Interviews

Over the past few months, we have been featuring award winners from the Spring M&A Source Conference in Denver. This month we hear from Jack Schroeder, a young entrant in our industry. Jack Schroeder is an M&A Source Executive Award Winner and Associate Director with Murphy McCormack Capital Advisors. In 2020, Jack graduated with high […]

Monty W. Walker, CPA, CGMA, CBI,  of Walker Business Advisory Services, is a member of the M&A Source Leadership Committee and is the go-to guy for tax, exit, and transition strategies for our members. Monty is a member of the American Institute of Certified Public Accountants, the Texas Association of Certified Public Accountants, the International Business Brokers Association, and the Texas Association of Business Brokers. He has been recognized […]

Tell us about your pre-M&A career and how it led you to doing this work? I started my career in public accounting doing audits of SEC companies based out of NYC. I call myself a ‘recovering CPA’ as I let my license lapse many years ago. From there I jumped into Financial Services, working at […]

Robert Latham is the founder and President of Altapraem M&A Advisors. Prior to forming Altapraem, he was the Vice President and a top producing broker of the Houston office of Transworld Business Advisors. Bob has worked in a wide spectrum of industries including heavy manufacturing, petrochemical equipment, aerospace and defense, construction, gas transmission, plastics and […]

Ron Edmonds serves as a principal consultant for The Principium Group, Inc. He is a corporate finance professional with extensive experience in merger and acquisition transactions, including due diligence, negotiating, directing other professionals, and planning the integration of operations. Ron has significant experience with the health care, consumer services, financial institutions, manufacturing, distribution, and entertainment industries. […]

Gary Papay is the founder and managing partner of IBG Business’s Pennsylvania and North Carolina offices. As a professional intermediary and business appraiser, Gary specializes in the sale and transfer of privately held mid-market, heating oil, propane, and petroleum companies since 1976. Gary is an M&AMI, CBI, Certified Machinery & equipment Appraiser and Senior Business […]

Introducing our new M&A Source Chair for 2022: Jeff Swiggett, CBI, M&AMI Jeff is the Chair-Elect of the M&A Source Board of Directors and will assume chairmanship in 2022. Jeff has over thirty years of business experience including positions in engineering, manufacturing, marketing, business startup, and acquisition. He owned and operated an import/export firm as […]

Sally Anne Hughes, MBA, CBI founded Hughes Klaiber in 2008. Hughes Klaiber is a mergers and acquisitions advisory firm based in New York City providing trusted advice to help entrepreneurs navigate the complex process to sell or buy a business. Sally Anne and her team bring a high level of experience and expertise, to help […]

Anthony J. Citrolo is a Managing Partner and Founder of The NYBB Group, LLC. and NYBB Commercial Real Estate. Anthony and his team represent privately held companies with annual revenues of $5 million to $50 million. Anthony represents clients in all industries, with specialties in business services and HVAC including contractors across the entire spectrum […]

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 […]