M&A Source® Announces Industry’s Top Performers
May 24, 2023 (Independence, OH) – M&A Source ®, the leading trade association for lower middle market transaction advisors, today announced the award winners for 2022 deal activity at its Spring Conference + Deal Market hosted in Orlando, FL. Awards were bestowed for both individual and firm performance, as well as for collaboration with private equity and service provider firms.
“It is with great pleasure that we acknowledge the hard work and excellence of our largest awards group yet,” stated Kylene Golubski, M&A Source Executive Director. “These individuals and firms represent some of the best professionals in the lower middle market and we congratulate them on their success.”
This year’s top award recipients are:
M&A Advisor of the Year
Robert McCormack, CBI, M&AMI, CM&AP
Murphy McCormack Capital Advisors
Top Firm – 1 Person
John Marsh
Marsh Creek Advisors
Top Firm – 2-5 Person
Cory Mertz
Mertz Taggart
Top Firm – 5-10 Person
Robert McCormack, CBI, M&AMI, CM&AP
Murphy McCormack Capital Advisors
Top Firm – 10+ Person
William Loftis, CBI, M&AMI
Blue River Financial Group
Private Equity Firm of the Year
The Zabel Companies
The Collaboration Award is given to those advisors who completed one or more transactions with an M&A Source Deal Market participating private equity firm or service provider. This year’s Collaboration Award recipients are:
Charles Mullins III
CBI, M&AMI, CM&AP
Quiet Light Brokerage
CBI, M&AMI, CM&AP
Quiet Light Brokerage
Rob Margeton
M&AMI, CM&AP
Ryco Advisors, LLC
M&AMI, CM&AP
Ryco Advisors, LLC
The Platinum Club award is bestowed upon individuals who advised on the closing of $15 million dollars or more in enterprise value for the calendar year. This year’s Platinum Club winners are:
Roland Davis
M&AMI
Davis Business Appraisers
Dean McDonald
CBI, M&AMI, CM&AP
Walden Businesses, Inc.
Erica Lewandowski
CBI
Coastal Business Intermediaries
Sean Brelsford
CBI, M&AMI
Agency Brokerage Consultants
Stephen Wain
CBI, M&AMI
Calder Associates, Inc.
Brenda Sali
CBI, M&AMI, CM&AP
Coastal Business Intermediaries
Jason Salisbury
M&AMI
Cornerstone Business Services, Inc.
Jim Afinowich
CBI, M&AMI
IBG / Fox & Fin
Jay M. Inbar
M&AMI, CM&AP
Inbar Group, Inc.
Charles Harvey
International Business Exchange, Inc.
Gary Rogers
CBI, M&AMI
Kingsley Group
John Marsh
Marsh Creek Advisors
Cory Mertz
Mertz Taggart
Russell Cohen
CBI, M&AMI, CM&AP
Murphy Business
Russell Miller
Murphy Business & Financial Corporation of NJ
Murphy Business & Financial Corporation of NJ
Cliff Brown
M&AMI
Murphy McCormack Capital Advisors
Robert McCormack
CBI, M&AMI, CM&AP
Murphy McCormack Capital Advisors
Jack Schroeder
Murphy McCormack Capital Advisors
Charles Mullins III
CBI, M&AMI, CM&AP
Quiet Light Brokerage
Robert Margeton
M&AMI, CM&AP
Ryco Advisors, LLC
Faraaz Ali
CBI, M&AMI
The Raivax Group, Inc.
Randy J. Bring
CBI, M&AMI, CM&AP
Transworld Business Advisors
Gerald G. Brisson
CBI, M&AMI, CM&AP
Transworld Business Advisors of Houston
Michael Wildeveld
CBI, M&AMI, CM&AP
The Veld Group
Teija Heikkila
M&AMI, CM&AP
PET|VET M&A, Sales and Advisory
William Loftis
CBI, M&AMI
Blue River Financial Group
Christopher Wozniak
Quiet Light Brokerage
Bradley G Marlor
CBI, M&AMI
Utah Business Consultants
The Executive Club award is bestowed upon individuals who advised on the closing of 5 million dollars or more in enterprise value for the calendar year. This year’s Executive Club winners are:
Andrew Brown
CBI
Pacific Mergers and Acquisitions, Inc.
CBI
Pacific Mergers and Acquisitions, Inc.
Valerie Vaughn
CBI, M&AMI, CM&AP
Apex Business Advisors
Lisa Riley
CBI, CM&AP
Delta Business Advisors
Eric James Gall
CBI, M&AMI, CM&AP
Edison Business Advisors, LLC
Steven Niehaus
CBI, CM&AP
Edison Business Advisors, LLC
Kara Gibson Brzytwa
CBI
Exit Equity, LLC
Gary Papay
CBI, M&AMI
IBG Business
Katrina Loftin
CBI, M&AMI
M&A Business Advisors
Craig White
CBI
Pacific Mergers and Acquisitions, Inc.
CBI
Pacific Mergers and Acquisitions, Inc.
Jeff MacAdam
CBI, M&AMI
The Bridlebrook Group
Samuel Thompson
CBI, M&AMI
Transitions In Business
Tony Khoury
CBI, M&AMI
Transworld Business Advisors of Eastern NC
Tina Wright
CBI
Transworld Business Advisors of Raleigh
Jason Ward
CBI, CM&AP
TruView Business Advisors
Baris Guler
CBI, CM&AP
VR Business Brokers, M&A
Jeffrey Elder
CBI
International Business Exchange
About M&A Source ®
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.
