The M&A Source Podcast

Latest Episodes
Meet the Instructor: Sara Burden and the Subtle Art of Educating a Seller
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
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
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
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
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
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
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
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
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