M&a Masters

How can quality of earnings reports impact lower middle market transactions? Patrick McMillan, CFO and Transaction Advisor at Amplēo, is here to share how sellers and buyers can leverage this tool for smoother transactions. Patrick will cover: What is a quality of earnings report? Why is it different from an audit? How to tell a story with numbers M&A trends for this year And more

What does it take to successfully purchase businesses & grow them for the long term? Malcolm Peace is the founder of Tsetserra Growth Partners, a firm that specializes in buying family-owned small businesses with established Texas legacies. In this episode, he’ll share his M&A wisdom. He’ll cover: His firm’s buy-and-hold strategy Working with B2B businesses in blue-collar industries Reps & warranties M&A predictions for this year And more

Helping small business owners realize their life’s work is one of the great joys of M&A… But what does it take to have generational impact on owners and founders? Jeff May is the executive vice president of Carolina Acquisitions Partners, which was formed to fulfill a need in the underserved market segment of business owners without succession strategies.  Jeff is here to share why planning an exit strategy is critical.  As Jeff says, “Is your business ready for you to not come back tomorrow?” We’ll also cover what Jeff looks for in a client, reps & warranties insurance, and more.

If you’re selling, you want to be where your buyers are. But what does it take to thrive in a massive tech industry marketplace? In this episode, entrepreneur, author, and franchise owner Nate Lind gives an inside look at WebsiteClosers.com, which provides sell-side advisory and transactional services for tech companies in the lower middle market. Nate will also share insights from his book Maximum Exit, which guides tech founders through the process of a clean exit.

What is the key to a successful M&A transaction? In this episode, Joseph Durnford, who was recently inducted into the M&A Advisor Hall of Fame, will give his insight on that question. As chairman and senior managing director of JD Merit, Joseph has seen market-transformational transactions. He’s here to share his wisdom on all things M&A, from reps & warranties to his firm’s ideal clients.

M&A is about helping clients make their ambitions a reality… That’s what Bob Goldsmith, Founder and President of Northern Edge Advisors, believes. In this episode, Bob will unpack what Northern Edge Advisors brings to the table for the lower middle market. He’ll also share: The importance of using a wide pool of buyers What it means to be long-term focused Why owners should start early with M&A And more

What is M&A like as an independent sponsor? In this episode, I speak to Jonathan Saltzman, managing partner of Torque Capital Group, an independent sponsor that focuses on companies undergoing change or at inflection points where there are opportunities to create value. Jonathan will share his insight on M&A for lower-middle-market automotive and manufacturing businesses. He’ll cover: Why Torque Capital became an independent sponsor His experience with reps & warranties How current challenges in the auto industry affect M&A And more

Why is transparency the key to success? In this episode, I’m joined by Peter Cook of Everingham & Kerr, a mergers and acquisitions advisory firm that specializes in providing intermediary services for lower-middle market companies and entrepreneurs. Peter will share his philosophy around transparency and will also discuss: His take on reps & warranties insurance Insights from his firm’s 35-year history His firm’s ideal target 2023 predictions for M&A And more

How can M&A Masters tap into the power of human capital? In this episode, I’m joined by Doug McCormick, Managing Partner and Chief Investment Officer of HCI Equity Partners. He’ll give an inside look at his firm, which partners with family and founder-owned manufacturing, services, and distribution companies in the lower middle market.  Doug will break down his firm’s unique strategy that transforms businesses through 3 initiatives. He’ll also share: Why human capital is a gamechanger How his firm’s history has shaped its strategy Why building a team is an art, not a science Insights about helping business owners build legacies And more

When your small business owner client is in a room full of MBAs, they can feel out of their depths… So how do you keep your client’s emotions in check during a high-stakes sale? Alan Clark is here to share his perspective as a sell-side advisor helping clients exit their businesses.  Alan also reveals why he thinks a common 2023 M&A prediction is wrong—and weighs in on a new sell-side reps & warranties product.

In M&A, having a set of core principles to guide your thinking is essential… Ken Heuer of Kidd & Company is here to share the firm’s 3 core principles and how they make business decisions simple. We also discuss What Kidd & Company brings to the table for the lower middle market The emergence of a new reps & warranties product to protect sellers And more

How can M&A firms succeed in the e-commerce niche? Kelcey Lehrich, co-founder and CEO of 365 Holdings, is here to share how he provides e-commerce brands with a permanent home when entrepreneurs are seeking an exit. Kelcey also breaks down what makes consumer products thrive in the marketplace—and why you should treat e-commerce as a channel, not an industry.

As we prepare for the new year, it’s time to set your strategy… “What strategy?,” you might think, “We just need to make more money.” But a business without a strategy is destined for failure. Especially in today’s changing world, where an unexpected crisis could derail your business. And it’s not enough to set a strategy… You have to execute it, too. Liberty Company Insurance Brokers’ own Clint Tripodi is here to talk strategic planning facilitation and executive development.  Clint will show you how to have a successful strategy session—and actually follow through on your plan.

What does it take to bring technology and data capital to middle-market businesses? In today’s digital world, there’s enormous opportunity in helping business owners embrace technology… In this episode, I’m joined by Vinay Bachireddy, managing partner at Weave Growth Partners. Weave Growth Partners is a Silicon Valley firm that backs owners and executives who want to make their businesses more customer-centric using technology and data science. Vinay is here to discuss M&A with a tech focus, Silicon Valley trends for next year, and more.

When you have an indefinite holding period, you’re buying for the long term… What are the strategies of firms that operate in this way? Ben Brown, founder of Alderman Enterprises, is here to share his perspective on M&A. We discuss: Benefits of the buy & hold strategy Why his firm sticks to the lower middle market Ben’s take on reps & warranties insurance And more

There’s enormous opportunity in professionalizing and scaling founder-owned businesses. But what does it take to become a leader in this area? In this episode, I’m joined by Heather Madland of Huron Capital for an inside look at the firm. We’ll also discuss: Opportunities in the service sector M&A in the Midwest The history of Huron Capital Heather’s take on reps & warranties insurance And more

The sell-side of M&A brings unique challenges and opportunities… In this episode, I’m joined by Richard Parker of Roy Street Advisors for an inside look at a sell-side firm. We’ll also cover: Why the first offer isn’t always the best offer The importance of documentation Reps & warranties from a sell-side perspective M&A trends for 2023 And more

Why do M&A Masters love the lower middle market? You get the opportunity to aggressively scale family businesses… In this episode, I’m joined by Justin Smith of LongWater Opportunities, a private equity firm based in the Midwest. Justin’s firm has firsthand experience growing family businesses, and he’s here to share his expertise. We’ll also cover: Why great management teams beat excellent business models every time Investing in the Midwest What Justin looks for in a business And more

What does it take to be an M&A Master for the IT and cybersecurity industries? Jamar Freeman of Moonshot Equity Partners is here to share his firm’s holistic approach to acquiring and building market-leading companies.  Listen to learn: The 4 strategies that set Jamar’s firm apart The advantage of guaranteed payouts Jamar’s take on reps & warranties insurance M&A trend predictions for next year And more

If you’re an independent sponsor or a capital provider, you won’t want to miss the upcoming Independent Sponsor Conference… Featuring one-on-one networking meetings with people hand-selected to match you… This is an unbeatable opportunity to connect with someone and lay the groundwork for deals… In this episode, Jeffrey Brooker, an organizer of the conference, is here to give you all the details on what to expect. Jeffrey also gives insight into the role of an independent sponsor and how it differs from private equity.