Podcasts about acquisitions m

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.

Im aktuellen Podcast spreche ich mit Matthias Walter Eser über das Thema M&A (Mergers & Acquisitions). Er unterstützt Unternehmen im M&A Prozess und bringt somit seine ganz eigene Perspektive in den Podcast ein. Wir durchleuchten einige relevante Aspekte, insbesondere auch die Entwicklung während und nach Corona. Wo liegen Risiken, für wen ist ein M&A-Prozess etwas und worauf sollte man speziell in wirtschaftlich schwierigen Zeiten achten? Mergers & Acquisitions (M&A) ist eine Art Werkzeug für Unternehmen, die wachsen, ihre Marktposition stärken oder ihre Ressourcen effizienter nutzen möchten. Ein M&A-Prozess ist dann sinnvoll, wenn ein Unternehmen durch die Akquisition oder Fusion schneller auf Marktveränderungen reagieren, in neue Märkte eindringen oder Skaleneffekte nutzen kann. Grundsätzlich kann jedes Unternehmen von einem M&A-Prozess profitieren, wenn die strategischen Ziele klar definiert sind und der Zusammenschluss sorgfältig geplant wird. Mehr erfahrt ihr im Podcast. Euer Feedback an mich!Wenn ihr mir eine Frage stellen oder Feedback zum Podcast per Sprachnachricht übermitteln wollt – egal, ob per Smartphone, Tablet oder via Rechner, dann nutzt doch bitte unsere Message-Funktion. Gerne teilt mir auch Themenwünsche mit, die ihr gerne im Podcast mal besprochen haben wollt. Alternativ könnt ihr mir gerne auch eine E-Mail schrieben oder mich per LinkedIn kontaktieren. Weitere Infos, euer Feedback und alle Links aus dem Podcast gibt es unter https://digitales-unternehmertum.de/497

„Wir Agenturen müssen raus aus dem Wohlfühlraum der Verantwortungslosigkeit.“ In dieser aktuellen Folge von #WhatsNextAgencies spricht Kim Alexandra Notz mit Guido Woska, Global Managing Partner und Chief Client Officer von der globalen strategischen Designberatung Manyone, über das Konzept der Strategic Creativity. Guido verrät, warum Manyone besonders großen Wert auf eine ausgewogene Mischung aus Strategie und praktischer Umsetzung legt. Hierbei spielen kreatives Prototyping und messbare Ergebnisse eine entscheidende Rolle. Zudem gibt er Einblicke in die Struktur von Manyone, die er als "Liquid Organization" beschreibt, und erklärt das "Team of Teams"-Modell, das bei der Designagentur zur Anwendung kommt. Im Verlauf des Gesprächs beleuchtet er auch das große Wachstum von Manyone, das innerhalb von nur fünf Jahren seit seiner Gründung auf 300 Mitarbeitende in 11 Ländern gewachsen ist. Guido betont, wie essenziell eine bestimmte Unternehmensgröße für die Resilienz, Bedeutung und Attraktivität der Agentur – sowohl für Kunden als auch für Talente – ist. Weiterhin thematisiert er die Rolle von Mergers & Acquisitions (M&A) und dem Cultural Fit als treibende Kräfte hinter diesem Wachstum.

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!

If you're keen to share your story, please reach out to us!00:00 - Enginears Intro.01:35 - Who is Nick?06:30 - Who are Freestar and what do they do?12:07 - What product and engineering challenges do you face and what does a day at Freestar look like?18:07 - What automation features are used at Freestar?20:36 - What technologies and tools do you use at Freestar and why?23:58 - What are the challenges and powers of Mergers and Acquisitions (M&A)?29:32 - As a leader how do you acknowledge and resolve conflict?32:59 - Where is Freestar going next year as well as AdTech in general?38:46 - What are the top 3 characteristics a software engineer needs to be successful?46:55 - Enginears Outro.Twitter: http://bit.ly/36cTJYrAll Podcast Platforms: https://smartlink.ausha.co/enginearsEdited by: hunterdigital.co.uk Hosted by Ausha. See ausha.co/privacy-policy for more information.

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.

Dans ce nouvel épisode de Une Cession Presque Parfaite j'ai eu le grand plaisir de recevoir Ilan Elbase, fondateur de Effective Capital, LA boutique M&A cross-border et spécialiste des opérations de levée de fonds/M&A entre la France et les USA. Avec près de 20 ans d'expérience dans le métier, Ilan accompagne les entrepreneurs, les investisseurs et les entreprises à atteindre leurs objectifs de croissance et de création de valeur, en exploitant son réseau transfrontalier et sa compréhension approfondie des marchés américains et européens. Et donc, dans cet épisode de 50 minutes, Ilan va notamment aborder :

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

With hosts Wolfgang Klein and Jack Hardill. Guests: Richard Davis, President Investor and Strategy Unity Technologies I sit at the intersection of essentially every part of Unity, I am a trusted advisor up and down the organization by providing a 360-degree view of how our ecosystem of investors, competitors and customers think and respond. Skills: Strategic Planning · Leadership · Management · Mergers & Acquisitions (M&A) · Forecasting · Investor Relations · Planning Budgeting & Forecasting · Cash Flow Forecasting · Pre-IPO · Financial Structuring · Business Development · Financial Markets · Accounting · Financial Analysis · Capital Structure · CFOs · Board Development · Public Speaking Matt Bottomley joined Canaccord Genuity in 2015 and is now an analyst covering the cannabis industry (both in Canada and internationally). Previously, Matt worked as a financial consultant in commercial litigations, preparing business valuations and damage quantification reports with an emphasis on the Canadian pharmaceutical industry. Matt also spent five years in the audit and assurance group at PricewaterhouseCoopers, covering a variety of industries including manufacturing, real estate, automotive and healthcare. Matt is a Chartered Professional Accountant and Chartered Business Valuator and has an Honours Bachelor of Commerce from McMaster University.

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.

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.

With Toby on vacation in Europe, I've had the opportunity to bring in a guest to the podcast, and I'm delighted that fellow M&A professional Anirvan Sen has joined me to talk about his experiences managing cultural change in M&A environments.In today's podcast, we unpack our thoughts that culture is a leadership responsibility and that it is the culmination of many different aspects that make up corporate culture. Everything from rewards and recognition, communication style (internal and external) your approach to innovation, and lots more.  So much so that Anirvan and his team have developed a diagnostic and operational model with the well-chosen acronym P-R-O-M-I-S-E. Listen to today's episode and you will understand more about PROMISE and the many facets of managing culture during M&A transactions and subsequent integration. About Anirvan SenAnirvan is the Founder and CEO of Fifth Chrome a leading consulting and advisory firm specializing in programs that focus on the 5C's: Capable leadership, Change Management, Communication, Cultural Transformation, and Collaborative Technology.Fifth Chrome's transformation programs are based on Mergers & Acquisitions (M&A), Internal Organizational Restructuring, Future Talent Strategy, Outsourcing, and Digital Technology Adoption. 

From Bestselling author currently writing the forthcoming book Authentic Achievements - The 7 Secrets to Building Brave Belief, Unstoppable Sales, and Turning Your Leaders Into Talent Magnets for Guaranteed Sustainable Growth, this show features interviews with industry leaders and shares advice, stories and inspiration to help you achieve exponential growth personally and for your business.  In this episode, I am delighted to be joined by Amanda Scott. Amanda is the Global Mergers & Acquisitions (M&A) Leader at Willis Towers Watson (WTW) 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), Pensions Management Institute (PMI) and the Viviana Durante Ballet Company.   Find out more at https://www.wtwco.com or https://linkedin.com/in/amandabscott If you want to find out more check us out at www.authenticachievements.co.uk Learn more about your ad choices. Visit megaphone.fm/adchoices

Mergers and Acquisitions (M&A) ist ein Unternehmensbereich, der sich mit dem Einkauf und/oder der Fusion mit anderen Unternehmen befasst. Mergers and Acquisitions betrifft unter anderem den Finanzbereich, das Management und die Strategie des Unternehmens. Ein wichtiges und strategisches Thema in der globalen Wirtschaftswelt und vielleicht Dein Thema für ein Referat, eine Bachelorarbeit oder auch Fach- oder Abschlussarbeit. Weiterhin viel Erfolg, euer Thomas G. Montag --- Send in a voice message: https://anchor.fm/dozent-thomas-g-montag/message

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

O nosso entrevistado é administrador e consultor de empresas, sócio fundador da EKS Advisory, especialista em avaliações de empresas, fusões e aquisições – Mergers and Acquisitions (M&A) - e em finanças corporativas. Formado em Administração pelo Mackenzie, em São Paulo (Capital), e com MBA em finanças pelo Insper, sua trajetória profissional na Administração sempre esteve ligada ao ambiente corporativo, analisando números, valores e oportunidades. Por 18 anos, o nosso entrevistado trabalhou numa das maiores consultorias do mundo, a Deloitte, onde começou fazendo auditoria e aos poucos foi aprendendo sobre novas áreas de negócios. Dentro da própria empresa ele acabou migrando para a área de fusões e aquisições (M&A), onde se consolidou como consultor especialista nessa área, na qual segue até hoje. Sempre muito atencioso e tranquilo, durante a nossa conversa ele contou como foi o início da sua carreira na Administração; relembrou do longo período que trabalhou na Deloitte e dos aprendizados e amigos que conquistou na empresa; além de explicar em detalhes como é o trabalho de um profissional que atua na área de fusões e aquisições. Ele também detalhou como é o processo de compra e venda de uma empresa; falou como é feita a análise do valor de uma empresa, e, como não poderia deixar de ser, contou sobre a sua empresa, a EKS Advisory. É com muita alegria, já com várias planilhas de Excel abertas na tela, que recebemos neste episódio do podcast Outra Visão, Murilo Ernesaks Rodrigues, o Murilo, o Pai da Helena e da Bebel, o marido da Babi, meu amigo, grande corintiano, que eu sei, tem muito a nos ensinar e várias histórias para contar. Acompanhe a entrevista. Entrevista realizada dia 28 de junho de 2022. LINKS – Murilo Rodrigues Site – EKS Advisory - https://eksadvisory.com.br/ Linkedin - https://www.linkedin.com/in/murilo-ernesaks-rodrigues/ XXX O podcast Outra Visão é uma produção da agência Outra Visão Comunicação. Ideia original, produção e apresentação, Paulo Cunha, o Paulão! Nós temos um site, visite – www.podcastoutravisao.com - Fale conosco! Envie e-mail para podcast@outravisao.com.br Estamos no Instagram, siga @podcast_outravisao

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 

The audience will gain a better understanding of what economic, legal, and logistical considerations they ought to factor in and how they should proceed with mergers and acquisitions during the pandemic and the post-pandemic world. It is clear that the pandemic has changed the scope of how we do business. But what about the pandemic's impact on the world of Mergers and Acquisitions (M & A)? Does the economic uncertainty affect how a company might position itself to be acquired, bought, or sold?How should companies structure their non-compete agreements and employment contracts with their employees, if they are contemplating being subject to M & A deals? What changes should a company consider for its existing employment agreements and non-competes with employees, if a buyer will be taking over? Join me on Tuesday, April 12, 5 pm to 6 pm (EST), when Attorney Linda Kagan and I will discuss the above issues, and more, for an informative episode of Employment Law Today!Linda S. Kagan, Esq:LinkedIn:https://www.linkedin.com/in/lindakagan/ Website: https://thekaganlawgroup.com/‍Tune in for this informative conversation at TalkRadio.nyc or watch the Facebook Livestream by Clicking Here.

This week I'm talking with Jonathan Otis, the Director of Mergers and Acquisitions (M&A) and Growth Strategy at Nimdzi, talking about the very busy first quarter of 2022.

"I am going to love doing this podcast. Because I don't expect to ever be hired into an investment bank or in-house M&A team ever again, I can be brutally honest." We talked further, but he had me at 'brutally honest'. That was the moment I knew we needed to interview Peter and uncover this murky world. An overlooked way to quickly grow a business is to simply acquire customers. Customers which belong to another business. This tactic is overlooked because it's traditionally been the exclusive domain of investment bankers and management consultants who only deal with large companies. But recently, there's been a groundswell of activity spurred by the tech industry as well as the emergence of micro-acquisition marketplaces. Acquisitions are frequently used by tech companies to buy capability, patents and for many reasons other than a short-term earnings boost. So we talk with ex-M&A specialist, former real-estate salesman, army cadet, investment banker, and now, founder of a medical service company, Peter Li. And he exposes the M&A industry, warts and all, never shying away from a good dose of self-deprecation or telling it like it is. So you'll learn all the dirty tricks, the conflicts of interest, and tactical plays that goes on in this secretive, right-knit, murky world. So if you've wanted a crash-course in the world of M&A, or you're looking at being acquired or thinking about acquiring another company, this is a must-listen episode. What does Mumm Champagne and M&A have in common? Why is the real estate and the investment banking industry so similar? What is the old school M&A space vs the future led by tech companies? Why are the best businesses to acquire almost never advertised for sale Learn the basic stages in the M&A process. Why most acquired businesses don't create any value for the acquirer Which acquisition marketplaces are growing quickly Why did AGL reject Founder of Atlassian, Mike Cannon Brooke's takeover bid? Don't worry, we don't get into a technical discussion about financial or legal jargon but stay on a strategic decision-making level throughout with lots of practical examples, mostly from the Australian business scene. So merge your consciousness with this podcast for the next 50 minutes and acquire newfound wisdom.

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.

Welcome to the 21st episode of the Disruptors Network podcast. Jeremy Harbour is the CEO of The Unity Group. 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. During his career spanning over thirty years, Jeremy has been involved in well over three hundred mergers and acquisitions transactions, taken companies public, completed reverse mergers, and advised on hundreds of transactions. We discuss his background, the right time to sell your business, NFTs, and more!

This episode: We talk with guest Leann Shepp of the American Bankers Association about the impact of Mergers & Acquisitions (M&A) on Trade Associations and the communities they serve. Not only does it impact the number of members a trade association has, it impacts the daily life of people in their neighborhoods. Why? M&A can create food deserts, pharmacy deserts, and even service deserts (looking for an ATM? You may not find one). Leann shares her insights and gives advice on how associations can respond to industry M&A through collaborations with other organizations with similar interests and how associations can support their member companies in their continued efforts with community involvement. Has M&A impacted your association? Share a comment! --- Support this podcast: https://anchor.fm/cecilia-sepp/support

Let's talk about digital identity with Keith Uber, VP Customer Success at Ubisecure. In episode 53, Oscar and Keith explore the role of Identity and Access Management (IAM) in Mergers and Acquisitions (M&A). With the importance of customer experience at the centre, Keith and Oscar discuss standards considerations, available options and practical steps for successful consolidation of IAM systems. [Scroll down for transcript] "The most important part of mergers and acquisitions is that the customer is the value of the company." "Take advantage of the opportunities that moving to a new identity and access management system can provide for customers." Keith is VP Customer Success at Ubisecure. As an Identity and Access Management product expert, he leads the Sales Engineering team and is involved in many stages in the planning and design of demanding customer implementation projects. Keith is active in various industry organisations and has a keen interest particularly in government mandated digital identity systems. He holds a bachelor's degree in I.T. and a master's degree in Economics, specialising in software business. Check out Keith's blog and comprehensive white paper on the topic of IAM in M&A: Blog - The critical role of Customer IAM in M&A White Paper - Mergers & Acquisitions: Enabling identity integration and opportunities with IAM Connect with Keith on LinkedIn and follow him on Twitter @keithuber. We'll be continuing this conversation on Twitter using #LTADI – join us @ubisecure!     Podcast transcript Let's Talk About Digital Identity, the podcast connecting identity and business. I am your host, Oscar Santolalla. Oscar Santolalla: Hello and thanks for joining today. After some time we are having a guest from the house, from Ubisecure, and he is a guest who has been in Ubisecure for 12 years. So let me introduce to you, Keith Uber. He is the VP Customer Success at Ubisecure. As an identity and access management product expert, he leads the Sales Engineering team and is involved in many stages in the planning and design of demanding customer implementation projects. Keith is active in various industry organisations, and has a keen interest particularly in government mandated digital identity systems. Having been involved in dozens of IAM implementation projects, he is quick to identify organisation's needs, and provide suitable configuration, integration and roadmap guidance. Hello Keith and welcome. Keith Uber: Hello, Oscar. And thank you very much for having me. It's a pleasure to be here. Oscar: It is really great talking with you. You had really long experience in Ubisecure and in the industry so have super interesting things to tell us. We will talk about mergers and acquisitions today. But before that, we'd like to hear a bit more about yourself, so please tell us your journey to this world of digital identity. Keith: For me, digital identity became part of my career when I moved to Finland in 2000. So this was the height of the .com boom. I got a job working for Sonera, which is now Telia, one of the largest Telco operators in the Nordic countries. As part of that role, one of my jobs was to help Telia to combine the login systems for various small start-up companies, various small projects that they had acquired during the .com phase. They acted as a kind of a technology incubator for many small companies too so they had a huge portfolio of disparate services, all with different ways to sign in and authenticate. That's where my journey started. So I have a background as a software engineer. I have a Bachelor of IT and previously worked in logistics field as a software developer. But after moving to Finland, I later studied software business then continued after graduation joined Ubisecure and I've been working with identity and access management, particularly customer identity and access management ever since then.

In another very brief episode I come to you by highlighting some key terms that get thrown around in financial media: Mergers and Acquisitions (M&A) Corporate restructures Leverage I'm working super hard to get some longer episodes to you in the near future, but this stuff needs planning. Reach out to me on insta @thefemaleinvestors if you have any questions or more jargon you want me to bust in the meantime!! As always, this isn't financial advice but a podcast for educational and entertainment purposes only.

Full Show Notes: https://probatemastery.com/probate-mastery-group-training-6  Join the Facebook Community, Estate Professionals Mastermind: https://facebook.com/groups/estateprofessionalsmastermind This is session 6 of Probate Mastery Group Coaching.  Live group coaching is free for Certified Probate Experts. Learn more about the comprehensive probate certification course at https://ProbateMastery.com Time Stamps (YouTube links): 00:00​ Introductions00:26​ - Handling Objections Involving Procrastination5:39​ - Winning Permission For Follow-Up Calls7:03​ - Application vs. Petition for Probate9:24​ - Improving Your USP/Voicemail Script for Cold-Calling16:31​ - Notice of Defaults (NOD) Leads vs. Expireds19:04​ - Navigating Scripts and Conversations For NOD/Pre-Foreclosure Leads31:29​ - Rosie's Best Set Up For Real Estate Video Marketing35:37​ - Going from Student To Coach in the Real Estate Space52:19​ - Social Impact of the 1031-Exchange: Institutionalized Housing vs. Individual Homeownership.56:44​ - Scaling Beyond Production - Real Estate Notes and Syndications1:04:35​ - Building Your 10-Year Roadmap: Balancing Career and Lifestyle1:07:04​ - Recognizing and Combating the Crabs-In-A-Bucket Phenomenon1:09:17​ - Business Brokerage - Opportunity in Mergers and Acquisitions (M&A)1:15:53​ - Monetizing Every Deal - Breaking Down the Stigma Between Agents and Investors1:18:48​ - Depreciating Assets and Cost Segregation1:21:27​ - Niche Investment Portfolios - Class-C RV Rental MarketGroup trainings feature live questions and answers from trainer Chad Corbett, guest coaches, and certified probate experts. These calls are recorded via zoom and can be viewed in video format in Estate Professionals Mastermind community, YouTube, or in our podcast archive. Live participation is reserved for graduates of the Probate Mastery (CPE) Certification Course. To learn more, visit ProbateMastery.com Pre-Roll Information: Join our Facebook Group: Estate Professionals MastermindCheck out ProbateMastery.com for the probate certification course and more content.

The e-tribe is celebrating the beginning of a new year, by reviewing the most impactful episodes of 2020. We had amazing guests, and it was not easy picking out just some of them. That being said, the selected episodes stood out and provided the most amount of value. So if you only have time to binge 12 episodes rather than an entire year, this "best of 2020" list will be extremely helpful to you.In the 2nd half of this episode I share my personal journey through 2020, and what are my plans for 2021. The most impactful episodes of 2020 are:Starting a business – 6 tips for success from a serial founder of successful startups - with Nadav Solomon4 great Tips on starting a digital business from a CEO and a serial entrepreneur - With Noam ToisterMergers and Acquisitions (M&A) 101 - the ultimate guide for understanding M&AVideo marketing strategy 2020 - Youtube Vs. Facebook ultimate guide with Benjamin KepnerHow to change your mindset - 7 life-changing tips for success from an inspiring blind entrepreneur with Isaac Lidsky7 Keys to a successful business by a thriving entrepreneur with Melina TorricoInvaluable business tips from a CEO who's changing the world With Roei GanzarskyAdvantages and disadvantages of franchising – a practical guide with Will SpringerThe strategic importance of networking to business growth with Noy DancigHow to patent an idea, do and don't with patent attorney Russ KrejecContent is King - 5 musts for an authority content creator, with the Biz-BrozHow to leverage social media to drive leads to your businessIn 2020 I launched a new business called Be The Stage together with Pablo Gonzales. 2 incredible interviews that helped me in my journey and created the opportunity to launch this amazing business are:How to drive business growth – a simple framework that guarantees real results with Adam KingHow new business growth strategies are leveraging networking generated content with Pablo GonzalezIf you would like to learn more about my new business, visit https://bethestage.live/Happy new year!!! have an amazing 2021!

Matt Plooster is co-founder, President and CEO of Bridgepoint Investment Banking, a market-leading boutique investment bank that serves clients over their corporate lifecycles by providing capital raising and M&A advisory solutions. He has over 16 years of investment banking experience, including 6 years of experience in private equity fund management. Matt is an alumnus of the Columbia Business School in New York and possesses FINRA Series 7, 63, and 79 licenses. Cumulatively, he has completed more than $41 billion worth of transaction origination and execution (with $17 billion in M&A and $23 billion in capital raising).  In this interview, Matt shares golden nuggets from his many years of experience in Mergers and Acquisitions (M&A),  investment banking, and private equity. He talks about what he learned from his first mentor and how it affects how he runs his business today. He explains why doing exit interviews after completing a deal is so important. He tells why doing more deals is not always better. He talks about The DAD factor and its importance. He tells how a business can achieve liquidity without selling.  He elaborates on the 5 business sectors his firm focuses on and what they avoid.  He talks about his deal makers and deal breakers. This is a great interview and a must-see! What you'll learn from this episode: What Matt learned from his first mentor How to Achieve Liquidity Without Selling Your Business Matt's Red Flags and Deal Breakers Why the Dad Factor is So Important The 5 Business Sectors that Matt Focuses On Why More Deals are Not Always Better And Much More!  Connect with Matt: LinkedIn Watch the video: Youtube

After a couple of months of slowdown, Mergers & Acquisitions (“M&A”) are happening at record levels across the industry. As financial advisors think about ways to grow their business, they may want to consider M&A as one way to achieve benefits of scale, new levels of efficiency within their business, and unlock access to the … Continue reading Episode 21 – What Financial Advisors Should Know About Mergers & Acquisitions Today – with Barrett Ayers, Stan Gregor and David DeVoe →

Today we talk about ESOPs with Rocky Fiore, Managing Director of Prairie Capital Advisors. Employee Stock Ownership Plans (ESOPs) can be a great option to reward employees and keep your brewery business independent.  Craft breweries are all about collaboration, camaraderie, and employee empowerment. Employee ownership may be a natural evolution in the craft beer culture. Rocky oversees client engagements related to employee stock ownership plans (ESOP) feasibility and structuring, valuation, fairness opinions, mergers and acquisitions (M&A), estate planning, capital structuring and more for clients across the country.Topics covered:Top reasons a craft brewery would choose an ESOPBrewery ValuationsMergers and Acquisitions (M&A) in the craft beer spaceResourcesContact info for Rocky FioreLearn more about ESOPsSign up for the World Famous Craft Brewery Financial Training Newsletter

I really enjoyed this conversation with Elizabeth Nesvold, Managing Director and Head of Asset & Wealth Management Investment Banking at Raymond James, about the raging party that is consolidation / Mergers & Acquisitions (M&A) across our industry. Liz provided some astute insight into this booming landscape, as well as to how financial advisors are turning to M&A as a way to bring the resources they need to continue to grow their business. How & why M&A has accelerated this year after an initial slowdown How advisors are leveraging M&A to move beyond the “Valley of Death” Behind-the-scenes intelligence on valuation pricing and how it works What qualities command a premium valuation for an advisory firm, and what can drive down a valuation Areas within our industry in which Liz sees potential value at lower multiples

Laurent Ronald Gray is Chairman and Managing Partner of Versailles St. Germain.  He attended the University of Michigan and is a banker with over 30 years of experience. He started at Solomon Brothers and later started a series of Investment banking boutiques. He is well versed in Mergers and Acquisitions (M&A), Investment Banking, Real Estate Sector, Company Valuation, Exit Strategies, Structuring Deals, and more.   In this interview, Laurent covers numerous topics in the deal flow process. He tells an interesting story of how he broke into the investment banking business. He talks about putting a valuation on a company. He shares his criteria for doing a deal as well as the red flags he looks to avoid. He gives his perspective on Reg A+.  He talks about the effect of Covid-19 and identifies buying opportunities made possible by the pandemic.  He discusses the disadvantages of going public   What you'll learn from this episode: Disadvantages of Going Public Laurent's Unique take on Reg A + Buying Opportunities Due to the Pandemic Putting a Valuation on Your Company Laurent's Deal Breakers and much more Connect with Laurent: LinkedIn Watch the video: Youtube

Mergers and Acquisitions (M&A) in the Pest Control Industry This week’s interview is essential listening for all those interested in what’s happening in the global pest control company mergers and acquisitions (M&A) market, especially if you yourself are contemplating the sale of your own business. So, settle down and listen to what Paul Giannamore, the managing director of the Potomac Company (www.PotomacPest.com), has to say. With offices in Geneva, Switzerland and Philadelphia, USA, the Potomac Company specialises in global mergers and acquisitions, with special expertise in the pest control sector. Paul first explains that the reasons why an owner wants to sell their business varies greatly, and interestingly, has changed over time. Traditionally the sale of what are mainly family businesses often came about as a result of a family death or divorce, with the average age of the seller being 70-80 years old. Now sellers are around the 40-50 year mark and are aiming to cash-in on their investment, often then going on to start a second career. Over the last few years, pest control businesses have experienced asset price inflation – from traditionally five to eight times cash flow, to now 15 to 20 times. Amazingly, these businesses have increased in value by 300% in the last five years. 2019 was in fact the highest year on record for spend on servicing company acquisitions – an estimated $1.5 billion (1.3 billion Euros) – double that of 2018. However, with the arrival of the coronavirus pandemic, the market this year is only 10% of 2019. But... Paul anticipates the market to return with force in Q4 and into 2021, with valuations remaining high. So, no better time to sell. But how to do it? For those contemplating selling-up, Paul recommends taking on the services of an advisor. He notes how those companies making acquisitions are getting a much better deal in Europe than in the US. Staggeringly, transaction multiples in Europe are only two-thirds of what they are in the USA. As to what a company is worth, factors such as client base, geographic coverage, proportion of recurring contracts e.g. commercial accounts, resilience demonstrated during the Covid-19 crisis are significant factors, in addition to profitability. But listen to what else he says.... Paul stresses that if listeners take home one single message it would be, not to simply have casual conversations with a few potential purchasers – put together your sales materials, contact at least three or four potential acquirers and run a formal competitive process. Make them work for the acquisition. As for the future, Paul views the largest business opportunity is making the industry more technologically focussed. Whilst people still remain key, there is increasing scope for enhanced data management and the use of remote technology, especially as the regulatory agencies continue to search for reduced biocide use. Paul Giannamore can be contacted at paul@potomaccompany.com Subscribe to our channel to stay up-to-date on the latest insights on the pest management industry. For more breaking news, white papers, videos and more: www.futura-germany.com Follow us on social media: LinkedIn: @futuragermany Instagram: @futuragermany F acebook: @futuragermany If you want to be part of Talking Pest Management email us at info@futura-germany.com and join the conversation @ Futura Germany Futura Germany Podcast Listen on Spotify: https://spoti.fi/2KPaC4u Listen on Apple Podcasts: https://apple.co/2xmJqkZ Or on every other platform: @Talking Pest Management

It?s no secret that COVID-19 has materially impacted middle market Mergers and Acquisitions (M&A) activity, but what does it mean at the individual business?s valuation for small and medium sized businesses? To help answer that question, UBS On-Air and the UBS Business Owner Segment spoke with Michael Carter and Scott Gabehart, the CEO and Chief Valuation Officer respectively of BizEquity, a leader in online valuations for private businesses.

Welcome back to the 21st Century Visionary podcast, the one and only podcast designed to bring young people the content and community to dream and execute on their inspiring vision for society. In this special episode, we are releasing the recording of the first live 21st Century Visionary talk in partnership with TILE.org and The Nebula challenge featuring the amazing and insightful Roger Spitz. Based in San Francisco, Roger Spitz is the founder of Techistential, the global Foresight, Strategy & Futures Intelligence platform. Roger is also founding Chairman of the Disruptive Futures Institute. He has two decades of experience leading investment banking businesses, advising CEOs, Founders, Boards, and Shareholders of companies globally on how to future-proof their business. As the former Head of Technology Mergers & Acquisitions (M&A) with BNP Paribas, Roger advised on over 50 transactions across the world with an overall deal value of $25bn. Roger is also an advisor to a number of Accelerators, Incubators, and Venture Capital funds in Silicon Valley including Berkeley SkyDeck and Nasdaq Entrepreneurial Center. In this conversation, we covered Roger's unique career trajectory how he got into Foresight and Futures thinking, His current work with Techistenial and the Disruptive Futures Institute, The role of AI in the future, The AAA framework to future proof our careers, reforming the education system, the rise of generalists, Roger's investing criteria, must-read books, and much much more!

James Warda is a communications and marketing leader with global experience at Fortune 100 companies across multiple industries, including aerospace, defense, energy management and automation, finance, healthcare, insurance, manufacturing, pharma and retail. Recognized for ability to make the complex simple, and align groups and resources to execute large-scale change initiatives. Leads with expertise in executive communications, internal communications, media relations, crisis communications, digital communications, marketing communications, content and digital marketing, and Labor Relations and Mergers and Acquisitions (M&A) communications. Excellent written and verbal skills, including background as adjunct professor for Loyola University Chicago/Quinlan School of Business and a board member on their Dean's Communication Advisory Council, guest speaker at DePaul University, author ("Where are we going so fast?") and keynote speaker, regular contributing columnist for the “Chicago Tribune" and Pioneer Press, and blogger for the Chicago Tribune Media Group's "ChicagoNow" platform. Learn more at jameswarda.com.  On This Episode: James shares how he became fascinated with words and music at an early age. Learn how to overcome fear of public speaking. Find out how to build stronger trust with those around you. Key Takeaways: Be vulnerable Prepare and Practice, but don't script yourself. Just be sincere. Don't let fear stop you from succeeding. Tweetable Quotes: "A lot of what you are communicating is not what you are saying it's what people are seeing." – Greg Rice “Nothing connects like a personal story.” – James Warda “Trust is the currency of communication.” – James Warda “One of the most important ways you can show courage is vulnerability.” – Brené Brown James Warda: james@jameswarda.com https://jameswarda.com (https://jameswarda.com) https://www.linkedin.com/in/jameswarda/ (https://www.linkedin.com/in/jameswarda/)

Jessup discusses how the coronavirus pandemic may affect mergers and acquisitions.

Wilson Chu is a leader in the M&A world. He is the Chair of the American Bar Association’s M&A Committee, one of the masterminds behind the ABA’s influential M&A Deal Points Studies, founding co-chair of the University of Texas M&A Institute, founding chair of the Asia M&A Forum in Hong Kong, founding chair of the M&A Section of the Dallas Bar Association, and more. He is also a leader among Asian-American lawyers. At the National Asian Pacific American Bar Association (NAPABA), Wilson’s projects include founding the Partners Committee, Best Lawyers Under 40 award and In-House Counsel Network and “20 by 20” challenge. In this episode, we cover everything from leadership and M&A, to career development strategies for Asian-American attorneys. The HALB Leadership Podcast is presented by the Harvard Association for Law and Business (HALB) and hosted by Genevieve Antono. Please follow us on Instagram (@HALBLeadership) and, if you’re listening on Apple Podcasts, please leave us a comment review! We want to hear your feedback. The cost of producing Season One of HALB Leadership Podcast has been generously sponsored by international law firm, Simpson Thacher & Bartlett LLP. Simpson Thacher has no influence or control over the content of this podcast. Each speaker’s (including each host and guest speaker’s) opinions are their own, and do not necessarily reflect those of our sponsor, wider HALB organization, or Harvard Law School.

If you are an entrepreneur or a senior manager in a business, the thought of “can I sell my business?” or “how to sell my business?” has most likely crossed your mind. In this interview, we answer many mergers and acquisitions (M&A) questions, such as - what are the 10 steps of an M&A process? how can you start preparing today for a future M&A transaction? How to calculate your company's valuation? What can you do today, in order to increase the valuation of your business in the future? Read a detailed article on this topic that integrates the show notes with many additional resources.Jon Molayem is the CEO and the founder of Acquivest, an M&A consultancy company from Florida. In this interview, he shares his vast knowledge on M&A. This is your opportunity to learn about a topic that is overlooked in too many businesses which causes them to leave a lot of money on the table.

Mergers und Acquisitions (M&A) Transaktionen können erhebliche Auswirkungen auf die IT-Organisation und die damit verbundene IT-Strategie haben. Erfahren Sie in dieser CIO Podcast Folge was es bei Unternehmenskäufen und Unternehmensverkäufen, sowie Unternehmensfusionen zu beachten gibt für Sie als CIO und IT-Manager. Folgende Aspekte werden in der Podcast-Folge besprochen: Was sind M&A Transaktionen? (00:30) Die Bedeutung der IT-Organisation in M&A Transaktionen (02:30) Auswirkungen von M&A Transaktionen auf die IT-Organisation (03:30) Drei beispielhafte Auswirkungen von M&A Transaktionen (05:30) Tipps für CIO und IT-Manager in der IT-Transformation im Rahmen von M&A Transaktionen (12:30) Alle Shownotes mit Details zu dieser Podcast Folge und dem Transkript, sowie weiterführende Links finden Sie unter www.cio-podcast.de/cio056.

presented by the International Cannabis Business Conference (ICBC): Consolidation is the norm. Companies are vertically integrating to bring all aspects of their business in-house, purchasing competitors, and finding partners to help them thrive. Speakers: Jamie Pearson, Bhang! Patrick Brauckmann, Pasha Brands Paul Pedersen, NEXTLEAF Barbara (Bobbi) Koz Paley, Art Assets Moderator: Dean Arbit, Wagner Dimas & Bud.com https://internationalcbc.com/vancouver-2019-events/ --- Support this podcast: https://anchor.fm/talkinghedge/support

presented by the International Cannabis Business Conference (ICBC): Consolidation is the norm. Companies are vertically integrating to bring all aspects of their business in-house, purchasing competitors, and finding partners to help them thrive. Speakers: Jamie Pearson, Bhang! Patrick Brauckmann, Pasha Brands Paul Pedersen, NEXTLEAF Barbara (Bobbi) Koz Paley, Art Assets Moderator: Dean Arbit, Wagner Dimas & Bud.com https://internationalcbc.com/vancouver-2019-events/

In this episode, Jim gives you a 30,000 foot look at how you combine and integrate two cannabis businesses once the M&A deal is completed. He covers topics including how to report consolidated financials, integrating people and cultures, and how to choose the best policies and procedures for the business. If you need help with […] The post Mergers & Acquisitions (M&A) in the Cannabis Industry: Pt.2 Business Integration appeared first on GreenGrowth CPAs.

In this episode, Jim gives you a 30,000 foot look at how you combine and integrate two cannabis businesses once the M&A deal is completed. He covers topics including how to report consolidated financials, integrating people and cultures, and how to choose the best policies and procedures for the business. If you need help with […] The post Mergers & Acquisitions (M&A) in the Cannabis Industry: Pt.2 Business Integration appeared first on GreenGrowth CPAs.

In this episode, Jim gives you a 30,000 foot look at how you combine and integrate two cannabis businesses once the M&A deal is completed. He covers topics including how to report consolidated financials, integrating people and cultures, and how to choose the best policies and procedures for the business. If you need help with […] The post Mergers & Acquisitions (M&A) in the Cannabis Industry: Pt.2 Business Integration appeared first on GreenGrowth CPAs.

Today I’m talking with Daniel L. Grimsrud from the law offices of Best & Flanagan LLP. Dan and I talk about what the role of a mergers and acquisitions (M&A) attorney, how due diligence can help you keep the value you want, the importance of finding an exit strategy early, and how to hire and work with a team of advisors. What you will learn: Dan’s background What does a Mergers and Acquisitions (M&A) Attorney do? What does an M&A Attorney NOT do? How does that compare to the “big box” lawyer firms? What does the due diligence process look like? What do M&A Attorneys look for? What to look for (and look out for) when finding an attorney for you Why look for an exit plan early? Takeaway: Due diligence can be difficult and tedious but is worth the time and effort. Links and Resources: Best & Flanagan Dan Grimsrud Growth and Exit Bootcamp ARKONA Boot Camp Promo Code: LAB10 for 10% off, (good until September 9th) About Dan: Dan started in accounting but decided to law school knowing he wanted to help people buy and sell their own businesses. He serves as an advisor to privately held companies and tax-exempt organizations of all shapes and sizes, providing thoughtful and practical advice on a variety of issues including structure and governance, contract and regulatory matters, tax, and transition planning and mergers and acquisitions. In addition, Dan works with members of the firm’s litigation and dispute resolution team to identify and implement practical solutions to governance and management disputes. He specializes in: Completion of dozens of M&A transactions representing buyers, sellers and other constituents in transactions involving amounts ranging from a few hundred thousand to several hundred million dollars. Planning and execution of a variety of corporate reorganizations, including tax-free spinoffs, combinations, and conversions involving multiple entities and owners. Resolution of shareholder disputes, including several litigated matters. Design and implementation of various strategic initiatives to improve tax, operational and governance efficiency and facilitate transition planning.

Today I’m talking with Daniel L. Grimsrud from the law offices of Best & Flanagan LLP. Dan and I talk about what the role of a mergers and acquisitions (M&A) attorney, how due diligence can help you keep the value you want, the importance of finding an exit strategy early, and how to hire and work with a team of advisors. What you will learn: Dan’s background What does a Mergers and Acquisitions (M&A) Attorney do? What does an M&A Attorney NOT do? How does that compare to the “big box” lawyer firms? What does the due diligence process look like? What do M&A Attorneys look for? What to look for (and look out for) when finding an attorney for you Why look for an exit plan early? Takeaway: Due diligence can be difficult and tedious but is worth the time and effort. Links and Resources: Best & Flanagan Dan Grimsrud Growth and Exit Bootcamp ARKONA Boot Camp Promo Code: LAB10 for 10% off, (good until September 9th) About Dan: Dan started in accounting but decided to law school knowing he wanted to help people buy and sell their own businesses. He serves as an advisor to privately held companies and tax-exempt organizations of all shapes and sizes, providing thoughtful and practical advice on a variety of issues including structure and governance, contract and regulatory matters, tax, and transition planning and mergers and acquisitions. In addition, Dan works with members of the firm’s litigation and dispute resolution team to identify and implement practical solutions to governance and management disputes. He specializes in: Completion of dozens of M&A transactions representing buyers, sellers and other constituents in transactions involving amounts ranging from a few hundred thousand to several hundred million dollars. Planning and execution of a variety of corporate reorganizations, including tax-free spinoffs, combinations, and conversions involving multiple entities and owners. Resolution of shareholder disputes, including several litigated matters. Design and implementation of various strategic initiatives to improve tax, operational and governance efficiency and facilitate transition planning.

​​​​​​​In this episode, Jim will break down the Due Diligence process of a successful acquisition in the cannabis industry He will cover: What are the MOST IMPORTANT DD items on the balance sheet, profit and loss statement and intangible items How to value and negotiate a successful M&A transaction by using what you find during […] The post Mergers & Acquisitions (M&A) in the Cannabis Industry: Pt.1 Due Diligence appeared first on GreenGrowth CPAs.

​​​​​​​In this episode, Jim will break down the Due Diligence process of a successful acquisition in the cannabis industry He will cover: What are the MOST IMPORTANT DD items on the balance sheet, profit and loss statement and intangible items How to value and negotiate a successful M&A transaction by using what you find during […] The post Mergers & Acquisitions (M&A) in the Cannabis Industry: Pt.1 Due Diligence appeared first on GreenGrowth CPAs.

​​​​​​​In this episode, Jim will break down the Due Diligence process of a successful acquisition in the cannabis industry He will cover: What are the MOST IMPORTANT DD items on the balance sheet, profit and loss statement and intangible items How to value and negotiate a successful M&A transaction by using what you find during […] The post Mergers & Acquisitions (M&A) in the Cannabis Industry: Pt.1 Due Diligence appeared first on GreenGrowth CPAs.

We SELL Businesses Full-Service Business Brokerage.   Evergreen Gold.com Our affiliated full-service brokerage professionals [licensed under Broker Tim Cunha connect buyers and sellers of existing businesses, both independent and franchised, evaluating, promoting, advertising, selling, negotiating, and coordinating successful business ownership transfers.  We GROW Businesses Enterprise Value Development.  Experienced entrepreneurial veterans utilize sophisticated analytical and planning software systems to assist our clients in adding substantial short- and long-term business value. Depending on the needs and prerogatives of the particular client, we utilize the ValueBuilder™ System in various ways, with the ultimate goal being an effective and lucrative “exit strategy” for the business owner. Mergers and Acquisitions (M&A) Consulting. In larger transactions where the objective is the merger of two corporate entities or the acquisition of one corporation by another, we provide expertise in valuation, negotiation, deal structure, financing, and coordination of the legal, accounting, and tax professionals. Business Valuations. Utilizing sophisticated proprietary algorithms, extensive comparative databases, and a variety of proven modalities, we analyze business finances, market presence, resources, infrastructure, policies & procedures, personnel, products & services, assets, history, projections, and other factors to determine a realistic prediction of the fair market value of the business to potential buyers. 

David Voorhees is the Director of Human Resources for Informa in Overland Park, Kansas. Bryan Sarff sits down with David to discuss Human Resources in today's work environment and Mergers & Acquisitions (M&A's). This podcast is "must listen-to" for business owners!

David Voorhees is the Director of Human Resources for Informa in Overland Park, Kansas. Bryan Sarff sits down with David to discuss Human Resources in today's work environment and Mergers & Acquisitions (M&A's). This podcast is "must listen-to" for business owners!

Mergers & Acquisitions (M&A) garner headlines and lead to big returns for the right investors, but they can often be a bit of a crapshoot, especially in the Pharmaceutical industry. SA author Biosci Capital Partners makes the case in two articles that Crispr Therapeutics, a pioneer of gene editing technologies, might be a target for Gilead Sciences. Behind The Idea breaks down the case and discusses how to deal with the hope of a big payout and the risk that it won't happen. Learn more about your ad choices. Visit megaphone.fm/adchoices

Ben Harrington, Freelance Business Journalist and Editor at Betaville Blog, talks to Tip TV’s Matt Brown about the major developments in the M&A world over the weekend and ‘unsubstantiated’ rumors. Harrington discusses- Whitsworth, one of Britain’s oldest food firms, has been put up for sale Potential Bid alert - Hong Kong billionaire Samuel Tak Lee has built a stake of close to 20% in Shaftesbury Tesco-Booker update Grapevine: Private equity sniffing around TT Electronics, Tullow Oil selling North sea pipeline to Independent Oil gas Bid speculation around US listed internet tech company Wicks Merger & Acquisitions#M&A#business#investing#stocks#equities# macro#fundamentals#UK#Shaftesbury#China

Bryan's Background: - Graduated from Univ of Ill. - Arthur Anderson in 1992: 6 yrs and volunteered to do everything he could. Never shyed away from a tough assignment. - Went back to get MBA along with CPA. - LMI Aerospace Corp Controller through IPO: Did a lot of improvements and got into operational director - Astaris: Took through a sale process. - Waylon Securities CFO: Private, family owned business, $40M and grew to $120M while he was there. - Then CFO / COO for Life Uniform: Private Equity owned business. Largest retailer of medical uniforms. 5 years. 10 acquisitions. Sales process through strategic offering in mid-2013. Was CEO when it was sold. Terms: * Help us understand and demystify what M&A is. * What is due diligence? Is performed in an acquisition / sales. Done to ensure what you're buying is what you expect it to be. It's valuation, testing earning. Kicking the tires to ensure you get what you think you'll get. Companies are often sold by investment banker/ business boeker. Company is stating certain facts to support their valuation. Transactions are similar to large personal transactions: cars, homes, etc. * When is it a merger v. acquisition? * Certified Mergers & Acquisitions: really means acquisitions and sales divestitures. * Transaction Advisory: As a business owner or leader, what should you be looking from both sides of a deal? * In Preparation for a sale: Just reading an article about how many businesses have owners who are 55+ years old. Don't have succession planning, etc. There are many businesses getting ready for sale inthe next 10 years. * Know what it's worth. Have a business valuation that will identify current value as well as value drivers and value eroder to create strategies to maximize value. * Consider tax situation and corporate structure. * Quality financial info: having holes and problems in the information will hurt the valuation. * Marketing of the business. * Good transaction attorney. There are differences between the personal attorney and a specialist. * Buyer: Many of the above count the same for buyers * Valuation by an independent professional firm will support your negotiations. * Signed letter of intent to do real due diligence. * Quality of earnings report to confirm what sellers are telling you about future earning potential. * Need to consider post-closing transition. * Two kinds of buys: * Strategic buys who will have synergies, overlap and redundant positions. * Private Equity: May shake up upper management but rank and file middle managers and sales reps are left alone and given time to prove themselves. How much thought is really given to the work of post-transaction integration beforehand? * Key employees locked up * Transition plan for owner, especially, if they are the brand. * Vendor agreements * Cultural challenges * Are there synergistic opportunities? From the perspective of a mid-level manager what should we be trying to do if we know we’re on either side of a deal? * Try to get involved. You may not be on the deal team but there's a lot of work to do. Many people don't want to do it. * Be positives and step up. See the opportunities and long-term payoffs. * Never be shy about volunteering. * Has seen it on the sell side too. Some will put their resume together and gossip. Others will dive into the issue, roll up their sleeves and help. Put best foot forward for buy team. Strategic buyers will look for the best and brightest to keep. * Don't ever take a victim mentality. Your favorite business book? * Good To Great: Jim Collins. Reach Bryan: bgraiff@bswllc.com 314-983-1390

With Mergers and Acquisitions (M&A) transactions are on the rise, we have invited to today's broadcast industry veteran, Chuck Klein, to answer questions such as "Who's buying, who's selling and why?" ..."How would my company be valued?"  ..."How much could I make if I were to sell my company?" ..."What business channel is worth more?" and many other questions.   Created BY mortgage professional FOR mortgage professionals, Lykken on Lending is a weekly 60-minute radio program hosted by mortgage veteran, David Lykken. Joining the program each week is Joe Farr with a MARKET UPDATE, Alice Alvey providing a LEGISLATIVE UPDATE, Paul Muolo of Inside Mortgage Finance giving a quick MTG NEWS HEADLINES update, Andy Schell (a/k/a "The Profit Doctor") providing tips on FINANCIAL MANAGEMENT and TONY GARRITANO providing a TECHNOLOGY UPDATE.  This is followed by the HOT TOPIC segment, which is an in depth discussion about one of the hottest topics related to the mortgage industry.  The program can be heard "live" each Monday at Noon Central or downloaded as a podcast.  Each week thousands of industry professionals have found this to be an effective way to stay up on all that is happening in the mortgage industry.  We invite you to join us to listen and learn.  This broadcast is provided to the mortgage industry as a public service compliment of Mortgage Banking Solutions, helping YOU take YOUR business to the next level!   With Mergers and Acquisitions (M&A) transactions are on the rise, we have invited to today's broadcast industry veteran, Chuck Klein, to answer questions such as "Who's buying, who's selling and why?" ..."How would my company be valued?"  ..."How much could I make if I were to sell my company?" ..."What business channel is worth more?" and many other questions.   Created BY mortgage professional FOR mortgage professionals, Lykken on Lending is a weekly 60-minute radio program hosted by mortgage veteran, David Lykken. Joining the program each week is Joe Farr with a MARKET UPDATE, Alice Alvey providing a LEGISLATIVE UPDATE, Paul Muolo of Inside Mortgage Finance giving a quick MTG NEWS HEADLINES update, Andy Schell (a/k/a "The Profit Doctor") providing tips on FINANCIAL MANAGEMENT and TONY GARRITANO providing a TECHNOLOGY UPDATE.  This is followed by the HOT TOPIC segment, which is an in depth discussion about one of the hottest topics related to the mortgage industry.  The program can be heard "live" each Monday at Noon Central or downloaded as a podcast.  Each week thousands of industry professionals have found this to be an effective way to stay up on all that is happening in the mortgage industry.  We invite you to join us to listen and learn.  This broadcast is provided to the mortgage industry as a public service compliment of Mortgage Banking Solutions, helping YOU take YOUR business to the next level!  

Tom interviews Mike Taylor of Holland and Knight, on the evergreen topic of Mergers and Acquisitions -- specifically, when to do it, how to do it, why to do it, and what not to do.Linked2Leadership | TomOnLeadership | CEO | Mergers and Acquisitions | M...Read more ›

Tom interviews Mike Taylor of Holland and Knight, on the evergreen topic of Mergers and Acquisitions -- specifically, when to do it, how to do it, why to do it, and what not to do.Linked2Leadership | TomOnLeadership | CEO | Mergers and Acquisitions | M...Read more ›