The M&A Source Podcast

The M&A Source Podcast


Latest Episodes

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

Bill Loftis:  Helping Sellers Identify the Most Suitable Buyer and Transaction Structure
January 18, 2021

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 Sourc

Jim Afinowich: Managing an M&A Auction in the Lower Middle Market
January 11, 2021

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&

John Howe: Building a Sustainable M&A Practice
January 05, 2021

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

Monty Walker: Corporate Tax Returns and Hidden Key Points For M&A Advisory Firms
June 22, 2020

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

Alex Mazer: Turnaround Situations
May 13, 2020

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,

Bob Wegbreit: Transaction Data During Downturns
April 24, 2020

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

Trailer
April 14, 2020

Welcome to the M&A Source Podcast!