The M&A Source Podcast

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, 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, 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, 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.

Welcome to the M&A Source Podcast!