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M&A Source Announces Top Performing Advisors & Firms of 2022

Tops in Business Sales


The Spring Conference + Deal Market, hosted in Orlando, FL, by M&A Source®, the premier trade association for lower middle market transaction advisors, saw the announcement of the award winners for 2022 deal activity. The awards recognized outstanding performance at both the individual and firm levels, as well as commendable collaborations 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.”

The event served as a platform to recognize and celebrate the achievements of these exceptional professionals, highlighting their contributions to the field of lower middle market transactions. It showcased the industry’s commitment to excellence, collaboration, and service, while providing valuable networking opportunities for attendees.

Below is a list of categories and recipients:

Executive Club

Presented to all deal makers that have completed sell–side or buy–side deals totaling more than $5M in combined enterprise value in the prior calendar year. The M&A Source is pleased to congratulate:

Andrew Brown

PACIFIC MERGERS AND ACQUISITIONS, INC

Valerie Vaughn

APEX BUSINESS ADVISORS

Lisa Riley

DELTA BUSINESS ADVISORS

Eric James Gall

EDISON BUSINESS ADVISORS, LLC

Steven Niehaus

EDISON BUSINESS ADVISORS, LLC

Kara Gibson Brzytwa

EXIT EQUITY, LLC

Gary Papay

IBG BUSINESS

Katrina Loftin

M&A BUSINESS ADVISORS

Craig White

PACIFIC MERGERS AND ACQUISITIONS, INC.

Jeff MacAdam

THE BRIDLEBROOK GROUP

Samuel Thompson

TRANSITIONS IN BUSINESS

Tony Khoury

TRANSWORLD BUSINESS ADVISORS OF EASTERN NC

Tina Wright

TRANSWORLD BUSINESS ADVISORS OF RALEIGH

Jason Ward

TRUVIEW BUSINESS ADVISORS

Baris Guler

VR BUSINESS BROKERS, M&A

Jeffrey Elder

INTERNATIONAL BUSINESS EXCHANGE

M&A Source Advisor of the Year

Presented to the one deal maker who has the highest combined enterprise value of completed deals in the previous calendar year. The M&A Source is pleased to congratulate:

Robert McCormack

MURPHY MCCORMACK CAPITAL ADVISORS

M&A Source Collaboration Award

Presented to an M&A advisor that has completed a deal with a PE firm that attended at least 1 Deal Market event in the previous year and/or works with one of the sponsors to complete a deal. The M&A Source is pleased to congratulate:

Charles Mullins, III

QUIET LIGHT BROKERAGE

Rob Margeton

RYCO ADVISORS, LLC

The M&A Source Top Firm of the Year

Awarded to the firms that have the highest total enterprise value of completed deals for the previous calendar year. The M&A Source is pleased to congratulate:

Marsh Creek Advisors

1 PERSON

Mertz Taggart

2-5 PERSON FIRM

Murphy McCormack Capital Advisors

5-10 PERSON FIRM

Blue River Financial Group

10+ PERSON FIRM

The Zabel Companies

PRIVATE EQUITY FIRM OF THE YEAR

Platinum Club

Presented to all deal makers that have completed sell–side or buy–side deals totaling more than $15M in combined enterprise value in the calendar year. The M&A Source is pleased to congratulate:

Roland Davis

DAVIS BUSINESS APPRAISERS

Dean McDonald

WALDEN BUSINESSES, INC.

Erica Lewandowski

COASTAL BUSINESS INTERMEDIARIES

​Sean Brelsford

AGENCY BROKERAGE CONSULTANTS

Stephen Wain

CALDER ASSOCIATES, INC.

Brenda Sali

COASTAL BUSINESS INTERMEDIARIES

​Jason Salisbury

CORNERSTONE BUSINESS SERVICES, INC.

Jim Afinowich

IBG / FOX & FIN

Jay M. Inbar

INBAR GROUP, INC.

Charles Harvey

INTERNATIONAL BUSINESS EXCHANGE, INC.

Gary Rogers

KINGSLEY GROUP

John Marsh

MARSH CREEK ADVISORS

Cory Mertz

MERTZ TAGGART

Russell Cohen

MURPHY BUSINESS

Russell Miller

MURPHY BUSINESS & FINANCIAL CORPORATION OF NJ

Cliff Brown

MURPHY MCCORMACK CAPITAL ADVISORS

Robert McCormack

MURPHY MCCORMACK CAPITAL ADVISORS

Jack Schroeder

MURPHY MCCORMACK CAPITAL ADVISORS

Charles Mullins III

QUIET LIGHT BROKERAGE

Robert Margeton

RYCO ADVISORS, LLC

Faraaz Ali

​THE RAIVAX GROUP, INC.

Randy J. Bring

TRANSWORLD BUSINESS ADVISORS

Gerald G. Brisson

TRANSWORLD BUSINESS ADVISORS OF HOUSTON

Michael Wildeveld

THE VELD GROUP

Teija Heikkila

PET|VET M&A, SALES AND ADVISORY

William Loftis

BLUE RIVER FINANCIAL GROUP

Christopher Wozniak

QUIET LIGHT BROKERAGE

Bradley G Marlor

UTAH BUSINESS CONSULTANTS