Podcasts about acquisitions m

In this episode, we dive deep into the shocking news of YT Industries entering self-administration, examining what led one of the bike industry's most successful direct-to-consumer brands to this critical juncture.Our guests bring unique insights to this developing story: Raymund Bareuther, an M&A expert who was directly involved in YT's previous acquisition deal when founder Markus Flossman brought in private equity investment, and Cristobal Perez, a veteran bike industry executive with decades of managerial experience across Europe.We explore the perfect storm that hit YT - from post-COVID inventory challenges and brutal industry-wide discounting wars to US tariff uncertainties affecting 50% of their business. Our experts break down what self-administration means, why even well-managed companies like YT can fall victim to industry-wide pressures, and what the restructuring process might look like going forward.We also discuss Markus Flossman's remarkably transparent YouTube response to the crisis and why this human approach to crisis communication stands out in an industry where companies typically go silent during financial difficulties.00:00 Introduction00:16 Meet the Experts:Raymund Bareuther and Cristobal Perez02:51 Understanding Mergers and Acquisitions (M&A)05:47 The YT Industries Situation07:09 The Impact of COVID-19 on the Bike Industry11:15 Self-Administration and Restructuring14:03 Future of YT Industries20:56 Cristobal Perez's Insights31:02 Challenges in the Bike Industry37:47 Conclusion and Contact Information

Digital transformations are hard! But they are a necessary need in our era for any organization who wants to keep their competitive edge, adapt to changing environments, build moats against new disruptors, and grow their market share. And more complex the organization structure and ecosystem are, the more challenging said transformation, hence the need for tools and frameworks to help us.On the show today we met with Kiron Jones, Group Product Manager at Springer Nature, the world's largest academic book and journals publisher. The organization was created by a merger and acquisition of multiple publishers. This created a complex technical environment of many systems to support the business, publish the books and journals, and access the market.In addition, the entire academic publishing sector has moved into a new open access model. Where in the past, libraries had to buy subscriptions to give access to readers for the materials, these days the access to the materials is free, and the authors are the ones charged to publish. Servicing this changed model has challenged the industry to come up with new solutions for the new clients, while still supporting high quality publications.Product management in such an environment, as we learn from Kiron, is a challenging and rewarding task. The tools he and his team are using, and in some cases still on the lookout for, are helping them with stakeholder communication, prioritization and roadmapping, and so much more.Join Matt and Moshe as we chatted with Kiron about:How he got into product managementDigital and product challenges from Mergers and Acquisitions (M&A)Dealing with shifting ecosystem that changes the Product-Market Fit, the user and buyers personas, their user journey, and the tools needed to create value for themDealing with challenges when not knowing who your users areSome of the tools and methods he is using to help with these challengesOpportunities for new tools that can solve more problemsCMS as a tool both for users and for product peopleSome success and failure stories with tools adoptionHow AI can help in elevating some of the workAnd much more!You can connect with Kiron at:LinkedIn: https://www.linkedin.com/in/kironjones/If you are in London, at local product meetingsYou can find the podcast's page, and connect with Matt and Moshe on Linkedin:Product for Product Podcast - linkedin.com/company/product-for-product-podcastMatt Green - linkedin.com/in/mattgreenproduct/Moshe Mikanovsky - linkedin.com/in/mikanovsky/Note: any views mentioned in the podcast are the sole views of our hosts and guests,  and do not represent the products mentioned in any way.Please leave us a review and feedback ⭐️⭐️⭐️⭐️⭐️

Mergers & Acquisitions (M&A) shape the corporate landscape, but what makes a deal successful? In this episode of Corporate Finance Explained, we break down the M&A lifecycle, from valuation and financial modeling to financing strategies and post-merger integration.Through real-world case studies—including Disney's acquisition of 21st Century Fox and Microsoft's acquisition of Activision Blizzard—we explore how financial professionals analyze synergies, assess risks, and drive corporate growth through strategic investments. Learn how FP&A teams play a critical role in the integration process and how data-driven insights can make or break an M&A deal.

In this episode, we feature a thought-provoking conversation with Michael Frankel, the founder and managing partner of Trajectory Capital. With decades of experience in corporate development, innovation strategy, and corporate ventures, Michael has held C-level roles at prominent companies like Deloitte, Lexis Nexis Group, GE Capital, and VeriSign. Having participated in over 110 deals throughout his career, he brings valuable insights to the table. They dive into the world of Mergers and Acquisitions (M&A), exploring why it can serve as a strategic "cheat code" for scaling businesses. However, as Frankel emphasizes, M&A isn't a one-size-fits-all solution. The discussion covers how business owners can evaluate whether acquisitions are the right growth strategy and what considerations are essential for success. Michael shares useful tips on: Developing a clear acquisition strategy that aligns with business goals Identifying suitable targets, whether for products, technology, talent, or market expansion Financing acquisitions while effectively managing risks Recognizing the critical role an M&A advisor plays in minimizing risks and maximizing ROI If you're thinking about growing your business through acquisitions or want to know how M&A can build wealth, this episode is packed with practical advice. Michael’s experience offers valuable guidance to help you make smart choices. Tune in and find out how M&A could be the key to your business growth. Episode Highlights 02:50 Michael’s background as “CFO” 11:00 How to grow a business through acquisition? 20:30 How do you get the capital for your business? 29:00 You need M&A to execute the transaction! 38:30 Be better at what you do by repeating it 43:30 Where to find Michael? Key Takeaways ➥ Decisions should be data-driven. Analyze sales, marketing, and operational data to identify what’s working and where improvements can be made. ➥ Before acquiring, compare the benefits of building a solution in-house versus buying an existing business. ➥ A strategic CFO can turn financial data into actionable insights that drive growth and optimize operations. ➥Advisors offer expert insights and reduce risks, ensuring you make informed decisions. About The Guest Michael Frankel is the Founder and Managing Partner of Trajectory Capital. He has held C-level executive roles (corporate development, strategy/innovation, CFO, COO) at large and small growth companies. He is a Corporate Development, Innovation, Strategy, and Corporate Venture leader who has driven aggressive growth/expansion at global technology, information services, and professional services companies including Deloitte, LexisNexis Group, IRI, GE Capita,l and VeriSign. Michael has a track record of executing growth strategies using acquisitions, ecosystems,s and corporate venture investments (over 110 deals across his career). Connect with Michael Frankel ➥ https://michaelfrankel.com/ ➥ https://www.linkedin.com/in/frankelmichael/ Resource Links ➥ Buying Online Businesses Website - https://buyingonlinebusinesses.com ➥ Sell your business to us here - https://buyingonlinebusinesses.com/sell-your-business/ ➥ Download the Due Diligence Framework - https://buyingonlinebusinesses.com/freeresources/➥ Connect with Jaryd here - https://www.linkedin.com/in/jarydkrause ➥ Site Ground (Website Hosting) - https://bit.ly/3JBEC1u ➥ Surfer SEO (SEO tool for content writing) - https://bit.ly/3WWMKjM ➥ Convert Kit (Email Software Provider) - https://bit.ly/3o10Xgx

It's time to discuss the world of Mergers and Acquisitions (M&A) in accounting. In this episode, Larry Heller, CFP®, CDFA ® sits down with Geoff Bruskin, M&A specialist from White Tiger Connections, Inc., to discuss the bustling landscape of M&A, particularly within accounting. Geoff, with his extensive background in business brokerage and private equity, sheds … Read More Read More

In dieser Folge spricht Jörg mit Rechtsanwalt Christian Heigl, dem Leiter der Wirtschaftsabteilung der Kanzlei Förster und Blob. Christian gibt Einblicke in seinen spannenden Karriereweg, der ihn zur Kanzlei führte und erklärt, warum er an das Konzept einer ganzheitlichen Beratung von Steuerberatern, Anwälten und Finanzberatern für kleine und mittelständische Unternehmen glaubt. Das Gespräch beleuchtet, wie wichtig es ist, bei Themen wie GmbH, Holding oder Gesellschafterverträgen auf professionelle Beratung zu setzen – und warum Standardlösungen oft nicht genügen. Du erfährst, weshalb eine durchdachte Zusammenarbeit mit Experten entscheidend ist und wie diese dir helfen kann, komplexe Themen zu verstehen, ohne dich in Details zu verlieren. Abgerundet wird das Interview durch Themen wie Stiftungen, Mergers & Acquisitions (M&A) und Christians Blick auf Finanzdienstleister – inklusive seiner Tipps für Unternehmer, die ihr Unternehmen auf eine solide rechtliche Basis stellen wollen. Bewerte diesen Podcast bei iTunes und/oder Spotify und abonniere „KINTZEL MINDSET", wenn du keine weitere Folge mehr verpassen möchtest. __________ ► LinkedIn Christian Heigl: https://www.linkedin.com/in/christian-heigl-176a2a182/

Using Valuation Metrics to Strengthen Seller Negotiations in Mergers and Acquisitions (M&A)Hi, welcome to ValuationPodcast.com, a podcast and video series about all things related to business and valuation. My name is Melissa Gragg, and I am a financial mediator and business valuation expert in St. Louis, Missouri. Today I have the pleasure and privilege of speaking with Kirk Michie in San Diego, California, and the founder of Candor Advisors. For more than 30 years, he has worked with entrepreneurs, closely held business owners and high net worth families to achieve their strategic planning, liquidity investment, and legacy objectives. In this episode, we are going to talk about using valuation metrics to strengthen the seller negotiations in M&A or mergers and acquisitions. Topics discussed:-How can sellers use valuation metrics as leverage to push for a stronger LOI?-What are the key valuation factors that can serve as a foundation during LOI negotiations?-How can market multiples be strategically used to improve terms within the LOI?-In general, what are some specific risks that can arise for sellers?-Secrets for a successful sale.Connect with Kirk:kmichie@candor-advisors.com https://candor-advisors.com/about-kirkhttps://www.EBITDAUniversity.comConnect with Melissa:Melissa Gragg  CVA, MAFF, CDFA  Expert testimony for financial and valuation issues  Bridge Valuation Partners, LLC  melissa@bridgevaluation.com  http://www.BridgeValuation.com  http://www.ValuationPodcast.com  http://www.MediatorPodcast.com  https://www.valuationmediation.com  https://www.thedivorceallies.com/Cell: (314) 541-8163valuation expert,valuation expert near me,business valuator,business valuation expert,business valuation near me,business valuator missouri,business worth evaluation,certified valuation analyst,business evaluation,company valuation,mergers and acquisitions,mergers and acquisitions california,m&a,m&a california,m&a advisory,m&a expert,m&a consulting,current mergers and acquisitions,ebitdaSupport the show

Choosing the Right Law School Courses for Your Career Goals This session reviews key themes and information from the provided excerpt of "Choosing the Right Law School Courses for Your Career Goals." It aims to guide law students in strategically selecting courses to align with their career aspirations and develop necessary skills. Main Themes: Self-Assessment and Career Exploration: Students must clearly understand their strengths, interests, and long-term goals to choose relevant courses. Reflecting on 1L experiences, practical experiences like internships, and desired career paths are crucial. Matching Courses to Specific Legal Careers: Different legal careers require specific knowledge and skills. The guide details core and elective courses tailored to paths like Litigation, Corporate/Transactional Law, Public Interest Law, Intellectual Property Law, and Environmental Law. Importance of Practical Skills: Beyond doctrinal knowledge, practical skills gained through clinical programs, externships, and advanced legal writing courses are vital for any legal career. Post-Graduate Opportunities: Strategic course selection can enhance applications for judicial clerkships, fellowships, and public interest positions. Key Ideas and Facts: Understanding Your Aspirations: The guide stresses the importance of introspection, urging students to consider: Enjoyed 1L Subjects: "If you enjoyed Criminal Law and Torts, you might be interested in litigation or criminal defense." Practical Experience: "Consider any internships or externships you've done... Did you prefer client-facing roles, research, or drafting documents?" Long-Term Goals: "Think about where you see yourself in five to ten years. Do you want to work in a big law firm, serve as a government attorney, or work for a nonprofit?" Course Recommendations: The guide provides specific course recommendations for each career path, including examples: Litigation: Evidence, Civil Procedure II, Trial Advocacy, Pre-Trial Practice, Appellate Advocacy. Corporate/Transactional Law: Business Organizations, Contract Drafting, Mergers and Acquisitions (M&A), Securities Regulation. Public Interest Law: Administrative Law, Constitutional Law II, Civil Rights Litigation, Immigration Law. Intellectual Property Law: Intellectual Property Law, Patent Law, Trademark Law, Copyright Law. Environmental Law: Environmental Law, Natural Resources Law, Energy Law. Practical Skill Development: The document emphasizes real-world experience: Clinical Programs: "Clinical programs offer students the chance to work on real cases with actual clients under faculty supervision." Externships: "Externships allow students to gain practical experience in law firms, government agencies, or nonprofit organizations while earning academic credit." Preparing for the Future:Clerkships: "Judges look for students with strong legal research, writing, and analytical skills." Courses like Federal Courts and Appellate Advocacy are recommended. Fellowships: Courses like Civil Rights Litigation and Immigration Law, coupled with practical experience, can strengthen fellowship applications. Quotes: "It's not just about following your interests but strategically aligning your academic path with the legal practice area you aim to enter." "While substantive knowledge is essential, law students should also prioritize building practical skills through experiential learning." "Choosing the right courses is one of the most important steps in shaping your legal career." Overall, this document serves as a valuable roadmap for law students navigating course selection. By carefully considering their aspirations and utilizing the provided recommendations, students can build a strong foundation for a successful legal career. --- Support this podcast: https://podcasters.spotify.com/pod/show/law-school/support

Ever thought that Mergers and Acquisitions (M&A) are just for the big names with endless cash? In this episode, ex-Goldman Sachs sailor and ‘Forbes 30 under 30', Matt Bodnar explores how founders can leverage acquisition strategies without needing a massive war chest. Together we explore how you can use M&A to scale your business, by understanding these key insights:1. Creative structuring and resourcefulness can open doors to acquisition opportunities earlier in your business journey than you might think.2. Whether through hiring, partnering, or advisory roles, bringing in knowledgeable individuals can help you navigate M&A effectively.3. Think Outside the Box! Small acquisitions can be a strategic growth strategy and offer valuable assets, talent, or customer bases while requiring minimal upfront investment.For more weekly insights on acquisitions and growth strategies, connect with Matt Bodnar on LinkedIn and check out his podcast, The Science of Success.More from James: Connect with James on LinkedIn or at peer-effect.com

Wayne McIntyre is the founder and CEO of Relocalize, a cleantech company that is transforming food supply chains by using autonomous micro-factories to decarbonize food production. With over 20 years of experience in helping technology companies accelerate growth, Wayne brings a diverse background in business strategy, technology, and corporate law. He has a proven track record of leading successful growth transformations, building high-performing commercial teams, and developing and executing Mergers and Acquisitions (M&A) strategies for both large and small technology firms. Under Wayne's leadership, Relocalize is disrupting the food and beverage industry by decentralizing manufactured food production, eliminating middle-mile trucking, and significantly reducing greenhouse gas (GHG) emissions. This innovation increases supply chain efficiency for grocery retailers. Wayne's mission is to create a truck-free future for the food industry, delivering sustainable, eco-friendly products that benefit retailers, consumers, and the environment. Join Our Community of Canadian Entrepreneurs! Entrepreneurs are the driving force behind Canada's economy, and we're here to support them every step of the way. For exclusive insights, tips, and success stories from Canada's top business leaders, subscribe to our YouTube channel and follow us on Facebook, Instagram, LinkedIn, and Twitter. Want to stay ahead with the latest #entrepreneur podcasts, business strategies, and news? Don't miss out—subscribe to our bi-weekly newsletter for updates delivered straight to your inbox! Join thousands of Canadian entrepreneurs who rely on us for the resources they need to succeed.

“We are basically in the top performing MSPs,” says Ahmed Mahmood, President Ocean Solutions. “We've been growing somewhere between 70 and 150% over the past four or five years. We're staff of about 18 employees now, and we support about 4,500 users across the entire country here. We have clients all over the US. We have some clients with international presence and our focus on cybersecurity and our focus on taking on the responsibility completely of our clients not just kind of break fix or certain tasks in most cases.” Ahmed will join Aida Keehner, CEO of Atruent and Marlo Alexander Owner, Bosque IT on the upcoming MSP Panel Discussion at TEBO. In this podcast we get a look at that panel, and some insights on how Ocean Solutions is achieving success as an MSP. “Now you all of a sudden need to understand a lot more than a single industry you are in,” says Ahmed. We learn that MSP success today means being on top of the niche markets, verticals or other defined industries, that your MSP serves. Ahmed discusses how he has guided his company to growth. “I would encourage everybody, and I look forward to meet everyone that is going to have the time to meet us at TEBO. It's going to be nice interactive discussion panels. We're trying to give back to the community… Our job is trying to also get our community to work together to improve and help each other. About the Panel Managed Service Providers (MSPs) often face complex and challenging discussions with their clients and internally within their organizations. Here are some of the most difficult topics we might tackle during this panel discussion. Client Expectations and Satisfaction: Managing client expectations, especially when they are unrealistic, and ensuring high levels of satisfaction can be challenging. This often involves difficult conversations about what is feasible and the potential trade-offs involved. Security Threats and Compliance: Addressing cybersecurity threats, compliance with regulations (like GDPR, HIPAA), and managing risk can be particularly challenging. MSPs need to stay ahead of emerging threats and ensure their clients are protected while navigating complex legal requirements. Staffing and Resource Allocation: Discussions about staffing levels, resource allocation, and managing internal workloads can be challenging, especially if there's a mismatch between client demands and available resources. Mergers and Acquisitions (M&A) for Managed Service Providers: Financial Health: Evaluating the financial stability and performance of potential M&A targets. Operational Compatibility: Assessing how well the operations, systems, and cultures of the companies align. About Ahmed Mahmood Information technology leader experienced in architecture deployments, system design deployments, and complex project management. Expertise in current Microsoft systems, wired and wireless network designs and implementation engineering with innovative approaches to security while utilizing best practices as an essential part of every venture. My diverse assignments as a VCTO and senior systems engineer have provided me an unparalleled practical advantage whether troubleshooting a minor issue or reshaping a high-capacity server environment.

Welcome to THIS. with Shauna Griffiths! As always, you'll get real talk with a real leader, an infusion of the Leadership Athlete mindset, and the breakdown of a hot topic to help you take your game to the next level. This episode, Breaking Down Human-First AI, features Michal Opperman "Mo" - who is a Human-First AI Fanatic, the Co-Founder of Portage which is a Mergers & Acquisitions (M&A) Accelerator, and a First Draft Class #LeadershipAthlete.  Tune-in to hear about: - What Leadership Athlete is all about and how it came to be  - Human-first AI,  -  Walled AI Gardens, - What's going on in the M&A space and how it's changed, - How human-first AI works with M&A, - How being an athlete & a coach inform Mo's thinking & approach, - Find out about a groundbreaking AI podcast launching this Fall! Mo and I had a blast recording this episode - which was the first I've done in person. We'd love to hear your feedback so drop a comment and reach out to us on LinkedIn.

In einer Zeit, in der jährlich rund 200.000 deutsche Unternehmen vor der Herausforderung der Nachfolgeregelung stehen, gewinnt das Thema Mergers & Acquisitions (M&A) zunehmend an Relevanz für den Mittelstand. Mit seinen über 20 Jahren Erfahrung im M&A-Geschäft gibt Kai Hesselmann, Co-Founder des M&A-Tech-Unternehmens DealCircle, in dieser Episode exklusive Einblicke in die Welt der Unternehmenstransaktionen mit besonderem Fokus auf die Ineffizienzen und Herausforderungen des traditionellen M&A Marktes. Er führt aus, wie DealCircle den M&A-Prozess durch innovative Technologie und Netzwerkausbau effizienter und transparenter gestaltet und damit besonders für den Mittelstand und Kleinstunternehmen zugänglich macht. Zudem hebt der M&A-Experte hervor, warum der strategische Kauf eines bestehenden Unternehmens oft eine unterschätzte Möglichkeit darstellt, um in neue Wachstumsphasen eintreten zu können. Für ein tieferes Verständnis der Dynamiken des M&A-Marktes verrät Kai, wie der Bewertung von Unternehmen vonstatten geht, welche aktuellen Trends den Markt bestimmen, welche Branchen derzeit besonders gefragt sind und wie die richtige Strategie im M&A-Geschäft zu stabilen Cashflows und langfristigem Erfolg führen kann.

Today we revisit a conversation from last year with Haakon Hansen, Business Development Manager for Aleph Holdings. Join us to learn more about Merges and Acquisitions (M&A) and what are the things that you can do to Maximize the value of your painting company.  Download our podcast-exclusive toolkit of templates for your painting company: www.paintergrowth.com/podcast/  Learn how to grow your painting company NOW: go.paintergrowth.com?el=podcast  Free business breakthrough session with my team: go.paintergrowth.com/schedule?el=podcast  Free training series on Youtube: https://www.youtube.com/@paintergrowthblueprint Painter Growth Secrets Facebook group: https://www.facebook.com/groups/paintergrowth

Gadalia Montoya Weinberg O'Bryan, CEO and founder at Dapple Security is our feature interview this week, interviewed by our own Frank Victory. News from Southwest Airlines, Alterra Mountain Company, Vail Resorts, Botdoc, Crowdstrike, LogRhythm, Red Canary, Lares, Webroot and a lot more. Support us on Patreon! Fun swag available - all proceeds will directly support the Colorado = Security infrastructure. Come join us on the new Colorado = Security Slack channel to meet old and new friends. Sign up for our mailing list on the main site to receive weekly updates - https://www.colorado-security.com/. If you have any questions or comments, or any organizations or events we should highlight, contact Alex and Robb at info@colorado-security.com This week's news: Join the Colorado = Security Slack channel Southwest breaks with 50-year tradition and will assign seats; profit falls at Southwest, American Denver-based ski giants to host Olympics events How the Colorado, New Mexico quantum industry plan to use its federal funding Colorado company strikes AI partnership for security at car dealerships Communications outages from CrowdStrike update cancel RTD trains, shut down Colorado DMVs, hinder first responders A Comparison of AI Regulatory Frameworks Merged Exabeam and LogRhythm cut jobs, face lawsuit Halting a hospital ransomware attack - Red Canary Enhancing Organizational Communication and Culture through Purple Team Testing 7 Tips on Keeping Your Data Private When Using AI - Webroot Blog Job Openings: Pax8 - GRC Analyst City & County of Denver - CISO Lumen - Vice President, Deputy Chief Security Officer CoBank - Director, Internal Controls and Operational Risk, IT Westerra Credit Union - Director of Information Security (Hybrid - must reside in CO Meta - Security Partner - Mergers & Acquisitions (M&A) Robinhood - Enterprise Risk Manager State of Colorado - Cyber Criminal Investigator IV Fastly - Senior Manager, Security Detection and Response Motion Recruitment - GRC Analyst The Trade Desk - Sr Staff Product Manager-Data Governance & Policy Applications - Trust & Safety Upcoming Events: This Week and Next: ISSA COS - August Meeting - 8/13 ISSA Denver - August Meeting, "Incident Response" - 8/14 Let's Talk Software Security - Vulnerability Remediation:Fixing Problems or Creating New Ones? - 8/14 ISSA COS - August Mini Seminar - 8/17 Colorado = Security & Colorado CSA Summer Picnic - 8/24 ISC2 Pikes Peak - August Meeting - 8/28 Denver ISSA - AI/ML Special Interest Group - 8/28 View our events page for a full list of upcoming events * Thanks to CJ Adams for our intro and exit! If you need any voiceover work, you can contact him here at carrrladams@gmail.com. Check out his other voice work here. * Intro and exit song: "The Language of Blame" by The Agrarians is licensed under CC BY 2.0

Corey Kupfer: DealQuest: Podcast: Blog & Social Media Blurb: Episode 299 (Solocast 67) Celebrating Milestones: Reflecting on DealQuest's Journey to the Top 1% In this celebratory solocast of the DealQuest Podcast, I take a moment to reflect on the incredible journey we've embarked on together. As we approach the 300th episode, marking nearly six years of insightful conversations and invaluable lessons, I want to extend my deepest gratitude to you, our listeners, and contributors.This episode is a heartfelt thank you to each one of you who has been part of our growth from a modest beginning to over 35,000 monthly listens, placing us in the top 1% on Listen Notes. Kupfer PLLC: A Firm Built on Expertise and Niche Marketing: In this episode, I share the evolution of my firm, Kupfer PLLC, previously known as Kupfer & Associates, PLLC, and how we rebranded following the addition of my partner, Brian Megan. With offices in New York and Denver, our firm specializes in deals and corporate work, including: Mergers & Acquisitions (M&A), Joint Ventures, Contractual and Strategic Advisory Services. We cater to a diverse range of clients, from entrepreneurs to large corporations, focusing on niche marketing to build a strong reputation in the industry. Expertise in Deals and Corporate Services: Our firm's extensive experience in corporate services encompasses entity formation, operating agreements, and employment agreements. We also handle ancillary business needs such as leasing, trademark work, and sophisticated tax services. We emphasize our expertise without generalizing, ensuring our marketing strategy remains focused and our reputation robust.Niche Expertise in RIA Space:I elaborate on our niche expertise in the registered investment advisor (RIA) space, where we assist breakaway brokers from major financial institutions in setting up their own independent advisory firms. This includes corporate structuring, contract work, and M&A, distinguishing us from typical regulatory compliance firms. Our unique approach and deep understanding of the RIA sector make us a leading firm in this rapidly growing industry.Speaking, Training, and Consulting:I also share insights into my speaking, training, and consulting company. I offer workshops on negotiating and deal-making, referencing my book, "Authentic Negotiating." Emphasizing the importance of providing value through content rather than self-promotion, I take this opportunity to inform new listeners about our firm's capabilities. Our training sessions are designed to equip entrepreneurs and business leaders with the skills needed to navigate complex negotiations and achieve successful outcomes.Global Reach and Tax Capabilities:Our extensive network of attorneys and strong tax capabilities, both domestic and international, allow us to assist U.S. clients with foreign relationships and foreign companies operating in the U.S. This global reach enhances our ability to provide comprehensive services to our clients.Looking Ahead:I reaffirm my commitment to continue the podcast, aiming for many more episodes beyond the upcoming 300th milestone. Thank you to everyone who has supported us, and I look forward to bringing you more valuable content.Join us in this special solocast as we celebrate the milestones of DealQuest and look forward to the future with excitement and anticipation. Whether you're a long-time listener or just joining us, this episode is a testament to the power of community and the impact of shared knowledge.Tune in to Episode 299 - Solocast 67 to join the celebration and be part of our journey towards even greater heights.• • •For a comprehensive exploration of our services and niche expertise:Listen to the Full DealQuest Podcast Episode Here: https://www.coreykupfer.com/podcasts/dealquest-podcast-with-corey-kupfer • • •FOR MORE ON COREY KUPFER:[Corey Kupfer's LinkedIn](https://www.linkedin.com/in/coreykupfer/)[Corey Kupfer's Website](http://coreykupfer.com/) Corey Kupfer is an expert strategist, negotiator, and dealmaker. He has more than 35 years of professional deal-making and negotiating experience. Corey is a successful entrepreneur, attorney, consultant, author, and professional speaker. He is deeply passionate about deal-driven growth. He is also the creator and host of the DealQuest Podcast.Get deal-ready with the DealQuest Podcast with Corey Kupfer, where like-minded entrepreneurs and business leaders converge, share insights and challenges, and success stories. Equip yourself with the tools, resources, and support necessary to navigate the complex yet rewarding world of dealmaking. Dive into the world of deal-driven growth today!

In this episode of the Psych in Business podcast, Dr. Ernest Wayde hosts a conversation with Dr. Jena Booher, a business psychologist and social scientist who specializes in the tech sector. Jena is widely recognized as a strategic advisor to startups nationwide, working in industries like commercial real estate, retail marketing, and digital health and wellness. She is the founder of JEM Advisors Group. Interestingly, Jena's career began as a sales trader at JP Morgan.Jena shares her unique journey from the finance sector to her current role in business psychology, detailing her experiences and the valuable lessons she learned along the way. The discussion covers the integration of psychology, business, and technology, focusing on how these elements can be used to improve leadership and workplace environments. The episode also delves into Jena's work with mergers and acquisitions, cultural integration, and the challenges of scaling startups.Key Takeaways:Transition from Finance to Psychology: Jena's journey from JP Morgan to business psychology highlights the importance of pursuing passion and the invaluable lessons learned from competitive environments.Cultural Integration in Mergers and Acquisitions (M&A): Successful M&A requires prioritizing cultural integration to meet revenue and cost synergy targets, with a focus on creating a unified company identity.The Role of Psychology in Business: Understanding human behavior, emotions, and stories is crucial for managing complex business situations and creating lasting transformation within organizations.Challenges of Scaling Startups: Transitioning from startup to scale-up involves significant changes, including redefining leadership roles and maintaining agility and flexibility.Co-Founder Relationships: Effective communication and addressing "elephants in the room" are essential for maintaining healthy co-founder relationships and ensuring organizational success.To learn more about Dr. Jena Booher and connect with her, visit her website: Jena Booher.

Kevin Berson '96 is the founder of Kinected Advisors, a Mergers and Acquisitions (M&A) and Exit Planning Advisory firm. Kinected helps lower-middle market business owners (businesses generating $5M-$50M in annual revenue) navigate the process of selling their businesses for maximum value. Prior to founding Kinected in 2014, Berson spent 18 years with global firms Technicolor and Arthur Andersen. Berson frequently speaks about various M&A related topics and has addressed groups at Entrepreneurs' Organization, Vistage, CalCPA, Exit Planning Institute, Strategic Advisory Board, Bruin Professionals, UCLA Anderson School Alumni, Aerospace & Defense Forum and ProVisors, among others. He has been named by the Los Angeles Business Journal as an Investment Banking Leader of Influence for 2021, 2022, and 2023 and is a member of the Entrepreneurs' Organization M&A Source, ProVisors and Bruin Professionals. The Bruin Success Podcast is hosted and produced by Sara Mosgrove and Kelsey Beisecker. Thank you to our sustaining donors.

If you want to turn your product idea into a successful business that you can sell for the right price and exit on your terms, our guest on today's episode of The Harvest Growth Podcast is your best resource. Matt Damman is a seasoned entrepreneur and experienced Mergers and Acquisitions (M & A) advisor whose latest product has sold in over 10,000 retail stores nationwide. He has also helped several entrepreneurs exit their businesses at the right time - without post-exit regrets.  His newest product, the Walkie Chalk, is a pioneer in its own right - being the first sidewalk chalk holder for kids, parents, grandparents and more to draw fun, creative designs while standing. Walkie Chalk has survived, and even thrived, in the face of several copycat products that attempted to dethrone it.   In this fun interview, Matt reveals tips for new and experienced entrepreneurs to build a booming business, win new customer segments and adequately prepare for a successful exit.  In today's episode of the Harvest Growth Podcast, we'll cover:Why pioneers should adopt a lean strategy when developing their unique product ideas.Benefits of preparing your business for a potential exit, even if you are not looking to sell now.Common mistakes that hinder entrepreneurs from finding business buyers when looking to exit.Why the exit strategies of famous tech unicorns may not work for today's business environment or your industry.And so much more!  Are you eager to learn more about Matt's super product, Walkie Chalk? Visit www.walkiechalk.com to see how it helps kids, families, and even business people find fun at home and work. You will be glad you did! To be a guest on our next podcast, contact us today! Do you have a brand that you'd like to launch or grow? Do you want help from a partner that has successfully launched hundreds of brands totaling over $2 billion in revenues? Visit HarvestGrowth.com and set up a free consultation with us today!

Join Hannah Munro and guest Clive Webb, Head of Business Management at the ACCA, as they delve into the pivotal role of sustainability in Mergers and Acquisitions (M&A). This episode provides critical insights into how sustainability considerations are influencing the financial landscape, particularly in M&A and investment strategies. In this episode, you will learn about:Understanding its role in altering business strategies and investment decisions in the context of M&A and Private Equity.The various challenges businesses face regarding sustainability in operational and transactional contexts.A deep dive into how sustainability is reshaping due diligence and compliance processes.Clive offers practical guidance for CFOs on preparing for and integrating sustainability into their operations and strategic planning.Insights into future trends in sustainability within the financial sector Links mentioned:Clive's LinkedinLearn more about ACCASustainability in transactions report  Explore other CFO 4.0 Podcast episodes here. Subscribe to our Podcast!

In this episode of The Morning Huddle, our guest Mark Zweig, founder of Zweig Group, and guest host Matt Verderamo, Senior Consultant at Well Built Construction Consulting, discuss the complex world of Mergers and Acquisitions (M&A) in the AEC industry. They will cover the basics of M&A, its evolution over the past two decades, and future trends. They will also provide insights on preparing your business for sale or what to look for when buying. Take advantage of the opportunity to learn about M&A from industry experts; tune in and join us for an insightful session!

"Conversations in Commerce" offers an engaging episode where hosts Andrew Alford and Alyssa converse with Roger Buck, an industry veteran in Mergers & Acquisitions (M&A), about the realities and myths of the M&A world. The episode begins with a heartwarming discussion on Alyssa's collaboration with Vanguard Direct, focusing on promoting mental health awareness amongst children. Then, the hosts launch into a profound interview with Roger Buck, during which he shares his inspiring journey into the world of M&A. With humor, sound effects, and in-depth discussions, the hosts and Roger help dismantle negative preconceptions associated with M&A. They delve into the different motives behind selling a company, the true value of a company, and the importance of beginning the exit planning process well in advance for a smooth business exit. Listeners will uncover insights on the sequence of events leading to a business handover and learn about the importance of cultural fit, geographic location, and customer base in this process. The episode wraps up with an exciting announcement about the upcoming BrandChain Leadership Summit. Join in this informative and entertaining episode and get a closer look into the ever-changing realm of Mergers & Acquisitions with insightful M&A strategies, trendy tech, and impactful discussions.

Finally, you can easily access Bitcoin in a low-cost ETF with the VanEck Bitcoin Trust (HODL). Visit https://vaneck.com/HODLFG to learn more. VanEck Bitcoin Trust (HODL) Prospectus: https://vaneck.com/hodlprospectus/ __ Follow Paul Sankey on Twitter https://twitter.com/crudegusher Follow VanEck on Twitter https://twitter.com/vaneck_us Follow Jack Farley on Twitter https://twitter.com/JackFarley96 Follow Forward Guidance on Twitter https://twitter.com/ForwardGuidance Follow Blockworks on Twitter https://twitter.com/Blockworks_ Paul Sankey research: https://sankeyresearch.com/ __ Use code FG10 to get 10% off Blockworks' Digital Asset Summit in March: https://blockworks.co/event/digital-asset-summit-2024-london __ Timestamps: (00:00) Introduction (00:55) Oil Market At "Equilibrium" Right Now (08:51) “If It Wasn't For Saudi Production Cuts, Oil Would Be Below 60 Dollars, I'm Sure Of It” (13:03) U.S. Oil Production Has Exploded (18:25) VanEck ad (19:07) The Mergers & Acquisitions (M&A) Cycle Has Begun In Oil (Diamondback-Endeavor Deal) (25:40) Importance Of Inventory Quality (And Quantity) (29:00) Management Issues (32:38) Buybacks and Dividends (35:50) Oil Companies With Strongest (And Weakest) Inventories (38:07) Merger Arb In Deals That Haven't Closed (44:43) How AI Will Impact Power Demand (50:55) About Sankey Research __ Disclaimer: Nothing discussed on Forward Guidance should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

Host Katie Cash sits down with Eric Anest, Senior VP of Marketing and Communications at Salas O'Brien, to discuss the integral role of marketing and effective communication in Mergers and Acquisitions (M&A) in the AEC industry. Eric shares insights from Salas O'Brien's 30+ mergers that grew the company from 300 to over 2,500 employees. They discuss the importance of strategic communication for successful integration and talent retention post-merger. Eric also highlights Salas O'Brien's collaborative and partnership-orientated approach, which emphasizes customized marketing integration playbooks, internal marketing to help employees understand the combined strengths of the merged entity, and a focus on building emotional connections for smooth transitions to foster organic growth and leverage internal expertise. Connect with Eric Anest:Eric Anest serves as VP of Marketing & Communications at Salas O'Brien. He has overseen the expansion and transformation of Salas O'Brien's marketing, playing a pivotal role in the company's growth from 300 to over 2,500 team members, the merger of more than 30 firms into Salas O'Brien, and a major rebranding effort that resulted in a simple, clear, and inspirational message. But most importantly, he has assembled a team of AEC marketers who are collaborative, humble, intelligent, and dedicated to making Salas O'Brien the best AEC firm in the galaxy. LinkedIn: https://www.linkedin.com/in/ericanest/Salas O'Brien LinkedIn: https://www.linkedin.com/company/salasobrien/Website: https://salasobrien.com/Connect with Katie Cash: LinkedIn:  https://www.linkedin.com/in/kacash/Website: https://smartegies.com/ Resources:Register for SmartWIN24. Use code "SmartListen" for a special discount: https://smartegies.com/smartwin/ 

In this episode, Anuj Bhargava, the Managing Director and Head of Corporate Development for India and South-East Asia at Lightspeed India, delves into topics such as the funding challenges faced by Indian startups, the significance of Mergers and Acquisitions (M&As), the dynamics of value creation in M&As, potential concerns related to monopolization when global BigTech companies acquire Indian tech startups, and various other relevant issues.

[English description below]Trong tập này của podcast Vietnam Innovators, chúng ta sẽ khám phá thế giới của các nhà tư vấn Mua bán & Sáp nhập - Mergers and Acquisitions (M&A) và vai trò không thể thiếu của họ trong thị trường Việt Nam. Cùng host Hảo Trần tìm hiểu về cách những nhà tư vấn này, đặc biệt là KPMG, đóng vai trò là những trung gian quan trọng, nối liền sự giao thương giữa người mua và người bán, đặc biệt là đối với những doanh nghiệp mới bước vào lĩnh vực M&A.Khách mời là ông The Anh - Partner & Head of Corporate Finance, KPMG Vietnam sẽ chia sẻ về những thách thức và xu hướng hiện tại liên quan đến M&A, cả ở Việt Nam và trên toàn cầu, cùng thảo luận về sự suy giảm gần đây trong lĩnh vực M&A, đồng thời xem xét triển vọng kinh tế toàn cầu cho năm 2024.Cùng theo dõi cuộc trò chuyện này nhé.Xem phiên bản video trên YouTubeVà đọc những thông tin thú vị trên vietcetera.com.Nếu có bất cứ góp ý, phản hồi hay mong muốn hợp tác, bạn có thể gửi email về địa chỉ team@vietcetera.com---In this episode of Vietnam Innovators podcast, we delve into the world of Mergers and Acquisitions (M&A) advisors and their indispensable role in the Vietnamese market. Join us as we explore how these advisors, specifically KPMG, act as vital intermediaries, bridging the gap between buyers and sellers, especially for those venturing into the realm of M&A for the first time.Our speaker - Mr.The Anh, Partner & Head of Corporate Finance, KPMG Vietnam also sheds light on the current challenges and trends surrounding M&A, both in Vietnam and globally. We discuss the recent decline in volume and value within the M&A landscape, while also considering the macroeconomic outlook for 2024. As companies grapple with the decision to pursue fundraising or M&A, we examine whether it's prudent to proceed now or postpone until the following year.Listen to this episode on YouTube And explore many amazing articles at the website vietcetera.com.Feel free to leave any questions or invitations for business cooperation at team@vietcetera.com

On this episode of the Scouting For Growth podcast, Sabine VdL talks to Tom Kereszti, a seasoned leader with a wealth of experience in starting and scaling companies. Tom has been instrumental in numerous M&A activities, helping startups structure their operations for successful exits. He has also navigated the unique challenges of starting a company independently, as well as within large organizations. His insights will be invaluable for YOU, whether you're an entrepreneur, investor, or corporate leader. KEY TAKEAWAYS Any individual should be able to answer these 3 questions: Who are you? What are you passionate about? What are you good at? If you have clarity on those, you can live your calling instead of having a job or a career. I'm a servant leader and I'm passionate about making companies and people better and I'm pretty good at leading and mentoring. A series of doors open and close through your life. Any time one does you should look at it with discernment and prayer and ask: Is this an opportunity that makes sense? Is it something I should pursue, if I do, what happens in 3-4 years? Leadership is not having a title or a corner office, leadership is your ability to influence others about what you're representing, that perhaps you have a better idea and other people follow you. The 4 keys that help you influence other people and help them buy in to you are: Who are you? Have a great vision. Have a strategic growth plan. Who's in your inner circle – you become who your friends are, so surround yourself with people that are uplifting, there to support you, and you should always support them, it's not a one way street. When you're in a workforce you have to have relationships. We're human beings not human doings, but a lot of us get caught up in the human doing stuff and relationships take a back seat. I made the mistake of separating work and weekend life with different sets of friends, as I went along I realised that you have to have relationships at work where you care for them and their families. It creates empathy.  BEST MOMENTS ‘When talking about work life balance, balance is a point in time where nothing moves. When you achieve perfect balance you become stagnant. I'm not sure that's healthy.'‘Success means different things to different folks… and if you know what that is then you can start working towards it.'‘If I have clarity on who you are and what you stand for, I won't necessarily follow you, but there's a change I will because I buy in to you.'‘A team of 10 is manageable. I always find a banker and a lawyer.' ABOUT THE GUEST Tom Kereszti is a seasoned industry influencer, author, coach, speaker, educator, and mentor with a wealth of international experience. Tom's expertise spans across various sectors, including Mergers and Acquisitions (M&A), where he has been involved in numerous activities, buying companies on behalf of larger organizations. He has also started companies for himself, providing him with a unique perspective on the differences and challenges in starting a company independently versus within a larger organization. https://www.linkedin.com/in/thomaskereszti/ https://www.leadershipdisciples.com/culture-force  ABOUT THE HOST Sabine is a corporate strategist turned entrepreneur. She is the CEO and Managing Partner of Alchemy Crew, a venture lab that accelerates the curation, validation, and commercialization of new tech business models. Sabine is renowned within the insurance sector for building some of the most renowned tech startup accelerators around the world working with over 30 corporate insurers and accelerating over 100 startup ventures. Sabine is the co-editor of the bestseller The INSURTECH Book, a top 50 Women in Tech, a FinTech and InsurTech Influencer, an investor & multi-award winner.  Twitter: SabineVdLLinkedIn: Sabine VanderLindenInstagram: sabinevdLofficialFacebook: SabineVdLOfficialTikTok: sabinevdlofficialEmail: podcast@sabinevdl.comWebsite: www.sabinevdl.com

▬▬▬ Ask me a question about your cybersecurity career ▬▬▬Ask me a question here: https://topmate.io/ken_underhill ▬▬▬ Episode Description ▬▬▬Join Shruti Kalsi and I in this episode, where we dive into the world of Mergers and Acquisitions (M&A) and discover how cybersecurity plays a pivotal role, transforming the way organizations approach these complex business transactions.Shruti has over 20 years of experience and has helped organizations save millions of dollars during M&A transactions through her cybersecurity wisdom. ▬▬▬ Prepare for Your next Job Interview ▬▬▬Learn how to be successful in job interviews in less than one hour, so you can get higher job offers. Limited time 20% discount because you support the YouTube channel. https://cyberken23.gumroad.com/l/jbilol/youtube20 Schedule a mock job interview call with me at this link. https://topmate.io/ken_underhill/411153 ▬▬▬ Learn Cyber Security Skills ▬▬▬If you need cybersecurity training, here are some good resources. Please note that I earn a small affiliate commission if you sign up through these links below for the training. Learn Ethical Hacking skills from Haikuhttps://get.haikuinc.io/crk0rg6li6qd Learn GRC skills, Ethical Hacking skills, SOC Analyst skills, and more through StationX. https://www.stationx.net/cyberlife #mergers #cybersecurity #cyber securitySupport this podcast at — https://redcircle.com/cyber-life/donations

On today's episode, we are talking about making finance-driven decisions.Paul Barnhurst, known as The FP&A Guy, is a seasoned Finance Professional with over 12 years of experience in finance and Financial Planning & Analysis (FP&A). He holds a bachelor's degree from BYU, an MBA specializing in finance, and a Master of Information Management from Arizona State University. Paul's diverse career spans various industries, including government, travel services, finance, automotive, Cyber Security, and Ecommerce. His expertise lies in budgeting, forecasting, financial planning, modeling, report building, and business partnership. Paul recently launched The FP&A Guy, offering FP&A consulting for small and mid-sized companies, FP&A training, and content creation. Based in Salt Lake City, Utah, he's an active thought leader on LinkedIn in the FP&A field. Episode Highlights:Financial Modeling for Informed Decisions: Financial modeling is a critical tool for making informed decisions. It involves creating dynamic models with inputs and outputs to estimate the financial implications of various scenarios, such as business expansion. Good financial modeling helps in projecting likely outcomes.Aligning Strategy with Finance: Financial modeling in the corporate context plays a key role in aligning strategic plans with financial considerations. It engages different departments in the budgeting and forecasting process, ensuring that business decisions are financially sound and in line with the company's overall strategy.M&A as an Art and Science: Mergers and Acquisitions (M&A) strategies should combine both financial analysis and a deep understanding of market dynamics. Successful M&A deals require discipline to avoid overpaying or making unrealistic assumptions. It's both an art and a science.Building Robust M&A Models: In M&A, success hinges on having a robust financial model, conducting effective due diligence, understanding the strategic fit between companies, and structuring deals intelligently. Consideration of market conditions and future exit strategies is essential.Key Considerations for Informed M&A: When considering M&A, focus on key factors such as financial aspects, the technology state of the target company, cultural fit, legal risks, and understanding industry growth or decline. These considerations are fundamental for making well-informed decisions during mergers and acquisitions. Paul's Top 3 Takeaways for the Audience:1.     Modeling is only one decision-making tool. It should be used to help guide your decisions, not dictate them. 2.     Most M&As do not result in a return to the buyer so make sure you bring discipline to your process and try to remove emotion.3.     Make sure you're asking your Finance for help.  Finance can bring a lot of value, especially if they are willing to learn & partner with the business.  How to Connect with Paul:LinkedIn: https://www.linkedin.com/in/thefpandaguy/   Email: Pbarnhurst@thefpandaguy.comWebsite: www.thefpandaguy.com  

In this enlightening podcast series, we demystify the numerical bedrock of M&A deals, ensuring that financial modeling becomes an accessible tool in your M&A toolkit. What is a Financial Model for M&A? At the heart of any M&A deal is the financial model. This model is a dynamic representation, a numerical crystal ball if you will, that evaluates the financial viability of merging two companies. It covers key aspects such as purchase price allocation, synergy estimations, and potential financing structures. Through this model, decision-makers can forecast the financial future of the combined entities, making it an invaluable tool for investors, executives, and financial professionals. Our episodes will delve deep into constructing and interpreting these models, ensuring you can comprehend and even craft your own. What is an Operating Model? Distinct from the M&A model is the operating model, which zeroes in on a company's ongoing operations. Think of it as the blueprint of a business's day-to-day financial activities. It provides a detailed view of revenue projections, operational costs, capital expenditures, and other key financial metrics that paint a picture of a company's health and future growth. While it doesn't exclusively focus on M&A, the operating model sets the stage for understanding the value and potential of a company before it enters any merger or acquisition. Our journey will guide you through the nuances of creating and decoding operating models, ensuring you grasp their significance in the broader business landscape. Join us, and transform your financial acumen one episode at a time! Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode, I sit down with Haakon Hansen, Business Development Manager for Aleph Holdings. Join us to learn more about Sales, Merges and Acquisitions (M&A) and what are the things that you can do to Maximize the value of your painting company.  Download our podcast-exclusive toolkit of templates for your painting company: www.paintergrowth.com/podcast/  Learn how to grow your painting company NOW: go.paintergrowth.com?el=podcast  Free business breakthrough session with my team: go.paintergrowth.com/schedule?el=podcast  Free training series on Youtube: https://www.youtube.com/@paintergrowthblueprint Painter Growth Secrets Facebook group: https://www.facebook.com/groups/paintergrow

In this enlightening episode of our podcast, we dive deep into the world of Mergers and Acquisitions (M&A) with esteemed guest Mary Cianni, a senior M&A practitioner and seasoned adjunct faculty. The central theme of our discussion orbits around the critical yet sometimes underappreciated role of culture within the M&A landscape. Despite being a core component of any M&A transaction, culture often finds itself sidelined due to a hyper-focus on financial aspects and pressing timelines. This negligence can lead to significant challenges during the integration phase, particularly when dealing with organizations boasting strong, unique cultures. This becomes particularly emotional for employees who value their workplace culture and are reluctant to relinquish it. Through various anecdotes and case studies, Mary illuminates the potential complexities of integrating culturally dissimilar companies. One case discussed involves the unification of a top-down, command-and-control company with a consensus-driven organization, which presents unique management dynamics. Mary also underscores the significance of conducting cultural assessments within organizations. These assessments, she notes, not only offer valuable insights into the company's culture but also reinforce its importance to employees who appreciate their voices being heard. She suggests the use of pulse surveys, executive interviews, focus groups, and ethnographic approaches as effective methods for gaining a comprehensive understanding of a company's culture. Join us in this compelling conversation as we explore the intricate relationship between culture and M&A transactions, and the crucial role it plays in the success of such ventures. ----- About Mary Cianni: • Experienced Consultant and Educator with a demonstrated history of working in the organization consulting industry and higher education. Expert in Corporate Transactions and Organizational Transformation with a focus on leadership and culture • Has worked with several well-recognized companies including Korn Ferry, Willis Towers Watson • Adjunct Faculty at NYU ------- Hosted by ⁠⁠⁠⁠⁠⁠Anirvan Sen⁠⁠⁠⁠⁠⁠, CEO of ⁠⁠⁠⁠⁠⁠Fifth Chrome⁠⁠⁠⁠⁠⁠, and ⁠⁠⁠⁠⁠⁠Anahita Sen⁠⁠⁠⁠⁠⁠, Co-Facilitator of ⁠⁠⁠⁠⁠⁠Fifth Chrome⁠⁠⁠⁠⁠⁠ Podcasts ------- This interview is part of a series run by ⁠⁠⁠⁠⁠⁠Fifth Chrome⁠⁠⁠⁠⁠⁠, an business strategy advisory, and training company specializing in M&A, Integration, and Business Transformations. ------- Books mentioned: Melissa Swift: Work here now Anna Tavis and Stela Lupushor: Humans at Work: The Art and Practice of Creating the Hybrid Workplace

Natalie and Chelsea discuss Mergers & Acquisitions (M&A) on today's episode. M&A is everywhere and seems to be even more prevalent in the Lumber Industry. This episode breaks down commonly used terms, shares interesting facts and touches the surface of Company valuations. Questions or Comments? lumberslingers@gmail.com or leave us a voicemail at 503-660-8058 For more information on NAWLA's Executive Management Institute: https://nawla.org/Events/Executive-Management-Institute

In this week's Australian Stock Market Show, Dale and Janine discuss the top 10 stocks ripe for mergers and acquisitions growth in 2023.

At Willis Towers Watson, Amanda Scott is the Global Mergers & Acquisitions (M&A) Leader based in London. She leads a global team that helps clients evaluate and address the critical people-related issues, assets, liabilities, risks and opportunities surrounding corporate transactions. She inspires people to think differently about the future as they implement large-scale organizational change to drive innovation, diversity, and positive growth. She is also the CEO/Founder of Mike's Mates, a mental health charity in the UK. Additionally, Amanda is a Board Member for Global Women 4 Wellbeing (GW4W) and the Viviana Durante Ballet Company; remuneration committee member for Pensions Management Institute (PMI), and Diversity, Equity & Inclusion council member at Bayes Business School. She regularly publishes industry thought leadership, provides commentary to the UK press and social media, and is an active public speaker. She has also received awards for Excellence in Leadership from Consulting Magazine; Corporate Leader of the Year by National Business Women's Awards; HERoes for Inclusion and Diversity by Yahoo Finance; and was awarded as one of the UK 50 Leading Lights for Leadership & Kindness from Women of the Future. Amanda graduated with an MBA in Management & Organization, and Finance from the Smith School of Business at the University of Maryland. There she was the 2007 President and 2006 Vice President of Finance of the Board of Directors for the Part-Time MBA Association. Additionally, she holds a BA in Natural Sciences from Johns Hopkins University. --- Support this podcast: https://podcasters.spotify.com/pod/show/freeman-means-business/support

Dr. Thomas Rocco is currently the Medical Director of a Medical Marijuana Evaluation Center in Warwick RI. He is also the Hospice Medical Director for Home and Hospice Visiting Nurse Services in Rhode Island. His hospice involvement has led to increased proper use of hospice patients with medical marijuana for end-of-life comfort and institution of waiving fees for Medical Marijuana licenses in Rhode Island for all hospice patients since 2016. Dr. Rocco assists in a neurosurgical comprehensive practice caring for the patient that have chronic spinal pain. https://www.bak2basicsllc.com/Jack Blaeser is founder and Chief Executive Officer for Mosaic, a company that is redefining the digital user experience for dispensary customers. Jack also serves as a Board Director for Wedge who is transforming the digital interview process as well as Board Director for the Freedom Educational Foundation which is a nonprofit charity providing educational support for young students in deprived communities of Ghana. Jack has run various companies as President & CEO and served as a Board Member across technology, software, insurance and non-profit where he has raised capital, overseen Mergers & Acquisitions (M&A), and developed successful strategy and execution. https://www.mosaic.green/This show is part of the Spreaker Prime Network, if you are interested in advertising on this podcast, contact us at https://www.spreaker.com/show/3240061/advertisement

Mark R. LePage Shares His Vision for EntreArchitect and the Future of Small Firm ArchitectsMark R. LePage, AIA, NCARB is a licensed architect based in Charlotte, North Carolina. He is President and CEO of Gābl Technologies, Inc. and the founder of EntreArchitect, the global community for small firm entrepreneur architects, and EntreArchitect.com, the online platform launched in 2012 to provide information, resources, and training for architect business owners and small firm leaders.With his 11th year leading EntreArchitect, Mark has contributed more than 3 million podcast downloads through 500+ published episodes, leads a private Facebook group with more than 8,000 architect members, and launched The EntreArchitect Community Annual Meeting; the first-ever live conference dedicated to small firm entrepreneur architects.As President and CEO of Gābl Media, Inc. Mark leads a multimedia network that empowers global leaders in the architecture, engineering, and construction industries. Gābl Media creates and distributes industry leading podcast series, including EntreArchitect Podcast, Archispeak Podcast, SPACES Podcast, Build Your Brand Podcast, TRXL, Build Smart, She Builds Podcast, and more. The mission at Gābl Media is to create content that informs and entertains an audience dedicated to building a better world.Mark Zweig is an experienced entrepreneur and founder of two Inc 500/5000 companies, Zweig Group and Mark Zweig, Inc., as well as four other new ventures.He is a leading management and business expert in the architecture and engineering industry, skilled in Mergers & Acquisitions (M&A), start-ups, leadership, Human Resources management, organization structure, ownership transition, and marketing.In addition, he is the author of 13 books, most recently “Confessions of an Entrepreneur,” as well as a writer for The Zweig Letter, contributor to The Walton College Insights, and monthly contributor to The Northwest Arkansas Business Journal.This week on EntreArchitect Podcast, Mark R. LePage Shares His Vision for EntreArchitect and the Future of Small Firm Architects with Mark Zweig.Learn more about Mark R. LePage at EntreArchitect.com and GablMedia.com, connect with him on Facebook, Twitter, Instagram, and LinkedInLearn more about Mark Zweig at MarkZweig.com and ZweigGroup.com, check out his blog and connect with him on LinkedIn.Referenced in This EpisodeScott LePage Motorsport PhotographerCrimetown: Divine Providence [podcast]Please visit Our Platform SponsorsDetailed is an original podcast by ARCAT...

Confessions of an EntrepreneurMark Zweig is an experienced entrepreneur and founder of two Inc 500/5000 companies, Zweig Group and Mark Zweig, Inc., as well as four other new Ventures. He is a leading management and business expert in the architecture and engineering industry, skilled in Mergers & Acquisitions (M&A), start-ups, leadership, Human Resources management, organization structure, ownership transition, and marketing. In addition, he is the author of 13 books, most recently “Confessions of an Entrepreneur,” as well as a writer for The Zweig Letter, contributor to The Walton College Insights, and monthly contributor to The Northwest Arkansas Business Journal. This week on EntreArchitect Podcast, Confessions of an Entrepreneur with Mark Zweig.Learn more about Mark at MarkZweig.com and ZweigGroup.com, check out his blog and connect with him on LinkedIn. Referenced in this EpisodeEA373: The Zweig Group StoryConfessions of an Entrepreneur: How to Survive The Highs and Lows of Starting Up by Chris RobsonPlease visit Our Platform SponsorsTravel by Design Behind the facade of every world-class hotel, there's a story waiting to be heard. From a secluded overwater villa in the Maldives, to a rejuvenated royal palace in Budapest, to a trendy hotspot in downtown Los Angeles — join Hamish Kilburn, host of this original podcast by Marriott Bonvoy Traveler, as he meets the architects, designers, and visionaries who dive deep into the craft of design and connect us to the world's most extraordinary travel experiences. Listen now at Travel by Design.Detailed is an original podcast by ARCAT that features architects, engineers, builders, and manufacturers who share their insight and expertise as they highlight some of the most complex, interesting, and oddest building conditions that they have encountered… and the ingenuity it took to solve them. Listen now at ARCAT.com/podcast.Freshbooks is the all-in-one bookkeeping software that can save your small architecture firm both time and money by simplifying the hard parts of running your own business. Try Freshbooks for 30 days for FREE at EntreArchitect.com/Freshbooks.Visit our Platform Sponsors today and thank them for supporting YOU… The EntreArchitect Community of small firm architects.Graphisoft + EntreArchitect Archicad BIM software enables design, collaboration, visualization, and project delivery, no matter the project size or complexity. With flexible...

Mergers and Acquisitions (M&A) are business transactions which involve the consolidation of organizations or the combination of their assets into one. Through this process a company may purchase another company outright, merge with it to form a new entity, acquire a portion or all of its assets, engage in a hostile takeover, or make a bid to purchase some or all of a corporation's outstanding stock. LBOs, or leveraged buyouts, are also a part of a mergers and acquisitions strategy. This form of acquisition, if done right, can generate spectacular returns, help turn around companies, and drive greater value across a variety of stakeholders. Join me for this episode where I outline how M&A works and deepen your knowledge on the buy-side and sell-side of business transactions.Helpful links:Join the Strategic Financial Mastery programJoin Our Free CommunityTrain your team with an on-site workshopDisclaimer:BYFIQ, LLC is a wholly owned entity of Coltivar Group, LLC. The views expressed here are those of the individual Coltivar Group, LLC (“Coltivar”) personnel quoted and are not the views of Coltivar or its affiliates. Certain information contained in here has been obtained from third-party sources. While taken from sources believed to be reliable, Coltivar has not independently verified such information and makes no representations about the enduring accuracy of the information or its appropriateness for a given situation.This content is provided for informational purposes only, and should not be relied upon as legal, business, investment, or tax advice. You should consult your own advisers as to those matters. References to any securities or digital assets are for illustrative purposes only, and do not constitute an investment recommendation or offer to provide investment advisory services. The Company is not registered or licensed by any governing body in any jurisdiction to give investing advice or provide investment recommendations. The Company is not affiliated with, nor does it receive compensation from, any specific security. Please see https://www.byfiq.com/terms-and-privacy-policy for additional important information.Support the show

It's no surprise that Sandhya Ganapathy describes herself as a passionate proponent of clean energy. Sandhya is the CEO of https://www.edpr.com/north-america/ (EDP Renewables North America) (EDPR NA) and a member of the Management Team of https://www.edpr.com/ (EDP Renewables) (EDPR). EDPR is a global leader in renewable energy and the world's fourth-largest wind energy producer. Working there, Sandhya said, is a chance to constantly uncover new ways to put "seed into the ground" — and "harness the powers of the sun and the wind and make a difference for a better tomorrow." Sandhya joined EDPR in 2012 as Head of Investments and Mergers and Acquisitions (M&A) North America. It was a pivot from her earlier roles in banking. "I wanted to be where the world was moving towards in terms of not only energy but also focus and infrastructure investment. And then I started thinking about renewables, obviously," she recalled. From 2017 to her CEO appointment in early 2022, she served as Global Head of Investments and M&A, responsible for M&A, investment and capital allocation decisions, and asset rotation for EDPR across its geographies. She was also a member of EDPR's investment committee. Sandhya has extensive experience in renewable energy evaluations, leading acquisitions and evaluating investments enabling geographical and asset class diversification. She ran EDPR's asset rotation or self-financing strategy, putting herself at the helm of one of the company's core income generators and critical enablers of future growth. Before joining EDPR, Sandhya worked as an investment banker for more than a decade with regional and global banks across multiple geographies. She holds a Master's Degree in Business Administration from Carnegie Mellon and is a Chartered Accountant from India. Join us to hear how this ambitious woman from a very small city in India's southernmost state of Kerala is making a big impact on the global clean energy stage.  If you want to connect with today's guest, you'll find links to her contact info in the https://mysuncast.com/suncast-episodes/ (show notes) on the blog. SunCast is presented by https://www.mysuncast.com/sungrow (Sungrow), the world's most bankable inverter brand. You can learn more about all the sponsors who help make this show free for you, here: https://www.mysuncast.com/sponsors (www.mysuncast.com/sponsors) Remember you can always find the resources and learn more about today's guest, recommendations, book links, and more than 525 other founder stories and startup advice athttps://www.mysuncast.com/ ( www.mysuncast.com). You can connect with me, Nico Johnson, on https://www.twitter.com/nicomeo (Twitter), https://www.linkedin.com/in/nickalus/ (LinkedIn) or email.

Change is inherent in Mergers and Acquisitions (M&A) transactions, making preparation and methods to overcome the challenges associated with the change essential to a successful process. In today's show, we speak to Jennifer Fondrevay, an M&A expert, speaker, and Founder of Day1 Ready. Her company is on a mission to rediscover the humanity in business and provides services for a wide variety of Fortune 500 companies, start-ups, and small businesses. The human component is the core of the business, such as culture, productivity, and retention. Jennifer advises senior leadership, acts as a liaison to middle managers and provides a progressive approach to organizational transformation companies require during an M&A. She is also the author of the book Now What?, providing readers with a guide to navigating the complex M&A process based on more than 60 interviews with M&A integration survivors and practitioners. In our conversation, Jennifer walks us through the M&A process and how change can lead to opportunities. Specifically, we discuss the role of emotion during an M&A, the impacts the process has on employees, ways in which M&A is similar to a relationship, the underlying ideology of her approach to M&A, and why change is inevitable in the business world. We also learn what red flags to look out for when assessing a partnership and how companies can overcome the challenges during an M&A. Key Points From This Episode:Outline of the lessons that Jennifer has learned during her career.The benefits an advisor, like Jennifer, can provide companies during M&A processes.Discussion about how change is inevitable in the business world.A walkthrough of the essential aspects to consider during an M&A, such as culture.The impacts that the M&A process has on employees. We learn about the underlying characteristic of her approach to M&A.How grief is a part of the M&A process and ways companies can overcome it.Why respect and acknowledgment of the opportunities are essential to the M&A process.Another important aspect to be considered: partnership.What red flags to look out for when assessing a potential partnership. A simple exercise that companies can practice: a pre-mortem assessment.Why building working relationships is essential to driving value.Jennifer shares how she developed her philosophy and approach to M&A.She gives us a rundown of the different characters that she uses to convey her approach.What not to do during an M&A process to avoid creating a toxic work environment.What her favorite type of characters are in the context of an M&A.Jennifer FondrevayJennifer Fondrevay on LinkedInNow What?ACG InterGrowth SessionAlex Drost LinkedInBranch Out Podcast LinkedInConnection Builders LinkedIn

On episode 1, we speak to Jeff Laretto, a partner at Cooley's New York City office, about the Emerging Companies & Venture Capital (ECVC) practice area, how it differs from other corporate practice areas like Mergers & Acquisitions (M&A) and Capital Markets, and what makes successful ECVC lawyers. Jeff also discusses what startup founders should consider at the founding stage, and how ECVC lawyers help founders avoid the biggest mistakes that tend to be made. Follow and connect with us at our LinkedIn and Instagram More on HLEP at clinics.law.harvard.edu/hlep

Value: How does a company build value before selling? Timing: What is the ideal time to sell a company? Join Sheldon Brickman, President of Rockshore Advisors on 710 WOR Mind Your Business Radio Show with Yitzchok Saftlas of Bottom Line Marketing Group (BLMG) for an informative show discussing the world of “M&A” - mergers and acquisitions, and how it can benefit your company, when the time comes to sell.

Selling Your ABA Practice with Rachel BoyntonRachel is unique as a Mergers & Acquisitions (M&A) Adviser: she owned and operated Lifeshare, an IDD services business, for 18 years before joining Vertess. Check out her practical and powerful advice for ABA owners considering a sale. Enjoy kind listener!Resources:VertessBrook's Law (throwing more software developers on a late project makes it even more late)  Sponsored by ElementRCM 

Today's guest is a British-born Entrepreneur. Even though he is not traditionally educated, he is a leader in the field of small business Mergers & Acquisitions (M&A) and best-selling Author. He is the CEO and founder of The Unity Group, he leads the private equity firm which specializes in attracting investments and creating opportunities for small to medium-sized enterprises to scale. He is also co-creator of the Agglomeration™ model, a radical new approach to SME roll-ups, and the ExTrA Bonds, and an innovative way for small companies to finance acquisitions without a bank or institutional debt. He is the Wall Street Journal best-selling author of Go Do Deals, in addition to the international bestsellers Go Do!, and Why You Should Never Buy a Company That's for Sale. He is also the co-author of Agglomerate: From Idea to IPO in 12 Months. He lives between the UAE and Singapore with his wife and two children. He also has homes in Spain and Ukraine. He is actively involved in buying and selling SMEs around the world and has business interests in twelve countries at the time of writing. He is also the founder of the Democratizing Wealth Foundation and a keen art collector and the fine wine consumer. Please welcome today's guest, Jeremy Harbour! Top 3 Amplifiers: 1. How to finance acquisitions without banks. 2. The structure to create win-win deals. 3. Why you shouldn't buy a business To listen, find other episodes, access the show notes, and find out more go to www.amplifyto7figures.com. Connect with today's guest: Website: www.harbourclubevents.com 21 Day Email Course: https://www.harbourclubevents.com/21-day-e-course

In episode #14, Ross converses with Stephanie Cohen, Global Co-Head of Consumer and Wealth Management at Goldman Sachs. Stephanie discusses the importance of giving everyone a voice, and how staying curious and embracing failure can lead a company to rapidly innovate - even an investment bank as large as Goldman Sachs. Prior to assuming her current role, Ms. Cohen was the firm's Chief Strategy Officer, where she drove strategy, Mergers & Acquisitions (M&A), strategic investing and partnerships for the firm. She led Launch With GS, Goldman Sachs' $1 billion investment strategy which aims to increase access to capital and facilitate connections for women, Black, Latinx, and other diverse entrepreneurs and investors, as well as GS Accelerate, the firm's in-house innovation engine. She is also a member of the Global Inclusion and Diversity Committee, serving as a Global Executive Sponsor of the Women's Network.