M&A Masters
136 episodes - English - Latest episode: 13 days ago - ★★★★★ - 10 ratingsMaster 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.
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Episodes
Sharon Heaton | sbLiftOff: Elevating Businesses to New Heights in the M&A World
April 17, 2024 05:00 - 35 minutes - 65.6 MBIn 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-l...
Tom Brinegar | The Strategic Buyer Fit: Tom Brinegar's Acquisition Insight
March 20, 2024 05:00 - 22 minutes - 42.9 MBThis 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....
Jason Somerville | Insider Strategies for Consumer Brand Success
February 21, 2024 05:00 - 32 minutes - 60.1 MBDiscover 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 v...
David Kimbrell | M&A Mastery in Architecture and Engineering Unveiled
January 31, 2024 05:00 - 37 minutes - 69.6 MBDiscover 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 wor...
Tom Zucker | Inside EdgePoint Capital
December 06, 2023 05:00 - 17 minutes - 33.1 MBIn 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 ...
Addison Adams | Insights from an M&A Attorney
November 15, 2023 05:00 - 29 minutes - 54.6 MBWhat 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
Bakari Akil | The Role of an Independent Sponsor
October 25, 2023 05:00 - 22 minutes - 41.9 MBIn 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 & ...
David Tobin | Helping Owners Maximize and Monetize Their Life’s Work
August 23, 2023 05:00 - 23 minutes - 44.2 MBHow 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.
Bill Snow | M&A for Dummies
August 02, 2023 05:00 - 23 minutes - 42.6 MBWhat 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. ...
Lynne Rosenberg | Why Businesses Need These Insurance Products
June 21, 2023 05:00 - 29 minutes - 54.5 MBIn 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 wha...
Patrick McMillan | How Quality of Earnings Reports Affect Transactions
May 31, 2023 05:00 - 27 minutes - 49.8 MBHow 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
Malcolm Peace | Growing for the Long-Term
May 10, 2023 05:00 - 28 minutes - 52.7 MBWhat 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
Jeff May | Why an Exit Strategy is Crucial
May 03, 2023 05:00 - 30 minutes - 55.5 MBHelping 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 ...
Nate Lind | Achieving a Maximum Exit
April 26, 2023 05:00 - 26 minutes - 49.4 MBIf 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. ...
Joseph Durnford | The Key to M&A Success
April 19, 2023 05:00 - 26 minutes - 48.8 MBWhat 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.
Bob Goldsmith | Making Ambitions Reality
April 12, 2023 05:00 - 23 minutes - 43.7 MBM&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
Jonathan Saltzman | M&A in the Auto Industry
March 29, 2023 05:00 - 27 minutes - 50.5 MBWhat 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 & warrantie...
Peter Cook | Why Transparency is the Key to Success
March 08, 2023 05:00 - 28 minutes - 54 MBWhy 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
Doug McCormick | Why Human Capital is a Gamechanger
March 01, 2023 05:00 - 28 minutes - 52.2 MBHow 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 capit...
Alan Clark | Why This Major 2023 Prediction is Wrong…
January 18, 2023 05:00 - 24 minutes - 23.2 MBWhen 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.
Ken Heuer | How Core Principles Guide Your Thinking
January 11, 2023 05:00 - 19 minutes - 35.7 MBIn 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
Kelcey Lehrich | Succeeding in E-Commerce
January 04, 2023 05:00 - 18 minutes - 34 MBHow 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.
Clint Tripodi | How to Set a Strategy–And Execute It
December 28, 2022 05:00 - 34 minutes - 62.8 MBAs 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 exec...
Vinay Bachireddy | Helping Owners Embrace Technology
December 07, 2022 05:00 - 19 minutes - 37.1 MBWhat 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 discu...
Ben Brown | Benefits of a Buy & Hold Strategy
November 30, 2022 05:00 - 35 minutes - 66.6 MBWhen 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
Heather Madland | Scaling Founder-Owned Businesses
November 23, 2022 05:00 - 31 minutes - 57.7 MBThere’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
Richard Parker | An Inside Look at Sell-Side M&A
November 16, 2022 05:00 - 33 minutes - 62.6 MBThe 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
Justin Smith | Scaling Family Businesses
October 26, 2022 05:00 - 14 minutes - 26.6 MBWhy 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 ...
Jamar Freeman | Build a Market-Leading Company
September 28, 2022 05:00 - 12 minutes - 23.9 MBWhat 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
Jeffrey Brooker | An Inside Look at the Independent Sponsor Conference
September 21, 2022 05:00 - 19 minutes - 36.2 MBIf 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 indepe...
Chris Parisi | Why M&A Isn’t About the Numbers
August 24, 2022 05:00 - 31 minutes - 59.4 MBM&A is never just about chasing numbers…. It’s about the people who trust you with their business… A business that represents generations of hard work—and a family’s legacy. My guest Chris Parisi knows this well. At Carl Marks Advisors, which has been around since 1925, Chris secures clean exits for lower middle market business owners. In this episode, Chris shares some of Carl Marks Advisors’ storied history and reveals how he fights for the best outcomes for his c...
Sean Frank | An Expert Investor on Cloud-Based Infrastructure
August 10, 2022 05:00 - 25 minutes - 47.1 MBCloud-based infrastructure is one of the most rapidly expanding industries today… And this episode’s guest, Sean Frank, is an expert on it. As the founder of Cloud Equity Group, Sean invests in lower middle market companies in the web hosting and cloud-based infrastructure sectors. Listen to find out: What Sean looks for in a company The problem with naming firms after the founder Sean’s investment strategies for the lower middle market How reps & warranties insuranc...
Sly Buford | Strategies for the Lower Middle Market
July 27, 2022 05:00 - 26 minutes - 49.3 MBHow do you get owners to stop thinking like operators… And start thinking like investors? For the lower middle market, this mindset shift is crucial for a clean exit. In this episode, I talk to Sly Buford, founder and CEO of Tenth Street Group, which specializes in helping lower middle market businesses grow, scale, and exit. Sly had an unconventional path to becoming an investor, and he’s here to share how he found M&A success.
Marty Fahncke | Finding Success in the Lower Middle Market
July 20, 2022 05:00 - 35 minutes - 65.9 MBIn this week’s episode of M&A Masters, we sit down with Marty Fahncke to talk about M&A for the lower middle market. Marty is a partner at Westbound Road, LLC and has over 30 years of experience in building and growing businesses. Listen to learn: How businesses can double revenue without increasing sales How owners can leave a legacy with their business Marty’s takes on M&A trends for 2022 And more
Alistair McBride | How to Win Your Deal – by Building Trust
July 06, 2022 05:00 - 36 minutes - 67.6 MBYou might think of M&A as a zero-sum game… But that’s where many business owners go wrong. It might surprise you to hear that building trust with the opposing side is the key to securing your clean exit. This episode’s guest, Alistair McBride, coaches business owners in the fine art of negotiating M&A deals. Alistair has seen deals succeed when business owners treat their opponent like their ally. He calls this “the psychological edge of negotiation.” In tod...
Deborah Smith | Trends in Real Estate NOW
June 22, 2022 05:00 - 27 minutes - 51 MBOn this week’s episode of M&A Masters, we’re sitting down with Deborah Smith to talk about real estate, a first on this show! Deborah is the Co-Founder and CEO of The CenterCap Group. The CenterCap Group, LLC, is a boutique investment bank providing strategic advisory, capital-raising, and consulting related services to public and private corporations, owners, operators and investment managers. They are exclusively focused on the real estate sector, with a deep understanding of wha...
Patrick Turner | Leveraging Financial and Industry Expertise to Drive Growth
June 15, 2022 05:00 - 21 minutes - 39 MBOn this week’s episode of M&A Masters, we sit down with Patrick Turner to talk about how his company is transforming good companies into great companies through their partnerships. Patrick Turner is the Managing Director of VSS. VSS is a private investment firm that invests in the information, business services, healthcare and education industries. Since 1987, VSS has partnered with lower middle-market companies to provide management teams with capital solutions to drive growth. ...
Jennifer Mandelbaum | Female Led Ventures Changing the Future of How Families Live
May 04, 2022 05:00 - 30 minutes - 56.9 MBOn this week’s episode of M&A Masters, we speak with Jennifer Mandelbaum, Senior Investment Director at Halogen Ventures. Halogen Ventures is a California-based Venture Capital fund focused on investing in early stage consumer technology startups with a female on the founding team. Female led businesses represent a massive opportunity. They deliver higher ROI and deliver higher payouts on exits, but they are still having issues raising money. Halogen Ventures, led by Jesse Draper...
Rewind: James Darnell | Unlocking the Potential of Successful Family-Owned Businesses
April 20, 2022 05:00 - 28 minutes - 52.9 MBGlobal M&A volumes hit a record in 2021 and that pace is expected to continue as we head into the second quarter of 2022. Family-owned businesses continue to be front and center in many of these deals, which is why I wanted to rewind my episode with James Darnell for my listeners today. I sincerely believe that there is a huge marketplace of companies in the lower middle market that need help. James is the Managing Partner of KLH Capital, a private equity firm that focuses on serv...
Rewind: Jessica Ginsberg | Building Trust in the Niche Manufacturing Market
April 13, 2022 05:00 - 25 minutes - 24.6 MBIf the past two years have taught us anything, it is we need to have a thriving manufacturing sector. With the inability to meet supplies of offshore parts with demand here at home and the new instability in Europe and it’s more important than ever to have a thriving US manufacturing sector. That’s why today, on M&A Masters, I am rewinding my conversation with Jessica Ginsberg. Jessica is the Director of Business Development for LFM Capital, a private equity firm founded by ope...
Rewind: Ryan Milligan | Building a Business on Honesty and Transparency
April 06, 2022 05:00 - 42 minutes - 78.6 MBOn this week’s episode of M&A Masters, I’m revisiting my conversation with Ryan Milligan, Partner at ParkerGale. I am rewinding this episode for two reasons. The first is that the ParkerGale Capital podcast, The Private Equity Funcast opened the entire private equity world to me over five years ago. The second reason is in our conversation. Ryan and I dove deep into how ParkerGale uses a tool to actively measure culture to create improvements and make companies better places to wo...
Rewind: Suzanne Yoon | Using Technology to Compound the Effects of Good Capital and Great Operations
March 23, 2022 05:00 - 38 minutes - 35.2 MBOn this week’s episode of M&A Masters, to celebrate International Women’s Week we’re rewinding my conversation with Suzanne Yoon. In 2020, Suzanne’s firm, Kinzie Capital Partners, in Chicago was honored by the Private Equity Women Investor Network (PEWIN) as the North American female-founded firm of the year. The Wall Street Journal has also recognized her as a top female dealmaker. We asked Suzanne how she felt about these honors, she said, “Companies outperform when they have di...
Rewind: Jon Finger | The Benefits of Building Relationships with Independent Sponsors
March 16, 2022 05:00 - 35 minutes - 64.4 MBToday on M&A Masters, we’re rewinding my interview with Jon Finger, a Partner at McGuireWoods in Dallas. The reason I want to take you back to this show is because of the unique things Jon’s practice is bringing to the M&A space. They were the first to dedicate themselves to introducing independent sponsors to their capital partners. Jon says, “As we were building the network, and our practice was evolving, what we like to think was our secret sauce was our ability to introduce i...
Renny Sie | Forging Relationships with Founders and Family-Owned Businesses
February 23, 2022 05:00 - 21 minutes - 39.3 MBOn this week’s episode of M&A Masters, we’re sitting down with Renny Sie, Vice President of Business Development and Investor Relations at the private equity firm Boyne Capital. Established in 2006, Boyne Capital takes a different approach to investing—one that forges lasting and collaborative relationships with companies whose founders and families are still deeply involved in growing their businesses. It’s a term they call a value cultivator approach. Renny says, “Partnership i...
Laurin Parthemos | Beyond the Dress Code: The Outgrowth of Culture in an Organization
February 09, 2022 05:00 - 28 minutes - 52.6 MBOn this week’s episode of M&A Masters, we sit down with Laurin Parthemos to talk about culture. Laurin is a Principal at Kotter, a company named after Dr. John Kotter, the world’s foremost change expert. Kotter’s approach to merger & acquisition integration focuses on culture and people first. Laurin says, “Culture is more and more seen as that differentiator within an industry to say we have a strong culture where people want to work.” Listen as she walks us through: Three ways...
Rewind: Domenic Rinaldi | The Number One Pitfall in M&A Transactions
January 26, 2022 05:00 - 24 minutes - 45.3 MBThis week on M&A Masters, I want to revisit with you a special episode featuring the conversation I had with Domenic Rinaldi. Domenic is the President and Managing Partner of Sun Acquisitions, a buy-side and sell-side M&A advising firm. Domenic also hosts his own podcast, M&A Unplugged, ranked among the top M&A podcasts in 2021. Listen to this special rewind episode as Domenic walks us through: Too big to be small and too small to be enterprise: why Sun Acquisitions loves the lowe...
Rewind: Dena Jalbert | Focusing on the Strategy of the Transaction
January 19, 2022 05:00 - 43 minutes - 79.4 MBThis week on M&A Masters, we’re doing a special rewind of my sit down with Dena Jalbert, Founder and CEO of Align Business Advisory Services. I think it’s worth revisiting this episode for two reasons. 1) Dena’s name appeared on Mergers and Acquisitions Magazine’s list of the Top 25 Most Influential Women in Mid Market M&A. 2) Her company, Align, is unique in their commitment to the lower middle market—a vast marketplace that is highly underserved. By bringing their expertise to t...
Samantha Ory | Strategies for Creating Organic Partnerships that Thrive
January 05, 2022 05:00 - 32 minutes - 30.3 MBOn this week’s episode of M&A Masters, we sit down with Samantha Ory to talk about choosing partnership over buyout. Samantha’s company, Ouroboros Group, is a private investment firm specializing in middle market corporate acquisitions and operations in the manufacturing, healthcare, and consumer sectors. Samantha says, “I found that there is this segment of outlier companies and CEOs who are looking for something a little bit different. We cater a lot to the CEOs. We always ask ‘w...
Lorraine Wilson | Novata: Your On-ramp for the ESG Data Evolution
December 15, 2021 05:00 - 22 minutes - 42.3 MBOn this week’s episode of M&A Masters, we speak with Lorraine Wilson, Chief Impact Officer and Head of ESG Methodology at Novata. Novota’s mission is to empower general partners in the private market to collect, analyze, and report relevant ESG data. Lorraine says, “ESG is evolving. Novata offers a standard process for analysis... using metrics most applicable to the private market.” As ESG begins permeating the private sectors, it’s becoming top of mind for investors and in th...
Rewind: Angus Marshall | An Exclusive Look at M&A Insurance for Main Street
December 01, 2021 05:00 - 34 minutes - 63.4 MBOn this week’s episode of M&A Masters, we are replaying one of our most popular episodes. Gus Marshall, Head of Transaction Liability at CFC Underwriting, Ltd. CFC is a specialist insurance provider, pioneer in emerging risk, and market leader in cyber and transactional liability. We are talking with Gus about CFC's exciting new product launch, Transaction Liability Private Enterprise (TLPE). Gus says, “Reps and warranties insurance is currently Wall Street and we want to make it...