M&A Access

M&A Access: July 29

This week’s M&A Access features Keith Apton, Managing Director – Wealth Management, UBS. Apton breaks down what an ESOP is and why a business opts for it, particularly as a tax-efficient strategy and as a way to preserve business legacy. Also, Apton examines current trends in the marketplace including the partial sale.  Read More

M&A Access: July 22nd

This week’s M&A Access features Mark Arciero, Founder & CEO, INTERIM CEO and Private Equity Services. Arciero delves into scaling business, stabilizing an organization, and execution as what should be the primary focuses of businesses during the pandemic. He also pinpoints conservation of cash flow, reducing cost, and maintaining profitability as...Read More

M&A Access: July 15

The latest edition of M&A Access features Cynthia Spigel, Owner & Consultant, Spigel Strategies & Solutions, LLC and Mike Palm, Director, Charter Capital Partners. Spigel explains how human capital makes or breaks a deal—a preview of her upcoming Summer Conference panel discussion, “The Human Side of Due Diligence: The Business of...Read More

M&A Access: July 8

This week’s M&A Access features Jesse Abercrombie, Financial Advisor, Edward Jones and Mike Ertel, Managing Director, Transworld M&A Advisors. Abercrombie examines the shifts in clients’ strategies due to COVID-19 and what business owners should be focused on during these uncertain times. Meanwhile, Ertel explains how viewers can become engaged...Read More

M&A Access: July 1

This week’s M&A Access features Bill McCalpin, CEO and Founder, DealWare Inc. McCalpin delves into the market survey AM&AA conducted and what it revealed about how COVID-19 has affected the M&A market as well where the market is headed in the future. The overview illustrates actionable data and industry-specific insights produced from the report....Read More

M&A Access: June 24

This week’s M&A Access features Teresa Cherry, Principal, Family Wealth Collective and Paul Evans, Director, CRI Capital Advisors. Cherry advises what businesses and owners should be focused on to end the year successfully—notably sound tax advice—and how the Family Wealth Collective helps move deals along. Meanwhile, Evans analyzes current deal trends under LOI...Read More

M&A Access: June 17

This week’s M&A Access features Robert Rough, Managing Director, Telos Capital Advisors and Steven Kerrick, Partner, Advisory Services Team Leader, MCM. Rough illustrates what companies should expect if they decide to restructure following COVID-19 as well as how the uncertainty of PPP loans is impacting the process. Meanwhile, Kerrick explains how MCM’s...Read More

M&A Access: June 10

This week’s M&A Access features Walker Deibel, Founder, Acquisition Lab, and Pat Combs, SVP Consulting, Teamalytics. Deibel, author of the entrepreneurial guide Buy Then Build, uncovers the positive aspects COVID-19 is having on M&A dealmaking, including a focus on online business transactions as well as how his new company, Acquisition Lab, is granting...Read More

M&A Access: June 3

Businesses now are in survival mode. Bill Loftis, Managing Partner, Blue River and Beau Bourque, VP- Business Development, AIM Business Capital appear on this episode of M&A Access to discuss the impact on future revenue streams and future opportunities. Read More

M&A Access: May 27

In the midst of a pandemic, businesses may need to take pause. In this episode of M&A Access, Chris Dalton, a Partner in Transaction Services with BKD. and Doug Robbins, the President of Robbinex Incorporated discuss the long-reaching implications of COVID-19, including how businesses can prepare for the aftermath. Read More