The M&A Source Podcast

The M&A Source Podcast


Latest Episodes

Working Capital with Ryan Hurst
July 13, 2023

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
January 20, 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
September 21, 2022

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 companie

Key Private Bank - Strategies for Tax Efficient Business Transitions with Joel Redmond and Kalimah White.
August 29, 2022

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 t

Live Oak Bank: Financing and Structure for Lower Middle Market Deals with John Wahl.
August 03, 2022

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 his

Meet the Chairman: Jeff Swiggett and M&A Source in 2022
November 29, 2021

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 S

John Dalton: Run to Own = Run to Sell
November 12, 2021

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 discusse

Meet the Instructor: Sara Burden and the Subtle Art of Educating a Seller
October 11, 2021

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

Rick Marchese: Sell-side Modeling to Maximize Value
March 15, 2021

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
March 01, 2021

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 t