Latest Coladv Podcast Episodes
MM M&A - 028: Strategic Exit Planning for Equipment Leasing and Finance Companies
Middle Market Mergers and Acquisitions by Colonnade Advisors - October 10, 2022 10:00 - 30 minutesIn this episode, we discuss strategic steps for Equipment Leasing and Finance companies as they grow and evolve. The leadership of some of these businesses may decide to remain a certain size and complexity and be “ lifestyle businesses”, providing healthy cash flow to the owner(s) while they co...
MM M&A 027: Start Early & Exit Right with Mark Achler and Mert Iseri
Middle Market Mergers and Acquisitions by Colonnade Advisors - June 01, 2022 10:00 - 41 minutesBefore you sell your company, even the odds. This episode features guests Mark Achler and Mert Iseri, authors of the recent book, Exit Right: How to Sell Your Startup, Maximize Your Return and Build Your Legacy. Exit Right demystifies how to conclude the startup journey, a perfect complemen...
MM M&A 026: Industry spotlight – F&I Agencies & Payment Plans
Middle Market Mergers and Acquisitions by Colonnade Advisors - May 02, 2022 10:00 - 34 minutesThis episode continues with our “industry spotlight series” where we focus on specific trends and opportunities in middle-market M&A transactions. Our previous episodes have covered four industries in which Colonnade has played a significant role as an M&A advisor to both buy-side and sell-side...
MM M&A 025: Datarooms - Get your Ducks in a Row
Middle Market Mergers and Acquisitions by Colonnade Advisors - April 05, 2022 10:00 - 29 minutesIn this episode, Gina Cocking and Jeff Guylay pick up their discussion around the due diligence process related to the sale of a company. This episode is a great add-on to the previously released four-episode series exploring the due diligence process: EP003: Business aspects of due diligence ...
MM M&A 024: Minority Stakes – Read the Fine Print
Middle Market Mergers and Acquisitions by Colonnade Advisors - March 01, 2022 11:00 - 31 minutesThis episode is an excellent continuation of our discussion in E023 about the pros and cons of partnering with a financial sponsor. When a company is considering an M&A transaction, there’s a range of alternatives. On one side of the spectrum, there’s selling 100% of the company and exiting. On ...
MM M&A 024: Minority Deals
Middle Market Mergers and Acquisitions by Colonnade Advisors - March 01, 2022 11:00 - 31 minutesGet the insiders’ take on mergers and acquisitions. M&A investment bankers Gina Cocking and Jeff Guylay of Colonnade Advisors discuss the technical aspects of and tactics used in middle market deals. This podcast offers actionable advice and strategies for selling your company and is aimed at own...
MM M&A 023: The Market is Hot - Is it Time to Sell?
Middle Market Mergers and Acquisitions by Colonnade Advisors - February 03, 2022 11:00 - 38 minutesGet the insiders’ take on mergers and acquisitions. M&A investment bankers Gina Cocking and Jeff Guylay of Colonnade Advisors discuss the technical aspects of and tactics used in middle market deals. This podcast offers actionable advice and strategies for selling your company and is aimed at own...
MM M&A 022: Industry Spotlight – Home Warranty
Middle Market Mergers and Acquisitions by Colonnade Advisors - January 06, 2022 00:46 - 25 minutesThis episode continues our series of "industry spotlights," in which we focus on specific trends and opportunities in middle market M&A transactions.
MM M&A 021: Industry Spotlight – Automotive Reconditioning
Middle Market Mergers and Acquisitions by Colonnade Advisors - December 07, 2021 11:00 - 24 minutesThis episode continues our series of "industry spotlights," in which we focus on specific trends and opportunities in middle market M&A transactions. This episode focuses on the automotive reconditioning industry, a $5.4 billion industry that is highly fragmented and ripe for consolidation. ...
MM M&A 020 - Indications of Interest and Letters of Intent: Narrowing the Field
Middle Market Mergers and Acquisitions by Colonnade Advisors - November 08, 2021 10:00 - 31 minutesIn previous episodes, Colonnade Advisors has outlined our unique 16-week sales process timeline in four phases: pre-marketing, go to market, management presentations/buyer due diligence, and exclusivity/documentation. In this episode, we will be doing a deep dive on indications of interest ("IOI...
MM M&A 019 - Industry Spotlight: Vehicle Service Contract Administrators
Middle Market Mergers and Acquisitions by Colonnade Advisors - August 10, 2021 19:44 - 30 minutesThis episode continues our series of "industry spotlights," in which we focus on specific trends and opportunities in middle market M&A transactions. This episode kicks off several episodes around the finance and insurance ("F&I") products industry, estimated at $80+ billion in size at the ret...
MM M&A 018 - Industry Spotlight: Insurance Premium Finance
Middle Market Mergers and Acquisitions by Colonnade Advisors - July 19, 2021 10:00 - 36 minutesThis episode kicks off a series of “industry spotlights” in which we focus on specific trends and opportunities in middle market M&A transactions. Our first episode in this series is all about an exciting niche industry ($35 billion) that Colonnade has dominated in the role of advisor to b...
MM M&A 017 - Pick Your Partner - The Exclusivity Phase
Middle Market Mergers and Acquisitions by Colonnade Advisors - May 25, 2021 10:00 - 39 minutesWe are excited to focus today’s episode on the final phase of our unique 16-week sales process. Today we are focused on phase four: exclusivity/documentation. We invite you to listen to episode 001 for more information about phase one (pre-marketing), episode 002 for more information about ph...
MM M&A 016 - Management Meetings
Middle Market Mergers and Acquisitions by Colonnade Advisors - April 26, 2021 23:21 - 30 minutesIn previous episodes, Colonnade Advisors has outlined our unique 16-week sales process timeline in four phases: pre-marketing, go to market, management presentations/buyer due diligence, and exclusivity/documentation. Today’s episode focuses on phase three: management presentations/ buyer due...
MM M&A 016 - Management Meetings
Middle Market Mergers and Acquisitions by Colonnade Advisors - April 26, 2021 23:21 - 30 minutesIn previous episodes, Colonnade Advisors has outlined our unique 16-week sales process timeline in four phases: pre-marketing, go to market, management presentations/buyer due diligence, and exclusivity/documentation. Today’s episode focuses on phase three: management presentations/ buyer due...
MM M&A 015 - How to Prepare for Wealth and Preserve Your Family Legacy
Middle Market Mergers and Acquisitions by Colonnade Advisors - March 01, 2021 11:00 - 35 minutesIn this episode, Jeff Guylay focuses on the best practices to maximize after-tax proceeds from a transaction. Jeff is joined by featured guest Raj Rathi, co-founder of Rathi Singh Private Wealth Management, to share his insights from helping his clients understand the nuances of how best to mana...
MM M&A 014: Auction Processes - Get the highest price
Middle Market Mergers and Acquisitions by Colonnade Advisors - February 01, 2021 16:16 - 26 minutesIn this episode, Gina Cocking and Jeff Guylay discuss the different types of auction processes we use in a sale transaction, including a negotiated deal, a small process, a targeted auction, and a broad auction. Gina and Jeff talk about each approach's pros and cons and why Colonnade advises cl...
MM M&A 013: Building Relationships
Middle Market Mergers and Acquisitions by Colonnade Advisors - January 14, 2021 23:36 - 29 minutesThis is a special episode discussing how to build successful business relationships. In this episode, Gina Cocking, is joined by featured guest Willard Bunn, a managing director at Colonnade Advisors. Willard has previously served as chairman, chief executive, and director of several commercial ...
MM M&A 012: What is my company worth?
Middle Market Mergers and Acquisitions by Colonnade Advisors - December 02, 2020 17:00 - 24 minutesIn this episode, Gina Cocking and Jeff Guylay focus on valuation - determining what your company is worth. Key takeaways from this episode are: The right valuation methodology depends on the industry and the company Valuation should not be overly focused on the multiple. It also depends on ...
MM M&A 011: Empire Building Through a Roll-Up Strategy
Middle Market Mergers and Acquisitions by Colonnade Advisors - November 16, 2020 11:00 - 26 minutesIn this episode, Gina Cocking and Jeff Guylay continue their discussion on deal structuring. Today, the focus is on roll-ups. Key takeaways from this episode are: • Highly fragmented industries are ripe for roll-ups • A roll-up is an attractive exit alternative for companies that are subscale...
MM M&A 010: Escaping escrow - Reps & Warranty Insurance
Middle Market Mergers and Acquisitions by Colonnade Advisors - October 30, 2020 01:07 - 37 minutesIn this episode, Gina Cocking and Jeff Guylay continue their discussion on deal structuring. Today, we explore reps and warranties ("R&W") insurance. In this episode, we cover: · What is R&W insurance? · What is the pricing of R&W insurance? · What is the process to obtain R&W insurance? ...
MM M&A 009: Second Bite at the Apple - Aligning Interests through Rollover Equity
Middle Market Mergers and Acquisitions by Colonnade Advisors - October 15, 2020 04:30 - 37 minutesIn this episode, Gina Cocking and Jeff Guylay continue their discussion on deal structuring. Today, we explore rollover equity, a form of contingent consideration in which the seller takes a portion of its proceeds as equity ownership of the new or acquiring company. In this episode, we cover: ...
MM M&A 008: Earn outs - Sharing the Risk and Reward
Middle Market Mergers and Acquisitions by Colonnade Advisors - September 23, 2020 10:00 - 27 minutesIn this episode, Gina Cocking and Jeff Guylay continue their conversations around deal structure. Today we explore earn outs, a form of contingent consideration in which the buyer and seller share both the risk and upside/reward based on the future performance of the business. Other episode...
MM M&A 007: Striking a Deal - Price & Terms
Middle Market Mergers and Acquisitions by Colonnade Advisors - September 14, 2020 16:00 - 36 minutesIn an M&A transaction, price is generally the most important part of the deal structure. However, there are several other essential components. In this episode, Gina Cocking and Jeff Guylay discuss various aspects of a deal structure, including deal form, transaction consideration, contingent co...
MM M&A 006: How Scalable and Secure are Your Systems?
Middle Market Mergers and Acquisitions by Colonnade Advisors - August 24, 2020 10:00 - 23 minutesIn this episode, Gina Cocking and Jeff Guylay conclude their discussion around the due diligence process related to the sale of a company. This episode is part of a four-episode series exploring the due diligence process that began with 003 on the business aspects of the due diligence process. ...
MM M&A 005: It's All About Your Numbers
Middle Market Mergers and Acquisitions by Colonnade Advisors - August 11, 2020 16:00 - 36 minutesIn this episode, Gina Cocking and Jeff Guylay continue their discussion around the due diligence process related to the sale of a company. This episode is part of a four-episode series exploring the due diligence process that began with 003 on the business aspects of the due diligence process....
MM M&A 004: Due Diligence - Deep Clean and Hygiene
Middle Market Mergers and Acquisitions by Colonnade Advisors - July 21, 2020 04:00 - 23 minutesDue diligence is a crucial component of any M&A transaction. In this episode, Gina Cocking and Jeff Guylay discuss the second topic in our due diligence series--legal due diligence. Jeff is joined by featured guest, Will Turner, a partner at Steptoe & Johnson, to discuss lessons learned and pitf...
MMMA003: Due Diligence- Uncovering the Skeletons in Your Closet
Middle Market Mergers and Acquisitions by Colonnade Advisors - July 03, 2020 14:36 - 43 minutesIn this episode, Gina Cocking and Jeff Guylay discuss business due diligence. Due diligence is so important in any M&A transaction that we're devoting four episodes to the topic. Please stay tuned for upcoming episodes 004 through 006 about Due Diligence. In addition to business due dilige...
MM M&A 003: Due Diligence - Uncovering the Skeletons in Your Closet
Middle Market Mergers and Acquisitions by Colonnade Advisors - July 03, 2020 14:36 - 43 minutesIn this episode, Gina Cocking and Jeff Guylay discuss business due diligence. Due diligence is so important in any M&A transaction that we're devoting four episodes to the topic. Please stay tuned for upcoming episodes 004 through 006 about Due Diligence. In addition to business due dilige...
MMMA002: In the Market- The Next Three Phases of Selling Your Company
Middle Market Mergers and Acquisitions by Colonnade Advisors - June 30, 2020 20:44 - 35 minutesIn this second episode of the Middle Market Mergers & Acquisitions podcast, Gina Cocking and Jeff Guylay continue their discussion of the four phases of selling your company. The process of selling your company can be neatly categorized into four phases, taking place roughly over a period of ...
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