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M&A Advisor Podcast episodes
- Private Equity, Legacy, and the Future of Sustainable Food with John S. Castle
In this captivating episode from the M&A TV interview at the 2024 Future of Dealmaking Summit,
host Roger Aguinaldo, Creator and CEO of The M&A Advisor, sits down with esteemed guest John S. Castle, President and CEO of Branford Castle Partners.They discuss the evolution of private equity, John’s father’s influential legacy, and how Branford Castle’s investment strategy continues to thrive. John shares fascinating insights on how the firm’s approach has adapted over theyears, as well as emerging opportunities in the food industry driven by growing awareness of sustainability and health concerns. From family legacies to thenext big shifts in the food sector, John offers invaluable perspectives that every business leader and investor should hear.Tune in for a conversation that bridges finance, legacy, and a future driven by smarter, healthier choices. Don’t miss this episode packed with industry insights, personal stories, and a glimpse into the future of business and food innovation!
Attention M&A Professionals! The M&A Advisor warmly invites you to join John S. Castle and our industry experts in the 2025 Distressed Investing Summit on March
24 & 25 at the picturesque West Palm Beach, Florida.Hurry. Save your seats NOW! Click here.
Do you want to know more about The
M&A Advisor? Please visit us at https://maadvisor.comLove our podcasts?
Subscribe to our M&A Advisor Podcast in Spotify, Apple Podcast, andYouTube.Finally, subscribe to our email newsletter by clicking the link- https://maadvisor.com/maalerts/subscribe
Till next time, stay tuned and happy dealing!
23 min - 2024 M&A Insights: How to Navigate Market Trends & Seller Strategies for Success
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, listen to this exclusive episode featuring the fireside chat between Leanna Haakons, The M&A Advisor Deal Forum Emcee and Financial Journalist and Bob Goldsmith, Founder and President at Northern Edge Advisors as they deep dive into the topic, Mastering Deal Flow in 2024: Insights on Seller Mindsets, Market Trends, and How We’re Helping Prepare for the Future. As we enter 2025, Bob reveals his expert insights into how businesses can thrive amidst economic shifts, lower interest rates, and changing market dynamics. From sector hot spots like AI and healthcare to strategies for preparing your business for a successful sale, this episode offers invaluable advice for business owners.
Whether you're considering selling or just planning for the future, learn how to stay ahead of the curve in a rapidly evolving market. Tune in and subscribe for more expert strategies to help your business succeed!
Attention Bankruptcy and Restructuring Specialists! The M&A Advisor warmly invites you to join Bob Goldsmith, Leanna Haakons, and our industry experts at the 2025 Distressed Investing Summit on March 24 & 25 at The Ben Hotel in West Palm Beach, Florida.
Hurry and register now! Click here.
Do you want to know more about The M&A Advisor? Please visit us at https://maadvisor.com
Love our podcasts? Subscribe to our M&A Advisor Podcast in Spotify, Apple Podcast, and You Tube. Finally, subscribe to our email newsletter by clicking the link- https://maadvisor.com/maalerts/subscribe
Till next time, stay tuned and happy dealing!
21 min - A Post-Biden M&A World: Regulation, Monetary Policy, and More
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, join industry stalwarts Jack Butler, CEO and Founder at Birch Lake Holdings, L.P. and
H. Rodgin Cohen, Sr. Chair at Sullivan & Cromwell as they explore the potential landscape of business and law under a second Trump administration. Listen to Rodge and Jack as they discuss how businesses can adapt to the unpredictable political environment, identify transactional winners like the crypto industry, and navigate key challenges, including inflation, tariffs, and the Federal Reserve’s independence.Tune in to understand how the next four years could reshape the future of business in America.
Attention Bankruptcy and Restructuring Specialists! The M&A Advisor warmly invites you to join Jack Butler, H. Rodgin Cohen and our industry experts at the 2025 Distressed Investing Summit on March 24 & 25 at The Ben Hotel in West Palm Beach, Florida.
Hurry and register now! Click here.
Do you want to know more about The M&A Advisor? Please visit us at https://maadvisor.com/.
Love our podcasts? Subscribe to our M&A Advisor Podcast in Spotify, Apple Podcast, and You Tube. Finally, subscribe to our email newsletter by clicking the link- https://maadvisor.com/maalerts/subscribe/.
Till next time, stay tuned and happy dealing!
25 min - Mastering Due Diligence & Integration: Key M&A Strategies
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 Advisory), and Michael White, Technology Executive, Digital Transformation, Strategic M&A Leader, Private Equity Advisor at Alliant Insurance Services. Shelby shares his journey from boutique firm work to launching his own consulting business focused on helping lower middle-market companies navigate post-merger integration. Michael, from a leading insurance brokerage firm, explores how cybersecurity and technology play pivotal roles in M&A, providing key insights into integrating systems and protecting against cyber risks.
Learn about the common challenges businesses face during integration, how leadership alignment drives success, and real-world anecdotes on overcoming obstacles like cultural clashes and technology gaps. Shelby and Michael also discuss the growing importance of governance programs, the impact of regulatory changes, and the increasing role of cybersecurity in M&A deals. If you are a professional in the M&A space, this episode offers valuable lessons for a successful merger or acquisition journey. Tune in for expert strategies and tips that can help your business thrive in the complex world of M&A.
Attention Bankruptcy and Restructuring Specialists! The M&A Advisor warmly invites you to join Shelby Faubion, Michael White, and our industry experts at the 2025 Distressed Investing Summit on March 24 & 25 at The Ben Hotel in West Palm Beach, Florida.
Hurry and register now! Click here.
Do you want to know more about The M&A Advisor? Please visit us at https://maadvisor.com
Love our podcasts? Subscribe to our M&A Advisor Podcast in Spotify, Apple Podcast, and You Tube. Finally, subscribe to our email newsletter by clicking the link- https://maadvisor.com/maalerts/subscribe
Till next time, stay tuned and happy dealing!
25 min - Brazil’s Rising Influence in Global M&A
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 industry experts at the 2025 Distressed In InvestingSummit on March 19 and 20 at The Ben, Autograph Collection in West Palm Beach, Florida.
Click here to secure your seats today!
https://events.maadvisor.com/2025DistressedInvestingSummitDo you want to know more about The M&A Advisor? Please visit us at https://maadvisor.comLove our podcasts? Subscribe to our M&A Advisor Podcast in Spotify, Apple Podcast, and You Tube.Finally, subscribe to our email newsletter by clicking the link- https://maadvisor.com/maalerts/subscribeTill next time, stay tuned and happy dealing!33 min - A Podcast Conversation with Joele Frank: Leading the Future of PR, Digital Strategy, and Team Culture
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&A Professionals! The M&A Advisor warmly invites you to join our industry experts at the 2025 Distressed In InvestingSummit on March 19 and 20 at The Ben, Autograph Collection in West Palm Beach, Florida.Click here to secure your seats today!
https://events.maadvisor.com/2025DistressedInvestingSummitDo you want to know more about The M&A Advisor? Please visit us at https://maadvisor.comLove our podcasts? Subscribe to our M&A Advisor Podcast in Spotify, Apple Podcast, and You Tube.Finally, subscribe to our email newsletter by clicking the link- https://maadvisor.com/maalerts/subscribeTill next time, stay tuned and happy dealing!59 min - Investing in Tomorrow: Trends and Insights in Climate Tech with Osho Jha and Frank Verbeek
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 this chance to gain inspiration and actionable strategies for a sustainable future!
Attention M&A Professionals! The M&A Advisor warmly invites you to join our industry experts at the 2025 Distressed In InvestingSummit on March 19 and 20 at The Ben, Autograph Collection in West Palm Beach, Florida.Click here to secure your seats today!https://events.maadvisor.com/2025DistressedInvestingSummitDo you want to know more about The M&A Advisor? Please visit us at https://maadvisor.com
Love our podcasts? Subscribe to our M&A Advisor Podcast in Spotify, Apple Podcast, and You Tube.
Finally, subscribe to our email newsletter by clicking the link- https://maadvisor.com/maalerts/subscribe
Till next time, stay tuned and happy dealing!
25 min - Inspiring the Next Generation of Leaders with Robert J. Strang and PJ PattelTune 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 challenges and triumphs in leading their businesses to success, offering valuable perspectives that will enhance your dealmaking skills and foster your leadership growth. Don't miss the chance to gain inspiration and actionable strategies for the future!Attention M&A Professionals! The M&A Advisor warmly invites you to join our industry experts at the 2025 Distressed In InvestingSummit on March 19 and 20 at The Ben, Autograph Collection in West Palm Beach, Florida.Click here to secure your seats today!https://events.maadvisor.com/2025DistressedInvestingSummitHurry and register now! Click here.Do you want to know more about The M&A Advisor? Please visit us at https://maadvisor.comLove our podcasts? Subscribe to our M&A Advisor Podcast in Spotify, Apple Podcast, and You Tube.Finally, subscribe to our email newsletter by clicking the link- https://maadvisor.com/maalerts/subscribeTill next time, stay tuned and happy dealing!22 min
- Leadership in the New Era: Mentoring, Culture, and Adapting to Change with Corey Massella of UHY and Jeff Johnson of Blackford Capital
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 companyculture are reshaping careers and organizations in today's hybrid work environment. From private equity to CPA firms, we explore strategies for developing future leaders, managing multigenerational teams, and navigating the challenges of remote work.Tune in for practical insights and real-world examples that will help you thrive in your own leadership journey—whether you're leading a team or building your career from the ground up. Subscribe now and stay ahead of the curve!
The M&A Advisor warmly invites all
M&A, Restructuring, and Corporate Finance professionals to join ouresteemed Thought Leaders at the 2024 Future of Dealmaking Summit, taking placeon November 19 & 20 at the iconic New York Athletic Club. Don’t miss thisopportunity to engage, learn, and network with the best in the industry!Hurry and register now! Click here:
https://events.maadvisor.com/2024FutureofDealmakingSummit
Do you want to know more about The
M&A Advisor? Please visit us at https://maadvisor.comLove our podcasts? Subscribe to the M&A Advisor Podcast on Spotify, Apple
Podcasts, and YouTube for the latest insights and discussions!Don’t forget to stay in the loop—sign
up for our email newsletter by clicking here: https://maadvisor.com/maalerts/subscribeSubscribe Now. Join our community and
never miss an update!23 min - Leading with a Purpose: Mitch Berlin on M&A, Diversity, and a Better World
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, and the power of personal habits for success.
Tune in for a powerful conversation on competence, community, and the next frontier of business
growth. Don't miss out—this is leadership, redefined!The M&A Advisor warmly invites all M&A, Restructuring, and Corporate Finance professionals to join our esteemed Thought Leaders at the 2024 Future of Dealmaking Summit, taking place on November 19 & 20 at the iconic New York Athletic Club. Don’t miss this opportunity to engage, learn, and network with the best in the industry!
Hurry and register now! Click here:
https://events.maadvisor.com/2024FutureofDealmakingSummit
Do you want to know more about The M&A Advisor? Please visit us at https://maadvisor.com
Love our podcasts? Subscribe to the M&A Advisor Podcast on Spotify, Apple Podcasts, and YouTube for the latest insights and discussions!
Don’t forget to stay in the loop—sign up for our email newsletter by clicking here: https://maadvisor.com/maalerts/subscribe
Subscribe Now. Join our community and never miss an update!
59 min
About M&A Advisor Podcast
From the publisher's feed
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.
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