M&A Advisor Podcast

M&A Advisor
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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. Official Website https://www.maadvisor.com/ Join our Newsletter https://maadvisor.com/maalerts/subscribe/ LinkedIn https://www.linkedin.com/company/the-m&a-advisor/ M&A TV https://www.youtube.com/user/Maadvisor/

  1. Keynote Luncheon on Leadership: M&A in Brazil – Navigating Global Crises to Launch BR Partners

    23H AGO

    Keynote Luncheon on Leadership: M&A in Brazil – Navigating Global Crises to Launch BR Partners

    Before achieving his greatest success, Ricardo Lacerda navigated the peak of global finance at Goldman Sachs and Citibank during historic world crises; however, after launching BR Partners in the wake of the 2009 financial collapse, he transformed from a corporate banker into the architect of Latin America’s leading independent investment bank.   Ricardo Lacerda (Founder and CEO of BR Partners) joins Jack Butler to share a rare look behind the headlines of a lifetime achievement career. From a credit analyst in São Paulo to leading Latin American investment banking for global giants, Ricardo discusses the "village" required to build a firm and the critical role of resilience when the world’s financial markets are in turmoil.    What You’ll Learn:  The essential role of mentorship in reaching the top of the M&A industry.   How global events like 9/11 and the 2008 financial crisis dictate career pivots.   The psychology of moving from institutional safety to independent entrepreneurship.  Why "lifting others" is the primary responsibility of a dealmaking leader.   Connect with the Expert:  Ricardo Lacerda: Founder and CEO, BR Partners  #MAAdvisor #InvestmentBanking #BrazilMA  Main Takeaways:  The Power of the Village: Success in high-stakes M&A is never a solo act; it requires a village of partners, mentors, and family support.   Crisis as a Catalyst: Major market disruptions are often the moments that force the most productive and necessary career shifts.   Mentorship Responsibility: Senior leaders have a duty to actively lift up emerging leaders in the industry.  Timestamps:  [00:01:45] – The significance of honoring emerging leaders in the M&A industry.  [00:03:00] – Why leadership is about lifting others up and building a "village."   [00:04:00] – Ricardo’s early days in Brazil and his start at Chase Manhattan.   [00:07:00] – The impact of September 11th on his US-focused career trajectory.  [00:19:00] – Navigating hierarchy and cultural differences in Latin American markets.  [00:26:00] – The decision to leave Citibank to found BR Partners during a global crisis.    M&A Alerts: Subscribe Here  LinkedIn: Follow Us  Facebook: Connect Here  YouTube: Watch More Masterclasses

    55 min
  2. Lessons in Leadership, Ethics, and Legacy from the Thomas Farrell Memorial Awards Honorees

    1D AGO

    Lessons in Leadership, Ethics, and Legacy from the Thomas Farrell Memorial Awards Honorees

    In this special keynote from the 2025 FOD Summit, moderator Roger Ado sits down with a distinguished group of industry icons: the original Thomas Farrell Memorial Award Honorees. Featuring Jacob Voorhees (2025 Winner), David Deutsch, Tony Caudle, Bobby Blumenfeld, and Ramsey Goodrich, this conversation moves beyond the balance sheet to the human side of dealmaking.  Discover the "dairy farm ethics" that drove Jacob Voorhees to build a leading firm, and revisit David Deutsch’s visionary 1984 address at Columbia Business School. Learn why mentorship and a "relational" approach are the true drivers of a career that spans decades.  #MAAdvisor #MandA #Leadership #BusinessEthics #ThomasFarrellAward The 2025 Honoree: Introducing Jacob Voorhees and the significance of the Thomas Farrell Memorial Award. Relational Bios: Why Jacob Voorhees leads with his personal story of being born on an Iowa dairy farm to "hippie nomad" parents. The Accidental Banker: How a pre-vet student became a "dairy farmer investment banker" for the world's largest milk companies. A Visionary Start: Roger Ado revisits David Deutsch’s 1984 Columbia Business School speech. The Ethics of Finance: Tony Caudle on balancing his role as a CEO with teaching business ethics as an adjunct professor. Industry Stalwarts: Bobby Blumenfeld and Ramsey Goodrich on the evolution of the M&A community. M&A Alerts: Subscribe to your definitive daily source for premium transaction news. https://maadvisor.com LinkedIn: Connect with our global community of dealmaking professionals. https://www.linkedin.com/company/the-m&a-advisor Facebook: Follow the latest trends and stories from the industry’s influential figures. https://www.facebook.com/maadvisor Show NotesYouTube: Watch masterclass strategies and exclusive interviews on our official channel. https://www.youtube.com/user/Maadvisor

    59 min
  3. Beyond the Numbers: Operational Excellence Drives Deal Value

    3D AGO

    Beyond the Numbers: Operational Excellence Drives Deal Value

    Is your deal team tracking the right metrics, or just the loudest ones? While financials tell part of the story, they often mask the "Inhomogeneous Structure" that devalues a target before the ink is dry. In this briefing, we deconstruct the operational roadmap required to bridge the gap between a "good" deal and a "great" one. 👉 Stay ahead of the next cycle. Subscribe to M&A Alerts for your definitive daily source of premium transaction news: https://maadvisor.com. Executive Summary: Roger Aguinaldo sits down with Henning Bruns and Gizay Unal (Komoto Consulting), along with Behzad Mansouri (Charles Schwab), to reveal the "Signal" beneath the noise in manufacturing acquisitions. Learn why 20% return on sales can hide a crumbling operational foundation and how to stabilize targets through a "four-pillar" approach. Technical Index (Shownotes): 0:00 – The M&A Advisor: Connecting the Dealmaking Elite  02:45 – The Operational "Oddball": Why Financials Aren't Enough 05:15 – Inhomogeneous Structures: The Hidden Cost of Redundant IT  08:30 – The Footprint Trap: Consolidation and Geographic Realities 11:45 – Automotive Supply Chain: Scaling and Harmonization Potential 14:20 – The People Problem: When Leadership is the Barrier to Growth 17:35 – Stabilization Pillars: Implementing "Lean" in Modern Manufacturing 21:10 – Final Outlook: Building a Forward-Looking Advisory Strategy  Connect With Our Global Community:  🔹 LinkedIn: https://www.linkedin.com/company/the-m&a-advisor  🔹 Facebook: https://www.facebook.com/maadvisor  🔹 YouTube: Subscribe for Masterclass Strategies: https://www.youtube.com/user/Maadvisor #MandA #OperationalExcellence #PrivateEquity #Manufacturing #MAAdvisor

    22 min
  4. Sec. Wilbur Ross on Risks and Returns and the “Three Buckets” of Success

    FEB 20

    Sec. Wilbur Ross on Risks and Returns and the “Three Buckets” of Success

    Many investors find themselves caught between aggressive capital strategies and the slow friction of regulatory oversight. In this episode, Wilbur Ross—legendary restructuring expert and former US Secretary of Commerce—shares masterclass lessons from his memoir, Risks and Returns. Discover how to navigate the "speed gap" between private sector execution and government bureaucracy, and why mastering the "three buckets" of operations, finance, and policy is no longer optional for the modern dealmaker. Learn how to identify hidden value in distressed assets and build a resilient strategy for a high-interest-rate environment. Watch now and sharpen your edge at MAAdvisor.com. #MAAdvisor #DistressedInvesting #Restructuring #WilburRoss Why Risks and Returns is the essential field guide for today’s dealmaker The 1970s vs. 2025: Comparing high-rate environments and restructuring cycles The Speed Gap: Why private sector decisiveness clashes with government friction The "Three Buckets" Framework: Integrating Operations, Finance, and Policy Lessons from Rothschild: Developing the instinct for bankruptcy and turnarounds Why operational improvement is the only sustainable path to PE returns The geopolitical lens: How global trade shifts impact middle-market M&A Announcement: Exclusive pre-signed memoirs at the 2026 Distressed Investing Summit M&A Alerts: Subscribe to your definitive daily source for premium transaction news. https://maadvisor.com LinkedIn: Connect with our global community of dealmaking professionals. https://www.linkedin.com/company/the-m&a-advisor Facebook: Follow the latest trends and stories from the industry’s influential figures. https://www.facebook.com/maadvisor Show NotesYouTube: Watch masterclass strategies and exclusive interviews on our official channel. https://www.youtube.com/user/Maadvisor

    18 min
  5. Dealmaking DNA: A Conversation with a Lifelong Entrepreneur

    FEB 18

    Dealmaking DNA: A Conversation with a Lifelong Entrepreneur

    Is your leadership philosophy built on a "Signal" or just market noise? 📡 While many focus strictly on the exit, lifelong entrepreneur George Zimmer reveals why the most enduring deals are driven by operational passion and employee-centric scaling. In this briefing, we deconstruct his transition from a $2.5B public market cap to the agile, online model of Generation Tux. 👉 Stay ahead of the next cycle. Subscribe to M&A Alerts for your definitive daily source of premium transaction news: https://maadvisor.com Executive Summary: Roger Aguinaldo sits down with George Zimmer at the New York Athletic Club to discuss the "Secret Sauce" of a resounding retail success and the hard lessons of being fired from the company he founded. Zimmer provides a technical roadmap for navigating disagreements with the board, the realities of taking a company private, and why he has no interest in returning to the public markets. Technical Index (Shownotes): 0:00 – The M&A Advisor: Connecting the World's Dealmaking Elite 01:45 – Entrepreneurial Roots: From Traveling Salesman to Retail Icon 04:10 – The "Secret Sauce": Prioritizing Employees Over Money Managers ⚙️ 07:30 – The 2013 Pivot: Board Disagreements and the $2.5B Market Cap Realities 10:15 – The Buyout Trap: When Going Private Threatens the Board of Directors 13:40 – Disruptive Trends: How AI is Revolutionizing Modern "Clienteling" Systems 16:20 – Strategic Partnerships: The Revenue-Share Model with David’s Bridal & Disney 19:05 – Legacy & Leadership: Why Career is Only One-Third of Life’s Success Connect With Our Global Community:  🔹 LinkedIn: https://www.linkedin.com/company/the-m&a-advisor  🔹 Facebook: https://www.facebook.com/maadvisor  🔹 YouTube: Subscribe for Masterclass Strategies: https://www.youtube.com/user/Maadvisor #MandA #GeorgeZimmer #Dealmaking #Entrepreneurship #MAAdvisor

    33 min
  6. Culture, Comfort and Chemistry in M&A Deals

    FEB 13

    Culture, Comfort and Chemistry in M&A Deals

    In the high-stakes world of AI and technology M&A, most deals fail not because of financial engineering, but because of a lack of cultural alignment. In this episode, Puneet Arora (EY-Parthenon) and Satish Raman (Fractal) discuss the "three Cs"—culture, comfort, and chemistry—that dictate the success of hyper-growth integrations. Learn how to navigate the shift from historical data to predictive AI and why maintaining transparency is the ultimate tool for preserving deal value. Master the human side of the transaction and ensure your next deal delivers its promised synergy. Watch now and sharpen your edge at MAAdvisor.com.   #MAAdvisor #MandACulture #AITransactions #DealMaking  Show Notes  Introduction to Fractal: 25 years of evolving from analytics to AI  Beyond the numbers: Defining culture, comfort, and chemistry in M&A  Why cultural friction is the #1 killer of post-merger synergies  The "Pre-LOI" phase: Assessing leadership alignment early  Moving from descriptive to predictive: The impact of AI on due diligence  How AI identifies hidden revenue leakage and growth opportunities  Comfort in the "War Room": Building trust between founders and PE  The transparency mandate: Preventing value leakage through communication  Managing talent retention in tech-heavy transactions  Strategy for 2026: Why culture will remain the competitive differentiator  M&A Alerts: Subscribe to your definitive daily source for premium transaction news. https://maadvisor.com   LinkedIn: Connect with our global community of dealmaking professionals. https://www.linkedin.com/company/the-m&a-advisor   Facebook: Follow the latest trends and stories from the industry’s influential figures. https://www.facebook.com/maadvisor   YouTube: Watch masterclass strategies and exclusive interviews on our official channel. https://www.youtube.com/user/Maadvisor

    22 min
  7. Business Restructuring: Looking into a Crystal Ball or Down a Rabbit Hole

    FEB 12

    Business Restructuring: Looking into a Crystal Ball or Down a Rabbit Hole

    Is a standard balance sheet fix enough to save a failing entity, or are you just delaying the inevitable "Chapter 22"? 📊 In this briefing, we explore why many modern restructurings fail to address the underlying business model and how "Band-Aid" deals from the pandemic era are finally coming due. 👉 Stay ahead of the next cycle. Subscribe to M&A Alerts for your definitive daily source of premium transaction news: https://maadvisor.com Executive Summary: Roger Aguinaldo sits down with Drew, a veteran Chief Restructuring Officer (CRO), and Susan of Foley & Lardner to deconstruct the "Brave New World" of distress. From the impact of tariff fluctuations on manufacturing to the residual debt in real estate, this conversation provides a technical roadmap for utilizing Chapter 11 as a strategic tool rather than a final resort. Technical Index (Shownotes): 0:00 – The M&A Advisor: Thought Leadership for the Dealmaking Elite 02:15 – The CRO Approach: Why "Walking the Plant" Beats Financial Modeling  04:50 – Consumer Confidence & Macro Stress: The 50/50 Recession Reality 07:30 – The "Chapter 22" Trap: Why Fixing Debt Doesn't Fix the Business 10:15 – Dividend Recaps & Private Equity: A Recipe for Future Distress? 13:40 – Chapter 11 as a Tool: A Case Study in 100% Creditor Recovery 16:55 – Alternative Structures: ABCs and Liability Management for the Middle Market 19:20 – The "DOGE" Effect: Preparing Government Contractors for Restructuring 21:45 – Final Outlook: Staying Decisive in an Uncertain Market Connect With Our Global Community:  🔹 LinkedIn: https://www.linkedin.com/company/the-m&a-advisor  🔹 Facebook: https://www.facebook.com/maadvisor  🔹 YouTube: Subscribe for Masterclass Strategies: https://www.youtube.com/user/Maadvisor #MandA #Restructuring #Chapter11 #PrivateEquity #BusinessStrategy #MAAdvisor

    24 min
  8. The Pioneer of Pre-Packs: Jay Goffman on Inventing Restructuring Strategy and Accelerating Deal Flow

    FEB 11

    The Pioneer of Pre-Packs: Jay Goffman on Inventing Restructuring Strategy and Accelerating Deal Flow

    Stop wasting years in Chapter 11 litigation! Learn directly from Jay Goffman, the inventor of the pre-pack, how to save distressed companies quickly and cost-effectively. In this episode with Derek Hunter, Jay reveals the mindset shift from "warrior" lawyer to creative business problem-solver. Don't let your firm be left behind—master this mindset and accelerate your deal-making craft today.  [0:02:00] Meet Jay Goffman, the pioneer and inventor of the pre-pack restructuring  [0:03:00] The unplanned journey: How a neurochemistry major stumbled into bankruptcy law  [0:05:00] The key to success: Hard work, a creative streak, and the value of mentors.  [0:06:00] Hiring for restructuring: Why a team-first, all-in mentality beats high grades alone.  [0:08:00] The pre-pack origin story: Solving a multinational, multi-tier bond problem.  [0:10:00] Thinking differently: The switch from multi-year litigation to a business transaction mindset.  [0:11:00] The Midnight Memo: Jay writes the first-ever proposal for a pre-packaged plan.  [0:14:00] The first pre-pack: Succeeding with Mex Telex despite objections and no examples.  [0:15:00] The difference: Comparing the "warrior" versus the "business deal" restructuring approach.  [0:16:00] Liability Management: It's not new, but it needs to truly fix the problem  [0:18:00] The Pre-Pack Mindset: A technique to fix any problem quickly and cost-effectively  [0:19:00] The evolution: Why it's possible for operational, international, and even mass tort cases.  [0:21:00] Global restructuring: Using US law firm retainers to leverage foreign cases.  [0:23:00] Parting Advice: Be passionate, find mentors, and show genuine care for clients.  Connect with the M&A Advisor community and stay on top of the latest trends and interviews:  M&A Advisor: https://maadvisor.com  M&A Alerts Newsletter: https://maadvisor.com/maalerts   LinkedIn: https://www.linkedin.com/company/the-m&a-advisor  Facebook: https://www.facebook.com/maadvisor  YouTube: https://www.youtube.com/user/Maadvisor

    24 min
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About

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. Official Website https://www.maadvisor.com/ Join our Newsletter https://maadvisor.com/maalerts/subscribe/ LinkedIn https://www.linkedin.com/company/the-m&a-advisor/ M&A TV https://www.youtube.com/user/Maadvisor/

Information

  • Creator
    M&A Advisor
  • Years Active
    2024 - 2026
  • Episodes
    69
  • Rating
    Clean
  • Copyright
    © M&A Advisor
  • Show Website
    M&A Advisor Podcast

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