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Episodes

Meet the Chairman: Scott Mashuda and M&A Source in 2023
15
Jan. 20, 2023

Meet the Chairman: Scott Mashuda and M&A Source in 2023

Scott Mashuda, a founding Partner of River’s Edge Alliance Group and M&A Source’s Chairman-elect, discusses his background and what he’s excited about for M&A Source in 2023.
Live Oak Bank: Financing and Structure for Lower Middle Market Deals with John Wahl.
12
Aug. 3, 2022

Live Oak Bank: Financing and Structure for Lower Middle Market Deals with John Wahl.

Lamar Stanley of Lead Capital Partners chats with John Wahl of Live Oak Bank about what makes Live Oak different and how they structure lower middle market deals. In the interview they discuss the history of Live Oak, and John’s work in SBA lending, combination financing, and many other structures.
Rick Marchese:  Sell-side Modeling to Maximize Value
8
March 15, 2021

Rick Marchese: Sell-side Modeling to Maximize Value

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
John Howe: Building a Sustainable M&A Practice
4
Jan. 5, 2021

John Howe: Building a Sustainable M&A Practice

Visit M&A Source at https://MASource.orgIn this episode, 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,
Monty Walker: Corporate Tax Returns and Hidden Key Points For M&A Advisory Firms
3
June 22, 2020

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

Mont Walker talks with Lamar Stanley about corporate tax returns and hidden key points for M&A Advisory firms.
Alex Mazer: Turnaround Situations
2
May 13, 2020

Alex Mazer: Turnaround Situations

Host Lamar Stanley interviews Alex Mazer on turnaround situations.
Bob Wegbreit:  Transaction Data During Downturns
1
April 24, 2020

Bob Wegbreit: Transaction Data During Downturns

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.
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