M&A Access Podcast

Veronica Longan, CEO of Altivis Partners, shares her M&A journey on AMMA's M&A Access podcast. She details her transition from real estate to private equity and her insights on guiding business owners through sales and acquisitions. Longan highlights Altivis Partners' AI-native approach and the critical role of human judgment in successful transactions, emphasizing culture and long-term vi...

Join Ben Hernandez of Skytale Group as he discusses the dynamic healthcare M&A landscape. Ben shares insights on market trends, high-growth sectors like medical aesthetics and longevity, and strategies for successful business sales. Learn about the M&A process, from initial preparation to closing, and discover key advice for founders aiming to maximize their company's value.

Discover how leadership, culture, and a people-first approach fuel business expansion with Damien Weinstein of Weinstein & Klein. Learn about their unique "militant" culture, strategic hiring practices, and commitment to client success in M&A and employment law. This discussion offers valuable insights for fostering growth and building a strong team.

Explore the future of financial due diligence with Nikita Kamarov of DOBs.ai. Discover how AI is revolutionizing M&A by automating manual data analysis, freeing up experts for strategic insights. Learn about the current adoption rates, the critical role of human oversight, and the importance of rigorous validation in AI implementation. This discussion emphasizes embracing AI for enhanced decis...

Kevin Mayer, a seasoned M&A professional with over 25 years of experience, shares insights into the dynamic industrial M&A market. He discusses current trends, buyer selectivity, and the impact of economic factors like increased debt costs. Mayer also highlights key considerations for industrial business owners looking to sell, emphasizing the importance of intellectual property and compet...

Gain expert insights on strategic business exit planning from Greg Wilder, a seasoned tax attorney and CPA. Discover the critical importance of early planning, ideally 1-3 years prior, to maximize wealth creation and navigate the complexities of business sales. Learn about the "silver tsunami" driving generational shifts and the necessity of a comprehensive team approach for successful M&A.

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Join Gina Gallutia and John Cohan as they discuss the evolving landscape of mergers and acquisitions. John shares insights from his background in startup building and his transition to a M&A-focused practice. The conversation delves into the practical application of AI in legal work, the nuances of tech M&A, and the critical importance of adaptability and continuous learning for legal prof...

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This episode features an insightful discussion on M&A tax planning with Rich Weiner of AAF CPAs. Learn about crucial strategies for deal structuring, including stock versus asset sales, and the importance of early tax considerations. Discover common pitfalls, such as overlooked costs and purchase price allocation complexities, and understand the benefits of proactive planning for maximizing af...

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West Clark joins M&A Access to discuss his career journey from CPA to investment banking and equity research, as well as his experience advising healthcare companies through mergers and acquisitions. He explains what small and midsize business owners should understand before entering the market, including the importance of strong financial documentation, realistic expectations, and a clear gra...

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...