Episode 3: Michael Lamm, Co-Founder and Managing Partner at Corporate Advisory Solutions, LLC

Michael Lamm didn't start out planning to become an investment banker. He co-founded a nonprofit trade association connecting Israeli tech to US investors while still in college, learning early that translation, not just capital, is what moves a deal forward. In this episode, Michael sits down with Abby Roberts to talk about why he built his firm around deep specialization in credit and collections, healthcare revenue cycle management, and contact center BPO rather than going generalist, and why relationships, not spreadsheets or promises, are what actually get deals across the line. He breaks down the new wave of private equity rolling up law firms, why trust is the single biggest predictor of whether a deal closes, and why data security has become the thing that keeps him up at night most. He also shares the three biggest reasons deals fail, what clients consistently underestimate about diligence, and why he'd rather under-promise than oversell.