ABOUT THIS PODCAST 🔗
Ever wonder how transactions are put together and how they come to a close? Making the Deal: Frameworks for Transactions is here to answer those questions. Follow us and listen in for insights into the transaction world and Shawn and Joe discuss various topics and bring in special guests to provide additional insights into the transaction world!
Update frequency:
monthly
Average audio length:
54 minutes
Guest interviews
English
United States
23 episodes
since Nov. 4, 2024
episodic
LATEST EPISODE 🔗
In this episode of MTD, Joe and Shawn sit down with Fernando Angelucci, Founder of SSSE, for an enlightening conversation on how he built a $250 million portfolio of self-storage facilities. From the risky way he sourced his seed funding, the multiple pivots he had to make in asset strategy, to the…
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PREVIOUS EPISODES 🔗
Michael Luzi, from BenePro, joins the pod! On this episode, Mike talks everything employee benefits. What they are, how they drive costs, how business owners and HR managers can contain costs, and the various options that are available to employers. One size certainly doesn't fit all so Mike digs i…
Joe and Shawn connect with a friend of the podcast, Christopher Bommarito, who founded Castor Engineering. Chris shares his journey from MBA to work in the airline industry and PE. This experience led him down the path of founding his own company. We discuss his background, the entrepeneur's itch a…
Joe and Shawn are joined by Matt Allison of World Insurance Associates to discuss trade credit insurance and how it can be used to protect against client payment issues as well as be utilized for growth. They cover the rise of bankruptcies and why this tool is so effective in challenging times.
On this episode of MTD, Dylan Straka - Head of Fractional CFO at Mid-States Advisors, joins Shawn and Joe to discuss Fractional CFO and the benefits to owners going through a cash crunch, experiencing growth, and executing on transactions. From working with privately held companies, to joining a fa…
Joe & Shawn return for the 2026 season! They kick it off with an engaging conversation with Chris Meso, a founder with multiple successful exits before founding T Rex Advisors. At T Rex Advisors Chris now uses first hand experience, along with proven coaching systems, to guide other founders an…
Joe and Shawn are joined by Paul Talbot from Insperity, a comprehensive HR and employee benefits firm. Paul walks us through the ways he and his team support the employee part of a transaction. Developing a communication and execution plan, actioning that plan and having important checkins througho…
In episode 16 of MTD, Shawn and Joe discuss an important part of deal making: Networking. Whether finding deals to work on or bringing the deal to a close having the network to make that happen is a crucial part of the process. Shawn and Joe discuss how and where they network and also how to be com…
Shawn and Joe discuss the variety of lenders a business owner or professional may encounter. The variety of lenders, their appetites and differences in expertise make being informed of what type of capital is out there - an important part of a funding process.
In Episode 14 of MTD, Joe and Shawn sit down with Matt Dery from the Q5 Experience, an owner readiness firm that not only prepares businesses for an eventual succession plan but also prepares their owners for life after work. The people side can oftentimes be the most difficult and overlooked part …
Disclaimer: The podcast and artwork embedded on this page are from Joseph Alam & Shawn Mersino, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
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