Tune In for On-the-go Insights
If you work in the business of buying, growing, or selling businesses, this is the podcast for you. In each episode we interview thought leaders in the lower middle market to discuss trends, challenges, best practices and success tips.
Meet the Chairman: Scott Mashuda and M&A Source in 2023
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
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 […]
Key Private Bank – Strategies for Tax Efficient Business Transitions with Joel Redmond and Kalimah White.
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 […]
Live Oak Bank: Financing and Structure for Lower Middle Market Deals with John Wahl.
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
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.
John Dalton: Run to Own = Run to Sell
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.
Meet the Instructor: Sara Burden and the Subtle Art of Educating a Seller
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 […]
Rick Marchese: Sell-side Modeling to Maximize Value
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, […]
Rich Mowrey: How to Use Business Valuations to Close Better Deals
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 […]
Bill Loftis: Helping Sellers Identify the Most Suitable Buyer and Transaction Structure
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 […]
Jim Afinowich: Managing an M&A Auction in the Lower Middle Market
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 […]
John Howe: Building a Sustainable M&A Practice
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 […]
Monty Walker: Corporate Tax Returns and Hidden Key Points For M&A Advisory Firms
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 […]
Alex Mazer: Turnaround Situations
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
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.