M&A Advisor Podcast

Uncertainty is over—and the phones are ringing off the hook. Welcome back to the fireside chat between Dena Jalbert, CEO and Founder at Align Business Advisory Services and Jon Moore, Partner at PKF O’Connor Davies, LLP. Originally recorded live on November 20th at the 2024 Future of Dealmaking Summit in New York City. The podcast episode features the session entitled “Looking Beyond the Elections: Setting Your Clients Up for Succe...

What happens when U.S. private equity playbooks collide with family-run firms in Brazil—or carve-out integrations stretch across Germany, Romania, and the Czech Republic?Welcome back to the fireside chat between Ammar Misto, Senior Vice President and Head of Business Development at Atar Capital, and Ricardo Lacerda, Founder and CEO of BR Partners; formerly Head of LATAM for Citi; CEO Brazil for Goldman Sachs. Originally recorded li...

What really drives deal success in today’s competitive M&A market?

Welcome back to this fireside chat from the Deal Forum at the 2024 Future of Dealmaking Summit, held on November 24–25 in New York City.

This insightful conversation between Cory Strickland, Senior Managing Director M&A at Generational Equity, and Rajesh Sharma, Director of Corporate Development at ITOCHU Corp., on the topic- “Dealmaking: Staying on Advisor’s...

“We don’t have a bankruptcy problem—we’re just a little tight on covenants.” Sound familiar? When denial meets distress, communication becomes your most critical asset.Originally recorded live at the 2025 Distressed Investing Summit in Palm Beach, Florida, this episode features the session “Strategic Communications in Restructuring: From Pre-Filing Rumors to Stakeholder Engagement,” a candid and timely conversation between Greg Mil...

What can a Paralympic gold medalist teach the M&A world about dealmaking? Everything.In this powerful episode, we bring you inside the 2024 Future of Dealmaking Summit for an unforgettable Fireside Chat featuring Michael “Mikey” Brannigan, a Paralympic Games gold medalist, and his longtime coach Sonja Robinson, in conversation with security and intelligence leader Robert J. Strang.Diagnosed with autism at age 3 and competing as...

After years of market turbulence, all signs point to a major rebound in M&A. But is it real—or just wishful thinking?Welcome back to this fireside chat from the Deal Forum at the 2024 Future of Dealmaking Summit, held on November 24–25 in New York City. This insightful conversation between Mitch Berlin, Vice Chair - EY Americas Strategy and Transactions, in conversation with Katie Johnson, Transaction Partner at EY, has been re...

What do a failing Mediterranean restaurant chain, Rupert Murdoch’s media empire, and a Netflix-for-sports company have in common? Billion-dollar strategy, high-stakes decisions, and unexpected winners. This episode dives into the real-world deal drama behind massive media moves and distressed asset turnarounds—with war stories you won't forget.Welcome back to this fireside chat from the Deal Forum at the 2025 Distressed Investing S...

Are tariffs really tanking deals — or are we all just overreacting?Recorded live at the 2025 Distressed Investing Summit in Palm Beach, this powerhouse episode delivers an unfiltered fireside chat between Patrick O’Keefe, Founder and CEO of O’Keefe, and Lorie Beers, Managing Director and Head of Special Situations at Intrepid Investment Bankers. Together, they tackle the timely topic: “PE Boom or Bust? Navigating Private Equity in ...

What does it really take to build a post-bankruptcy trust that performs — not just exists? Recorded live at the 2025 Distressed Investing Summit in Palm Beach, this must-hear episode features a powerhouse conversation between Natalie Ramsey, Co-Chair of the Bankruptcy + Reorganizations Group and Partner-in-Charge at Robinson+Cole, and Heather Barlow, Managing Director and Co-Lead at Dundon Advisers.Together, they break down the ove...

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 the event, this riveting podcast episode features a conversation between Roger Aguinaldo, Founder and CEO of The M&A Advisor, and business mogul and former U.S. Secretary of Commerce, Wilbur Ross.

What can late 2024 teach us ...

What happens when bankruptcy law, private credit, and global restructuring collide with unstoppable innovation? The result? A candid, insider conversation that pulls back the curtain on how top minds are redefining the rules of modern restructuring.

Recorded live at the 2025 Distressed Investing Summit in Palm Beach, this powerhouse episode features a no-holds-barred fireside chat between Robert D. Drain— Of Counsel, Corporate Rest...

Discover how transformative restructuring is reshaping the future of finance, law, and distressed investing. This high-impact masterclass was recorded during the Deal Forum at the 2025 Distressed Investing Summit held last March 25 in Palm Beach, Florida. We're sharing this conversation as a podcast episode for anyone who missed it, wants to pass it along to fellow dealmakers, or simply wants to listen again.

Join legendary dealmak...

This episode deep dives into the high-stakes world of corporate restructuring and crisis communication, exploring real-world examples from some of the most high-profile cases in recent years. This was a fireside chat conversation at the Deal Forum of the 2025 Distressed Investing Summit which took place on March 25 at sunny Palm Beach, Florida. In case you missed it, join the conversation between Luke Wolf, Managing Director at C S...

Welcome to the show where real-life M&A leadership is forged in chaos, not classrooms.​ In a world of volatile markets, brutal M&A battles, and uncertain times, textbook leadership doesn’t cut it.

In this episode of M&A Leadership Masterclass, we bring together top restructuring and M&A experts and thought leaders. Join Jack Butler, CEO of Birch Lake Holdings, as he sits down with award recipients:

∙Dave Miller, Equ...

What do tariffs, inflation, and steel deals have in common? One man: Former U.S. Secretary of Commerce Wilbur Ross.In this no-holds-barred episode, former U.S. Commerce Secretary and billionaire investor Wilbur Ross goes off-script to reveal his take on the story behind America’s trade wars, Trump-era tariffs, and the shocking sale of U.S. Steel to Japan’s Nippon Steel. Secretary Ross dives deep into the untold strategies of restru...

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 the event, this riveting podcast episode features a conversation between industry veterans Perry Mandarino, Co-Head of Investment Banking, Head of Restructuring, Senior Managing Director at B. Riley & Co and Drew McManigle, F...

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 exclusive episode features two industry experts—Satish Raman, Chief Strategy Officer at Fractal AI, and Sohail Jooma, Co-Founder of Bomerge as they dive into the intersection of AI and Mergers & Acquisitions....

Missed the 2024 Future of Dealmaking Summit? Or just want to relive the insights? This fireside chat brings you Joele Frank, Managing Partner, and Arielle Rothstein, Partner at Joele Frank, Wilkinson Brimmer Katcher, as they unpack the biggest shifts in corporate governance from the Deal Forum at the iconic New York Athletic Club on November 20, 2024.In this episode, you’ll discover how retail investors and digital tools are rewrit...

Join Restructuring Pioneer Jay M. Goffman, Co-Founder and Co-CEO of Smith Goffman Partners as he sits down with host Roger Aguinaldo, Founder and CEO of The M&A Advisor as they merge hard-nosed business strategies with political reform insights. In this pivotal conversation, they reveal how rapid, prepackaged solutions and efficient reforms could tackle America’s staggering debt and streamline government. Tune in for bold, insi...