Mergers & Acquisitions

Resources: M&A Talk Podcast

At M&A Talk we bring you exclusive interviews with experts in business sales, valuations, mergers and acquisitions and more. We talk to the most experienced professionals in the industry to uncover their secrets.

Investment Banks Provide Options, Flexibility

Investment Banks Provide Options, Flexibility

Todd Taskey

Investment Banker

Whether your company is in growth mode or you’re positioning your business for sale, you may want to consult the services of an investment banker. For low- and mid-market level companies with revenues of $50 million or less, the decision of which bank to use may seem daunting, but not all investment banks are the same. Todd Taskey is an M&A advisor with Potomac Business Capital. We had a chance to catch up with him to discuss his perspective on the importance of working shoulder to shoulder with business owners in order to determine the best ways forward for strategic growth, whether through partnerships, joint ventures or acquisition.

Guest Profile

Todd is a 20+ year entrepreneur, business owner, investment banker and business finance advisor. In addition to M&A advice (sell-side and buy-side) and investment banking activities, Todd has been a founding investor, board member or part of the management team of five other business ventures.

Today, he helps CEO’s and entrepreneurs develop a successful exit strategy by understanding the mid market investment banking process which ultimately allows for:

  1. Maximum value with best structure at time of exit.
  2. Minimal tax impact of a successful transaction.
  3. Creating a “Great to Own” enterprise.

Specialties: M&A, M&A advisor, investment banking, exit planning, maximizing corporate valuation, selling company, selling a technology, strategic acquisition, divestitures, capital structure, business continuity.


A Roadmap to the Successful Sale of Your Business (152 pages)

A Roadmap to the Successful Sale of Your Business (152 pages)

You could spend a lifetime figuring out how to successfully sell your business and still end up confused or clueless. What if you can stop the guesswork and start taking action now?

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