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.
Kathy Thiel | [email protected]
The Communications Committee is responsible for sourcing content and interviews for the M&A Source’s enewsletter, The Bridge.
Conference Planning Committee
Kathlene Thiel | [email protected]
The Conference Planning Committee plans two M&A Source Conferences/Deal Markets each year, helping to decide themes, speakers and agenda elements.
Bob McCormack | [email protected]
The 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.
Deal Market Committee
Rob Margeton | [email protected]
The 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.
Tawnya Gilreath | [email protected]
The 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.
Jim Cumbee | [email protected]
The Marketing Committee is responsible for supporting and developing marketing strategies and tools, develop and hone innovative ideas, and identify marketing opportunities.
Dean McDonald | [email protected]
Kyle Griffith, CM&AP | [email protected]
The Membership Committee oversees the association’s membership initiatives through promotion of member benefits, developing and executing plans to increase and retain current members.
Monty Walker | [email protected]
The 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.
Jaclyn Ring | [email protected]
Our 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.