Oct 28, 202644 minS1
Cynthia Luna, founder of Moonshot Financial Group, discusses her journey into financial advising, her company's mission, and the emotional and practical aspects of business ownership and exit strategies on the M&A...
About this Podcast:
M&A Access showcases weekly conversations, economic updates, industry reports, and interviews with high-profile sources covering all aspects of the mergers and acquisitions world. The Alliance of Mergers & Acquisitions brings you the latest trends, insight, and information from top executives and advisors, now in a podcast.
Pitch Analysis
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Contact path
Public web form
Booking probability
31%
Guest openness
Selective
80/100
Required Score
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What is M&A Access Podcast about?
M&A Access showcases weekly conversations, economic updates, industry reports, and interviews with high-profile sources covering all aspects of the mergers and acquisitions world. The Alliance of Mergers & Acquisitions brings you the latest trends, insight, and information from top executives and advisors, now in a podcast.
What has M&A Access Podcast covered recently?
Recent episodes include "M&A Access- Financial Advising & Exit Strategies | Cynthia Luna" (28 October 2026, 44 minutes), "M&A Access - What It Really Takes to Sell a Business | Zach Whitt" (23 October 2026, 34 minutes), and "M&A Relationships and Deal Readiness | Abby Fuqua" (14 October 2026, 31 minutes).
How often does M&A Access Podcast publish?
M&A Access Podcast publishes roughly weekly, with episodes averaging 37 minutes.
How hard is it to get booked on M&A Access Podcast?
Booking probability for M&A Access Podcast is 31%, and the host is rated Selective on guests. M&A Access Podcast requires a Pod Score of 80 or higher. M&A Access Podcast's contact route on record: public web form.
Who should pitch M&A Access Podcast?
The strongest fits for M&A Access Podcast are Investment Banking & Trading and Investing & Wealth Management. M&A Access Podcast has a business audience.
About the host
M&A Access Podcast is a business podcast.
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Recent episodes
Our AI reads these to draft pitches. Use them as grounding for a pitch that cites a real guest and a specific topic.
- Oct 23, 202634 minS1
Zach Whitt of Trailhead Partners discusses his journey into investment banking, the founding of his firm, and the complexities of mergers and acquisitions. He covers the business sale process, including valuations...
- Oct 14, 202631 minS1
Explore the critical role of relationships in M&A with Abby Fuqua of Venturi on the M&A Access podcast. Discover how a 'giver' mindset and refined people skills are essential for deal initiation. Fuqua details how...
- Oct 7, 202630 minS1
Brandon Newton, a tax partner at Whitley Penn, shares insights on M&A tax strategies and client service. He details common tax traps in transactions, emphasizing the importance of proactive tax diligence, especially...
- Sep 30, 202639 minS1
Veronica Longan, CEO of Ultimus Partners, shares her M&A journey on AMMA's M&A Access podcast. She details her transition from real estate to private equity and her insights on guiding business owners through sales and...
View More
- Sep 23, 202631 minS1
Join Ben Hernandez of SkyTail Group as he discusses the dynamic healthcare M&A landscape. Ben shares insights on market trends, high-growth sectors like medical aesthetics and longevity, and strategies for successful...
- Sep 9, 202633 minS1
Discover how leadership, culture, and a people-first approach fuel business expansion with Damien Weinstein of Weinstein & Klein. Learn about their unique "militant" culture, strategic hiring practices, and commitment...
- Sep 3, 202636 minS1
Explore the future of financial due diligence with Nikita Kamarov of DOBs.ai. Discover how AI is revolutionizing M&A by automating manual data analysis, freeing up experts for strategic insights. Learn about the current...
Episode #43
Industrial M&A Market Trends | Kevin Mayer
Aug 26, 202629 minS1Kevin Mayer, a seasoned M&A professional with over 25 years of experience, shares insights into the dynamic industrial M&A market. He discusses current trends, buyer selectivity, and the impact of economic factors like...
- Aug 19, 202639 minS1
Gain expert insights on strategic business exit planning from Greg Wilder, a seasoned tax attorney and CPA. Discover the critical importance of early planning, ideally 1-3 years prior, to maximize wealth creation and...
- Aug 14, 202640 minS1
#conference #business #inspiration
Episode #42
AI and Tech Deals | John Cohan
Aug 12, 202644 minS1Join Gina Gallutia and John Cohan as they discuss the evolving landscape of mergers and acquisitions. John shares insights from his background in startup building and his transition to a M&A-focused practice. The...
Episode #40
Full Court Press | Winter Conference 2026
Aug 7, 202646 minS1#conference #business #manda #mergersandacquisitions
- Aug 5, 202632 minS1
This episode features an insightful discussion on M&A tax planning with Rich Weiner of AAF CPAs. Learn about crucial strategies for deal structuring, including stock versus asset sales, and the importance of early tax...
- Jul 30, 202634 minS1
#conference #mergersandacquisitions #business
Episode #38
The Brand Premium | Winter Conference 2026
Jul 23, 202645 minS1#brand #business #manda #mergersandacquisitions
- Jul 16, 202646 minS1
#conference #middlemarket #manda #mergersandacquisitions
- Jul 15, 202638 minS1
West Clark joins M&A Access to discuss his career journey from CPA to investment banking and equity research, as well as his experience advising healthcare companies through mergers and acquisitions. He explains what...
- Jul 8, 202631 minS1
Explore the nuances of US vs. Latin American M&A with insights from Joaquin Contreras. Discover how globalization impacts cross-border deals, particularly in manufacturing. Understand the critical differences in...
- Jul 1, 202642 minS1
This interview features Bryon Morrison, co-founder and CEO of Proxi, discussing how businesses can prepare for sale. Morrison highlights the critical role of a Chief of Staff in bridging the execution gap for small to...
Recent guests
Recent guests on M&A Access Podcast. Study who booked and why before you pitch.
B
Ben Hernandez
Partner and Co-Founder, NuMat Technologies
S
Sean Mooney
independent insurance agency owner, National Alzheimer’s Coordinating Center
D
Damien Weinstein
Weinstein & Klein
M
Matthew Lewallen
First Tee Greater Dallas
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