M&A Source® Announces Top Performing Advisors & Firms
May 29, 2024 (Independence, OH) – M&A Source ®, the leading trade association for lower middle market transaction advisors, announced the award winners for 2023 deal activity at its Spring Conference + Deal Market hosted in Louisville, KY. Awards were bestowed for both individual and firm performance, as well as for deal partner collaboration. The awards ceremony image gallery can be found here.
“This year’s M&A advisor award recipients reported more than $3 billion in cumulative transaction value,” stated Kylene Golubski, M&A Source Executive Director. “Our member advisors and deal partners are clearly leaders in driving lower middle market transaction activity, and we applaud our winners for their success.”
This year’s top award recipients are:
M&A Advisor of the Year
Jacob Voorhees
Navagant
Top Firm – 2-5 Person
Russell Cohen
CBI, M&AMI, CM&AP
South Florida M&A Advisors, Inc.
Deal Partner Firm of the Year
Boyne Capital
Top Firm – 5-10 Person
Cory Mertz
Mertz Taggart
Top Firm – 10+ Person
William Loftis
CBI, M&AMI
Blue River Financial Group
The Diamond Club award is presented to all deal makers that completed sell-side or buy-side deals totaling more than $100M in combined purchase price in the prior calendar year. This year’s Diamond Club winners are:
Russell Cohen
CBI, M&AMI, CM&AP
South Florida M&A Advisors, Inc.
Thomas J Coba
Murphy Business & Financial Corp
William Loftis
CBI, M&AMI
Blue River Financial Group
Jacob Voorhees
Navagant
The Platinum Club award is bestowed upon individuals who advised on the closing of $50 million dollars or more in combined purchase price for the calendar year. This year’s Platinum Club winners are:
Deborah Agrafojo
Touchstone Advisors
Scott Bushkie
CBI, M&AMI, CM&AP
Cornerstone Business Services
Ronald Edmonds
Principium | White Oak
John Marsh
CM&AP
Marsh Creek Advisors
Michael Mensch
CBI, M&AMI
Agency Brokerage Consultants
Brenda Sali
CBI, M&AMI, CM&AP
Agency Brokerage Consultants
The Gold Club award is bestowed upon individuals who advised on the closing of $15 million dollars or more in combined purchase price for the calendar year. This year’s Gold Club winners are:
Faraaz Ali
CBI, M&AMI
The Raivax Group
Rupesh Bharad
CBI, CM&AP
Transworld Business Advisors of Richmond VA
Randy Joel Bring
CBI, M&AMI, CM&AP
Transworld Business Advisors
Cress V. Diglio
CBI, M&AMI, Master CBI
Calder Associates
Shaun Gordon
Astria Group
Bob McCormack
CBI, M&AMI, CM&AP
Murphy McCormack Capital Advisors
Adam Petricoff
CBI, M&AMI, CM&AP
VR Business Sales Charlotte
Jaclyn Ring
M&AMI, CM&AP
REAG
Michael D. Rubin
CM&AP
MDR & Associates
Jack Schroeder
Murphy McCormack Capital Advisors
Michael J Schwantes
CBI, M&AMI
CBS-Global, LLC-M&A Dairy Consultants
Todd Torquato
REAG
Claudio Vilas
Sunbelt Business Brokers of South Florida
Christopher Wozniak
CM&AP
Quiet Light Advisors
David Yezbak
Sunbelt Business Brokers/Apogee Equity Partners
John Zayac
CBI, M&AMI
IBG Business
Dustin M Zeher
CBI
Horizon Business Brokers, LLC
Austin Zhao
CBI, M&AMI, CM&AP
Transworld Business Advisors of Houston
The Executive Club award is bestowed upon individuals who advised on the closing of $5 million dollars or more in combined purchase price for the calendar year. This year’s Executive Club winners are:
Khaled Baranbo
CBI
Ontario Commercial Group
Sean Brelsford
CBI, M&AMI
Agency Brokerage Consultants
Sara Burden
CBI, M&AMI, CM&AP
Walden Businesses, Inc.
David Carson
CBI
Sunbelt Business Brokers of South Florida
Bobbi Coffey
CBI, M&AMI, CM&AP
Transworld Business Advisors of South and West Texas
Matt Coletta
CBI, M&AMI
M&A Business Advisors
Jeffrey Elder
CBI
IBEX
Phillip Eleson
CM&AP
Murphy Business & Financials Corporation
Nicholas Fares
CBI, M&AMI, CM&AP
NEO Business Advisors
Vasilis Georgiou
CBI, M&AMI
CrossRoads Business Brokers, Inc.
Fred Kaplan
CM&AP
Stony Hill Advisors
Bill Kelly
CM&AP
Transworld Business Advisors of Richmond VA
Jay Kvasnicka
M&AMI, CM&AP
Apex Business Advisors
Erica Lewandowski
CBI, M&AMI
Coastal Business Intermediaries, DBA Agency Brokerage Consultants
Katrina Loftin
CBI, M&AMI
M&A Business Advisors
Jeff MacAdam
CBI, M&AMI
The Bridlebrook Group
Matt Manavi
CBI, M&AMI, CM&AP
Transworld Business Advisors of Orange
Rob Margeton
M&AMI, CM&AP
Ryco Advisors, LLC
Michael McCormack
Murphy McCormack Capital Advisors
Steve Merritt
CBI, M&AMI, CM&AP
Transworld Business Advisors of Houston
Russell Miller
CM&AP
Murphy Business and Financial Corp of NJ dba Murphy Business Sales
Sandy Miller
M&AMI
Murphy McCormack Capital Advisors
Joe Moorman
CM&AP
Transworld Business Advisors of Richmond VA
Rodney Ott
M&AMI
Cornerstone Business Services
Gary Papay
CBI, M&AMI
IBG Business
James Parker
CBI, M&AMI, CM&AP, Master CBI
Boss Group International
John S. Phillips
CM&AP
Walden Businesses, Inc.
AJ Ramsey
CBI, M&AMI
Transworld Business Advisors – Eastern NC
Carmen Saad Hanna
CBI, M&AMI
Transworld Business Advisors of South & West Texas
Joseph Shemansky
CBI, M&AMI, CM&AP, Master CBI
We Sell Construction Businesses
Benjamin Strake
Premier Business Brokers
Jason Ward
CBI, M&AMI, CM&AP
TruView Business Advisors
Linnea M Westlake
CBI, M&AMI, CM&AP
Linnea Westlake Advisory, Inc. dba Transworld Business Advisors
Craig White
CBI, M&AMI
Pacific Mergers and Acquisitions Inc
Michael Wildeveld
CBI, M&AMI, CM&AP
Veld Mergers & Acquisitions
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.
