We are a team of highly experienced M&A advisors who specialize in offering bulge bracket like deal advisory services to lower middle-market companies across the United States and globally. Our team of experts have a deep understanding of the M&A process and a proven track record of successfully navigating complex transactions. Our focus is on delivering personalized, tailored solutions to meet the unique needs of each of our clients. Whether you are looking to buy or sell a business, or seeking guidance on a strategic financial decision, we have the expertise to help you achieve your goals.
To learn more visit: https://www.southfloridama.com/
contact (954) 646-7651
email: rcohen@southflorida,ma.com
If you built a solid business but it still feels impossible to step away, buyers will notice too. Russell Cohen sits down with Frank and Ezra Saragosi from Build to Transfer to get specific about what makes a company truly transferable and why so many family businesses hit a wall when it is time to sell, hand off leadership, or even take a real vacation. We dig into the biggest value killers we see in lower middle market M&A: owner dependency, unclear financials, weak leadership teams, a...
6 Apr 2026
EP #17: IT Readiness For Better Deal Outcomes with Matt Kinsey
Buyers aren’t just buying your EBITDA. They’re buying your risk profile, and IT is a huge part of what makes a deal feel safe or scary. I sit down with Matt Kinsey of IT Fusion to unpack how IT readiness impacts valuation, deal multiples, and transaction certainty in the lower middle market, especially for businesses in the $2M to $20M range. If you’ve ever assumed “we’re too small to be a target,” this conversation will change how you see diligence. We dig into the IT due diligence su...
3 Mar 2026
EP #16: How A Trade Business Scaled And Sold
A family-run plumbing leader just closed a $14M sale—and the real story isn’t the number, it’s the blueprint behind it. We open the hood on how a commercial contractor in South Florida turned disciplined operations, clean financials, and smart deal structure into a win for founders, successors, and their new private equity partner. We start with the hard truths of valuation. Commercial construction can scale fast but swings hard when projects slip, so buyers discount uncertainty. That’s why ...
14 Oct 2025
EP #15: The Four-Advisor Blueprint for a Clean, Profitable Exit
Selling a company isn’t a decision you make on a Monday and close by Friday—it’s a campaign that starts years earlier, with the right team and a clear plan. We unpack a practical, four-advisor framework that helps owners protect hard-won value: a seasoned M&A advisor to run the process, a CPA or fractional CFO to make your numbers PE-ready, an M&A attorney who speaks the language of deals, and a wealth advisor who designs a tax-smart path from illiquid to liquid. We dive into the rea...
8 Aug 2025
EP #14: Navigating the M&A Maze with Attorney Marc Solomon
The mysterious world of mergers and acquisitions can feel like navigating a labyrinth blindfolded for business owners facing their first exit. This eye-opening conversation with veteran M&A attorney Marc Solomon pulls back the curtain on what really happens when selling your business to sophisticated buyers. Marc brings a rare perspective most attorneys lack – having personally built, sold, and managed a business before returning to legal practice. "I've been a small business owner, I've...
29 Jun 2025
EP #13: Finding Serious Buyers: The M&A Strategy
The mystery of how businesses actually find serious buyers is revealed in this candid exploration of M&A strategy. Forget everything you thought you knew about selling a business - this isn't about listing it online and hoping for inquiries. Russell Cohen pulls back the curtain on the sophisticated methods M&A advisors use to connect sellers with qualified buyers who will pay premium valuations. Discover the substantial investments advisors make in specialized research platforms - fr...
20 May 2025
EP #12: Renegotiating After the Quality of Earnings Report
Ever wonder what happens when the numbers don't add up during a business sale? When the quality of earnings report lands, it can either confirm your business valuation or send your deal into a tailspin of renegotiations. Russell Cohen pulls back the curtain on what he calls "a colonoscopy on steroids" - the intensive financial investigation that private equity groups conduct before finalizing an acquisition. This critical phase exposes the gap between how entrepreneurs manage their books and...
26 Feb 2025
EP #11: The Essential Hub for M&A Transactions: Understanding Data Rooms
Discover the essential role of data rooms in the world of mergers and acquisitions in our latest episode. As we unpack the intricacies involved in organizing, securing, and managing crucial documents, you'll learn firsthand why a well-structured data room can significantly impact the efficiency of M&A transactions. Join us as we share vital tips and real-world examples of what a successful data room entails, how to anticipate buyer requests, and the importance of preparation for bu...
30 Jan 2025
EP #10: Strategic Insights for Selling Your Business
Unlock the secrets of successfully selling your business with insights straight from the trenches of mergers and acquisitions. Ever wondered how to find a buyer who truly respects your company’s culture and values? This episode promises to equip you with the essential knowledge to safeguard your business's legacy and protect your employees. We navigate the landscape of potential buyers, from private equity groups to strategic buyers and publicly traded companies, sharing compelling real-life ...
25 Nov 2024
EP #9: Unlocking Success in Roofing M&A: Strategic Acquisitions and Smooth Transitions
Unlock the secrets of roofing industry acquisitions with the South Florida M&A Advisors Podcast! Ever wondered why larger companies are snapping up smaller, locally recognized roofing firms like Earl Johnston Roofing? Join our host, Russell Cohen, as he explores the strategic mindset of add-on acquisitions. We delve into the personal motivations behind such sales, including the seller's health considerations and the perfect timing for transitioning business ownership. Learn how maintainin...
11 Oct 2024
EP # 8: Elevate Your Business with Strategic M&A Insights
What if the right M&A advisory team could make or break the success of your business sale? Join hosts Russell Cohen and Jeremy Wolf as we uncover the high-stakes world of mergers and acquisitions, focusing on assembling the ultimate team of experts to guide you through the process. From understanding the pivotal role of a fractional CFO in ensuring financial clarity to navigating complex negotiations with seasoned attorneys, we promise to equip you with insider knowledge that will enhance...
23 Mar 2024
EP #7: Navigating the Seas of Private Equity M&A: Charting the Course for Financial Finesse and Strategic Exits
Join Russell Cohen and myself, Jeremy Wolf, on a journey to the heart of financial finesse in the fast-paced world of private equity-backed M&A transactions. We pledge to uncover the layers behind pristine financial records that are essential when courting private equity buyers—think of it as financial matchmaking where only the cleanest, GAAP-compliant books win hearts. We'll dissect the significance of the trailing 12-month performance and just why every tick and tock of the quality of ...
29 Feb 2024
Ep #6: Exploring the Nuances of M&A Deal Valuation
Unlock the enigma of company valuation with us, Russell Cohen and my co-host Jeremy Wolf, as we dissect a mammoth $100 million M&A deal. Ever wondered what really drives the price tag of a business? We're peeling back the layers of EBITDA, uncovering how this financial cornerstone influences a company's market value and why the multiples of EBITDA are the heartbeat of negotiations, particularly when private equity groups enter the fray. Journey through the labyrinth of valuation methods ...
29 Feb 2024
EP #5: Mastering Multi-Million Dollar M&A: Russell Cohen's Guide to Funding and Deal-Making Success
Unlock the secrets to multi-million dollar deal-making with M&A maestro Russell Cohen in our latest podcast episode. He's peeling back the curtains on the recent $100 million roofing company acquisition, revealing the pivotal role of funding structures in large-scale M&A. This is not just another business talk; it's a rare opportunity to absorb the wisdom of a seasoned professional who has navigated the high seas of private equity groups and lived to tell the tale. Russell, alongside...
9 Feb 2024
EP #4: Mastering Networking Capital in M&A: Insights from a $100 Million Deal with Russell Cohen
Unlock the mystery behind working capital in M&A deals with Russell Cohen and me, your co-host Jeremy Wolf, as we dissect our colossal $100 million roofing company transaction. Grasp the concept that often spells the difference between a successful sale and a deal gone awry. In our latest podcast episode, Russell, an M&A maestro, breaks down the fundamentals of working capital in a way that's accessible to all. From explaining the calculations on a business's balance sheet to emphasiz...
9 Feb 2024
EP #3: Sealing the Century: The $100 Million M&A Triumph with Russell Cohen
Imagine clinching a deal that not only shatters records but also cements your reputation as a titan in the M&A field—that's exactly the story Russell Cohen unfolds in our latest conversation. As he returns to the South Florida M&A Advisors podcast, we get an exclusive behind-the-scenes look at his monumental $100 million deal, an 11-month saga that tested the limits of resilience and showcased what it truly takes to succeed in the high-stakes world of mergers and acquisitions. Joinin...
21 Sept 2023
EP #2: Unraveling the Intricate Process of Mergers and Acquisitions
Do you ever wonder how the world of mergers and acquisitions operates? Have you thought about how a company's worth is determined or what the process of bringing on a new client entails? If so, you're in luck. Join us, Russell Cohen and Jeremy Wolf, as we pull back the curtain on the intricate, complex, and fascinating world of M&A. From the initial meetings with potential clients to the final stages of engagement, we break down the journey. We share how we get to know a business, its ind...
8 Aug 2023
EP # 1: Meet the Host Russell Cohen
On the inaugural episode of the South Florida M&A Advisors Podcast, Russell Cohen, the host, touches upon the business and recounts his professional journey that led him where he is today. Additionally, he discusses his motivation behind launching the podcast and outlines his aspirations for what lies ahead.
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