A dealmaker’s most valuable asset is not their technology, but the depth of their strategic network. In this episode with Jonathan Adelson, industry veteran David Deutsch shares a masterclass on the "old school" principles of relationship building, mentorship, and career longevity. From starting at Lehman Brothers to founding a premier boutique firm, Deutsch breaks down how to manage a 30,000-contact CRM and why "playing in traffic" is the secret to attracting high-value opportunities. Founders and ambitious investment bankers will discover the "bet on yourself" mindset required to move from employee to MD and secure lasting influence in the market. Watch now to sharpen your edge at MAAdvisor.com.

#MAAdvisor #NetworkingStrategy #InvestmentBanking

Show Notes

• [00:01:00] The importance of relationship building and mentorship in M&A.

• [00:02:00] David Deutsch’s 40-year career journey through illustrious Wall Street firms.

• [00:03:00] Learning "where the bond comes from" via corporate finance transition.

• [00:05:00] Mentorship lessons from the "Greed and Glory" era of Wall Street.

• [00:07:00] Why effective business development must begin 10 years before the meeting.

• [00:08:00] Transitioning from two physical Rolodexes to a 30,000-name digital CRM.

• Entrepreneurial strategy: Why Managing Directors should always bet on themselves.

• Training the next generation through 68 interns and strategic mentorship.

• Playing in traffic: How to attract accidental M&A opportunities and growth.

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Founders, PE operators, and advisors face a reality where deal multiples have reset and lenders have tightened selectivity. In this episode, Jonathan Kelemen of The Beekman Group shares strategies for lower middle market private equity and healthcare services acquisitions. With $1.2 billion in AUM, Kelemen reveals how professional investors filter deal flow and manage portfolio cost pressures. Master collaborative post-close playbooks and use earn outs to bridge valuation gaps for a successful exit. Watch now to sharpen your edge and visit MAAdvisor.com for more.

#MAAdvisor #LowerMiddleMarket #PEInvesting

Show Notes

• [00:04:00] Managing $1.2B in services sectors

• [00:05:00] $40M checks for roll-up strategies

• [00:06:00] Distribution-focused fundraising environment

• [00:08:00] Multiples returning to historical norms

• [00:09:00] Prioritizing organic over inorganic growth

• [00:10:00] Commercial vs. direct lending trade-offs

• [00:11:00] Pushing buyers for premium assets

• [00:12:00] Avoiding drag on "B assets"

• [00:14:00] Selective deal flow filtering strategies

• [00:16:00] Essential management rollover alignment

• [00:17:00] Validating cash flow via QofE

• [00:18:00] Mitigating portfolio health insurance costs

• [00:20:00] Defining post-close growth playbooks

• [00:21:00] Bridging gaps with earn out structures
  

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Most founders under $10M EBITDA assume no one is looking at their deals—and leave institutional money on the table. In this episode, Andrew Nussbaum reveals how Golden Circle Advisors brings private equity, strategics, private credit, and SBIC capital into sub-$5M EBITDA situations. Learn how to escape broker-level processes, access non-dilutive and minority equity options, and run a true end-to-end, white-glove sale. Discover how to turn an “overlooked” company into a competitive auction with multiple premium bids. Watch now and sharpen your lower middle market edge at MAAdvisor.com.

Joe Mantone, U.S. Financial Institutions, News Desk Manager, Americas, S&P Global Market Intelligence

Andrew Nussbaum, Managing Director, Golden Circle Advisor

#MAAdvisor #LowerMiddleMarketPE #FounderExits

Show Notes

• [00:01:00] Serving lower middle market companies up to $10M EBITDA

• [00:03:00] Scaling institutional banking for underserved sub-$7M owners

• [00:04:00] $1M EBITDA millwork deal attracts Bain-backed buyer

• [00:06:00] Networking via national attorney and financial advisor road shows

• [00:07:00] Competing against business brokers with institutional-grade materials

• [00:08:00] Accessing non-dilutive capital and SBIC funds for founders

• [00:10:00] Value of a "white glove" end-to-end deal experience

• [00:11:00] Selling local sourdough companies to large global strategics

• [00:13:00] 10-day sprint to gather real-time buyer feedback

• [00:14:00] Why macro trends invalidate two-year-old valuation comps

• [00:15:00] Anonymous buyer discussions to protect owner privacy

• [00:17:00] Land grab: Private equity and independent sponsor velocity

• [00:18:00] Why lower middle market M&A resists broader slowdowns

• [00:20:00] Rust Belt leadership: "Already PE-backed" mindset and quality

• [00:21:00] Falling interest rates as a catalyst for owner sentiment
  

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Follow the latest trends and stories from the industry’s influential figures.

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