The M&A Source Podcast
Rick Marchese:  Sell-side Modeling to Maximize Value

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 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: How to Use Business Valuations to Close Better Deals

March 1, 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 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:  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 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: 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&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.

John Howe: Building a Sustainable M&A Practice

John Howe: Building a Sustainable M&A Practice

January 5, 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 M&A Practice.

In the interview, John covers a range of topics that contribute to a sustainable M&A practice and talks about the key ideas intermediaries should consider while building their practice

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

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 San Antonio: Corporate Tax Returns and Hidden Key Points for M&A Source Advisors. In the interview, Monty discusses the difference between tax returns and financial statements and how advisors should think about utilizing this information in a transaction process.

Alex Mazer: Turnaround Situations

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, Alex explains how Big Shoulders approaches turnaround projects and how they expect the most recent downturn to impact the market.

Bob Wegbreit:  Transaction Data During Downturns

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 2020, what they saw in 2008 and 2009 and what he expects to come in 2020 based on what he's seen so far.

Trailer

Trailer

April 14, 2020

Welcome to the M&A Source Podcast!

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