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 this event, this podcast episode features Leanna Haakons, The M&A Advisor Deal Forum Emcee and Financial Journalist as she dives deep into the world of mergers and acquisitions (M&A) with experts Shelby Faubion , Founder and Managing Partner at Vector Advisory (M&A Integration Adv...
Dec 27, 2024•24 min•Transcript available on Metacast Tune in to this insightful and engaging podcast episode featuring Leanna Haakons and Ricardo Lacerda, the dynamic CEO and Founding Partner at BR Partners Banco de Investimento S/A. Recorded during the fireside chat at the 2024 Leadership in Dealmaking Summit on September 24 at the iconic New York Athletic Club, this conversation is packed with key takeaways to elevate your global dealmaking game. Don’t miss it! Attention M&A Professionals! The M&A Advisor warmly invites you to join our i...
Dec 19, 2024•33 min•Transcript available on Metacast Join PR powerhouse Joele Frank as she shares insights on leveraging digital tools, building a strong team culture, and navigating the evolving world of communications. From boosting shareholder engagement through social media to empowering young talents, Joele reveals how her firm thrives in today’s fast-paced industry. Plus, get expert tips on launching a career in PR and securing internships. Tune in for an inspiring conversation on innovation, leadership, and the future of PR. Attention M&...
Dec 12, 2024•58 min•Transcript available on Metacast Tune in for an engaging fireside conversation featuring Osha Jha, CEO & Co-Founder at dClimate, and Frank Verbeek, Managing Partner and Founder at Improved Corporate Finance. They’ll explore the crucial intersection of climate tech and energy in "Investing in Tomorrow: Trends and Insights in Climate Tech." As M&A professionals navigate a rapidly evolving landscape, understanding these sectors is essential for identifying lucrative opportunities and driving sustainable growth. Don’t miss ...
Nov 28, 2024•24 min•Transcript available on Metacast Tune in to an insightful and captivating fireside conversation in the Deal Forum of the 2024 Leadership in Dealmaking Summit last September 23 and 24 in the heart of New York, featuring Robert J. Strang, CEO of Investigative Management Group (a unit of Strang Hayes Holding Corp.), and guest speaker PJ Patel, President of Valuation Research Center (VRC). Together, they delve into the crucial topic of "Inspiring the Next Generation of Leaders." This insightful dialogue shares their real-time chall...
Nov 23, 2024•22 min•Transcript available on Metacast In this episode, we dive deep into the evolving landscape of leadership with industry experts Corey Massella of UHY and Jeff Johnson of Blackford Capital in a fireside chat session at the Deal Forum of the 2024 Leadership in Dealmaking Summit last September 23 and 24 in the heart of New York. Discover how mentorship, communication, and company culture are reshaping careers and organizations in today's hybrid work environment. From private equity to CPA firms, we explore strategies for developing...
Nov 14, 2024•22 min•Transcript available on Metacast Join Roger Aguinaldo as he sits down with Mitch Berlin, a trailblazer in M&A and a passionate advocate for LGBTQ+ inclusion, as Mitch shares his journey from rising star at EY to boardroom leader. In this candid conversation, Mitch discusses the evolving M&A landscape, the importance of mentorship, and how diversity and visible leadership drives talent retention but also builds a stronger, more inclusive workplace. Get insider insights on the future of dealmaking, private equity growth, ...
Nov 09, 2024•58 min•Transcript available on Metacast Welcome to "The Voice of Change," the podcast that dives deep into insights on the vital role of law and advocacy in shaping our democracy. Join us as we listen to the conversation with our esteemed guest speaker, Jon Henes, Founder and CEO of C Street Advisory Group. In each episode, we tackle pressing social issues through the lens of legal expertise, exploring the intersection of corporate governance, crisis management and advisory, and community engagement. Jon Henes shares his insights on p...
Oct 31, 2024•1 hr 20 min•Transcript available on Metacast Join Sonali Basak as she sits down in an insightful discussion with H. Rodgin Cohen, the "Titan of Transactional Practice" (source: Original Jurisdiction * ) during a fireside chat at the Deal Forum of the 2024 Leadership in Dealmaking held on September 24 in the heart of New York. Stay tuned for invaluable insights as H. Rodgin Cohen shares his perspectives and expertise on banking mergers and acquisitions, asset management, insurance, merger regulations, and cryptocurrency. Attention M&A P...
Oct 17, 2024•48 min•Transcript available on Metacast Join Roger Aguinaldo, Founder and CEO of The M&A Advisor, as he hosts an insightful fireside chat with Jon Henes, the dynamic CEO and Founder of C Street, one of the nation’s premier firms specializing in restructuring, corporate governance, and crisis management. With a wealth of experience that includes serving as the National Finance Chair for Vice President Kamala Harris’s 2020 presidential campaign and the Finance Chair for Ray McGuire’s 2021 New York City mayoral campaign, Jon brings a...
Oct 10, 2024•28 min•Ep 15•Transcript available on Metacast This short but insightful podcast episode was lifted from the fireside conversation between Roger Aguinaldo, Founder and CEO of The M&A Advisor and the King of Bankruptcy and United States Secretary of Commerce- Wilbur Louis Ross Jr. at the Deal Forum of the recently concluded 2024 Leadership in Dealmaking Summit held on September 24 at the iconic New York Athletic Club. Tune in to gain valuable perspectives as Secretary Ross shares his stories, challenges and unique take on his experiences ...
Oct 04, 2024•33 min•Ep 14•Transcript available on Metacast Join us for an inspiring episode as Roger Aguinaldo, Creator and CEO of The M&A Advisor, engages in an insightful conversation with Ricardo Lacerda, CEO and Founding Partner at BR Partners Banco de Investimento S/A, all set against the vibrant backdrop of São Paulo, Brazil. In this captivating discussion, we explore Ricardo’s remarkable career journey, from his early days in credit analysis to his impressive success in global transaction advisory and M&A. Discover valuable insights from ...
Sep 21, 2024•55 min•Transcript available on Metacast Tune into an engaging conversation between Roger Aguinaldo, Founder and CEO of The M&A Advisor, and Dara Shareef, Managing Partner at Benchmark International’s Tampa, Florida office. In this in-depth discussion, Dara shares the story of his impressive career trajectory, tracing his path from humble beginnings to achieving significant global M&A success with Benchmark International. Gain valuable insights as Dara reflects on his experiences and offers perspectives on his career and life j...
Sep 12, 2024•1 hr 29 min•Ep 12•Transcript available on Metacast Join us for an inspiring episode where Roger Aguinaldo, Creator and CEO of The M&A Advisor, engages in a compelling conversation with Paul Aversano, Managing Director at Alvarez & Marsal and recipient of the 2024 M&A Advisor Leadership Award. This discussion delves into Paul’s remarkable career journey, tracing his rise from humble beginnings to achieving notable success in global transaction advisory and corporate transactions. Gain valuable insights from Paul’s experiences and pers...
Sep 05, 2024•1 hr 7 min•Transcript available on Metacast In this insightful episode, we sit down with Charles Botchway, the CEO of Madison Street Capital. Charles shares the beginning of his career journey, his company, and his extensive experience in both local and global M&A industry, offering a behind-the-scenes look at the strategies that drive successful deals. Whether you're a seasoned professional or new to the world of M&A, this conversation provides valuable perspectives on the trends shaping the industry. Tune in to gain exclusiv...
Aug 29, 2024•1 hr 8 min•Transcript available on Metacast In this engaging episode of The M&A Advisor Podcast, host Roger Aguinaldo, founder and CEO of the M&A Advisor sits down with Wilbur Ross, a distinguished figure in investment banking and private equity. They discuss Wilbur's incredible career journey, from his early influences to his significant contributions in restructuring, finance, and his role as the U.S. Secretary of Commerce under the Trump administration. The conversation provides unique insights into the world of mergers and...
Aug 15, 2024•1 hr 8 min•Ep 9•Transcript available on Metacast Get the inside scoop from industry experts at The M&A Advisor's 2024 Distressed Investing Summit. Join Mark Sulzberg, partner at Squire Patton Bogs, and our panel of thought leaders for a lively discussion on the latest cryptocurrency challenges and opportunities. This episode is a must-listen for anyone who wants to understand the future of crypto.
Jul 12, 2024•1 hr 1 min•Ep 8•Transcript available on Metacast Teresa Kohl’s journey is truly remarkable and inspiring. From her upbringing on a dairy farm in Pecatonica, Illinois, to her meteoric rise in investment banking, she exemplifies resilience, leadership, and determination. Facing adversity head-on, Teresa emerged stronger and made a lasting impact beyond the boardroom. Her legacy serves as a reminder that success isn’t just about wealth or awards—it’s about the difference we make and the legacy we leave behind. This is perfectly the reason why Ter...
Jun 27, 2024•36 min•Transcript available on Metacast Hey restructuring enthusiast! Listen in on Jack Butler’s conversation with our Restructuring Expert, and The M&A Advisor 2024 Leadership Award Recipient Drew McManigle, Founder and CEO of Macco Restructuring Group covering Drew’s beginnings, his insights, and his 363 journey. Jack Butler is the CEO of Birchlake Holdings, L.P., an M&A industry stalwart, and an esteemed The M&A Advisor Thought Leader. In addition, the M&A Advisor cordially invites all M&A, Restructuring and Cor...
Jun 14, 2024•43 min•Transcript available on Metacast Join us for a deep dive into the core of distressed investing, restructuring, and mergers and acquisitions with our M&A thought leaders and experts who kicked off the 2024 Distressed Investing Summit on March 18, 2024 at Palm Beach Florida. Listen intently to our guest panelists as they share their turnaround and restructuring insights, the challenges they faced and how they overcame them. Calling all M&A professionals and enthusiasts! The M&A Advisor invites you to nominate your col...
May 28, 2024•1 hr 2 min•Ep 5•Transcript available on Metacast Are you an M&A professional interested in ACG’s DealMAX? Join Roger Aguinaldo and our special guest Brent Baxter, CEO of ACG and listen in on their interesting discussions on Brent’s early days to his esteemed M&A career, and his ACG journey. And then, make up your mind. Calling all M&A professionals and enthusiasts! The M&A Advisor invites you to nominate your colleagues – or even yourself – for our prestigious annual awards. These awards are in two (2) categories: 1. The 15th A...
Apr 12, 2024•1 hr 2 min•Transcript available on Metacast Delve into dealmaking, M&A, and turnarounds with our Roger Aguinaldo’s conversation with J. Gregory Milmoe, a dealmaker with over 46 years of M&A expertise. Immerse yourself into the challenges he has experienced, his learnings in the M&A industry, his works, and his life. This episode is a must-listen for anyone interested in mergers and acquisitions, restructuring, corporate finance, or overcoming adversity. Don’t miss any of our podcast episodes! Subscribe to The M&A Advisor P...
Apr 11, 2024•54 min•Transcript available on Metacast Dive deep into the world of corporate restructuring and turnarounds with our Roger Aguinaldo's conversation with J. Scott Victor, a restructuring expert with 40 years of experience. Learn how he's navigated challenging situations, what he's witnessed in the industry, his experiences with the Bankruptcy Code and the valuable lessons he's gleaned. This episode is a must-listen for anyone interested in business, finance, or overcoming adversity. Don’t miss any of our podcast episode...
Apr 04, 2024•46 min•Transcript available on Metacast Join us in this exclusive Winner Spotlight episode as we sit down with Tom Goldblatt, a seasoned Distressed M&A Dealmaker. Discover the strategies, challenges, and triumphs behind his successful career. From navigating complex deals to thriving in the competitive landscape, Tom shares his invaluable insights. Tune in for a candid conversation that sheds light on the world of distressed investing and the secrets to their continued success. Calling all M&A professionals and enthusiasts! Th...
Mar 11, 2024•35 min•Transcript available on Metacast 
