Informações:
Sinopse
Master the clean exit! Discover secrets of M&A Masters. You'll hear inside interviews with M&A advisors, attorneys, investment bankers, private equity players, and the entrepreneurs themselves. If you ever want to sell your business this is a must-listen podcast.
Episódios
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Mark Tarchetti | Transformative principles to skyrocket your consumer business
28/08/2024 Duração: 35minUnlock the secrets of sustainable growth and discover the power of a founder's mindset in transforming consumer brands, as revealed by industry veteran Mark Tarchetti.In this episode, Mark Tarchetti, founder of Alchemy-Rx and author of "Pick a Lane: Growth Strategy in a Fast-Changing World," shares his insights on reimagining businesses and implementing practical growth strategies.You'll discover…Why relying solely on acquisitions may not be the solution for sustainable growth in consumer productsHow applying a founder’s mindset can drive growth and innovationThe importance of having a clear, actionable plan and operational disciplines for continuous growthWhat sets Alchemy-Rx apart in helping ambitious teams, from up-and-coming to household-name brands, achieve successHow rep and warranty insurance has become a game-changer in providing confidence to buyers in transactions
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Blake Hutchison | The Future of Buying and Selling Digital Assets
21/08/2024 Duração: 26minImagine a world where you could buy and sell businesses with just a few clicks, all while having the peace of mind that your transaction is protected. Sounds too good to be true? Not anymore, thanks to Flippa's innovative platform and their new game-changing capability.In this episode, Blake Hutchison, CEO of Flippa discusses how Flippa is revolutionizing the way individuals buy and sell online businesses by offering a seamless, all-in-one platform with an exclusive new feature that mitigates risk for deal parties.You'll also discover…How Flippa's platform streamlines the process of buying and selling online businessesThe groundbreaking new capability that sets Flippa apart from the competitionWhy even small deals can benefit from the protection of insuranceThe exciting new categories and features coming soon to Flippa's platformHow Flippa's innovative approach is making mergers and acquisitions more accessible than ever
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Scott Bushkie | Maximize Your Company's Value Before Selling
07/08/2024 Duração: 40minWhat does it take to successfully sell a business and achieve a fulfilling outcome for all parties involved? Learn the secrets from an M&A expert who has helped countless business owners navigate the complex world of mergers and acquisitions.In this episode we speak with Scott Bushkie, founder of Cornerstone Business Services, an investment banking firm. We dive into the strategies and approaches that have made Scott and his team successful in helping business owners sell their companies in the lower middle market.In this episode, you'll discover…The surprising factor that can make or break an M&A dealHow a team of specialists can simplify the complex process of selling a businessThe game-changing role of reps and warranties insurance in M&A transactionsThe critical mistakes business owners often make when selling their companyThe life-changing impact of a successful business sale on owners and their families
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Mike Bego | Secure Smarter Insurance for Smoother Transactions
31/07/2024 Duração: 41min98% of the time, we fail to understand the intricacies of secondary market transactions...How does rep and warranty insurance play a crucial role in closing these deals?In this episode, Mike Bego, managing partner of Kline Hill Partners, reveals the secrets of the secondary private equity market and the role of rep and warranty insurance.In this episode, you’ll discover…The advantages of rep and warranty insurance that help close transactions smoothly.The types of clients Kline Hill Partners focuses on in the secondary market.How Kline Hill Partners facilitates liquidity in private equity transactions.Why the secondary market is expected to see significant growth in 2024 and 2025.Key details about Kline Hill’s annual secondary day event and how you can participate.
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Matt Bodnar | Building Rapport: Secrets to Successful Deals
17/07/2024 Duração: 33minIn today’s ever-changing deal landscape, there’s no room for a win-lose mindset. Discover how a collaborative approach can not only navigate but also thrive in tumultuous times.In this episode, Matt Bodnar, founder of Eidolon Investments, delves into innovative deal structures during challenging times, emphasizing the crucial need for new skills and collaborative negotiation tactics.In this episode, you’ll discover:A new insurance product that could revolutionize the lower middle market.Why aligning goals with sellers is the key to successful negotiations.How Eidolon Investments targets underinvested businesses.The strategic advantages of focusing on the $2 to $5 million EBITDA range.The significance of revenue predictability in potential acquisitions.
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John Block | Discover Unity Partners' Recipe for Long-Term Success
12/06/2024 Duração: 27minAre you ready to dive into the strategies behind building thriving businesses and impactful partnerships?Discover how partnering with the right leaders can transform companies and markets.In this episode, John Block, co-founder and CEO of Unity Partners, takes us through his fascinating journey from childhood aspirations to leading a game-changing firm that builds better businesses together.In this episode, you’ll discover…Why John chose the name "Unity Partners" for his firmThe secret mantra that drives Unity Partners' successHow foundational principles can propel business growthStrategies for reducing uncertainty in business successThe impact of technology on smaller market investmentsAnd more
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Sunny Vanderbeck | How to Drive Long-Term Success in Mergers and Acquisitions
29/05/2024 Duração: 33minAre you ready to transform the way you think about mergers and acquisitions? Discover the secrets to a clean exit and the revolutionary approach of conscious capitalism in this enlightening episode of M&A Masters.Join host Patrick Stroth, an expert in executive and transactional liability, as he welcomes Sunny Vanderbeck, co-founder and managing partner of Satori Capital. Based in Dallas, Satori Capital is renowned for its multi-strategy investment firm ethos based on conscious capitalism. Sunny, the best-selling author of Selling Without Selling Out, shares invaluable insights drawn from his extensive experience in tech entrepreneurship and investment.In this episode, you’ll discover:Sunny’s journey from tech entrepreneur to championing conscious capitalism.How conscious capitalism drives long-term success and impacts all stakeholders.The vital role of culture and values in driving business decisions.Insights into Sunny's best-selling book and his philosophy on ethical business practices.Strategies for a
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Brett Story | Unveiling the Secrets to Successful Business Exits
15/05/2024 Duração: 20minIn this episode, I sit down with Brett Story, the founder of Britehorn Partners, a leading middle-market investment bank. They delve into Brett's transition from corporate law to M&A, the founding and rebranding of Britehorn Partners, and why staying focused on the middle market can be more rewarding than chasing larger deals. Brett also shares insights into the unique challenges and rewards of working with owner-operators to achieve successful exits and the evolving landscape of M&A.He’ll cover:Why Britehorn Partners is agnostic in terms of industries they serve, focusing on the “who” not the “what”The challenges and rewards of working with owners and founders of family-owned companiesInsights into how demographic shifts, especially among baby boomer business owners, are likely to influence M&A activities in the coming yearsAnd more
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Trever Acers | Planning an Exit Strategy
01/05/2024 Duração: 31minIn this episode of M&A Masters, we're joined by Trever Acers, Managing Director of Objective, Investment Banking & Valuation. With over 20 years in the transactions field, Trever brings a wealth of experience and a unique approach to mergers and acquisitions. Objective, Investment Banking & Valuation focuses on the lower middle market, aiming to serve clients with enterprise values between $25 to $250 million across the United States. The firm prides itself on its client-centric approach, aiming to achieve a clean exit for owners, founders, and their investors.Trever will share how he assists clients in planning their exit strategy years in advance, allowing for a more controlled and potentially lucrative selling process.
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Sharon Heaton | sbLiftOff: Elevating Businesses to New Heights in the M&A World
17/04/2024 Duração: 35minIn this episode of M&A Masters, I had the pleasure of speaking with Sharon Heaton, founder of sbLiftOff. SbLiftOff specializes in providing advisory services to founder-led businesses and government contracting organizations across the United States, focusing on mergers and acquisitions (M&A) and more. Sharon, also the author of the Forbes bestseller LIFT OFF: 12 Things to Know Before Selling Your Business, shares invaluable insights into the world of M&A, the journey of founder-led businesses, and the essence of preparing for and navigating the sale process.She’ll cover:The future of M&AThe emotional aspects of selling a businessHer ideal client profileViewing M&A as a transition to a new chapterAnd more
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Tom Brinegar | The Strategic Buyer Fit: Tom Brinegar's Acquisition Insight
20/03/2024 Duração: 22minThis episode of M&A Masters features Tom Brinegar, the Chief Financial Officer of PEAK Resources, a trailblazing technology and systems integrator based in Denver. Under Tom's financial stewardship, PEAK Resources recently navigated through a complex and successful acquisition by a strategic buyer. With a rich background in finance and the heart of an entrepreneur, Tom's journey offers a unique lens on the intricacies of mergers and acquisitions from the perspective of the acquired.Discover how Tom Brinegar and the PEAK Resources team prepared for the acquisition process and why they decided it was the right time to sell.Learn about the strategic selection of a buyer and how cultural fit played a crucial role in sealing the deal.Tom shares his insights on overcoming due diligence challenges and the unexpected hurdles along the way.Understand the pivotal role of reps and warranties insurance in facilitating a smoother transaction, as provided by Rubicon M&A Insurance Services.Gain perspective on the po
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Jason Somerville | Insider Strategies for Consumer Brand Success
21/02/2024 Duração: 32minDiscover the transformative journey of consumer brands into lucrative M&A opportunities…In today’s episode, join us as we welcome Jason Somerville, founding partner of GW Partners. With a unique blend of operational consulting, financial management, strategic planning, and M&A advisory, Jason and his team are known for elevating consumer brands into prime acquisition targets.Dive into Jason’s transition from investment banking to entrepreneurial success.Unearth the impact of visiting suppliers on business deals and relationships.Learn how GW Partners uniquely prepares companies for optimal sale conditions.Understand the role of metrics and benchmarks in enhancing company value.Explore how GW Partners' approach aligns with founder ambitions and business evolution.To gain more insights from Jason Somerville and learn the art of preparing your consumer brand for a successful exit, tune into this episode on Spotify, Apple Podcasts, or just hit play above.
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David Kimbrell | M&A Mastery in Architecture and Engineering Unveiled
31/01/2024 Duração: 37minDiscover the art of strategic mergers in architecture and engineering with M&A expert David Kimbrell.In this episode of M&A Masters, join me as we engage with David Kimbrell, a seasoned M&A authority in the architectural and engineering sector. With over four decades of unmatched expertise, David has masterminded the art of buying, selling, and advising firms in this specialized niche, revolutionizing the concept of strategic mergers and acquisitions.Delve into the intricate world of M&A for architectural and engineering firms.Explore David Kimbrell's unique journey from environmental health to M&A mastery.Learn how interest rates and market dynamics influence M&A strategies.Understand the critical role of creative financing in contemporary M&A scenarios.Gain insights into the nuances of representation and warranty insurance in lower-middle market deals.Discover the importance of post-sale transition in ensuring deal success.And moreTo absorb the full wealth of knowledge shared in
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Tom Zucker | Inside EdgePoint Capital
06/12/2023 Duração: 17minIn this episode, my guest is Tom Zucker, President and Founder of EdgePoint Capital. Cleveland based, EdgePoint Capital’s advisors bring up-market executive transaction knowledge and real-world M&A and business leadership experience, enabling them to guide owners and founders through transactions and attract qualified buyers. Tom will share his M&A insight, including: The importance of timing and preparation His commitment to the lower middle market EdgePoint Capital’s ideal client Value of rep & warranties insurance An M&A forecast for 2024 And more
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Addison Adams | Insights from an M&A Attorney
15/11/2023 Duração: 29minWhat insights does a top M&A attorney have to share about buying and selling businesses? Spending nearly three decades in California’s dynamic business environment, my guest, attorney Addison Adams, has become known as California’s go-to voice on mergers and acquisitions. In this episode, he’ll share his M&A expertise, including: M&A in California Non-Compete Agreements Bulk Sale Law Reps & Warranties Insurance Predictions for Next Year And more
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Bakari Akil | The Role of an Independent Sponsor
18/10/2023 Duração: 22minIn this episode, we’re taking a look at a unique independent sponsor’s M&A strategies. My guest Bakari Akil is the founder of Graves Hall Capital, which seeks to buy and run businesses where owners and founders are seeking an exit. Bakari will share his M&A journey and advice for enticing a seller to do business with you. He’ll also cover: Why he believes buying companies is the best wealth building strategy What types of companies he’s looking for The role of reps & warranties insurance And more
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David Tobin | Helping Owners Maximize and Monetize Their Life’s Work
23/08/2023 Duração: 23minHow can M&A advisors help business owners maximize and monetize their life’s work? That’s the mission of M&A advisory and exit planning consulting firm TobinLeff, whose founder David Tobin is here to speak with me in this episode. David will share how his firm builds relationships long before the deal and meets clients wherever they are in the M&A journey. He’ll also cover M&A in the professional services and marketing sector, his ideal client profile, and more.
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Bill Snow | M&A for Dummies
02/08/2023 Duração: 23minWhat if you had a step-by-step guide to the M&A process?My guest, investment banker Bill Snow, is the author of Mergers & Acquisitions for Dummies, an insider’s handbook about buying and selling companies.In this episode, he’ll share his M&A expertise and give an inside look at the process of writing his book. He’ll also share the one tip that tests if your investment banker has the right negotiation skills for your deal—and give his take on reps and warranties insurance.
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Lynne Rosenberg | Why Businesses Need These Insurance Products
21/06/2023 Duração: 29minIn the case of an unexpected death or disability, a business can face hardship and significant economic consequences… But in this episode, we’re covering two essential products that can mitigate this risk: key person life insurance and excess disability insurance. Here to speak with me is Lynne Rosenberg, President of Innovative Solutions, which provides broad market access to leading carriers of annuities, life, disability, and long term care insurance. She’ll cover what businesses need to know about these products and how they can protect your employees, clients, and business.
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Patrick McMillan | How Quality of Earnings Reports Affect Transactions
31/05/2023 Duração: 27minHow 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