M&a Masters

In the chaotic world of marketing mergers and acquisitions, how do you ensure a "clean exit"?In this episode, Jonathan Baker, practice lead for mergers and acquisitions at Punctuation, dives into the critical intricacies of M&A in the marketing services sector. He shares the emotionally charged journey of selling a business and uncovers strategies that transcend mere financial gain, focusing instead on the value-driven aspects that make a deal truly beneficial.You’ll discover…Why the emotional aspect of M&A can upend even the best-laid spreadsheetsThe curious origin story behind the name "Punctuation"The unique challenges and opportunities within the fragmented marketing services marketHow lifestyle considerations often outweigh the highest financial offersThe latest trends in M&A that sellers and buyers need to know going into 2025

What happens when you blend the financial expertise of big firms with the agility and personal touch of a nimble boutique? Discover how one company is revolutionizing the M&A landscape for middle-market companies.In this episode, Nicholas Spezio, Director of Transaction Services at the Exbo Group, dives into the world of mergers and acquisitions, discussing the unique needs and challenges faced by growth-stage companies and their investors.You’ll discover…The compelling story behind Exbo Group's inception and mission.Why transitioning from a big firm to a boutique firm can be an attractive move in the finance sector.Key differences between buy-side and sell-side transactions and why each requires a tailored approach.How Exbo Group provides "big firm" quality without the "big firm" price tag.The benefits and evolving trends of rep and warranty insurance in M&A deals.

Ever wondered how the niche market of self-storage investments works and how it can become a powerful asset in your real estate portfolio? Discover the unexpected allure of self-storage and the success secrets behind this burgeoning industry.In this episode, Matthew Horne, Co-Founder and CEO of Storage Point Capital, dives deep into the intriguing world of self-storage investments and acquisitions, uncovering why this seemingly mundane sector could be the golden ticket for savvy investors.You’ll discover…The compelling journey that led Matthew from for-profit universities to self-storage investments.Why self-storage stood out among numerous alternative investment opportunities.How Storage Point Capital identifies and secures off-market deals without middlemen.The unique dynamics and community aspects of the self-storage industry.The critical role of sophisticated analytics and relationships in successful self-storage investments.

Struggling with investment strategies in today's tumultuous market? Discover how the pros stay agile, creative, and profitable even during cash flow negative periods.In this episode, John Dickie, Partner at HighVista Strategies, opens up about navigating the lower middle market during financial downturns and seizing unique opportunities that many overlook.You’ll discover…The hidden opportunities in tough markets that can turn challenges into advantages.Creative investment strategies and the flexibility needed to thrive.The factors that make smaller companies attractive investment targets.How direct investments and secondary markets play into a balanced portfolio.John Dickie's journey from government bond trading to high-stakes private equity.

How can you transition a business successfully from a retiring entrepreneur to the next generation? This episode dives into the human element of mergers and acquisitions, revealing strategies to make these transitions smooth and profitable.Brian Shields, co-founder of Handoff Partners, shares his journey of combining financial expertise with operational insights to help retiring entrepreneurs pass their businesses to the next generation.In this episode, you’ll discover…The significance of understanding industry knowledge for successful business takeovers.How Handoff Partners is revolutionizing the way retiring entrepreneurs transition their businesses.Unique strategies for investing in people with industry-specific experience.New developments in M&A transactions for small to medium-sized deals.The crucial role mental health plays in leadership and preventing burnout.

Unlock 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

Imagine 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

What 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

98% 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.

In 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.

Are 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

Are 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

In 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

In 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.

In 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

This 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

Discover 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.

Discover 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

In 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

What 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