M&A Access

M&A Access: September 2

This week’s M&A Access features Steve Nunn, CEO, Nunn Better Consulting. Nunn articulates how his firm finds new ways to solve old problems by utilizing a people-centric approach and focusing on staff onboarding and retention. Nunn also delves into the value of gauging the performance of management teams and management coaching in today’s new...Read More

M&A Access: August 26

This week’s M&A Access features Philip J. Whitman, CEO & President, Whitman Business Advisors LLC. Whitman explains how his company’s business tool, Practice Growth Multiplier, helps clients generate significant bottom-line profits by adding new clients quicker. He also articulates what the biggest concerns are for his clients at this time. Read More

M&A Access: August 19

This week’s M&A Access features Bob Colgan, SVP, Blacksail Capital Partners. Colgan breaks down the themes he has seen from borrowers and investment bankers since the June 30 mid-year mark, including how PPP money has given borrowers time to pivot in the new COVID-19 reality. Colgan also explains how lenders are genuinely open for business and how...Read More

M&A Access: August 12

This week’s M&A Access features Natasha Todorovic-Cowan, CEO, National Values Center Consulting. Todorovic-Cowan discusses how unraveling the people side of organizational problems leads to more successful deals. She also dives into how her research on leadership has led to a 50–300% increase in clients’ leadership capacities and more.   Read More

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