The M&A Source Podcast – Details, episodes & analysis

Visit the show notes at https://podcast.masource.org

Visit M&A Source at https://masource.org

In today's episode of the M&A Source Podcast, we discuss the myriad benefits that M&A Source offers to its members with Russell Cohen, an M&A advisor and board member for M&A Source. Russel is also the chairman for the membership benefits committee.

Russell and David cover a wide range of topics, from exclusive discounts on essential services like insurance and data room solutions to access to valuable tools that are crucial for any successful M&A advisor. Russell shares his personal experiences and success stories, highlighting how these benefits have positively impacted his professional journey.

We also touch on the importance of the M and A Source community in fostering connections and sharing knowledge within the M&A world.

Whether you're an experienced advisor or just starting, this episode is a treasure trove of information on how being a part of M&A Source can elevate your practice in the competitive world of mergers and acquisitions.

Resources Mentioned in the Show:

• Membership Benefits: https://masource.org/membership/benefits/
• Vertical IQ: https://verticaliq.com/ (regularly $100 / mo or $125 per report - Free to members)
• Private Equity Info: https://privateequityinfo.com/
• VaultRooms (data rooms): https://vaultrooms.com/ (free with membership)
• DealRelations (CRM): https://dealrelations.com/ (member discount)
• Digital Wow (Web, Social Media, etc): https://www.thedigitalwow.com/masource
• ValueCraftz: http://www.valuecraftz.com/ (member discount)
• ClientsIO (email lead generation): https://clientsio.com/ (two months free)
• Sourcescrub (private company research): https://www.sourcescrub.com/ (50% off)

Welcome to our latest episode of the M&A Source Podcast. In this episode, we dive deep into the world of Purchase Agreements with our esteemed guest, Matt Bowles, an attorney at Hogan Lovells. Here's what you'll discover in this insightful discussion:

1. Introduction to Purchase Agreements: We start by exploring why purchase agreements are more than just documents. They are crucial tools in M&A transactions, impacting everything from payment to maintaining tranquility in post-deal activities.
2. Expert Insight: Matt Bowles brings his extensive experience with purchase agreements to the table, offering in-depth knowledge for both beginners and veterans in the M&A space.
3. Anatomy of a Purchase Agreement: Delve into the structure of purchase agreements. We discuss key components such as economic terms, representations, warranties, covenants, and closing conditions.
4. Real-World Applications: Listen to real-world scenarios from Matt's experience, demonstrating the practical application and importance of purchase agreements in various M&A situations.
5. Role of Intermediaries and Attorneys: Understand the crucial roles that intermediaries and attorneys play in the M&A process, particularly in relation to purchase agreements.
6. M&A Stories: Matt shares stories from his career, illustrating both successful and challenging M&A deals, and how purchase agreements played a role in these.
7. Educational Focus: Whether you're new to M&A or a seasoned professional, this episode provides valuable insights into the complex world of purchase agreements.
8. Final Takeaways: We wrap up with key learnings and advice for M&A professionals, emphasizing the importance of understanding and effectively utilizing purchase agreements.

Join us in this enlightening conversation and enhance your understanding of the critical role of purchase agreements in M&A transactions. Whether you're a business owner, intermediary, or legal professional, this episode offers valuable insights for all.

Additional Resources:

• Matt Bowles' LinkedIn Profile
• Hogan Lovells Website
• M&A Source Website for Further Learning and Networking Opportunities

Connect with Us:

• Visit our Website: https://masource.org
• Follow us on LinkedIn/Twitter/Facebook
• Subscribe to our podcast for more insightful episodes

Don't forget to leave us a review if you found this episode valuable!

In this episode of the M&A Source Podcast, host Dave Dejewski is joined by Ryan Hurst, an expert in financial consulting, to discuss the complexities and significance of working capital in mergers and acquisitions.

Key Highlights:

Ryan Hurst's Background: Ryan shares his journey from growing up in a family-owned business to his current role in financial consulting, focusing on helping business owners broaden their perspectives on their companies' potential.

Understanding Working Capital: The episode delves into the multifaceted nature of working capital in M&A transactions. Ryan explains the varying interpretations across different sectors like accounting, valuation, and transaction advisory.

Real-World Scenarios: Ryan provides three compelling case studies, each highlighting different aspects and challenges of working capital in M&A:

• A Complex Transaction: A $60-70 million deal with inventory and project completion issues.
• A Typical Scenario: A $30-40 million consumer products deal illustrating common working capital challenges.
•   An Ideal Transaction: A smooth $50-60 million construction-oriented company sale, demonstrating the benefits of thorough preparation and clear communication.

Advice for M&A Intermediaries: The importance of early preparation, understanding working capital, building trust, and staying informed about industry trends is emphasized.

Connecting with Ryan Hurst: Listeners interested in Ryan’s expertise can reach him through RKL’s website, LinkedIn, or his email. See his bio and contact info here.

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*This podcast is brought to you by M&A Source, a nonprofit organization dedicated to the professional development of mergers and acquisitions intermediaries. For more information, visit [M&A Source](www.masource.org).*

Scott Mashuda, a founding Partner of River’s Edge Alliance Group and M&A Source’s Chairman-elect, discusses his background and what he’s excited about for M&A Source in 2023.

Rich Jones (Zabel Companies) and Bob McCormack (Murphy McCormack Capital Advisors) Discuss Building Trust between Entrepreneurs and Equity Partners

Lamar Stanley of Lead Capital Partners chats with Joel Redmond and Kalimah White of Key Private Bank about techniques that they use in their business advisory practice to help business owners reduce tax exposure in transactions.

Lamar Stanley of Lead Capital Partners chats with John Wahl of Live Oak Bank about what makes Live Oak different and how they structure lower middle market deals. In the interview they discuss the history of Live Oak, and John’s work in SBA lending, combination financing, and many other structures.