Making The Deal: Frameworks For Transactions

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!

Making The Deal: Frameworks For Transactions is a business podcast hosted by Joseph Alam & Shawn Mersino, with 17 episodes on record and a Required Pod Score of 80.

Joseph Alam & Shawn Mersino hosts Making The Deal: Frameworks For Transactions, a business show with 17 episodes published.

Our AI reads these to draft pitches. Use them as grounding for a pitch that cites a real guest and a specific topic.

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  Making The Deal: Frameworks For Transactions

  MTD - Episode 23 -Self Storage Portfolio and How to Raise the Money (w/ Fernando Angelucci)

  Sep 1, 20261h 11m

  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 truly unique way he raises money for his investments, this is a story that is not to be missed. Fernando also talks about some of the benefits of investing in the asset class. He even gives out his ACTUAL PHONE NUMBER. Enjoy this masterclass on the entrepreneurial spirit.

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  Making The Deal: Frameworks For Transactions

  MTD - Episode 22 - Employee Benefits & How to Manage Costs (w/ Mike Luzi)

  Aug 11, 20261 hour

  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 in to talk about how owners can use employee benefits to maximize profitability and their exit.

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  Episode #4

  MTD - Episode 21 - The Path to Entrepreneurship (w/ Christopher Bommarito)

  Jul 15, 202654 minS2

  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 and how he manages growth as an owner.

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  Episode #3

  MTD - Episode 20 -Trade Credit Insurance (w/ Matt Allison)

  Jun 24, 20261h 2mS2

  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.

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  Episode #2

  Episode 19 - Fractional CFO & Implications on Transactions (w/ Dylan Straka)

  May 6, 202659 minS2

  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 family office and getting true family office training, to his pivot to fractional CFO Dylan brings great insights into how he can help companies execute. It's a great listen and one to be enjoyed by any growing company.

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Recent guests on Making The Deal: Frameworks For Transactions. Study who booked and why before you pitch.

Based on semantic analysis of episode topics and host coverage, this show is a strong guest fit for executives in:

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