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  • Leadership in the New Era: Mentoring, Culture, and Adapting to Change with Corey Massella of UHY and Jeff Johnson of Blackford Capital
    2024/11/14

    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 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 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!

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    22 分
  • Leading with a Purpose: Mitch Berlin on M&A, Diversity, and a Better World
    2024/11/09

    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!

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    58 分
  • The Voice of Change: Legal Perspectives on Democracy and Advocacy with Jon Henes
    2024/10/31

    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 politics and how he got involved in government service, and how he navigates strategic communication and civic involvement. Tune in and discover how you can become an agent of change, armed with the knowledge to influence policy and advocate for the causes that matter most to you while continuing to sharpen your skills in dealmaking!


    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!

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    1 時間 20 分
  • Fireside Chat with H. Rodgin Cohen : Exploring M&A, Finance, Banking and Regulations
    2024/10/17

    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 Professionals! The M&A Advisor warmly invites you to join H. Rodgin Cohen and our industry experts in the 2024 Future of Dealmaking Summit on November 19 & 20 at the prestigious New York Athletic Club.


    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 YouTube.


    Finally, subscribe to our email newsletter by clicking the link- https://maadvisor.com/maalerts/subscribe


    Till next time, stay tuned and happy dealing!


    Source: Jurisdiction, a legal publication; https://davidlat.substack.com/p/h-rodgin-cohen-rodge-cohen-sullivan-cromwell-sc

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    48 分
  • Mastering Dealmaking with Jon Henes: Insights on Crisis Management and Political Financial Management
    2024/10/10

    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 unique perspective to the intersection of dealmaking and politics.


    Tune in to gain invaluable insights that will elevate your dealmaking skills and enhance your career trajectory.


    Discover key takeaways from Jon’s remarkable journey through the worlds of finance and politics and learn how to navigate challenges with confidence and expertise. Don't miss this opportunity to unlock your potential and redefine your approach to success!


    Attention M&A Professionals!

    The M&A Advisor warmly invites you to join Jon Henes and our industry experts in the 2024 Future of Dealmaking Summit on November 19 & 20 at the prestigious New York Athletic Club.

    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 on Spotify, Apple Podcast, and YouTube.


    Finally, subscribe to our email newsletter by clicking the link: https://maadvisor.com/maalerts/subscribe


    Till next time, stay tuned and happy dealing!

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    28 分
  • Fireside Reflections with Wilbur Ross: From Dealmaking to Policymaking
    2024/10/04

    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 in government service under the Trump administration.


    Attention M&A Professionals! The M&A Advisor warmly invites you to join Wilbur ross and our industry experts in the 2024 Future of Dealmaking Summit on November 19 & 20 at the iconic New York Athletic Club.


    Hurry and register now! Click here:https://events.maadvisor.com/DealForum


    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!

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    33 分
  • Breathtaking Brazil: The Rising Epicenter of M&A Excellence!
    2024/09/21

    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 his experiences and perspectives, as he reflects on the challenges and triumphs that have shaped his professional path. Tune in for a blend of inspiration and expertise that highlights the dynamism of Brazil’s financial landscape!


    Whether you're a seasoned M&A professional or just entering the field, this episode offers essential perspectives on the trends shaping the industry. Tune in to hear exclusive insights from one of the foremost experts in international mergers and acquisitions.


    The M&A Advisor warmly invites all M&A, Restructuring, and Corporate Finance professionals to join Ricardo Lacerda and his award-winning team at BR Partners, who recently triumphed in three categories at the International M&A Awards. Connect with emerging leaders and global M&A experts at the 2024 Leadership in Dealmaking Summit, taking place on September 23 & 24 at the iconic New York Athletic Club. Don’t miss this opportunity to engage, learn, and network with the best in the industry!

    Click Here:

    https://events.maadvisor.com/2024LeadershipInDealmakingSummit


    Hurry and register now! Catch Ricardo and learn from his global dealmaking tips and strategies in person at the Deal Forum. Reserve your seat now, click here:

    https://events.maadvisor.com/DealForum


    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! Till next time, stay tuned and happy dealing!

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    55 分
  • Benchmark Success: Insights with Dara Shareef
    2024/09/12

    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 journey.


    Whether you're a seasoned M&A professional or just entering the field, this episode offers essential perspectives on the trends shaping the industry. Tune in to hear exclusive insights from one of the foremost experts in international mergers and acquisitions.


    In addition, the M&A Advisor cordially invites all M&A, Restructuring and Corporate Finance professionals to join the Leadership Award recipient- Paul Aversano, Managing Director of Alvarez and Marsal, and our emerging leaders and global M&A industry experts in the 2024 Leadership in Dealmaking Summit on September 23 & 24 at the iconic New York Athletic Club.


    Hurry and register now!⁠

    Join the M&A Advisor Deal Forum: https://events.maadvisor.com/DealForum

    Join the 2024 Leadership in Dealmaking Summit: https://events.maadvisor.com/2024LeadershipInDealmakingSummit


    Further, 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 M&A TV on 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!


    SHOW NOTES:

    00:00:00 - Introduction to the Podcast and Upcoming Event

    00:02:30 - Welcoming Dara Shareef

    00:04:15 - Dara Shareef's Career Background

    00:10:45 - Challenges and Lessons in Early Career

    00:20:30 - Transition to Venture Capital

    00:30:15 - Role and Culture at Benchmark International

    00:42:00 - Insight into the M&A Market

    00:52:30 - Advice for Emerging Leaders

    01:02:30 - Final Thoughts and Appreciation

    01:07:00 - Outro

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    1 時間 29 分