Mergers & Acquisitions – They say selling a business is an art – we’ve turned it into a science
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Exit Options
Exit options – what are your options? Understanding your own goals and the goals of potential buyers is key to achieving a successful sale of your middle market company. Buyer…
Retirement Planning | Wealth Advisor
Thinking about retirement is different for a business owner. You want to ensure you continue living life with purpose and intent to make sure you are happy once you sell…
Investment Banking
Is it possible to time the sale of a middle-market company to optimize returns? How do current market conditions impact the timing and the company’s value? Dan Shea offers expert…
Corporate Development, Divestitures
Why does a $5 billion company sell some of its business units? What can you learn from them? Russell Iorio was the former Senior VP of Corporate Development at Leggett…
CPA, CSP
What is the difference between succession planning and planning your exit strategy? The distinction is important, particularly if you decide not to sell your company outright. Knowing who, specifically, will…
Attorney and Certified Valuation Analyst
In this podcast, we talked to Peter C. Brehm, attorney and certified valuation analyst at the Business Law Center in Minneapolis. He has a Master of Law and Taxation and…
President at MWM & Associates
In this podcast, we talked to Michael Meagher, the founder and president of MWM Associates in Edina, Minnesota and a certified business appraiser. Mr. Meagher has over 30 years of…
Business coach and founding partner at KLO Partners
As much as you may love what you do, you also have to get away and recharge. And one day, you will want to walk away once and for all.…
CFA
With several exceptions, most of us have no interest in selling our businesses immediately because we have so much more we want to achieve with our companies. However, the simple…
Founder, Business Consultant, Motivational Speaker, Published Author
If you plan to retire within the next five years, this series is for you. As a business owner, there are steps you can take now to save you stress,…
Author of NACVA’s Valuation of Family Limited Partnerships Seminar
Who you want to sell your business to is one of the most important considerations you’ll make as you begin to think about selling or transitioning your company. It can…
Private Equity | Investment Banker
The private equity secondary market has grown significantly in recent years, with increasing acceptance and flexibility, but what is it exactly? Who is involved, and how do these funds operate?…
Private Equity | Technology
What is it like to source M&A deals with a focus on B2B software technology companies? Mahmoud Hmouz answers this question and many more as he discusses what a PE…
Private Equity
Understanding what private equity firms look for in a potential acquisition can help you prepare your company for a successful sale. Nick McLean offers insights into what an owner can…
M&A Broker | PE Firms
Private equity (PE) firms are the most active buyers in the market, so sellers need to understand how they operate. Matt Coyne offers expert advice on how to make selling…
Private Equity
Jeff Hooke returns to M&A Talk to discuss the world of private equity and the truth about returns from private equity fund investments. He digs into the private equity markets,…
Private Equity | Exit Strategies
Join us for this continuing conversation with experts in the M&A field, Jim Evanger and Brent Paris, as they share their diverse experiences in partnering with private equity firms. They…
Private Equity
How do private equity firms operate, and how do they create value for their investors? What is the role of the general partner and an operating partner? How does a…
Private Equity
How do private equity firms quickly scale up the companies they acquire? Listen as we talk with private equity specialist Mike Roher about the primary methods private equity groups employ…
Private Equity, Investment Banking
Join us for a discussion with Richard Luftig about growth equity and its position in the private equity and investment world. We discuss raising equity capital, how growth equity is…
Investment Banker | Private Equity
Listen as we take a deep dive into the world of private equity with Jeff Hooke, author of five books on M&A, including his most recent book – The Myth…
Private Equity | M&A Advisor
Joan De la Paz Hellmer is an experienced finance professional with over a decade of capital markets, M&A, and investment experience. Joan is skilled in all aspects of transactions, including…
Private Equity Investor
Are you making plans to grow your business? Are you looking to recapitalize? If you answered “yes” to either of those questions, you may have given at least some passing…
Managing Partner of Go Capital
In this podcast, we talked to Phil Brennan, managing partner of Go Capital. He’s made his career out of investing in small businesses across a broad spectrum of industries. He…
Corporate Development & Acquisitions | IT Management Services
Learn firsthand how a business grows through acquisitions and advice for entrepreneurs considering an exit. Orrin Klopper, CEO of Netsurit, an IT and security management services firm, discusses spending over…
Business Acquisition | Data Technology
Whether you want to sell your company or are looking to buy another company to help your growth, there is a lot to consider. Tips, advice, and tales of the…
Corporate Development, Strategic Acquirer
How do strategic buyers think? Listen as we talk with Charlie Burckmyer, head of M&A at Culligan International, the water company and a $2 billion strategic buyer. We cover the…
M&A Attorney | Investment Banker | Strategic Buyer | Board Advisor
In this episode, Michael Frankel joins us to talk about the world of M&A from almost every angle. Michael has experience in M&A as an acquirer, lawyer, investment banker, target,…
Private Investor
In an M&A world dominated by PE firms and family offices, there are a few private investors who march to their own beat when it comes to looking for companies…
Acquisitions | Independent Sponsors | Search Funds
The role of independent sponsors as investors is growing in the M&A world. Bakari Akil is an acquisition entrepreneur, and he shares his inspiring story of learning the ins and…
M&A Law | Private Equity
When selling your company, you are likely to be approached by an independent sponsor who may be interested in acquiring your company. What is an independent sponsor, and how are…
Family Offices
Talking about selling a middle-market company to a family office vs. a PE firm, James Carey has a detailed conversation on the differences between these buyers. He discusses the time…
Family Offices | Management Buyouts
A management buyout, or MBO, offers an attractive option for selling a middle-market company to the people who know it best – the management team. B.G. and Geordie Lemmon discuss…
Family Offices
In a return discussion of family offices, Alejandro Levy takes a deeper dive into the nuances of the family office and how they structure their investment strategies. Since family offices…
Family Office
The personal touch can be hard to find when it comes to selling a business, but family offices can bring the personal touch back into the mix. Father and son…
Family Office | Investments
What exactly is a family office? How are they structured, and what goes into their investment decisions? Family offices are common buyers in the middle market, so it pays to…
Family Office | Private Equity
When selling a mid-market business, you may run into a family office interested in acquiring your company. But what are family offices, how do they work, and what do they…
Search Funds | Entrepreneurship
How can you get on the path to entrepreneurship by acquiring an established business rather than building a start-up? Harvard Business School professors Royce Yudkoff and Rick Ruback share their…
Search Funds | Acquisitions in the UK
This international edition of M&A Talk focuses on search funds and highlights multiple ways to fund an acquisition. Carl Lundberg offers an in-depth discussion of search funds, how money is…
Employee Stock Ownership Plans (ESOPs)
Employee stock ownership plans have long been an exit strategy for companies, but they are still misunderstood. Kelly Finnell shares his passion and expertise with ESOPs from his 40 years…
ESOPs | Healthcare Industry
Employee stock ownership plans, known as ESOPs, are an M&A alternative that places shares of a company in the hands of employees. This complex topic is the focus of Michael…
ESOPS | Business Valuation
An ESOP, or employee stock ownership plan, is one of several options you may consider when selling your business. What is an ESOP, and should you consider one? In this…
Employee stock ownership plans (ESOPs)
Employee stock ownership plans (ESOPs) offer middle-market business owners an exit option that can protect their legacy and incentivize their employees. David Blauzvern and Jordan Burg, of CSG Partners, explain…
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