The M&A Source Podcast

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If you work in the business of buying, growing, or selling businesses, this is the podcast for you! Welcome to the M&A Source Podcast, a podcast brought to you by M&A Source, a non-profit professional organization that provides training and education for

M&A Source

Independence, OH


    • Oct 16, 2023 LATEST EPISODE
    • monthly NEW EPISODES
    • 35m AVG DURATION
    • 51 EPISODES


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    Latest episodes from The M&A Source Podcast

    Anatomy of a Purchase Agreement with Matt Bowles

    Play Episode Listen Later Oct 16, 2023 58:47


    Listen in as Dave Dejewski talks with Matt Bowles of Hogan Lovells about the Anatomy of a Purchase Agreement. In this episode, we explore the parts of a purchase agreement, explain what they do, and share a few stories where the Purchase Agreement was the star of the show.  

    Anatomy of a Purchase Agreement with Matt Bowles

    Play Episode Listen Later Oct 16, 2023 58:47


    Listen in as Dave Dejewski talks with Matt Bowles of Hogan Lovells about the Anatomy of a Purchase Agreement. In this episode, we explore the parts of a purchase agreement, explain what they do, and share a few stories where the Purchase Agreement was the star of the show.  

    Working Capital with Ryan Hurst

    Play Episode Listen Later Jul 13, 2023 50:50


    Dave Dejewski and Ryan Hurst, a Partner in RKL's Business Consulting Services Group, take a deep dive into the concept of working capital.

    Working Capital with Ryan Hurst

    Play Episode Listen Later Jul 13, 2023 50:50


    Dave Dejewski and Ryan Hurst, a Partner in RKL's Business Consulting Services Group, take a deep dive into the concept of working capital.

    Meet the Chairman: Scott Mashuda and M&A Source in 2023

    Play Episode Listen Later Jan 20, 2023 39:31


    Scott Mashuda, a founding Partner of River's Edge Alliance Group and M&A Source's Chairman-elect, discusses his background and what he's excited about for M&A Source in 2023.

    Meet the Chairman: Scott Mashuda and M&A Source in 2023

    Play Episode Listen Later Jan 20, 2023 39:31


    Scott Mashuda, a founding Partner of River's Edge Alliance Group and M&A Source's Chairman-elect, discusses his background and what he's excited about for M&A Source in 2023.

    Rich Jones (Zabel Companies) and Bob McCormack (Murphy McCormack Capital Advisors) Discuss Building Trust between Entrepreneurs and Equity Partners

    Play Episode Listen Later Sep 21, 2022 52:58


    Bob McCormack of Murphy McCormack Capital Advisors interviews Rich Jones of Zabel Companies to discuss Zabel's history and background and their approach to partnering with lower middle market companies to drive long-term, sustainable growth. In the interview, they discuss how building a trust-based relationship between buyer and seller can minimize deal distractions and identify the right partner to both support growth and preserve a company's legacy.

    Rich Jones (Zabel Companies) and Bob McCormack (Murphy McCormack Capital Advisors) Discuss Building Trust between Entrepreneurs and Equity Partners

    Play Episode Listen Later Sep 21, 2022 52:58


    Rich Jones (Zabel Companies) and Bob McCormack (Murphy McCormack Capital Advisors) Discuss Building Trust between Entrepreneurs and Equity Partners

    Rich Jones (Zabel Companies) and Bob McCormack (Murphy McCormack Capital Advisors) Discuss Building Trust between Entrepreneurs and Equity Partners

    Play Episode Listen Later Sep 21, 2022 52:59


    Bob McCormack of Murphy McCormack Capital Advisors interviews Rich Jones of Zabel Companies to discuss Zabel's history and background and their approach to partnering with lower middle market companies to drive long-term, sustainable growth. In the interview, they discuss how building a trust-based relationship between buyer and seller can minimize deal distractions and identify the right partner to both support growth and preserve a company's legacy.

    Key Private Bank - Strategies for Tax Efficient Business Transitions with Joel Redmond and Kalimah White.

    Play Episode Listen Later Aug 29, 2022 53:09


    Lamar Stanley of Lead Capital Partners chats with Joel Redmond and Kalimah White of Key Private Bank about techniques that they use in their business advisory practice to help business owners reduce taxes when selling their business. In the interview they discuss the four cornerstones of tax reduction when selling a business, the stages of a transition as it relates to tax planning, and specific ways that intermediaries can assist clients in preparing for a transaction.

    Key Private Bank - Strategies for Tax Efficient Business Transitions with Joel Redmond and Kalimah White.

    Play Episode Listen Later Aug 29, 2022 53:09


    Lamar Stanley of Lead Capital Partners chats with Joel Redmond and Kalimah White of Key Private Bank about techniques that they use in their business advisory practice to help business owners reduce tax exposure in transactions.

    Key Private Bank – Strategies for Tax Efficient Business Transitions with Joel Redmond and Kalimah White.

    Play Episode Listen Later Aug 29, 2022 53:09


    Lamar Stanley of Lead Capital Partners chats with Joel Redmond and Kalimah White of Key Private Bank about techniques that they use in their business advisory practice to help business owners reduce taxes when selling their business. In the interview they discuss the four cornerstones of tax reduction when selling a business, the stages of a transition as it relates to tax planning, and specific ways that intermediaries can assist clients in preparing for a transaction.

    Live Oak Bank: Financing and Structure for Lower Middle Market Deals with John Wahl.

    Play Episode Listen Later Aug 3, 2022 56:44


    Lamar Stanley of Lead Capital Partners chats with John Wahl of Live Oak Bank about what makes Live Oak different and how they structure lower middle market deals. In the interview they discuss the history of Live Oak, and John's work in SBA lending, combination financing, and many other structures.

    Live Oak Bank: Financing and Structure for Lower Middle Market Deals with John Wahl.

    Play Episode Listen Later Aug 3, 2022 56:44


    Lamar Stanley of Lead Capital Partners chats with John Wahl of Live Oak Bank about what makes Live Oak different and how they structure lower middle market deals. In the interview they discuss the history of Live Oak, and John's work in SBA lending, combination financing, and many other structures.

    Live Oak Bank: Financing and Structure for Lower Middle Market Deals with John Wahl.

    Play Episode Listen Later Aug 3, 2022 56:44


    Lamar Stanley of Lead Capital Partners chats with John Wahl of Live Oak Bank about what makes Live Oak different and how they structure lower middle market deals. In the interview they discuss the history of Live Oak, and John's work in SBA lending, combination financing, and many other structures.

    Meet the Chairman: Jeff Swiggett and M&A Source in 2022

    Play Episode Listen Later Nov 29, 2021 25:51


    Jeff Swiggett, the Owner of VR Business Sales of New Haven in Connecticut and M&A Source's Chairman-elect discusses his background, the M&A industry and some of the things he's excited about for M&A Source in 2022.

    Meet the Chairman: Jeff Swiggett and M&A Source in 2022

    Play Episode Listen Later Nov 29, 2021 25:51


    Jeff Swiggett, the Owner of VR Business Sales of New Haven in Connecticut and M&A Source's Chairman-elect discusses his background, the M&A industry and some of the things he's excited about for M&A Source in 2022.

    Meet the Chairman: Jeff Swiggett and M&A Source in 2022

    Play Episode Listen Later Nov 29, 2021 25:51


    Meet the Chairman of M&A Source 2022, Jeff Swiggett

    John Dalton: Run to Own = Run to Sell

    Play Episode Listen Later Nov 12, 2021 45:51


    John Dalton, the Founder and Managing Partner of Industrial Device Investments, a Knoxville, TN based private equity firm, discusses his book Run to Own = Run to Sell. In the interview, John discusses the topics in the book like useful resources for Strategy, Hiring, Culture, Debt vs. Equity, and who many more.

    John Dalton: Run to Own = Run to Sell

    Play Episode Listen Later Nov 12, 2021 45:51


    John Dalton, the Founder and Managing Partner of Industrial Device Investments, a Knoxville, TN based private equity firm, discusses his book Run to Own = Run to Sell.  In the interview, John discusses the topics in the book like useful resources for Strategy, Hiring, Culture, Debt vs. Equity, and who  many more.

    John Dalton: Run to Own = Run to Sell

    Play Episode Listen Later Nov 12, 2021 45:51


    John Dalton talks about the differences between running a business to own it vs running a business to sell.

    Meet the Instructor: Sara Burden and the Subtle Art of Educating a Seller

    Play Episode Listen Later Oct 11, 2021 43:58


    Sara Burden, the President and Owner of Walden Businesses, a Atlanta based investment bank, discusses her background and the course that she is teaching at M&A Source's Fall Conference: The Subtle Art of Educating a Seller.  In the interview, Sara discusses topics covered in the course like the getting to an engagement, retainer and development fees, building trust with clients, roles in a deal process, and many more.

    Meet the Instructor: Sara Burden and the Subtle Art of Educating a Seller

    Play Episode Listen Later Oct 11, 2021 43:58


    Sara Burden, the President and Owner of Walden Businesses, a Atlanta based investment bank, discusses her background and the course that she is teaching at M&A Source's Fall Conference: The Subtle Art of Educating a Seller

    Meet the Instructor: Sara Burden and the Subtle Art of Educating a Seller

    Play Episode Listen Later Oct 11, 2021 43:58


    Sara Burden, the President and Owner of Walden Businesses, an Atlanta based investment bank, discusses her background and the course that she is teaching at M&A Source's Fall Conference: The Subtle Art of Educating a Seller. In the interview, Sara discusses topics covered in the course like the getting to an engagement, retainer and development fees, building trust with clients, roles in a deal process, and many more.

    Rick Marchese: Sell-side Modeling to Maximize Value

    Play Episode Listen Later Mar 15, 2021 40:18


    Rick Marchese, the founder of Lares Loreno Private Capital, a corporate finance firm based in Singapore, discusses the course that he taught at M&A Source's virtual Fall Conference: Sell-side Modeling to Maximize Value. In the interview, Rick goes discusses topics covered in the course like the differences between valuation and pricing, relative vs. intrinsic value, normalizing financial statements, and many more.

    Rick Marchese: Sell-side Modeling to Maximize Value

    Play Episode Listen Later Mar 15, 2021 40:18


    Rick Marchese, the founder of Lares Loreno Private Capital, a corporate finance firm based in Singapore, discusses the course that he taught at M&A Source's virtual Fall Conference: Sell-side Modeling to Maximize Value.  In the interview, Rick goes discusses topics covered in the course like the differences between valuation and pricing, relative vs. intrinsic value, normalizing financial statements, and many more.

    Rick Marchese: Sell-side Modeling to Maximize Value

    Play Episode Listen Later Mar 15, 2021 40:18


    Rick Marchese, the founder of Lares Loreno Private Capital, a corporate finance firm based in Singapore, discusses the course that he taught at M&A Source's virtual Fall Conference: Sell-side Modeling

    Rich Mowrey: How to Use Business Valuations to Close Better Deals

    Play Episode Listen Later Mar 1, 2021 38:26


    Rich Mowrey, an author and President of Management Services & Development, a firm that provides private ownership transition advisory services to closely-held businesses discusses the course that he taught at M&A Source's virtual Fall Conference: How to Use Business Valuations to Close Better Deals. In the interview, Rich goes discusses topics covered in the course like how to value assets, preparing financial statements, how to think about add backs, and many more.

    Rich Mowrey: How to Use Business Valuations to Close Better Deals

    Play Episode Listen Later Mar 1, 2021 38:26


    Rich Mowrey, an author and President of Management Services & Development, a firm that provides private ownership transition advisory services to closely-held businesses discusses the course that he taught at M&A Source's virtual Fall Conference: How to Use Business Valuations to Close Better Deals.  In the interview, Rich goes discusses topics covered in the course like how to value assets, preparing financial statements, how to think about add backs, and many more.

    Rich Mowrey: How to Use Business Valuations to Close Better Deals

    Play Episode Listen Later Mar 1, 2021 38:26


    Rich Mowrey, an author and President of Management Services & Development, a firm that provides private ownership transition advisory services to closely-held businesses discusses the course that he teaches.

    Bill Loftis:  Helping Sellers Identify the Most Suitable Buyer and Transaction Structure

    Play Episode Listen Later Jan 18, 2021 26:13


    Bill Loftis, Managing Director and co-founder of Blue River Financial Group, a middle-market merger and acquisition advisory firm based in Detroit, MI, discusses the course that he taught at M&A Source's 2019 Fall Conference: Helping Sellers Identify the Most Suitable Buyers and Transaction Structures. In the interview, Bill goes through the range of options offered to sellers as well as the considerations advisers should have in mind when making recommendations to sellers.  

    Bill Loftis:  Helping Sellers Identify the Most Suitable Buyer and Transaction Structure

    Play Episode Listen Later Jan 18, 2021 26:13


    Bill Loftis, Managing Director and co-founder of Blue River Financial Group, a middle-market merger and acquisition advisory firm based in Detroit, MI, discusses the course that he taught at M&A Source's  2019 Fall Conference: Helping Sellers Identify the Most Suitable Buyers and Transaction Structures.   In the interview, Bill goes through the range of options offered to sellers as well as the considerations advisers should have in mind when making recommendations to sellers.

    Bill Loftis:  Helping Sellers Identify the Most Suitable Buyer and Transaction Structure

    Play Episode Listen Later Jan 18, 2021 26:13


    Bill Loftis, Managing Director and co-founder of Blue River Financial Group, a middle-market merger and acquisition advisory firm based in Detroit, MI, discusses the course that he taught at M&A Source

    Jim Afinowich: Managing an M&A Auction in the Lower Middle Market

    Play Episode Listen Later Jan 11, 2021 17:22


    Jim Afinowich, a Partner and Designated Broker at IBG Fox & Fin, a multi-state business sales and acquisitions firm, discusses the course he taught at M&A Source's 2019 Fall Conference: Managing an M&A Auction in the Lower Middle Market. In the interview, Jim goes through the elements of and strategies to consider when running an M&A Auction.

    Jim Afinowich: Managing an M&A Auction in the Lower Middle Market

    Play Episode Listen Later Jan 11, 2021 17:22


    Jim Afinowich, a Partner and Designated Broker at IBG Fox & Fin, a multi-state business sales and acquisitions firm, discusses the course he taught at M&A Source's 2019 Fall Conference: Managing an M&A Auction in the Lower Middle Market

    Jim Afinowich: Managing an M&A Auction in the Lower Middle Market

    Play Episode Listen Later Jan 11, 2021 17:22


    Jim Afinowich, a Partner and Designated Broker at IBG Fox & Fin, a multi-state business sales and acquisitions firm, discusses the course he taught at M&A Source's 2019 Fall Conference: Managing an M&A Auction in the Lower Middle Market. In the interview, Jim goes through the elements of and strategies to consider when running an M&A Auction.Jim Afinowich, a Partner and Designated Broker at IBG Fox & Fin,

    John Howe: Building a Sustainable M&A Practice

    Play Episode Listen Later Jan 5, 2021 20:40


    John Howe, director of Business Transition Strategies, a mergers and acquisitions firm, discusses the course that he taught during the M&A Source Fall Conference in San Antonio, Building a Sustainable M&A Practice. In the interview, John covers a range of topics that contribute to a sustainable M&A practice and talks about the key ideas intermediaries should consider while building their practice

    John Howe: Building a Sustainable M&A Practice

    Play Episode Listen Later Jan 5, 2021 20:40


    John Howe, director of Business Transition Strategies, a mergers and acquisitions firm, discusses the course that he taught during the M&A Source Fall Conference in San Antonio, Building a Sustainable M&A Practice

    John Howe: Building a Sustainable M&A Practice

    Play Episode Listen Later Jan 5, 2021 20:40


    John Howe, director of Business Transition Strategies, a mergers and acquisitions firm, discusses the course that he taught during the M&A Source Fall Conference in San Antonio, Building a Sustainable M&A Practice. In the interview, John covers a range of topics that contribute to a sustainable M&A practice and talks about the key ideas intermediaries should consider while building their practice.

    Monty Walker: Corporate Tax Returns and Hidden Key Points For M&A Advisory Firms

    Play Episode Listen Later Jun 22, 2020 22:02


    Monty Walker, Founder of Walker Business Advisory Services, a business transaction and advisory firm based in Wichita Falls, TX, discusses the course that he taught at M&A Source's Fall Conference in San Antonio: Corporate Tax Returns and Hidden Key Points for M&A Source Advisors. In the interview, Monty discusses the difference between tax returns and financial statements and how advisors should think about utilizing this information in a transaction process.

    Monty Walker: Corporate Tax Returns and Hidden Key Points For M&A Advisory Firms

    Play Episode Listen Later Jun 22, 2020 22:01


    Monty Walker, Founder of Walker Business Advisory Services, a business transaction and advisory firm based in Wichita Falls, TX, discusses the course that he taught at M&A Source's Fall Conference in San Antonio: Corporate Tax Returns and Hidden Key Points for M&A Source Advisors. In the interview, Monty discusses the difference between tax returns and financial statements and how advisors should think about utilizing this information in a transaction process.

    Monty Walker: Corporate Tax Returns and Hidden Key Points For M&A Advisory Firms

    Play Episode Listen Later Jun 22, 2020 22:01


    Mont Walker talks with Lamar Stanley about corporate tax returns and hidden key points for M&A Advisory firms.

    Alex Mazer: Turnaround Situations

    Play Episode Listen Later May 13, 2020 29:27


    Alex Mazer, a Vice President with Big Shoulders Capital, discusses Big Shoulders' work making debt and equity investments in underperforming lower middle-market operating companies. In the interview, Alex explains how Big Shoulders approaches turnaround projects and how they expect the most recent downturn to impact the market.

    Alex Mazer: Turnaround Situations

    Play Episode Listen Later May 13, 2020 29:27


    Host Lamar Stanley interviews Alex Mazer on turnaround situations.

    Alex Mazer: Turnaround Situations

    Play Episode Listen Later May 13, 2020 29:28


    Alex Mazer, a Vice President with Big Shoulders Capital, discusses Big Shoulders' work making debt and equity investments in underperforming lower middle-market operating companies. In the interview, Alex explains how Big Shoulders approaches turnaround projects and how they expect the most recent downturn to impact the market.

    Bob Wegbreit: Transaction Data During Downturns

    Play Episode Listen Later Apr 25, 2020 28:34


    Bob Wegbreit, a partner at GF Data, discusses GF Data's benchmark reports on private equity-sponsored M&A transactions. In the interview, Bob goes through the data that they have collected thus far in 2020, what they saw in 2008 and 2009 and what he expects to come in 2020 based on what he's seen so far.

    Bob Wegbreit: Transaction Data During Downturns

    Play Episode Listen Later Apr 25, 2020 28:34


    Bob Wegbreit, a partner at GF Data, discusses GF Data's benchmark reports on private equity-sponsored M&A transactions. In the interview, Bob goes through the data that they have collected.

    Bob Wegbreit: Transaction Data During Downturns

    Play Episode Listen Later Apr 24, 2020 28:34


    Bob Wegbreit, a partner at GF Data, discusses GF Data's benchmark reports on private equity-sponsored M&A transactions. In the interview, Bob goes through the data that they have collected thus far in 2020, what they saw in 2008 and 2009 and what he expects to come in 2020 based on what he's seen so far.

    Trailer

    Play Episode Listen Later Apr 15, 2020 1:09


    Welcome to the M&A Source Podcast!

    Trailer

    Play Episode Listen Later Apr 14, 2020 1:09


    Welcome to the M&A Source Podcast!

    Trailer

    Play Episode Listen Later Apr 14, 2020 1:09


    Welcome to the M&A Source Podcast!

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