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What does it take to design one of the most meaningful gatherings in the M&A industry? In this episode, host David Dejewski sits down with Jaclyn Ring, the 2025 M&A Source Conference Committee Chair, for a behind-the-scenes look at the Spring Conference in Orlando. From headline speakers and tactical sessions to the intangible magic of connection and community, Jaclyn shares her vision, the intentional planning process, and what makes this event so much more than just another conference.

Whether you’re a seasoned advisor or just making the leap from main street to the lower middle market, this episode highlights why M&A Source is the room to be in—and how you can make the most of every minute there.

• Dates: May 19–21, 2025
• Location: Renaissance SeaWorld Hotel, Orlando, Florida
• Agenda Highlights: Trust, AI-powered M&A, live deal competitions, negotiation tactics, financial deep dives, and soft skill mastery.

• The Spring Conference intentionally blends tactical education with emotional intelligence, communication, and trust-building.
• First-time attendees will feel welcomed with structured networking events, including a new member mixer and a women’s breakfast.
• The conference is designed primarily for lower middle market professionals but has incredible value for both aspiring and experienced M&A advisors.
• Real relationships, real conversations, and real value are what set this event apart from other industry gatherings.
• To stay engaged year-round, members can participate in webinars, online courses, this podcast, and by joining M&A Source committees.

Missed the spring conference? Don’t worry—there’s still time to get involved. Visit masource.org to find upcoming events, join a committee, or sign up for future episodes of this podcast.

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