M&A Access Podcast

Explore the nuances of US vs. Latin American M&A with insights from Joaquin Contreras. Discover how globalization impacts cross-border deals, particularly in manufacturing. Understand the critical differences in deal-making, from systematic US approaches to the importance of personal connections and trust in LatAm. Learn about potential challenges and strategies for successful transactions.

This interview features Bryon Morrison, co-founder and CEO of Proxi, discussing how businesses can prepare for sale. Morrison highlights the critical role of a Chief of Staff in bridging the execution gap for small to medium-sized businesses. Proxi's AI platform and strategic advisors help companies assess value and improve operations, customer experience, and cash flow, particularly for those pla...

Gina Luna, a seasoned leader in banking and investing, shares insights from her extensive career, including her transition from JP Morgan to co-founding GP Capital Partners. She highlights the growing importance of fundless sponsors and the critical role of relationships and reputation in the lower middle market. Luna emphasizes a rigorous due diligence process, focusing on people, transparency, a...

Explore the journey of an investment banker and the intricacies of M&A transactions. Learn how to prepare your business for sale, understand buyer motivations, and navigate challenging deal negotiations. Discover strategies for success in the dynamic world of investment banking and business transactions.

This interview with M&A attorney Will Schroeder explores the intricacies of mergers and acquisitions. Schroeder highlights the fulfilling aspects of M&A for both sellers and entrepreneurs, while also emphasizing the critical role of legal counsel early in the process. Key topics include deal structuring, risk mitigation, due diligence, and the strategic use of indemnification, escrows, and...

Amanda David, an M&A expert with a decade of experience, shares insights on optimizing technology decisions during mergers and acquisitions. She emphasizes that value realization hinges on effective post-deal integration, a phase often underestimated. David highlights common pitfalls like deferred decisions and the creation of 'integration debt,' advocating for robust governance and learning l...

This “Best Of” M&A Access episode brings together standout advice from some of our most recent guests on navigating the M&A and private equity landscape. From finding your niche and networking with intention to moving with speed, accuracy, and long-term focus after acquisition, this episode highlights practical takeaways for professionals looking to grow their influence and stay ahead in t...

Gina Gallutia interviews Stuart Noel on M&A Access, the official podcast of the Alliance of M&A Advisors. Stuart discusses his journey from independent sponsor to a fully funded model at Compass, driven by growth and talent acquisition. He elaborates on Compass's thesis-based investing approach, "Thesis Thursdays," and the importance of deep industry understanding. The conversation also to...

Matthew Lewallen, Marketing Communications Manager at First Tee Greater Dallas, shares his journey with the youth golf initiative. He details the program's evolution, from age and skill-based sessions to its current age-focused approach. Lewallen emphasizes how First Tee's core values extend beyond golf, fostering essential life skills and personal growth for participants.

Gina Gallutia sits down with representatives from First Tee, the charitable beneficiary of the upcoming AM&AA Golf Tournament, to talk about the organization’s mission and the life-changing impact it has on young people. In this episode, listeners hear firsthand how First Tee helps build confidence, character, and leadership skills through the game of golf. The conversation also highlights per...

Steve Nunn, CEO of Intista, discusses the critical human element in M&A integrations on M&A Access. He emphasizes that successful integrations hinge on clear communication, addressing employee concerns, and building trust early in the process. Steve shares insights on navigating cultural differences and unexpected challenges, highlighting the importance of a dedicated integration team and...

Learn how relationships, trust, and proactive networking drive successful deals. Discover the critical role of insurance in value creation and risk mitigation, from property casualty to cyber and employee benefits. This insightful conversation highlights best practices for navigating complex transactions and fostering long-term success.

Steve Monterroso joins M&A Access to discuss the evolving landscape of M&A. He shares his journey from a call center to CEO, emphasizing the importance of drive and curiosity. Monterroso highlights how AI is poised to transform deal-making and data rooms into intelligence hubs, empowering businesses of all sizes. He also stresses the critical need for proactive preparation and organized da...

Ryan Corcoran, Director of Business Development at Grassi shares his journey from marketing to scaling startups and his current role in transaction advisory. He discusses the importance of understanding the company lifecycle, effective networking, and crucial advice for young professionals entering private equity. Learn about the evolving M&A market and key traits for success in the industry.

Sean Mooney, CEO of BluWave, shares his entrepreneurial path, from PE partner to founder. He discusses the evolving private equity landscape and the inspiration behind Blue Wave's name. Mooney also highlights Blue Wave's commitment to excellence and employee growth, advocating for focused expertise. The conversation touches on democratizing PE knowledge through podcasts and offers advice for aspir...

On this episode of M&A Access , Gina Gallutia speaks with Joe Applebaum, CEO of Calm HR. Joe reflects on his entrepreneurial journey—from founding and exiting a company to the personal considerations behind major decisions. He also shares insights on building and communicating a strong value proposition, the importance of self-awareness for founders navigating M&A, and his current focus on...

Graham Bachman shares his unconventional path into M&A and private equity, drawing on his experience in private capital markets and the investment strategy behind Hidden River. In this episode, Graham breaks down why relationship-driven deal sourcing matters more than ever in the lower middle market, the realities of finding quality deals, and how structured capital continues to evolve. He als...

Maureen Berkner Boyt shares her insights on unleashing human potential at work, focusing on understanding human behavior in business integrations. She discusses her company, C2IQ, which measures human risks during organizational changes. Key topics include change resilience, human connection skills, and the balance between analytical thinking and emotional intelligence in leadership. The conversat...

Gina Gallutia and Matt Bain explore the impact of AI on mergers and acquisitions. Bain shares his transition from investment banking to founding Liquid, highlighting AI's potential to enhance efficiency in M&A. He discusses the industry's cautious approach due to security concerns and emphasizes the need for AI integration in workflows. While AI can't replace personal networks, it can improve...

Gina Gallutia and Albert Fialkovich explore Albert's business journey, from a family seafood venture to establishing a successful brokerage. He shares key insights on company culture, core values, and scaling strategies. Albert highlights the personal touch in mergers and acquisitions, industry challenges, and the changing landscape of business ownership for millennials. The discussion wraps up wi...

Graeme Frazier shares his journey in the M&A industry, highlighting his non-traditional path and the founding of PCR Partners. He discusses the innovative GF Data model, the importance of relationships, and the challenges in the lower middle market. Graeme provides insights on current market conditions, the value of quality businesses, and the critical role of mentorship, emphasizing trust and...

Robert Rough from Telos Capital Advisors shares his expertise in mergers and acquisitions. He discusses capital raising, the complexities of capital stacks, and the significance of understanding client goals. Robert highlights the various types of capital, challenges in securing funding, and the necessity of a detailed financial model. He also emphasizes relationship-building with capital provider...

Gilbert Cruz shares his journey in the M&A field, highlighting the importance of networking and personal connections. He discusses the evolving role of young professionals and the impact of AI on the industry. Gilbert provides advice for newcomers, emphasizing ethical competition and strategic thinking in deal-making. He concludes with insights on building relationships and the value of commun...

Darryl Mazow shares his journey from Switzerland to the U.S. and his experiences in corporate development and law. He highlights the importance of understanding clients' needs and the emotional aspects of M&A transactions. Darryl discusses the impact of tariffs on deals and the role of AI in legal work. He encourages young professionals to network and explore diverse opportunities in Houston's...

Mindy Passmore transitions from public accounting to becoming a fractional CFO and launching her own M&A firm. She highlights the need for business owners to be prepared for mergers and acquisitions, addressing both financial and emotional aspects. Mindy emphasizes understanding client needs, the impact of family in business transitions, and the cultural elements of acquisitions. Her commitmen...