M&A Masters
138 episodes - English - Latest episode: 2 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
Codie Sanchez | M&A In The Cannabis Industry
April 22, 2020 05:00 - 28 minutes - 25.9 MBWe have a very exciting show for you this week! In this episode of M&A Masters, we’re joined by Codie Sanchez, the managing director of Entourage Effect Capital Partners and one of the most sought out speakers in the cannabis business. Entourage Effect is a unique private equity firm as it was the first to focus exclusively on the cannabis industry. Since 2014, Entourage Effect has invested over 100 million dollars in over 40 companies! We’ll chat with Codie about how she got into...
Tash Meys and Viv Conway | Instagram vs. Facebook. Which One Wins?
April 08, 2020 05:00 - 26 minutes - 24.5 MBIn today’s episode, we sit down with Tash Meys and Viv Conway, who provide consulting and execution services dedicated to fast-tracking a company’s Instagram growth and engagement. “I think if you’re not using social media, it can be overwhelming with which platform to choose,” says Tash, when asked about what Instagram is and how it’s different from other mediums. We’ll talk with Tash and Viv about how to learn about Instagram, why Instagram is an important business tool, and… ...
Jordan Selleck | Why Valuable Content Matters
March 25, 2020 05:00 - 30 minutes - 27.7 MBIn today’s episode, we sit down with Jordan Selleck-- the founder of 51 Labs. 51 Labs provides digital marketing services to the lower-middle market and were founded based on a string of failures that blossomed into success. Our guest, and 51 Labs, focuses on generating quality and engaging video content for their clients through using original ideas and avoiding “templated” content. We’ll chat about why LinkedIn doesn’t work for 51 Labs’ target market, the biggest mistakes people ...
Bud Moore | Why Community Matters in M&A
March 11, 2020 05:00 - 19 minutes - 17.6 MBIn today’s episode, we sit down with Bud Moore, who is the founding partner of Valesco Industries-- a lower-middle market private equity firm in Dallas, Texas. We love everything Valesco is doing, especially because there is a large need for their expertise, guidance, and capital in the lower-middle market. “Our ideas are muscle, and so we put that behind companies to help them grow and become a bigger and better version of what they were,” says Bud on the topic of how Valesco came...
Vania Schlogel | Why Your Ideal Client Profile Matters
February 26, 2020 05:00 - 18 minutes - 16.6 MBIn today’s episode, we’re joined by Vania Schlogel-- the founder and CEO of Atwater Capital, who focuses exclusively on the media and entertainment sectors. In our chat, Vania shares with us the fine line between being able to have the formal, polished side of the business in conjunction with the creative and operational side. Vania also chats about the areas she specializes in, and… Streaming services The emergence of technology in the media and entertainment world Her ideal ...
Bart Vossen | M&A in the Energy Industry
February 12, 2020 05:00 - 15 minutes - 13.9 MBThe energy industry is going strong so far in 2020… and the outlook for the future is good as the industry responds to sustainability initiatives and reacts to market pressures. Bart Vossen of Houston-based SGR Energy shares how upcoming regulations are impacting the industry, as well as why the company looks beyond U.S. borders for most of its customers. We also chat about mergers and acquisitions in the industry, talking about some prime targets SGR considers and how they co...
Pejman Makhfi | Easier Acquisitions for Mid-Market Companies
January 15, 2020 05:00 - 14 minutes - 13.1 MBThere comes a stage in every company’s life where organic growth is no longer enough. A strategic acquisition is the only way forward. But for middle-market companies, this is a tricky proposition. The management team is running the business… they don’t have time to research potential targets, negotiate price and terms, and all the rest that goes with an M&A deal. Pejman Makhfi, the founder of Silicon Valley-based Synrgix, which provides a process management system to suppo...
Rob Joyce | Financial Buyer Talks R&W Insurance
November 13, 2019 05:00 - 22 minutes - 20.2 MBThis is Part 2 in a two-part series about a recent M&A deal in which PE firm Broadtree Partners purchased SAAS company, RedCAT Systems, which provides specialized HR services for major corporations like Uber, NYSE, and LinkedIn. This time we’ll be covering the Buyer’s side of the transaction with Rob Joyce from Broadtree. (Be sure to check out my conversation with Steven Epstein of RedCAT here.) Importantly, Representations and Warranty insurance was a crucial part of this ...
Steven Epstein | An In-Depth M&A Case Study
October 30, 2019 05:00 - 27 minutes - 25.2 MBThe first of a two-part series of a real-world M&A transaction. First up, I’m talking to Steven Epstein, the founder of RedCAT systems, a Colorado-based SAAS company involved in HR and compensation solutions for clients like LinkedIn, Uber, NYSE, and many more. They were recently funded by PE firm Broadtree Partners. Specifically, we’ll be looking at how Representations and Warranty (R&W) insurance played a key role in the transaction. What’s interesting is that RedCAT would...
Austin Leo | Insurance That Increases Sales
September 18, 2019 05:00 - 23 minutes - 21.5 MBIn the world of tech, a lot of companies, especially the smaller ones and startups, their financials are quite opaque. You never know on the surface if one is about to go under or go unicorn. Austin Leo, VP of USI Insurance Services, highlights a specialized type of insurance, once reserved for large manufacturers, that can help larger companies identify who to do business with… especially those with the least risk of going under before they pay their bills. And that’s just...
Colin Campbell | Strategic Buyers vs. PE Firms
September 04, 2019 05:00 - 33 minutes - 30.9 MBAfter culling through a decades-worth of data on IT services companies, Colin Campbell, Associate Director at Livingstone Partners, sees potential for a market downturn on the horizon. He shares what trends he sees that point to this potential slowdown, as well as how Buyers and Sellers approach M&A deals to account for it. Colin says that Strategic Buyers are being quite selective in companies they target, and tend to go after the company aggressively once they “fall in love,” w...
Jacob Whitish | Getting a Piece of the U.S. Pie
July 24, 2019 05:00 - 38 minutes - 34.8 MBAcquisition can be the ideal way to experience fast growth as a company. But there’s no need to stay within your home country when looking at potential target companies. Jacob Whitish is the San Francisco-based vice consul for financial services for the U.K.’s Department for International Trade. And he doesn’t just work with U.K. companies looking into the U.S. but also American companies looking to expand in the other direction. We chat about the unique challenges – and benefits...
Craig Lilly | 3 Reasons Foreign Companies Are Looking at U.S. Acquisitions
July 10, 2019 05:00 - 26 minutes - 24.7 MBWhen we usually see cross-border deals, it’s a U.S. company acquiring a foreign business. But increasingly the reverse is happening, says Craig Lilly, corporate partner at the Palo Alto office of Baker McKenzie, and there are three primary drivers for that trend. But cross-border deals with foreign buyers aren’t without their pitfalls, especially with newly enacted regulatory and anti-trust and merger controls – at that’s just the start. Just look at what is happening with Chinese ...
Nate Gallon | How Well Do You Know Your Stockholders?
June 12, 2019 05:00 - 25 minutes - 23.5 MBWhat happens when a minority of shareholders don’t agree to the terms to acquire or merge their company? The terms could change drastically… or the deal could fall apart completely. But, says Nate Gallon, managing partner of the Silicon Valley office of Hogan Lovells, there’s a way to avoid that fate… because the shareholders will be contractually obligated to vote “yes” on the sale. This provision is well-known in the world of Private Equity and Venture Capital but not elsewhere....
Gretchen West | The 3 Biggest Benefits of Drone Technology
May 29, 2019 05:00 - 30 minutes - 27.8 MBWhen you hear the word drone, you might think of the military uses, the proposed Amazon.com delivery drones, or those jokers who shut down airports by flying drones around runways. But drones are serious business, says Gretchen West of Hogan Lovells in Silicon Valley. There are little-known commercial uses of drones that save time, money, and lives that will only expand in the near future… as long as government regulations can keep pace with development of new technology. The ind...
Stephen Kuhn | A Solution for the C-Suite Talent Crunch
May 15, 2019 09:00 - 22 minutes - 24.8 MBIt’s a tight talent market out there in the technology industry. And that’s especially for all C-suite positions right now, says Stephen Kuhn, partner at Advantary. Yet companies, especially startups, are facing pressure from their boards to hire senior executives. And that means they’re sometimes rushed into bad hiring decisions. Stephen talks about a short-term solution to this issue that can have long-term positive impact on companies facing these challenges, as well as… A str...
Matthew Hanis | Practical Improvements to Healthcare
May 01, 2019 09:00 - 24 minutes - 25.9 MBThe politics of healthcare is a mess in this country, as you know. But Matthew Hanis, executive producer and host of the Business of Healthcare, is more interested in practical measures for incrementally improving a system that is the most expensive in the world and doesn’t offer a great quality of care in exchange. We also talk about the M&A landscape in healthcare, including the trend towards increasing vertical integration, as well as... How to balance profits with patient car...
Patrick Krause | How M&A Is Different in Healthcare
April 03, 2019 09:00 - 30 minutes - 31.8 MBM&A activity has been heating up in the last few years… and 2019 is no exception. At the same time there has been a lot of movement in the healthcare sector, but due to its unique nature, special care has to be taken when dealing with acquisitions in this industry. Patrick Krause, a director at investment bank MHT Partners focused on healthcare, has shepherded a lot of deals in this sector. He shares how he helps turn M&A transactions into win-win-win deals, where both Buyers and S...
Darryl Grant | The M&A Data Vault
March 06, 2019 10:00 - 28 minutes - 29.6 MBWhat did due diligence in M&A deals look like before virtual data rooms? Teams of lawyers and other experts combing through paper files stacked floor to ceiling in a conference room. With the virtual data room, explains Darryl Grant of Toppan Merrill, those days are long gone. Today, sharing a company’s financials, contracts, and other pertinent information with potential buyers is a simple matter of uploading some documents and sending an email. We talk about how this speeds up ...
[Best of the Podcast] Add Millions to Your Company’s Value Overnight
February 06, 2019 10:00 - 29 minutes - 31.3 MBMany technology companies are sitting on an untapped resource that could add 5%, 10%, 20%, or more to their company’s value, says Dr. Elvir Causevic, managing director of Houlihan Lokey’s Tech and IP advisory department. Problem is that if you wait until you have an M&A deal… all that value is lost to you – it automatically goes to the buyer. Elvir and his colleagues have been innovating a new way to make sure companies, especially those in Silicon Valley, avoid that fate. And we ...
[Best of the Podcast] Why M&A Is Today’s Clear Exit Strategy
January 23, 2019 10:00 - 29 minutes - 30.6 MBIn an era when few companies go IPO and there are even fewer unicorns, M&A is more popular than ever, says Mihir Jobalia, a veteran of KPMG’s Silicon Valley operation. In fact, among VC-backed companies in the last 10 to 15 years, he estimates that more than 90% exit through M&A. And business in the last few years has been especially good. We dive deep into what makes the current environment so appealing to M&A, who the big players are, and best practices for companies hoping to e...
[Best of the Podcast] Specialized Insurance for Your Next Deal
December 19, 2018 10:00 - 24 minutes - 26.4 MBWith typical insurance covering your home or car, it can be like pulling teeth to get a claim paid. Unfortunately, that leads to skepticism about all types of insurance. But in the experience of my guest Joe Finnerty, a litigation partner with law firm DLA Piper in New York City, companies are ready and willing to pay claims for Representations and Warranty insurance. It’s one of the newest – and most effective tools – being used in mergers and acquisition deals today. Insurance ...
Bob Karr | Turning Cold Calls Into Warm Calls
December 05, 2018 10:00 - 26 minutes - 28.1 MBSilicon Valley is obviously on the forefront of technology. What’s not as clear is how to keep track of trends, new companies, key players, and all the rest, especially since it’s always changing. That’s why Bob Karr created LinkSV, a Valley-centric, comprehensive, and constantly updated social network. We talk about how to get the most out of LinkSV, whether you’re a service provider, startup looking for an angel, an investor looking for an acquisition, and beyond. Bob’s been in ...
How to Eliminate Post-Deal Indemnity Risk in M&A
November 28, 2018 10:00 - 38 minutes - 38.7 MBIn today’s episode we shake things up and put Patrick Stroth, the regular host and founder of Silicon Valley-based Rubicon Insurance Services, in the hot seat for an exclusive interview with business consultant Steve Gordon. Patrick is on a mission to tell investors, founders, corporate development teams, attorneys, and anyone else in the world of mergers and acquisitions about a unique insurance product that can save tens of millions of dollars in a transaction and speed deals to ...
Samir Shah | The One Person Who Can Transform Your Startup
October 31, 2018 09:00 - 17 minutes - 19.9 MBSamir Shah has a unique pedigree in the M&A world. He was previously an owner whose company was successfully sold. And these days he’s with Silicon Valley-based pre-series A venture capital firm Cervin Ventures, specializing in helping founders in the enterprise technology space. Based on his experience Samir has come up with eight “one-liners” (i.e. rules or words to live by) that should guide every startup. The first one is a question every entrepreneur should ask before even th...
Elvir Causevic | Add Millions to Your Company’s Value Overnight
October 03, 2018 09:00 - 28 minutes - 30 MBMany technology companies are sitting on an untapped resource that could add 5%, 10%, 20%, or more to their company’s value, says Dr. Elvir Causevic, managing director of Houlihan Lokey’s Tech and IP advisory department. Problem is that if you wait until you have an M&A deal… all that value is lost to you – it automatically goes to the buyer. Elvir and his colleagues have been innovating a new way to make sure companies, especially those in Silicon Valley, avoid that fate. And we ...
Jim Reilly | The Data Breach that Cost $500 Million
September 19, 2018 09:00 - 26 minutes - 24.2 MBHackers, corporate espionage, identity theft, ransomware… Any company connected to the Internet (and that’s all of them) is vulnerable to these attacks, says Jim Reilly, founder of Stonepine Advisors. These days, without a cybersecurity strategy, your business’s vital financial data, corporate secrets, and customer information is there for the taking. Not only can a breach impact profitability… but it can also put a serious damper on any upcoming or ongoing M&A deal. But we’re n...
Mihir Jobalia | Why M&A Is Today’s Clear Exit Strategy
August 29, 2018 09:00 - 28 minutes - 16.3 MBIn an era when few companies go IPO and there are even fewer unicorns, M&A is more popular than ever, says Mihir Jobalia, a veteran of KPMG’s Silicon Valley operation. In fact, among VC-backed companies in the last 10 to 15 years, he estimates that more than 90% exit through M&A. And business in the last few years has been especially good. We dive deep into what makes the current environment so appealing to M&A, who the big players are, and best practices for companies hoping to e...
Michael Frank | The Rise of Revesting in M&A
August 15, 2018 09:00 - 25 minutes - 23.4 MBThe practice of revesting has radically changed the M&A landscape in recent years, says Michael Frank, partner at Hogan Lovells. It provides advantages to both buyers and owners and founders. Michael explains why revesting has become so widespread – especially in Silicon Valley – and the best way to approach these types of deals. It’s something you have to keep in mind from the earliest discussions between buyer and seller. He also discusses the tax implications that are important ...
Stephen Hohenrieder | Investment Trends in the Food Industry
August 01, 2018 09:00 - 24 minutes - 22.9 MBWhere does our food come from? Who makes it… and how? It’s those sorts of questions that guide Stephen Hohenrieder as he invests private equity in all levels of the value chain in the food industry. There is a sea change in going on in how consumers relate to food, and Stephen, the chief executive and chief investment officer for a single family office, says it’s prime time invest in this trend. Tune in to find out… The differences between strategic investing versus venture capit...
Nate McKitterick | The Insurance You Need for M&A Deals
July 18, 2018 09:00 - 31 minutes - 28.9 MBOne of the biggest sticking points during the negotiations for any M&A deal is indemnification. It’s a problem Nate McKitterick has dealt with for many years as a partner specializing in transactional insurance and indemnification matters at law firm DLA Piper. Basically, buyers insist that sellers be “on the hook” for any issues that come up post-sale. And sellers are nervous about making the representations required for a deal to go through… when something out of their control co...
Jimmy Vallee | M&A Trends in the Energy Sector
June 20, 2018 09:00 - 24 minutes - 26.7 MBWith the oil and gas sector seemingly on the road to recovery, there’s been an uptick in M&A activity, says Jimmy Vallee. As a native Texan and partner in the Houston office of law firm Paul Hastings, Jimmy should know. He’s got some strategies for taking advantage of this market rise. He also examines the role of private equity in this industry and best practices for mergers and acquisitions in this space – it’s unlike other industries and one “little” mistake could cost you milli...
Arthur Cirulnick | The Most Important Document In Your M&A Deal
June 06, 2018 09:00 - 26 minutes - 27.8 MBThe decision to buy or sell a business is an important one… and it’s often not a straightforward process, says M&A advisor Arthur Cirulnick of Venable LLP. You want somebody in your corner who knows what they’re doing. That’s especially true when, as is the case with many companies, this is your first time doing it. Arthur shares details on the deals he’s seen go very wrong… and how things were patched up. He also highlights the best practices behind what should be in every M&A de...
Patrick Krause | What Makes Healthcare Sector M&A Deals Different
May 23, 2018 09:00 - 29 minutes - 30.5 MBHealthcare companies are a different animal than businesses in other industries in a lot of ways. And that means you need a different approach when it comes to mergers and acquisitions. Patrick Krause, a director at investment bank MHT Partners focused on healthcare, has shepherded a lot of deals in this sector. He shares how he helps turn M&A transactions into win-win-win deals, where both buyers and sellers are happy – and patients benefit, too. Tune in to find out… How to brid...
Terry Hill | How to Take Advantage of Today's Seller Market
May 09, 2018 09:00 - 22 minutes - 24.6 MBAs a business owner or CEO, you’ve worked hard to build your company for years, if not decades. Unfortunately, says Terry Hill, managing director of public accounting and advisory firm BPM’s advisory practice, the due diligence process in an M&A deal can reveal overlooked weaknesses that can severely impact the valuation and efforts to find a buyer. But you can still get maximum enterprise value and have a successful exit, says Terry. You just need to do the right prep work. Tun...
Shari Yocum | The “Secret Sauce” of Successful M&A Deals
April 25, 2018 09:00 - 27 minutes - 28.9 MBWhen putting together an M&A deal it’s tempting to focus solely on operations and the financials. But to ensure a smooth transition after the papers are signed… you can’t forget the people side of things and company culture, says Shari Yocum of Ernst & Young’s People Advisory Services Practice in Silicon Valley. In fact, says Shari, your work in this key area should start when you’re structuring the deal. Otherwise, you risk losing key employees and having frustrating “political” ...
Patrick Crocker | Why You Should Hire an Advisor to Help Sell Your Business
April 24, 2018 09:00 - 23 minutes - 25.4 MBHe’s seen a lot of deals in his 25 years as an investment banker, but these days Patrick Crocker, founder and managing director of MHT Partners, specializes in helping owners and entrepreneurs sell their businesses. Let’s face it, you’re an expert in your industry. But what do you know about mergers and acquisitions? Hiring an advisor let’s you focus on keeping the business healthy, while the advisor repairs problem areas and finds qualified potential buyers. Yes, it’s an investme...
Joe Finnerty | Best Practices for Rep and Warranty Insurance Claims
April 23, 2018 09:00 - 23 minutes - 25.1 MBOne of the newest – and most effective tools – being used in mergers and acquisition deals today is Representations and Warranty insurance. With this coverage, if there is a breach, the insurance company will pay the loss. The buyer has certainty of collection. But do insurance companies actually pay claims? In the experience of my guest Joe Finnerty, a litigation partner with law firm DLA Piper in New York City, insurance companies are happy to pay. You, as the buyer, just need to ...