Épisodes

  • M&A Access - Harnessing AI in Mergers and Acquisitions
    Feb 11 2026

    Gina Gallutia and Matt Bain explore the impact of AI on mergers and acquisitions. Bain shares his transition from investment banking to founding Liquid, highlighting AI's potential to enhance efficiency in M&A. He discusses the industry's cautious approach due to security concerns and emphasizes the need for AI integration in workflows. While AI can't replace personal networks, it can improve market reach and efficiency, benefiting deal-making.

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    33 min
  • M&A Access - Building a Brokerage with Purpose: Culture, Growth, and M&A Done Right
    Feb 4 2026

    Gina Gallutia and Albert Fialkovich explore Albert's business journey, from a family seafood venture to establishing a successful brokerage. He shares key insights on company culture, core values, and scaling strategies. Albert highlights the personal touch in mergers and acquisitions, industry challenges, and the changing landscape of business ownership for millennials. The discussion wraps up with a focus on teamwork and the commitment to continuous improvement.

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    27 min
  • M&A Access - Inside the Lower Middle Market: What Really Drives M&A Value
    Jan 28 2026

    Graeme Frazier shares his journey in the M&A industry, highlighting his non-traditional path and the founding of PCR Partners. He discusses the innovative GF Data model, the importance of relationships, and the challenges in the lower middle market. Graeme provides insights on current market conditions, the value of quality businesses, and the critical role of mentorship, emphasizing trust and confidentiality in transactions.

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    26 min
  • M&A Access - Raising Capital the Right Way: Strategy, Structure, and Relationships
    Jan 14 2026

    Robert Rough from Telos Capital Advisors shares his expertise in mergers and acquisitions. He discusses capital raising, the complexities of capital stacks, and the significance of understanding client goals. Robert highlights the various types of capital, challenges in securing funding, and the necessity of a detailed financial model. He also emphasizes relationship-building with capital providers and the importance of due diligence in partner selection.

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    30 min
  • M&A Access - The Next Generation of M&A: Gilbert Cruz on Networking, AI, and Ethical Deal-Making
    Jan 7 2026

    Gilbert Cruz shares his journey in the M&A field, highlighting the importance of networking and personal connections. He discusses the evolving role of young professionals and the impact of AI on the industry. Gilbert provides advice for newcomers, emphasizing ethical competition and strategic thinking in deal-making. He concludes with insights on building relationships and the value of community for success in M&A.

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    24 min
  • M&A Access – How Law, AI, and Tariffs Are Shaping M&A with Darryl Mazow
    Dec 17 2025

    Darryl Mazow shares his journey from Switzerland to the U.S. and his experiences in corporate development and law. He highlights the importance of understanding clients' needs and the emotional aspects of M&A transactions. Darryl discusses the impact of tariffs on deals and the role of AI in legal work. He encourages young professionals to network and explore diverse opportunities in Houston's legal market.

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    34 min
  • M&A Access - From Public Accounting to M&A: Mindy Passmore's Inspiring Journey
    Dec 10 2025

    Mindy Passmore transitions from public accounting to becoming a fractional CFO and launching her own M&A firm. She highlights the need for business owners to be prepared for mergers and acquisitions, addressing both financial and emotional aspects. Mindy emphasizes understanding client needs, the impact of family in business transitions, and the cultural elements of acquisitions. Her commitment to continuous learning and mentoring, especially for women, is a key focus.

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    31 min
  • M&A Access – Community, Connection & Closing Deals with Emily Ackerman
    Dec 3 2025

    Emily Ackerman shares her journey in the M&A space, highlighting the importance of community and relationships in business. She discusses the dynamics of M&A, the value of networking, and industry challenges. Gina Gallutia emphasizes personal connections, the role of local news, and the significance of emotional intelligence. The conversation wraps up with a light-hearted discussion on communication methods and the effort needed to maintain personal connections.

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    25 min