M&A Source News

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M&A Source® Announces 2024 Board Members and 2025 Chair Elect

October 2, 2023 (Independence, OH) – The M&A Source® is pleased to announce that the following individuals have been elected to serve on its board of governors:

Joel Pokorney
Forest Lane Capital
Pittsburgh, PA

Laura Ward, CBI, M&AMI, CM&AP
Kingsbridge Capital Partners
Kansas City, MO

Jim Cumbee (2nd term)
Tennessee Valley Group
Franklin, TN

Robert Margeton, M&AMI, CM&AP
Ryco Advisors, LLC
Peachtree City, GA

Tawnya Gilreath, CBI, CM&AP (2nd term)
LA Business Pros
Palm Desert, CA

Philip King, CBI, CM&AP (2nd term)
M&A Evolution
Ottawa, ON

The Board also unanimously approved current board member, Kathlene Thiel of ThielGroup, LLC in Albany, NY as the 2025 Chair of the Board.

“This group of individuals represents a diverse mix of tenure, geography, backgrounds and perspectives that will further enhance the association’s leadership as we focus on expanding our reach across the lower middle market deal community,” stated Scott Mashuda, 2023 M&A Source Chair of the Board. “We are grateful for all our dedicated volunteers who bring such passion and commitment to serving and supporting our members.”

Board members hold a three-year term, with a maximum service of two sequential terms. The newly elected board members will begin their terms effective January 1, 2024.

About M&A Source ®

The M&A Source® is the leading not for profit association for individuals and firms engaged in lower middle market business transactions. The association provides education, benefits, conferences, support programs and networking opportunities, and awards the Mergers & Acquisitions Master Intermediary® (M&AMI®) designation to qualified advisors. To learn more visit www.masource.org.

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