PODCAST · business
M&A Advisor Podcast
by M&A Advisor
The M&A Advisor Podcast aims to shine a light on the many outstanding Thought Leaders and members of The M&A Advisor, empowers young entrepreneurs and M&A professionals to stay informed about industry trends, including mergers and acquisitions, private equity, investment banking, and finance strategies, and provides valuable insights and actionable ideas to inspire them.Official Website https://www.maadvisor.com/Join our Newsletter https://maadvisor.com/maalerts/subscribe/LinkedIn https://www.linkedin.com/company/the-m&a-advisor/M&A TV https://www.youtube.com/user/Maadvisor/
Episodes
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The New Playbook for Data-led Dealmaking
How are today’s dealmakers using data and AI to source deals, conduct diligence, evaluate targets, manage risk, and create value? In this M&A Ideas session, veteran practitioners from private equity, investment banking, and corporate development discuss how technology is changing the dealmaking...
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Distressed M&A
Live from the 2026 Distressed Investing Summit Deal Forum at the Four Seasons Resort Palm Beach, this fireside chat digs into distressed and opportunistic M&A through the lens of one of the most complex deals in recent auto industry history: Key Safety Systems' acquisition of Takata, the airbag...
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Reputation, Resilience & Results: The Long Game of Leadership
Live from the 2026 Distressed Investing Summit Deal Forum at the Four Seasons Resort Palm Beach, The M&A Advisor brings you a fireside-chat luncheon conversation honoring three titans of restructuring: a Lifetime Achievement Award for David Kurtz and Leadership Awards for Kevyn Orr and James…
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Power Plays: Distress and Restructuring in the Energy Sector
A fireside chat from the 2026 Distressed Investing Summit (Deal Forum, Four Seasons Resort, Palm Beach, FL).When the White House flipped the switch on green energy incentives, more than $24 billion of clean energy deals were canceled almost overnight, and the tax equity capital that funded the...
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Strategy, Leverage & Leadership: What Determines Outcomes in Modern Restructurings
A fireside chat from the 2026 Distressed Investing Summit (Deal Forum, Four Seasons Resort, Palm Beach, FL).Private credit grew from near zero to roughly $3 trillion in a decade. Now retail money is heading for the exits, firms are putting up gates, and the system has never been tested by a real...
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Current Trends in Restructuring : A fireside chat from the 2026 Distressed Investing Summit
No industry is safe and no company is safe. In this candid panel, a real estate advisor, an investment banker, an independent director, and a restructuring attorney break down what is actually driving distress right now: post Covid hangovers masked by cheap credit, tariff and AI uncertainty, the...
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Running the Business While Selling It: Preserving Value in a Distressed M&A Process
A fireside chat from the 2026 Distressed Investing Summit (Deal Forum, Four Seasons Resort, Palm Beach, FL). When a business hits distress, the panic is immediate. Nobody knows how much cash is left, who's in charge, or what they owe. In this candid panel, a CRO, an investment banker, a private...
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Protecting Private Credit Deals: Pre-Transaction Safeguards And Post-Transaction Recovery Strategies
The private credit market has exploded — and so has the risk hiding inside it. 12% of private credit loans are now PIK. 40% of borrowers have negative cash flow. And $700 billion was raised in just the last two years alone. In this Fireside Chat from the M&A Advisor's 2026 Distressed Investing...
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Risk & Returns: Creating Success in Business and Life
What does it take to win in the most complex deals on Wall Street — and in life? In this Fireside Chat from the M&A Advisor's 2026 Distressed Investing Summit, former U.S. Secretary of Commerce Wilbur Ross joins Evan Hill, Partner at Cravath, Swaine & Moore, for a rare and candid conversation...
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Governance Under Pressure: Protecting Value in Complex M&A Transactions
Boards, founders, and deal teams are moving faster than ever—but speed without structure can derail even the strongest transaction. In this episode, Tonya Mitchem Grindon, Shareholder and Chairperson of the Business Department at Baker Donelson, joins Brock Niezgoda, Partner and Corporate/M&A...
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2026 M&A Boom? What Dealmakers Must Know
In this episode, we sit down with Brent Baxter, CEO of the Association for Corporate Growth (ACG), to break down what’s really happening in the middle market M&A landscape. From rising deal flow and extended private equity hold periods to the growing role of AI in value creation, Brent shares...
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Whatever it Takes – How Relentless Strategy and Systematized Processes Secure the Certainty of Close
Closing a transaction in today's volatile market requires more than just a willing buyer and seller—it demands a relentless commitment to execution. In this episode, a panel of seasoned experts, including Tom Goldblatt, Derek Swanson, and Steven Nigro reveal the unvarnished truths of getting…
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Intigration & Crisis: The Culture Gap with Shawn Whiteside & Corey Massella
Before focusing solely on operational checkboxes and financial due diligence, dealmakers often found their integrations derailed by cultural friction and unforeseen crises; however, after adopting Shawn Whiteside and Corey Massella’s leadership-first framework, they can build the trust and...
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A By-The-Numbers Look at What's Driving M&A: How Mega-Deals and Strategic Divestitures Are Driving a High-Value Market Recovery
In a transaction environment defined by regulatory shifts and economic uncertainty, data-driven intelligence is the only path to certainty. Joe Mantone, U.S. Financial Institutions News Desk Manager at S&P Global Market Intelligence, delivers a sober, evidence-based assessment of the 2025 M&A...
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Digital Transformation M&A: How “Super Boutiques” Scale Without Destroying Their Unique Founder Culture
Founders and boutique owners often fear that selling to a global giant means losing the culture and quality that made them successful. In this episode, Chip Register, CEO of Arno, explains how his "super boutique" model uses a "do no harm" integration strategy to reach $1 billion in revenue.…
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Beyond the Checklist: How Smart Dealmakers Turn Diligence Into a Competitive Advantage
Middle-market dealmakers now face aggressive 30-day sprints instead of 60-day windows. In this episode from the 2025 LID Summit, Dan Lee, Marc McCabe, Jeffrey Michelson, and Erika Highland reveal how to protect value under extreme time pressure. Learn how AI-driven Quality of Earnings (QofE) and...
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Keynote Luncheon on Leadership: M&A in Brazil – Navigating Global Crises to Launch BR Partners
Before achieving his greatest success, Ricardo Lacerda navigated the peak of global finance at Goldman Sachs and Citibank during historic world crises; however, after launching BR Partners in the wake of the 2009 financial collapse, he transformed from a corporate banker into the architect of…
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Lessons in Leadership, Ethics, and Legacy from the Thomas Farrell Memorial Awards Honorees
In this special keynote from the 2025 FOD Summit, moderator Roger Ado sits down with a distinguished group of industry icons: the original Thomas Farrell Memorial Award Honorees. Featuring Jacob Voorhees (2025 Winner), David Deutsch, Tony Caudle, Bobby Blumenfeld, and Ramsey Goodrich, this...
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Beyond the Numbers: Operational Excellence Drives Deal Value
Is your deal team tracking the right metrics, or just the loudest ones? While financials tell part of the story, they often mask the "Inhomogeneous Structure" that devalues a target before the ink is dry. In this briefing, we deconstruct the operational roadmap required to bridge the gap between…
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Sec. Wilbur Ross on Risks and Returns and the “Three Buckets” of Success
Many investors find themselves caught between aggressive capital strategies and the slow friction of regulatory oversight. In this episode, Wilbur Ross—legendary restructuring expert and former US Secretary of Commerce—shares masterclass lessons from his memoir, Risks and Returns. Discover how to...
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Dealmaking DNA: A Conversation with a Lifelong Entrepreneur
Is your leadership philosophy built on a "Signal" or just market noise? 📡 While many focus strictly on the exit, lifelong entrepreneur George Zimmer reveals why the most enduring deals are driven by operational passion and employee-centric scaling. In this briefing, we deconstruct his transition...
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Culture, Comfort and Chemistry in M&A Deals
In the high-stakes world of AI and technology M&A, most deals fail not because of financial engineering, but because of a lack of cultural alignment. In this episode, Puneet Arora (EY-Parthenon) and Satish Raman (Fractal) discuss the "three Cs"—culture, comfort, and chemistry—that dictate the...
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Business Restructuring: Looking into a Crystal Ball or Down a Rabbit Hole
Is a standard balance sheet fix enough to save a failing entity, or are you just delaying the inevitable "Chapter 22"? 📊 In this briefing, we explore why many modern restructurings fail to address the underlying business model and how "Band-Aid" deals from the pandemic era are finally coming…
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The Pioneer of Pre-Packs: Jay Goffman on Inventing Restructuring Strategy and Accelerating Deal Flow
Stop wasting years in Chapter 11 litigation! Learn directly from Jay Goffman, the inventor of the pre-pack, how to save distressed companies quickly and cost-effectively. In this episode with Derek Hunter, Jay reveals the mindset shift from "warrior" lawyer to creative business problem-solver....
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Borders & Barriers – How the Icon Aircraft Deal Survived Chapter 11
Before facing a complete liquidation due to irreconcilable governance friction and an unsustainable capital structure, Icon Aircraft’s stakeholders were stuck in a multi-year deadlock; however, after the expert intervention of Thomas McCabe, Sam Newman, and Neil Gupta, they successfully navigated…
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Unique M&A Challenges and Opportunities in the Insurance Sector
Most insurance agency owners fear that rising interest rates have killed their exit valuations—but the data suggests otherwise. In this episode, Jason Murgio and Steven Nigro reveal why the fee-based distribution market remains red-hot despite economic friction. Learn how to navigate the shift…
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The Restructuring Landscape: Managing Uncertainty in the 2026 Market
In an era defined by rapid policy shifts and shifting consumer behavior, uncertainty has become the only constant in the restructuring world. In this episode, industry veterans Lisa Donahue and J. Gregory Milmoe join Richard Goldman to dissect the distress signals emerging in the electric…
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Deal Making 2026: Navigating Headwinds, Harnessing AI, and Finding the Next Wave of Opportunity
M&A is moving—but not in the way many expected. In this timely conversation recorded live at the 2025 Future of Dealmaking Summit on November 19, Adam Reilly, National Managing Partner, U.S. Mergers, Acquisitions & Restructuring Services at Deloitte, and Brenda Ciampolillo, Managing Director, M&A...
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Opportunities for US Corporations and Investors in Latin America
Institutional investors often misread the Latin American market as a monolith of volatility, leaving significant value on the table. In this episode, Alexandre Pierantoni (Kroll) and Ricardo Lacerda (BR Partners) break down the structural shift from currency risk to regulatory uncertainty in…
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High-Conviction Dealmaking: Elliott Management’s Approach to Capital Structure Volatility
The era of "cheap debt" that fueled a decade of dealmaking is officially over, leaving many portfolio companies with legacy capital structures that are no longer sustainable. In this episode, Roger Aguinaldo sits down with Dave Miller, Head of U.S. Restructuring at Elliott Management, to discuss...
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M&A Relationship Building – How Strategic Networking and Mentorship Secure Career Longevity and Deal Success
A dealmaker’s most valuable asset is not their technology, but the depth of their strategic network. In this episode with Jonathan Adelson, industry veteran David Deutsch shares a masterclass on the "old school" principles of relationship building, mentorship, and career longevity. From starting…
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The Dealmaker’s Edge: How Founders Maximize Value in a Shifting Private Equity Market
Founders, PE operators, and advisors face a reality where deal multiples have reset and lenders have tightened selectivity. In this episode, Jonathan Kelemen of The Beekman Group shares strategies for lower middle market private equity and healthcare services acquisitions. With $1.2 billion in…
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Lower Middle Market Banking: How Underserved Founders Attract Institutional Attention and Capital
Most founders under $10M EBITDA assume no one is looking at their deals—and leave institutional money on the table. In this episode, Andrew Nussbaum reveals how Golden Circle Advisors brings private equity, strategics, private credit, and SBIC capital into sub-$5M EBITDA situations. Learn how to...
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Global M&A Strategies: Navigating Cross-Border Risks with Euan Rellie & Shawn Whiteside
Before attempting to navigate the complexities of international dealmaking, many investors were deterred by shifting regulatory landscapes and political instability; however, after applying the cross-border frameworks shared by Euan Rellie and Shawn Whiteside, they can now identify hidden...
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Lower Middle Market M&A: How Founder-Led Businesses Capture Red-Hot Private Equity Demand
Founder and family-owned business owners often struggle to navigate the complex "Silver Tsunami" transition without leaving millions on the table. In this episode, Dena Jallbert of Align explores why private equity is aggressively targeting the lower middle market with buy-and-build strategies....
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Strategy Meets Grit: CFO Secrets You Need Now
From tinkering with lawnmowers in a suburban garage to steering global financial giants through crisis and innovation—Eric Aboaf’s journey is a masterclass in leadership, resilience, and the power of data-driven transformation.In this episode of the M&A Advisor Podcast, Roger Aguinaldo, Founder…
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Seismic Shift: Family Businesses in Transition
Uncertainty is over—and the phones are ringing off the hook. Welcome back to the fireside chat between Dena Jalbert, CEO and Founder at Align Business Advisory Services and Jon Moore, Partner at PKF O’Connor Davies, LLP. Originally recorded live on November 20th at the 2024 Future of Dealmaking...
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How Culture Shapes Global M&A Deals
What happens when U.S. private equity playbooks collide with family-run firms in Brazil—or carve-out integrations stretch across Germany, Romania, and the Czech Republic?Welcome back to the fireside chat between Ammar Misto, Senior Vice President and Head of Business Development at Atar Capital,...
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Buyers, Sellers, Strategy: M&A Behind the Curtain
What really drives deal success in today’s competitive M&A market? Welcome back to this fireside chat from the Deal Forum at the 2024 Future of Dealmaking Summit, held on November 24–25 in New York City. This insightful conversation between Cory Strickland, Senior Managing Director M&A at...
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Bankruptcy Talk: Comms That Save Deals
“We don’t have a bankruptcy problem—we’re just a little tight on covenants.” Sound familiar? When denial meets distress, communication becomes your most critical asset.Originally recorded live at the 2025 Distressed Investing Summit in Palm Beach, Florida, this episode features the session...
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Setbacks to Success: The Gold Medal Mindset. What dealmakers can learn from a Paralympic champion’s journey.
What can a Paralympic gold medalist teach the M&A world about dealmaking? Everything.In this powerful episode, we bring you inside the 2024 Future of Dealmaking Summit for an unforgettable Fireside Chat featuring Michael “Mikey” Brannigan, a Paralympic Games gold medalist, and his longtime coach...
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Dealmaking in 2025: What’s Next? Is the M&A comeback finally here?
After years of market turbulence, all signs point to a major rebound in M&A. But is it real—or just wishful thinking?Welcome back to this fireside chat from the Deal Forum at the 2024 Future of Dealmaking Summit, held on November 24–25 in New York City. This insightful conversation between Mitch...
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Media Deals From Distress to Billions - Inside the minds of moguls making billion-dollar moves.
What do a failing Mediterranean restaurant chain, Rupert Murdoch’s media empire, and a Netflix-for-sports company have in common? Billion-dollar strategy, high-stakes decisions, and unexpected winners. This episode dives into the real-world deal drama behind massive media moves and distressed…
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Private Equity in 2025: Boom, Bust, or Bluff? Uncover what’s real, what’s hype, and what could derail the biggest PE plays of the year.
Are tariffs really tanking deals — or are we all just overreacting?Recorded live at the 2025 Distressed Investing Summit in Palm Beach, this powerhouse episode delivers an unfiltered fireside chat between Patrick O’Keefe, Founder and CEO of O’Keefe, and Lorie Beers, Managing Director and Head of...
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Trust Administration: Best Secrets for Creditors
What does it really take to build a post-bankruptcy trust that performs — not just exists? Recorded live at the 2025 Distressed Investing Summit in Palm Beach, this must-hear episode features a powerhouse conversation between Natalie Ramsey, Co-Chair of the Bankruptcy + Reorganizations Group and...
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Secrets of the Deal: How U.S. Trade Policy Rewrote Global Rules
Welcome to the fireside chat series of the Deal Forum of the 2024 Future of Dealmaking Summit held on November 19 & 20 at the iconic New York Athletic Club in the heart of New York. For those who missed the event, this riveting podcast episode features a conversation between Roger Aguinaldo,...
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Innovative Restructuring Tactics You Need
What happens when bankruptcy law, private credit, and global restructuring collide with unstoppable innovation? The result? A candid, insider conversation that pulls back the curtain on how top minds are redefining the rules of modern restructuring. Recorded live at the 2025 Distressed Investing...
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Restructuring Masterclass: Deals That WIN BIG
Discover how transformative restructuring is reshaping the future of finance, law, and distressed investing. This high-impact masterclass was recorded during the Deal Forum at the 2025 Distressed Investing Summit held last March 25 in Palm Beach, Florida. We're sharing this conversation as a...
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Transform Restructurings Now With Smart Communication
This episode deep dives into the high-stakes world of corporate restructuring and crisis communication, exploring real-world examples from some of the most high-profile cases in recent years. This was a fireside chat conversation at the Deal Forum of the 2025 Distressed Investing Summit which…
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Discover M&A Leadership Wisdom Now: A Masterclass
Welcome to the show where real-life M&A leadership is forged in chaos, not classrooms. In a world of volatile markets, brutal M&A battles, and uncertain times, textbook leadership doesn’t cut it. In this episode of M&A Leadership Masterclass, we bring together top restructuring and M&A experts…
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ABOUT THIS SHOW
The M&A Advisor Podcast aims to shine a light on the many outstanding Thought Leaders and members of The M&A Advisor, empowers young entrepreneurs and M&A professionals to stay informed about industry trends, including mergers and acquisitions, private equity, investment banking, and finance strategies, and provides valuable insights and actionable ideas to inspire them.Official Website https://www.maadvisor.com/Join our Newsletter https://maadvisor.com/maalerts/subscribe/LinkedIn https://www.linkedin.com/company/the-m&a-advisor/M&A TV https://www.youtube.com/user/Maadvisor/
HOSTED BY
M&A Advisor
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Frequently Asked Questions
How many episodes does M&A Advisor Podcast have?
M&A Advisor Podcast currently has 84 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is M&A Advisor Podcast about?
The M&A Advisor Podcast aims to shine a light on the many outstanding Thought Leaders and members of The M&A Advisor, empowers young entrepreneurs and M&A professionals to stay informed about industry trends, including mergers and acquisitions, private equity, investment banking, and finance...
How often does M&A Advisor Podcast release new episodes?
M&A Advisor Podcast has 84 episodes. Check the episode list to see recent publication dates and frequency.
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You can listen to M&A Advisor Podcast on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.
Who hosts M&A Advisor Podcast?
M&A Advisor Podcast is created and hosted by M&A Advisor.
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