Interviews

Jason Werner is the founder and president of Ethos Business Advisors, LLC. that he founded in 2021 after nearly 4 years at Walden Businesses. Jason has 20 years of business transactional experience, including spearheading mergers and acquisitions, conducting negotiations, performing financial and operational analysis, implementing strategic plans, and consulting with business owners. A Certified Mergers […]

Gary Rogers has been an active owner in Kingsley Group Business Brokers for over 25 years. He holds a degree in Industrial Engineering from Purdue University and an MBA from the University of Iowa. Gary has served as Chairman of the Small Business Advisory Council for the Springfield Area Chamber of Commerce and currently serves […]

Doug Robbins is President and Founder of Robbinex Inc., an internationally renowned Canadian Business Intermediary and Business Broker. He is a seasoned businessman having completed more than 1,000 assignments relating to advising clients on mergers and acquisitions; valuations; transferring businesses to the next generation; partnership resolutions; refinancing; along with numerous other consulting activities. He has […]

Lamar Stanley is Vice President of Gen Cap America, a private investment firm headquartered in Nashville, Tennessee. GCA specializes in acquisitions and recapitalizations of quality middle market and lower middle market businesses with revenues between $10M and $200M. Before joining Gen Cap in 2016, Lamar was with Diversified Trust Company, a wealth management firm where he worked in their private-equity strategy group. Prior to Diversified Trust Company, Mr. Stanley served […]

This month, we chatted with Scott Bushkie, CBI, M&AMI, M&A Source Conference Committee Chair, and Founder of Cornerstone Business Services in Green Bay, WI. With more than 20 years in the M&A industry, Scott is a recognized leader in the field, providing exit strategies, sell- and buy-side transitions, along with valuation services in the lower middle market. […]

Lisa Riley is the founder and president of Delta Business Advisors. Lisa has worked in the industry since 2011 and is the incoming chair of the International Business Brokers Association (IBBA). She is also the past chair of the Arizona Business Brokers Association (AZBBA) and spearheads the quarterly IBBA/M&A Source Market Pulse Survey. Lisa holds […]

Alex Mazer is a Vice President with Big Shoulders Capital and its affiliate, PPL Group, a private firm that provides liquidity solutions for commercial and industrial companies in turnaround/transition. Primary services include industrial asset disposition/liquidations, quick and creative asset-based debt refinancing, and equity investments in small and middle-market operating companies. Prior to joining them, Alex founded and managed […]

Pat McDonald, CBI, M&AMI, FMAS, FIBBA, CM&AP, is a principal of Walden Businesses, Inc. – an M&A acquisitions company located in Atlanta, Georgia. Pat has been an Intermediary since 1989 and a member of the M&A Source and International Business Brokers Association since 1990. Pat received the CBI designation in 1992 and was awarded the Fellow of […]

This month, we sat down with Jim Cumbee JD, MBA, chair of the M&A Source Communications Committee for 2020. Jim is the owner of Tennessee Valley Group, an M&A advisory business for companies with revenue of $5M to $40M. He is also a Tennessee Supreme Court listed General Civil Mediator. In addition to being an attorney, […]

This month, we sat down with Bob McCormack of Murphy McCormack Capital Advisors. Bob founded Murphy McCormack Capital Advisors in 2005, a business advisory service company specializing in sell-side advisory, buy-side advisory, business valuations, financing placement, and highly selective business turnaround advisory services. They focus on middle-market companies, typically annual revenues of between $2,000,000 to […]

Our second interview features Dave Wimer, CBI, M&AMI of Murphy McCormack Capital Advisors located in Lewisburg, PA.  Dave has had a diverse career as an owner/operator, key turnaround executive and M&A advisor. He is currently Chair of the M&A Source Communications Committee, a newly elected Board Member, and an Instructor for M&A Source with a […]

Laura Maver Ward, M&AMI, CM&AP, CBI, CBC is Founder and Managing Partner of Kingsbridge Capital Partners, a lower middle market M&A advisory firm headquartered in Kansas City, Missouri. Laura has advised hundreds of business owners on mergers and acquisitions, financial advisory issues and business growth strategies. Laura has earned certifications as: Mergers & Acquisitions Master […]