M&A Source News

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M&A Source Announces Top Performing Advisors & Firms

May 29, 2025 (Independence, OH) – M&A Source ®, the leading trade association for lower middle market transaction advisors, announced the award winners for 2024 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 deal partner collaboration. The awards ceremony image gallery can be found here.

“M&A Source is a vibrant deal making community and we are proud to recognize our members’ deal success with these awards,” stated Kathlene Thiel, Chair of the Board. “These awards represent skill, prowess and dedication, of which the recipients should be extremely proud.”

This year’s top award recipients are:

M&A Advisor of the Year

Rob Margeton, Ryco Advisors LLC

Top Firm – 2-5 Person

Agency Brokerage Consultants

Top Firm – 5-10 Person

Murphy McCormack Capital Advisors

Top Firm – 10+ Person

Blue River Financial Group

Deal Partner Firm of the Year

BizGro Partners

 

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 winner is:

William Loftis
Blue River Financial Group

 

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:

Brent Engelbrekt
True North Mergers & Acquisitions

Faraaz Ali
The Raivax Group

Joseph Bergin
Commonwealth M&A

Lance Meilech
IBG

 

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:

Brenda Sali
Agency Brokerage Consultants

Rob Margeton
Ryco Advisors LLC

James Parker
Boss Group International

Erica Lewandowski
Agency Brokerage Consultants

Ron Buck
Murphy Business & Financial – Carolinas, LLC

Sean Brelsford
Agency Brokerage Consultants

Gary Parker
Greerwalker Corporate Finance LLC

Adam Petricoff
VR Business Sales Charlotte

Phil Eleson
Murphy Business Sales

Ron Hunter
Equita Business Brokers Limited

Rebecca Davis
Practice Sales Advisors

Ron Kleier
Apex Business Advisors

Jay Inbar
Inbar Group Inc. Business Brokers & M&A Services

Chris Wozniak
Quiet Light Advisors

David Yezbak
Apogee Equity Partners

Rupesh Bharad
Transworld Business Advisors RVA

Trevin Rasmussen
Bristol Group

Deborah Beck
Indiana Business Advisors

Matt Coletta
M&A Business Advisors

Joseph Moorman
Transworld Business Advisors RVA

Jeff MacAdam
The Bridlebrook Group

Michael Naprawa
IBC Business Brokers Inc.

Ronald Edmonds
Principum | White Oak

Claudio Vilas
Sunbelt Business Brokers of South Florida

 

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:

David Melton
Pointe Automotive

Randy Hendershot
Evolution Advisors

John Marsh
Marsh Creek Advisors

Christina Lazuric
California Business Brokers Inc.

Kevin Nery
The Nery Corp/Coastal M&A

Russell Cohen
South Florida M&A Advisors

Nicholas Fares
NEO Business Advisors

Kevin Murray
The Business Seller Center

Joe Robinson
NAI Norwood Group

Jason Ward
Truview Business Advisors

Gary Papay
IBG Business

Tina Wright
Transworld Business Advisors of Raleigh

David Carson
Sunbelt Business Brokers of South Florida

Nicholas Arnheim
Boss Group International

Don Montgomery
True North Mergers & Acquisitions

Kurt Okraski
M&A Business Advisors

Adam Bradshaw
Nery Corp/Coastal M&A

John McLeod
NAI Commercial (BC) Ltd Canada

Joseph Khoury
ZBB Corp

Manuel Santana
Sunbelt Business Advisors

Fernando Mello
Transworld Business Advisors

Thomas Milana
Transworld Business Advisors

Dave Godwin
CBI Team

Lisa Young
Transworld Business Advisors of Atlanta

Arlene C. Guerrero
Xcllusive Business Sales Ltd

Baris Guler
Baris Guler

Michael Wildeveld
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.

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