Oct. 8, 2025

EP 127: The Next Generation of M&A: Trust, Tech, and the Human Side of Exits

Most professionals in the M&A space have been closing deals for decades. But being young doesn’t mean you can’t bring value to the table. , founder of , has built a reputation as one of the younger voices in the industry. He has helped...

Show Notes

Most professionals in the M&A space have been closing deals for decades. But being young doesn’t mean you can’t bring value to the table.

Morgan Tate, founder of Breakwater M&A, has built a reputation as one of the younger voices in the industry. He has helped facilitate over $250 million worth of deals and is now using automation to make the process faster and more efficient. From the lessons learned in those transactions, he created the Breakwater Blueprint to keep deals from falling apart. Morgan offers a glimpse at the future of exits, where human connection and technology go hand in hand.

In this episode, you will:

Hear how younger advisors are closing more transactions
Learn how AI is speeding up the deal process
Understand why advisory fees are declining and how brokers can protect their value

Highlights:

(00:00) Meet Morgan Tate

(02:36) The Breakwater Blueprint

(04:29) Earning trust as a younger advisor

(10:42) Will AI lower advisory fees for business owners?

(15:47) Let AI be your junior broker

(19:06) Where human judgment matters most in business sales

(21:30) The future of M&A

(26:18) AI can solve this mistake that hurts deals

Resources:

For past guests, please visit https://www.defendersofbusinessvalue.com/

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