INDEPENDENCE, Ohio, Oct. 27, 2026 /PRNewswire/ — M&A Source®, the leading not-for-profit association for individuals and firms engaged in lower middle market business transactions, has announced the 2026 Fall Conference & Deal Market. The multi-day event, from November 2–4, at the JW Marriott in Houston, Texas, brings together intermediaries, investors and industry thought leaders for cutting-edge education, deal-making and professional development. The conference is designed to equip M&A advisors with the tools, connections and strategies needed to grow their practices and sharpen their dealmaking acumen.
The M&A Source® 2026 Fall Conference will feature a full agenda of professional development courses and workshops led by experienced practitioners and industry experts. Sessions are designed to deliver practical, actionable insights across the spectrum of M&A advisory, from business development and deal sourcing, to transaction management, valuation and post-close best practices.
Amy Wirtz, Senior Family Enterprise Advisor, J.D., C.E.P.A., will headline the conference with her keynote, De-Escalate & Deliver: A 5-Step Framework for High-Stakes Conversations in M&A. Drawing on decades of experience in law, exit planning and family enterprise advisory, Amy will share time-tested tools to help dealmakers and advisors approach delicate topics with confidence. Her presentation will explore how to de-escalate emotional disagreements, manage challenging personalities and use targeted listening techniques to turn high-tension interactions into productive conversations.
In lower-middle market M&A and family enterprise advisory, emotional friction and communication breakdowns can derail transactions. Attendees will learn how to recognize different types of conversations and determine the appropriate approach for each. They will also gain practical active-listening techniques to navigate emotionally charged interactions with clients, team members and deal partners — to strengthen relationships, improve communication and keep transactions moving forward.
“M&A Source® Conferences & Deal Markets provide lower middle market advisors the opportunity to turn industry knowledge into action. Attendees identify new deal opportunities, refine transaction strategies, build relationships with buyers, investors and leading advisors. Participants gain practical knowledge and connections that can be put to work immediately. Our goal is for everyone to leave with actionable insights that will strengthen their practice, expand their network and deliver better outcomes for their clients.” — Kylene Golubski, Executive Director, M&A Source®
Learn more about the M&A Source® 2026 Fall Conference & Deal Market or contact M&A Source® directly.
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.
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SOURCE M&A Source
