James Stavridis 
Former NATO's 16th Supreme Allied Commander Europe
5:30 - 7:30 pm The PE Marketplace & Reception unite bringing you more efficient & powerful networking 
7:30 - 10:00 pm Dealmakers PE-IB Bourbon Bash - The deal contacts you want to meet, hosted at a new venue in '19
 Day 2 - Wednesday, October 23, 2019 
8:00 am
Registration Opens / DealLounge Open
8:30 am - 12:00 pm DealSource Software Scheduled Meetings continue
DealSource Cancellation Policy

Cancellations should be made no later than Friday, September 13, 2019 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