By Serving, Our Volunteers Lead
As a not for profit association, M&A Source relies heavily on the time and talents of dedicated volunteers who are committed to our mission. Additional volunteers are always welcome, and volunteering is a great way to play a proactive role in improving our industry while building your connections. Please contact the specified committee chair if you’d like to learn more and get involved.
Conference Planning Committee
Robert Latham
EmailThe Conference Planning Committee plans two M&A Source Conferences/Deal Markets each year, helping to decide themes, speakers and agenda elements.
Members:
Alex Welles
Amy Cole
Brenda Sali
Dida Goudreau
Joel Pokorney
Lamar Stanley
Laura Ward
Mark Travis
Pat McDonald
Paul Ihrig
Rob Margeton
Scott Hislop
Tawnya Gilreath
Todd Torquato
Credentialing Committee
Jeff Snell
EmailThe Credentialing Committee develops the Mergers & Acquisitions Master Intermediary (M&AMI) requirements and approves applications for the credential. All volunteers of this Committee must be an M&AMI in good standing.
Members:
Gary Papay
Jim Afinowich
Deal Market Committee
Rob Margeton
EmailThe Deal Market Committee is responsible for attracting private equity firms, family owned offices and other investor groups to the M&A Source Conferences/Deal Markets. The Committee provides strategic input on program planning to ensure a strong value proposition for these audiences and performs direct outreach.
Members:
David Carson
Deborah Agrafojo
Don Hankins
Erica Lewandowski
Greg Carpenter
Gregg Kunz
Jim Beno
Michael Colella
Nick Olsen
Rob Margeton
Steve Schmidt
Education Committee
Tawnya Gilreath
EmailBob McCormack
EmailThe Education Committee oversees the association’s strategic educational plan, generates ideas for new courses, and often is directly involved in creating/updating courses. This Committee also oversees all policies concerning education and professional development.
Members:
Amy Cole
Barry Berkowitz
Brenda Sali
Brian Stephens
Cress Diglio
Dean McDonald
Dida Goudreau
Jim Nairn
Manuel Santana
Michael Mullen
Mike Adhikari
Monty Walker
Pat McDonald
Pino Bacinello
Richard Mowrey
Rick Marchese
Steven Beal
Taylor Devine
Tina Zeng
Willem Smit
Marketing Committee
Carey Sobel
EmailThe Marketing Committee is responsible for supporting and developing marketing strategies and tools, develop and hone innovative ideas, and identify marketing opportunities.
Members:
Andrew Saikaley
Ryan Hemmert
Finance Committee
Amy Cole
EmailThe Finance Committee is responsible for supervising the financial affairs of the association, with the current Treasurer always serving as its Chair. Additional members of this committee include, but are not necessarily limited to, the current Chair and Chair Elect. The Committee monitors financial statements for conformance to goals, forecasts and policies, and creates the annual budget which is subject to Board approval.
Members:
Jaclyn Ring
Tawnya Gilreath
Sponsorship Committee
Todd Torquato
EmailOur Sponsorship Committee forms relationships with product and service providers who serve the lower middle market advisor community, to invite them to participate in our bi-annual Conference + Deal Market.
Members:
Alex Welles
Jaclyn Ring
Kathlene Thiel
Scott Stevens