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Hosted by Joseph Alam & Shawn Mersino · 🇺🇸 US · EN · 17 episodes
Established thought leaders with verified media credentials.
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!
Joseph Alam & Shawn Mersino hosts Making The Deal: Frameworks For Transactions, a business show with 17 episodes published.
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 tha
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 o
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 r
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 executi
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
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
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 p
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 -
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
Joe & Shawn discuss company culture and best fit with Sam Frank from Harvey Hohauser & Associates. Sam joins MTD to discuss his role in the retained executive search field and its impact on a company's bottom line.
Joe and Shawn have a sit down with Kevin McCarron, a seasoned insurance professional. This episode touches on several forms of insurance including environmental, Reps & Warranties insurance, key man and more. Tune in for
David Hamilton, founder of Kickpoint Ventures, joins Joe and Shawn for an engaging conversation. We take a step back from the mechanics of a transaction in this episode. Joe and Shawn leverage David for guidance on the v
In this episode, Joe and Shawn discuss the types of buyers a business owner may encounter during a business sale process.
Joe and Shawn have a conversation with guest Kevin Moyer from Bennett Thrasher. The discussion centered around AI and its role in the Mergers & Acquisition market.
Joe and Shawn have an in depth conversation on Asset Based lending with John Klehm of Spectrum Commercial Finance. What is ABL, when is it used, along with structuring considerations.
In Episode 7 of MTD, Shawn and Joe recap the first year of the podcast, discuss the holidays and related networking and touch on some personal notes. Happy Holidays! We'll see you in the New Year!
In Episode 6 of MTD, Joe and Shawn discuss what the deal package is. What does it include? Who helps prepare it? Who uses it?
In Episode Five of Making the Deal, Joe and Shawn discussion business valuation with Don Price of Bodmer, Price. THe discussion focuses on business valuation, the methods of arriving at a valuation, and the situations wh
In Episode 4 of Making the Deal we discuss the "Deal Team". There are a lot of important players in making sure a transaction closes successfully and on the best terms for both the Buyer and the Seller. In this episode w
In the third episode of Making the Deal, we are joined by Justin Hanna, Partner with Taft Law. Justin joins us to talk through the contents of the Term Sheet, the Letter of Intent, and the Purchase Agreement and highligh
Dr David Hamilton
author and scientist · Kickpoint Ventures
1 appearance on this show
Mike Luzi
BenePro
1 appearance on this show
Christopher Bommarito
Castor Engineering
1 appearance on this show
Paul Talbot
Insperity
1 appearance on this show
Matt Dery
Q5 Experience
1 appearance on this show
Sam Frank
Harvey Hohauser & Associates
1 appearance on this show
David Hamilton
Kickpoint Ventures
1 appearance on this show
Kevin Moyer
Bennett Thrasher
1 appearance on this show
John Klehm
Spectrum Commercial Finance
1 appearance on this show
Don Price
Bodmer, Price
1 appearance on this show
Justin Hanna
Taft Law
1 appearance on this show
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Making The Deal: Frameworks For Transactions is hosted by Joseph Alam & Shawn Mersino. The show is categorised under business and has published 17 episodes.
Making The Deal: Frameworks For Transactions has published 17 episodes.
Making The Deal: Frameworks For Transactions regularly covers business. It sits in the business category.
Making The Deal: Frameworks For Transactions is accessible for guests with genuine business expertise. A personalised, episode-aware pitch will still outperform a generic one every time.
Making The Deal: Frameworks For Transactions hasn't explicitly signalled guest openness in recent episodes. That doesn't rule out pitching. your hook just needs to be especially compelling and relevant to their recent content.
Episodes of Making The Deal: Frameworks For Transactions average 57 minutes. a focused format where a clear narrative arc and tight preparation matter most.
Our data rates Making The Deal: Frameworks For Transactions's guest bar at 80/100 (Premium tier). Established thought leaders with verified media credentials. Sign in to PitchCentric to see how your own Pod Score compares against this show.
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