The M&A Source Podcast

Rich Jones (Zabel Companies) and Bob McCormack (Murphy McCormack Capital Advisors) Discuss Building Trust between Entrepreneurs and Equity Partners

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 companies to drive long-term, sustainable growth. In the interview, they discuss how building a trust-based relationship between buyer and seller can minimize deal distractions and identify the right partner to both support growth and preserve a company's legacy.

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

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 taxes when selling their business. In the interview they discuss the four cornerstones of tax reduction when selling a business, the stages of a transition as it relates to tax planning, and specific ways that intermediaries can assist clients in preparing for a transaction.

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

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 history of Live Oak, and John's work in SBA lending, combination financing, and many other structures.

Meet the Chairman: Jeff Swiggett and M&A Source in 2022

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 Source in 2022.

John Dalton: Run to Own = Run to Sell

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 discusses the topics in the book like useful resources for Strategy, Hiring, Culture, Debt vs. Equity, and who  many more.

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 of Educating a Seller.  In the interview, Sara discusses topics covered in the course like the getting to an engagement, retainer and development fees, building trust with clients, roles in a deal process, and many more.

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 to Maximize Value.  In the interview, Rick goes discusses topics covered in the course like the differences between valuation and pricing, relative vs. intrinsic value, normalizing financial statements, and many more.

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 taught at M&A Source's virtual Fall Conference: How to Use Business Valuations to Close Better Deals.  In the interview, Rich goes discusses topics covered in the course like how to value assets, preparing financial statements, how to think about add backs, and many more.

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 Source's  2019 Fall Conference: Helping Sellers Identify the Most Suitable Buyers and Transaction Structures.  

In the interview, Bill goes through the range of options offered to sellers as well as the considerations advisers should have in mind when making recommendations to sellers.

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&A Auction in the Lower Middle Market.

In the interview, Jim goes through the elements of and strategies to consider when running an M&A Auction.