#United States #Phoenix #M&A Source #Deal Market #Jay Kiew

Announcing Key Outcomes of the M&A Source 2025 Fall Conference

The M&A Source® recently revealed the outcomes of its Fall 2025 Conference and Deal Market, which took place on November 11-12 in vibrant Phoenix, Arizona. This gathering provided crucial insights into the world of lower middle market transactions, promoting networking and professional mentorship through a series of engaging and insightful workshops.

Overview of the Event

The conference is a notable convening for professionals including advisors, private equity representatives, and family offices, aimed at enhancing deal-flow and building strong relationships across the industry. The event featured an enlightening keynote address titled "EVOLVE: Driving M&A Innovation in the Age of Agentic AI," delivered by industry expert Jay Kiew from The Change Fluency™ Co, which set the tone for a forward-thinking dialogue about the future of mergers and acquisitions.

Altogether, this conference demonstrated M&A Source®'s commitment to professional development, including extensive educational offerings and opportunities to connect. M&A Source® is recognized as a leading non-profit organization dedicated to anyone involved in business transactions concerning the lower middle market.

Educational Insights from Industry Experts

The conference displayed a variety of expertly crafted courses designed to equip attendees with actionable strategies for improving deal-making outcomes. Courses included valuable topics such as "Capital Stack: Deal Structuring in Lower Middle Market" and "Overcoming Legal Hurdles: Turning Setbacks into Success."

Feedback from attendees confirmed the event's significant educational value and networking potential. Participants expressed appreciation for the workshops and the meaningful exchanges among peers:

• - “The information provided was both substantial and inspiring.”
• - “This was my first one, but I found it to be one of the most insightful conferences. I learned practical strategies that I can apply in my career right away.”
• - “The conference is always very educational for me.”

Participants highly valued these experiences, indicating an enriching environment that encouraged learning and collaboration.

Partnerships and Future Events

M&A Source® extends its gratitude to sponsors for the event, including notable names such as Live Oak Bank, Morgan Stanley, and Dropbox DocSend, among others, whose support helped create an invaluable experience for participants.

Looking forward, M&A Source® announced its next significant event—the Spring Conference and Deal Market scheduled for June 1-3, 2026, in Minneapolis, Minnesota. This event will continue the mission of serving the lower middle market’s M&A community, furthering insights and opportunities in an evolving industry landscape.

Kylene Golubski, Executive Director of M&A Source®, emphasized the organization's commitment: "Twice a year, our conferences serve as vital conduits between advisors and acquirers, facilitating authentic relationship-building and enhancing deal flow." This ongoing dedication showcases M&A Source®'s vital role within the industry.

For those interested in future events or wanting to learn more, reaching out to M&A Source® directly at 216-243-0030 is encouraged.

About M&A Source®

Established as a non-profit entity, M&A Source® stands out as a go-to association for individuals and firms engaged in lower middle market business transactions. The organization not only provides educational resources and supportive programs but also recognizes the achievement of the Mergers & Acquisitions Master Intermediary® (MAMI®) designation, encouraging professionals to elevate their standards and expertise.