Podcasts about dealmaking

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Best podcasts about dealmaking

Show all podcasts related to dealmaking

Latest podcast episodes about dealmaking

EisnerAmper Podcast
Private Equity Dealmaking in Pharmaceuticals

EisnerAmper Podcast

Play Episode Listen Later Jun 18, 2025 21:22


In this episode of EisnerAmper's Private Equity Dealbook, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with Kapila Ratnam, Partner with the healthcare fund at NewSpring Capital, a Pennsylvania-based lower middle market private equity firm. She discusses some of the transactions NewSpring has completed in the pharmaceutical space, including Kincell Bio and Aerosafe Global. She walks us through the processes, along with both the opportunities and challenges faced when it came to those transactions. She also discusses the due diligence process on those deals and more.

M&A Talk (Mergers & Acquisitions), by Morgan & Westfield
A Seller's Guide to Employee Agreements

M&A Talk (Mergers & Acquisitions), by Morgan & Westfield

Play Episode Listen Later Jun 17, 2025 33:43


One of the biggest challenges of selling your business is figuring out when and how to tell your employees. Announcing too early or too late can create a lot of headaches for both you and the buyer. You'll need to sort out big questions like: Will existing employee contracts continue, or will new ones be needed? What happens to their stock options and accrued leave? Should you ask them to sign non-competes? This episode of M&A Talk, with attorney Kyle Lawrence, dives into these crucial employee-related questions, helping you prepare for this important part of selling your business. View the complete show notes for this episode.   Want To Learn More?  Alternatives to Non-Competes with Employees Informing & Retaining Employees When Selling a Business How Your Employees Can Impact the Value of Your Business Additional Resources: Selling your business? Schedule a free consultation today. Download The Art of The Exit: The Complete Guide to Selling Your Business Download Acquired: The Art of Selling a Business With $10 Million to $100 Million in Revenue   If you have any topic or guest suggestions, please email them to podcast@morganandwestfield.com.  

The Deal Scout
From Blueprints to Bottles: Alana Crumbley's Journey from Design to Deal-Making

The Deal Scout

Play Episode Listen Later Jun 12, 2025 34:47


In this dynamic episode of The Deal Scout, host Susan Reilly welcomes longtime friend and powerhouse entrepreneur Alana Crumbley to discuss her unconventional path from interior design to business brokerage—and now, to selling wineries across the U.S. and abroad.Alana shares how her early influences, including a strong work ethic instilled by her parents and mentorship from her father, a seasoned commercial broker, shaped her multifaceted career. She reflects on a pivotal moment—getting kicked out of college—and how it lit the fire that launched her into entrepreneurship. From there, Alana pivoted into commercial interior design, only to find the structure stifling. Her desire for creative freedom led her to real estate and, eventually, the niche world of business brokerage.But Alana didn't stop there. A serendipitous meeting with now-business partner Mandy turned into a strategic alliance, opening the door to a new venture: selling boutique wineries in emerging regions like Buffalo, New York and Connecticut. Together, they launched the Vino Advisory Team (VAT), a brokerage network now expanding into international wine markets. Alana explains why wineries are uniquely complex—and creatively satisfying—businesses to broker, combining hospitality, agriculture, and real estate.Throughout the conversation, Alana speaks candidly about embracing technology and AI to streamline operations and fuel creativity. She also shares mentorship insights for aspiring business brokers, urging them to strip away inauthenticity, ask better questions, and build client trust through empathy and curiosity.Whether you're in real estate, business brokerage, or just love a good entrepreneurial journey, Alana's story offers valuable lessons in resilience, reinvention, and designing a career on your own terms.Reach out to connect with Alana or to be a guest on the show to SusanNext Steps Share your thoughts with a review - https://www.thedealscout.com/reviews/ Let's connect on LinkedIn - https://www.linkedin.com/in/susan-reilly-64150722a/ Subscribe and Watch on YouTube - https://www.youtube.com/channel/UCBQN_Y3nhDGClfMxCSBDjOg Disclaimer: The content shared on this podcast is for informational purposes only and should not be taken as financial, legal, or tax advice. The views and opinions expressed are those of the host, Susan Reilly, and any guests, and do not necessarily reflect the official policy or position of any agency or organization. Susan Reilly is a licensed real estate broker, but this podcast is not a substitute for professional advice. We strongly recommend that you consult with a qualified financial advisor, legal counsel, and tax professional before making any financial decisions or taking any actions based on the information provided in this podcast.

M&A Talk (Mergers & Acquisitions), by Morgan & Westfield
How Properly Prepared Finances Could Earn You $1M

M&A Talk (Mergers & Acquisitions), by Morgan & Westfield

Play Episode Listen Later Jun 11, 2025 36:44


Half of business sales fail due to issues buyers uncover during financial due diligence, but being prepared for due diligence can lead to higher sale prices and a smoother transaction. In this episode, CPA and due diligence expert Bill Wiersema discusses inaccurate revenue recognition, non-compliance with state and local tax laws, and how sellers can increase their business's value by addressing accounting changes, tax compliance, and non-recurring items.  View the complete show notes for this episode.   Want To Learn More?  M&A Due Diligence Preparation Adjusting Financial Statements: A Complete Guide Preparing Financial Statements When Selling a Business Top Financial Challenges in Selling a Business Additional Resources: Selling your business? Schedule a free consultation today. Download The Art of The Exit: The Complete Guide to Selling Your Business Download Acquired: The Art of Selling a Business With $10 Million to $100 Million in Revenue   If you have any topic or guest suggestions, please email them to podcast@morganandwestfield.com.

The Energy Gang
Geothermal, dealmaking, and the future of clean energy finance | live from the ACORE Finance Forum in New York

The Energy Gang

Play Episode Listen Later Jun 10, 2025 71:40


In the third and final special episode recorded live from the ACORE Finance Forum, host Ed Crooks and regular guest Amy Myers Jaffe talk to industry leaders to explore some key issues in renewable energy technology and finance.Amy starts the episode by speaking with David Ulrey, CFO of Fervo Energy, an innovative geothermal startup. David shares insights into Fervo's projects, including their initial commercial pilot in Nevada and the ambitious 100-megawatt development in Utah. They discuss the challenges and successes of pioneering next-generation geothermal energy, the potential for the technology to offer clean, reliable power across the US, and the evolving landscape of financing structures in the industry.Ed then sits down with Mona Dajani, global co-head of Energy, Infrastructure and Hydrogen at the law firm Baker Botts. Mona provides an expert perspective on the shifting sands of energy dealmaking amidst political and economic uncertainty in the US. She highlights how companies are rapidly pivoting their strategies, shifting from green hydrogen to alternative technologies or repurposing sites for data centres, and discusses why global markets remain committed to clean energy despite changing US policy priorities.Later, Ed and Amy speak with leaders from businesses supported by ACORE's Accelerate programme. Amy talks with Tonya Hicks, founder of Power Solutions Inc, who shares her inspiring journey as a woman entrepreneur in electrical contracting and renewable energy. Tonya stresses the importance of resilience and adaptability in the face of policy volatility and argues that the industry's momentum will continue despite political shifts.Ed also speaks with Jennifer Rouda, CEO of 7Skyline, who discusses the unique challenges faced by tribal governments in the US pursuing renewable energy projects. Jennifer highlights the critical role of bridging finance and impact investors as federal funding becomes less predictable.Finally, Ed and Amy wrap up with a comprehensive conversation with Ray Long, President and CEO of ACORE. Ray summarises key themes from the forum, including the industry's concerns about the abrupt potential removal of energy tax credits and the urgent need for viable alternative financing mechanisms. He underscores the economic and environmental impacts of current legislative uncertainty and outlines the future resilience strategies the clean energy industry may adopt. This concludes our three-part series from the ACORE Finance Forum. We'll be back in two weeks, resuming regular coverage of all the latest developments and discussions shaping the energy transition.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Trumpcast
Amicus | Sneak Preview: Unanimous Opinions Out Front, Desperate Dealmaking Out Back

Trumpcast

Play Episode Listen Later Jun 5, 2025 12:02


This is part of ⁠Opinionpalooza⁠, Slate's coverage of the major decisions from the Supreme Court this June. The best way to support our work is by joining ⁠Slate Plus⁠. (If you are already a member, consider a ⁠donation⁠ or ⁠merch⁠!)Also! Sign up for ⁠Slate's Legal Brief:⁠ the latest coverage of the courts and the law straight to your inbox. Delivered every Tuesday. Dahlia Lithwick hosts an 'Opinionpalooza' special of Amicus, covering Thursday's decisions from the Supreme Court. She and Mark Joseph Stern dive into Ames vs. Ohio Youth Department, discussing Justice Ketanji Brown Jackson's opinion on reverse discrimination, Justice Sonia Sotomayor's refreshing nod to the establishment clause in the Catholic Charities case, and Justice Kagan's narrow decision in Mexico's lawsuit against US gun sellers; a decision that was not the win the gun lobby hoped for. Together, they reveal the strategy emerging from the court's liberals this term. The episode wraps up with a deep dive into an uptick in dismissed cases and its potential link to audacious former Supreme Court clerks. Want more Amicus? Join Slate Plus to unlock weekly bonus episodes with exclusive legal analysis. Plus, you'll access ad-free listening across all your favorite Slate podcasts. You can subscribe directly from the Amicus show page on Apple Podcasts and Spotify. Or, visit slate.com/amicusplus to get access wherever you listen. Learn more about your ad choices. Visit megaphone.fm/adchoices

Amicus With Dahlia Lithwick | Law, justice, and the courts
Sneak Preview: Unanimous Opinions Out Front, Desperate Dealmaking Out Back

Amicus With Dahlia Lithwick | Law, justice, and the courts

Play Episode Listen Later Jun 5, 2025 12:02


This is part of ⁠Opinionpalooza⁠, Slate's coverage of the major decisions from the Supreme Court this June. The best way to support our work is by joining ⁠Slate Plus⁠. (If you are already a member, consider a ⁠donation⁠ or ⁠merch⁠!)Also! Sign up for ⁠Slate's Legal Brief:⁠ the latest coverage of the courts and the law straight to your inbox. Delivered every Tuesday. Dahlia Lithwick hosts an 'Opinionpalooza' special of Amicus, covering Thursday's decisions from the Supreme Court. She and Mark Joseph Stern dive into Ames vs. Ohio Youth Department, discussing Justice Ketanji Brown Jackson's opinion on reverse discrimination, Justice Sonia Sotomayor's refreshing nod to the establishment clause in the Catholic Charities case, and Justice Kagan's narrow decision in Mexico's lawsuit against US gun sellers; a decision that was not the win the gun lobby hoped for. Together, they reveal the strategy emerging from the court's liberals this term. The episode wraps up with a deep dive into an uptick in dismissed cases and its potential link to audacious former Supreme Court clerks. Want more Amicus? Join Slate Plus to unlock weekly bonus episodes with exclusive legal analysis. Plus, you'll access ad-free listening across all your favorite Slate podcasts. You can subscribe directly from the Amicus show page on Apple Podcasts and Spotify. Or, visit slate.com/amicusplus to get access wherever you listen. Learn more about your ad choices. Visit megaphone.fm/adchoices

Slate Debates
Amicus | Sneak Preview: Unanimous Opinions Out Front, Desperate Dealmaking Out Back

Slate Debates

Play Episode Listen Later Jun 5, 2025 12:02


This is part of ⁠Opinionpalooza⁠, Slate's coverage of the major decisions from the Supreme Court this June. The best way to support our work is by joining ⁠Slate Plus⁠. (If you are already a member, consider a ⁠donation⁠ or ⁠merch⁠!)Also! Sign up for ⁠Slate's Legal Brief:⁠ the latest coverage of the courts and the law straight to your inbox. Delivered every Tuesday. Dahlia Lithwick hosts an 'Opinionpalooza' special of Amicus, covering Thursday's decisions from the Supreme Court. She and Mark Joseph Stern dive into Ames vs. Ohio Youth Department, discussing Justice Ketanji Brown Jackson's opinion on reverse discrimination, Justice Sonia Sotomayor's refreshing nod to the establishment clause in the Catholic Charities case, and Justice Kagan's narrow decision in Mexico's lawsuit against US gun sellers; a decision that was not the win the gun lobby hoped for. Together, they reveal the strategy emerging from the court's liberals this term. The episode wraps up with a deep dive into an uptick in dismissed cases and its potential link to audacious former Supreme Court clerks. Want more Amicus? Join Slate Plus to unlock weekly bonus episodes with exclusive legal analysis. Plus, you'll access ad-free listening across all your favorite Slate podcasts. You can subscribe directly from the Amicus show page on Apple Podcasts and Spotify. Or, visit slate.com/amicusplus to get access wherever you listen. Learn more about your ad choices. Visit megaphone.fm/adchoices

Slate Daily Feed
Amicus | Sneak Preview: Unanimous Opinions Out Front, Desperate Dealmaking Out Back

Slate Daily Feed

Play Episode Listen Later Jun 5, 2025 12:02


This is part of ⁠Opinionpalooza⁠, Slate's coverage of the major decisions from the Supreme Court this June. The best way to support our work is by joining ⁠Slate Plus⁠. (If you are already a member, consider a ⁠donation⁠ or ⁠merch⁠!)Also! Sign up for ⁠Slate's Legal Brief:⁠ the latest coverage of the courts and the law straight to your inbox. Delivered every Tuesday. Dahlia Lithwick hosts an 'Opinionpalooza' special of Amicus, covering Thursday's decisions from the Supreme Court. She and Mark Joseph Stern dive into Ames vs. Ohio Youth Department, discussing Justice Ketanji Brown Jackson's opinion on reverse discrimination, Justice Sonia Sotomayor's refreshing nod to the establishment clause in the Catholic Charities case, and Justice Kagan's narrow decision in Mexico's lawsuit against US gun sellers; a decision that was not the win the gun lobby hoped for. Together, they reveal the strategy emerging from the court's liberals this term. The episode wraps up with a deep dive into an uptick in dismissed cases and its potential link to audacious former Supreme Court clerks. Want more Amicus? Join Slate Plus to unlock weekly bonus episodes with exclusive legal analysis. Plus, you'll access ad-free listening across all your favorite Slate podcasts. You can subscribe directly from the Amicus show page on Apple Podcasts and Spotify. Or, visit slate.com/amicusplus to get access wherever you listen. Learn more about your ad choices. Visit megaphone.fm/adchoices

Don't Kill the Messenger with movie research expert Kevin Goetz
Arnold Rifkin (Legendary Agent & Producer) on Hollywood Deal-Making and His Life-Changing Relationship with Bruce Willis

Don't Kill the Messenger with movie research expert Kevin Goetz

Play Episode Listen Later Jun 5, 2025 45:36 Transcription Available


Send Kevin a Text MessageIn this episode of Don't Kill the Messenger, host Kevin Goetz sits down with Arnold Rifkin, the legendary talent agent who pioneered the concept of a total talent agency and helped build one of Hollywood's most recognizable action stars. From founding Triad Artists to leading William Morris's film division and producing blockbuster films alongside Bruce Willis, Rifkin has built careers, brokered deals, and produced films over the course of four decades. He shares candid stories about deal-making, friendship, and the business of entertainment.Building an Agency Empire (03:21)Rifkin discusses his sales DNA, inherited from his father, and founding an agency with Nicole David for just $1,500. He also shares the story of discovering Bruce Willis and building Triad Artists into a powerhouse before being acquired by William Morris.Bruce Willis Partnership and Discovery (11:52)Arnold shares Bruce's Moonlighting casting story, including his first impression, their shared speech impediment, and how Bruce's swagger and humor made him a star, despite not being a typical leading man.The Die Hard Deal and Negotiation Mastery (19:26)Arnold reveals the high-stakes negotiation technique he used that secured Bruce Willis $5 million for Die Hard. He also shares the Look Who's Talking voiceover deal and the Seagram's wine cooler campaign, which shed light on his deal-making prowess.From Agent to Producer (26:57)Rifkin explains his decision to leave agenting after 35 years, partnering with Bruce Willis to form Cheyenne Entertainment, and his spiritual transformation through Native American practices that guided this major career shift.Bruce's Health and Honoring His Legacy (34:22)Arnold speaks movingly about maintaining his friendship with Bruce during his health challenges, their continued Friday lunches, and plans to honor Bruce's legacy through a documentary with his new company, Incite.Life Philosophy and Legacy (42:34)Rifkin reflects on choosing abundance over scarcity, teaching at UCLA for 15 years, raising five children, and how true success isn't about material possessions but about the impact you make on others.Throughout the conversation, Rifkin demonstrates the relationship-building, risk-taking, and loyalty that defined his extraordinary career. From an immigrant's son to Hollywood power broker, his journey offers insights into deal-making, friendship, and the human side of the entertainment industry. Host: Kevin GoetzGuest: Arnold RifkinProducer: Kari CampanoWriters: Kevin Goetz, Darlene Hayman, and Kari CampanoAudio Engineer: Gary Forbes (DG Entertainment) For more information about Arnold Rifkin:Wikipedia: https://en.wikipedia.org/wiki/Arnold_RifkinIMDB: https://www.imdb.com/name/nm0726476/Incite Studios: https://www.incite-studios.com/ For more information about Kevin Goetz:Website: www.KevinGoetz360.comAudienceology Book: https://www.simonandschuster.com/books/Audience-ology/Kevin-Goetz/9781982186678How to Score in Hollywood Book:  https://www.simonandschuster.com/books/How-to-Score-in-Hollywood/Kevin-Goetz/9781982189860Facebook, X, Instagram, YouTube, TikTok, Substack: @KevinGoetz360Linked In @Kevin GoetzScreen Engine/ASI Website: www.ScreenEngineASI.

M&A Talk (Mergers & Acquisitions), by Morgan & Westfield
For New Sellers: How Your Lease Could Kill Your Deal and Other Due Diligence Lessons

M&A Talk (Mergers & Acquisitions), by Morgan & Westfield

Play Episode Listen Later Jun 3, 2025 28:27


Are you prepared for the due diligence phase of selling your business? What sort of things will a strategic buyer want to see? In this episode, strategic buyer Michael Seitz shares his advice on selling your business, from ensuring your landlord is on board with the sale, to setting realistic price expectations, to how you should pick your attorney.  View the complete show notes for this episode.   Want To Learn More?   M&A Guide | The 4 Types of Buyers of Businesses M&A Due Diligence Preparation Selling to a PE Firm as Part of a Roll-up Preparing Emotionally for the Closing Additional Resources: Selling your business? Schedule a free consultation today. Download The Art of The Exit: The Complete Guide to Selling Your Business Download Acquired: The Art of Selling a Business With $10 Million to $100 Million in Revenue If you have any topic or guest suggestions, please email them to podcast@morganandwestfield.com.  

BioCentury This Week
Ep. 300 - Biotech's $13B Deal Day, ASCO's Hot Targets, Drug Pricing Threat

BioCentury This Week

Play Episode Listen Later Jun 3, 2025 38:48


Dealmaking by a pair of pharmas has given the biotech industry its best day of transactions in months, tallying nearly $13 billion in guaranteed payments across two deals. On the latest BioCentury This Week podcast, BioCentury's analysts discuss how the takeout of Blueprint Medicines for $9.1 billion up front gives Sanofi a drug for a rare immunological disorder and bolsters the French pharma's already strong presence in immunology. The analysts also assess the $3.5 billion partnership between BioNTech and Bristol Myers Squibb for an asset targeting cancer's hottest target, PD-(L)1 x VEGF, and underwhelming data from the leading asset against the target, PD-1 x VEGF bispecific ivonescimab, from Summit and Akeso Inc. Those data coincided with the kick-off of the American Society of Clinical Oncology (ASCO) meeting in Chicago, where almost a dozen companies were presenting readouts for another hot target, CLDN18.2. Evopoint is among the companies; its program recently attracted Astellas as a partner. Meanwhile, the biopharma industry is racing to counter the White House's most favored nation drug pricing strategy. BioCentury's Washington analyst, Steve Usdin, explains the urgency and details some of industry's options.View full story: https://www.biocentury.com/article/656097#biotech #biopharma #pharma #lifescience #deals00:00 - Introduction04:39 - Sanofi Buys Blueprint09:22 - BMS-BioNTech20:01 - Hot Targets23:40 - Drug PricingTo submit a question to BioCentury's editors, email the BioCentury This Week team at podcasts@biocentury.com.Reach us by sending a text

Buy and Build
Ep 100: How a Texas Blizzard Sparked Conviction in a Niche UK Water Logistics Deal (Adam Johnson, CEO of Water Direct)

Buy and Build

Play Episode Listen Later Jun 1, 2025 37:26


In this landmark 100th episode, we're joined by Adam Johnson, an American acquisition entrepreneur who transitioned from the startup scene in California to acquiring and operating Water Direct in the UK. Adam takes us through his unique journey into the search fund world, how a Texas blizzard sparked conviction in a niche UK water logistics business, and the realities of running a highly operational, regulation-heavy company. We dive into: The challenges of a COVID-era search process Navigating investor skepticism for a volatile but essential service Building a new leadership team while preserving institutional knowledge Going from paper-based processes to a digitized, scalable business The long-term vision for growth and product expansion If you're in the ETA, SME, or search fund ecosystem—or just curious how someone turns infrastructure failure into a growth business—this one's for you.

M&A Talk (Mergers & Acquisitions), by Morgan & Westfield
For New Sellers: How to Handle Partner Conflict When Selling Your Business

M&A Talk (Mergers & Acquisitions), by Morgan & Westfield

Play Episode Listen Later May 29, 2025 31:56


What happens when you and your partner have different ideas of your business's future? What if that business partner is also a family member? In this episode, we talk with Chris Younger, an investment banker, about the challenges and potential solutions when selling a company due to partner conflict. View the complete show notes for this episode. Want To Learn More?  M&A Basics | Why Do Business Owners Sell Their Business? Family Offices and Management Buyouts – What You Need to Know Navigating Partnership Disputes: Lessons from a Valuation Expert Additional Resources: Selling your business? Schedule a free consultation today. Download The Art of The Exit: The Complete Guide to Selling Your Business Download Acquired: The Art of Selling a Business With $10 Million to $100 Million in Revenue If you have any topic or guest suggestions, please email them to podcast@morganandwestfield.com.

The Tropical MBA Podcast - Entrepreneurship, Travel, and Lifestyle

What 160 founders taught us at DC Mexico—why deep customer engagement beats ads, how group workshops are replacing sales calls, what lifestyle entrepreneurs can learn from the FIRE movement, and how financial clarity and community still drive the biggest results. CHAPTERS (00:00:34) DC Mexico Recap (00:02:42) Why We Do This (Essay by Jeff Pecaro) (00:06:23) Deep Giveaways That Convert (00:12:31) High Ticket Offers (00:15:30) Lifestyle Business vs. FIRE Movement (00:19:07) Masterminds as Money Makers (00:21:08) The Real Challenge of Parenting? (00:24:49) Pivots and Resetting the Vision (00:25:58) Real AI Workflows Founders Are Using (00:26:31) Clarity, Courage, and Deal-Making (00:27:45) Nailing Your Best Marketing Channel (00:29:00) Know Your P&L CONNECT Dan “at” tropicalmba dot com Ian “at” tropicalmba dot com LINKS Join the DC (http://dynamitecircle.com) Subscribe to the newsletter (https://tropicalmba.com/subscribe) Follow us on Instagram (https://www.instagram.com/tropicalmba/) Free resources for business owners (https://tropicalmba.com/resources) MORE EPISODES The Roadmap for Turning a Skill Into a $1M Business (https://tropicalmba.com/episodes/7-figure-productized-business) The Unexpected Downsides of Selling Your Business (https://tropicalmba.com/episodes/exit-founders-disappointed) Success Without Sacrifice? (https://tropicalmba.com/episodes/success-without-sacrifice) Shiny Object Syndrome (https://tropicalmba.com/episodes/shiny-object-syndrome) The Anti-Agency Agency + High ROI Customer Service Strategies (https://tropicalmba.com/episodes/anti-agency-high-roi)

Business Buying Strategies from the Dealmaker's Academy
#325 Mastering Personal Branding and Negotiation in Business Acquisitions

Business Buying Strategies from the Dealmaker's Academy

Play Episode Listen Later May 22, 2025 25:18 Transcription Available


In this special edition of Business Buying Strategies, Jonathan Jay speaks live from the Deal Makers Retreat in Marbella, Spain, talking about the importance of personal branding when negotiating business deals. He explains how to present yourself to business owners, emphasising the significance of the first impression and maintaining credibility throughout the negotiation process. Jonathan shares practical tips and anecdotes, underlining that knowing the buying process thoroughly and having clarity of intent are crucial for success. Listeners are encouraged to adopt a calm, professional demeanour, control the conversation, and remain curious. The session provides actionable advice on how to address common challenges faced by new business buyers and highlights the importance of being likeable and confident.  Key moments 00:00 Welcome to the Deal Makers Retreat  00:49 The Importance of Personal Branding 01:17 First Impressions Matter 05:09 Building Confidence in Deal-Making 09:29 Establishing Credibility 12:33 Effective Communication Strategies 17:21 Handling Objections and Questions 23:16 Turning the Conversation to the Business 23:41 Overcoming Self-Doubt ** Looking for a great acquisition lawyer in the UK? Use mine! ** If you are looking for a lawyer in the UK to help you get the deal over the line, then use my own lawyer, John Andrews. You can phone his office at (0345) 2412494 or email him at johnandrews.deallawyer@jmw.co.uk. Ready to get started? Here's how you can start your business buying journey… Download our free Business Buying Toolkit https://dealmakers.co.uk/business-buying-toolkit Join our Business Acquisition FastTrack programme https://www.dealmakers.co.uk/fast Already bought a business? if you've already bought a business, you should be part of my Inner Circle group where we discuss raising capital, integration management, and exiting. Email Maria on hello@thedealmakersacademy.com for more information.

M&A Talk (Mergers & Acquisitions), by Morgan & Westfield
For Sellers: 7 Ways to Increase Your Company's Value

M&A Talk (Mergers & Acquisitions), by Morgan & Westfield

Play Episode Listen Later May 21, 2025 46:12


What really makes a buyer take notice? This episode delivers actionable steps to make your business irresistible to buyers. Learn how to highlight what matters most: a strong team, steady growth, and real long-term value. Guest Jon Martinka, a veteran M&A Advisor, also offers practical advice on how to attract buyers and maximize your exit. View the complete show notes for this episode.  Want To Learn More?   Increasing the Value of Your Business | The RVD Model Reducing Concentrations of Risk Before Selling Your Business Why Do Some Businesses Not Sell? M&A Due Diligence | Checklist & Overview Optimizing Your Business for a Successful Exit Additional Resources: Selling your business? Schedule a free consultation today. Download The Art of The Exit: The Complete Guide to Selling Your Business Download Acquired: The Art of Selling a Business With $10 Million to $100 Million in Revenue  If you have any topic or guest suggestions, please email them to podcast@morganandwestfield.com.  

Madison BookBeat
Amb. Tom Loftus, “Mission to Oslo”

Madison BookBeat

Play Episode Listen Later May 19, 2025 90:54 Transcription Available


Stu Levitan interviews former U.S. Ambassador to Norway (1993-1997) Tom Loftus about his new book, Mission to Oslo, Dancing with the Queen, Dealmaking with the Russians, Shaping History (Mineral Point: Little Creek Press, 2024).Amb. Loftus served during a pivotal period in diplomatic and military history, following the dissolution of the Soviet Union in 1991. It was a time of optimism, but it was fraught with uncertainty, a time of particular concern in neighboring Norway. Amb. Loftus's success helping forge the agreement among the U.S., Norway and the new Russia to start the clean-up of the nuclear waste the former Soviet Union had dumped for decades into the Arctic Ocean (a toxic legacy of its submarine fleet just across the border in Murmansk) is largely why the King of Norway bestowed upon him the Grand Cross, the highest order of the Norwegian Order of Merit, for outstanding service in the interest of Norway. Amb. Loftus also did a major solid for the incoming president of South Africa, Nelson Mandela, solving a looming trade crisis that saved his textile industry.Among the leading supporting players in this engaging and perceptive account are three powerful and impressive women:  First Lady Hilary Clinton, UW Chancellor Donna Shalala, and Norwegian Prime Minister Gro Harlem Brundtland, whose later selection as director general of the World Health Organization Amb. Loftus helped secure. There's also an inside account of his close relationship with Bill Clinton, whose presidential nomination he helped secure by leading his Wisconsin primary campaign in 1992.Grandson of Norwegian immigrants, Amb. Loftus writes and speaks with emotion and insight into the people and places of his ancestral homeland. He also gives a real sense of diplomatic nitty-gritty, from celebrating Syttende Mai with Their Majesties the King and Queen to posing for photos with Yassir Arafat.Amb. Loftus served in the Wisconsin State Assembly from 1977 to 1991, the final eight years as its speaker — the longest any Democrat has ever held that post. In 1990, he was the Democratic nominee for governor, finishing second behind Governor Tommy Thompson, who, 30 years later, as interim president of the University of Wisconsin system, would hire him as a senior policy advisor. By then, Amb. Loftus had already had a close relationship with the UW, graduating from the UW Whitewater, earning his master's from the UW Madison's La Follette School of Public Affairs, and serving on the Board of Regents from 2005 to 2011.

The Middle East Report
Trumps Deal Making During Middle East Trip

The Middle East Report

Play Episode Listen Later May 18, 2025 4:30


MLOps.community
AI in M&A: Building, Buying, and the Future of Dealmaking // Kison Patel // #315

MLOps.community

Play Episode Listen Later May 16, 2025 55:32


AI in M&A: Building, Buying, and the Future of Dealmaking // MLOps Podcast #315 with Kison Patel, CEO and M&A Science at DealRoom .Join the Community: https://go.mlops.community/YTJoinIn Get the newsletter: https://go.mlops.community/YTNewsletter // AbstractThe intersection of M&A and AI, exploring how the DealRoom team developed AI capabilities and the practical use cases of AI in dealmaking. Discuss the evolving landscape of AI-driven M&A, the factors that make AI companies attractive acquisition targets, and the key indicators of success in this space. // BioKison Patel is the Founder and CEO of DealRoom, an M&A lifecycle management platform designed for buyer-led M&A and recognized twice on the Inc. 5000 Fastest Growing Companies list. He also founded M&A Science, a global community offering courses, events, and the top-rated M&A Science podcast with over 2.25 million downloads. Through the podcast, Kison shares actionable insights from top M&A experts, helping professionals modernize their approach to deal-making. He is also the author of *Agile M&A: Proven Techniques to Close Deals Faster and Maximize Value*, a guide to tech-enabled, adaptive M&A practices.Kison is dedicated to disrupting traditional M&A with innovative tools and education, empowering teams to drive greater efficiency and value.// Related LinksWebsite: https://dealroom.nethttps://www.mascience.com~~~~~~~~ ✌️Connect With Us ✌️ ~~~~~~~Catch all episodes, blogs, newsletters, and more: https://go.mlops.community/TYExploreJoin our Slack community [https://go.mlops.community/slack]Follow us on X/Twitter [@mlopscommunity](https://x.com/mlopscommunity) or [LinkedIn](https://go.mlops.community/linkedin)] Sign up for the next meetup: [https://go.mlops.community/register]MLOps Swag/Merch: [https://shop.mlops.community/]Connect with Demetrios on LinkedIn: /dpbrinkmConnect with Kison on LinkedIn: /kisonpatel

The Power of the Ask
Building Confidence to Ask: Strategies for Women to Own Their Worth With Zoe Bogan

The Power of the Ask

Play Episode Listen Later May 16, 2025 25:12 Transcription Available


Tune in as Lisa Zeiderman and Precious Williams welcome Zoe Bogan, founder of ZB Agency and the visionary behind the Revenue Catalyst Program, which empowers women in traditionally male-dominated industries to excel in revenue-generating roles. Drawing on her experience as a former mergers and acquisitions leader at KPMG, Zoe shares her expertise helping women cultivate the confidence to overcome traditional barriers and boldly ask for opportunity, ownership, and the compensation they deserve. Learn how to move past fear and step into your power by: Laying the Foundation: Explore Zoe's personal journey and the "breadcrumbs" that led to empowering women's confidence. Cultivating Self-Belief: Learn strategies for shifting your mindset to build deeper belief in your worth and potential. Speaking Up: Get practical tips for asking powerfully and with confidence, even when navigating fear in male-dominated environments. Embracing an Empowered Mindset: Understand the importance of transitioning from a passive "employee" stance to an active, confident "entrepreneurial" mindset. Demanding Your Due: Learn why confidently demanding what you inherently deserve is crucial for achieving true financial empowerment. About Zoe BoganZoe Bogan is the founder of ZB Agency and a catalyst for women stepping into revenue-generating leadership roles across accounting, law, consulting, and beyond. Through her flagship program, Revenue Catalyst, now in its third cohort, she equips women to lead with confidence, close deals, and shift how they're seen and valued in high-stakes rooms.She is the visionary behind the ZB Agency Conference: Women Leading in Revenue Generation and Dealmaking and the ZB Golf Series, which has introduced nearly 70 women to golf as a powerful tool for business growth.Zoe also leads the Capital Power-Up Initiative and upcoming Capital Power Summit, helping diverse and women-owned businesses prepare for funding and connect with aligned investors.A former Corporate Development leader at KPMG, Zoe brings deep experience in M&A, integration strategy, and culture alignment. She's a SUNY Fredonia alum, a passionate advocate for women in business—and most likely to be found on the golf course with her dog, Angel, when not building what's next.Important Links:Savvy LadiesPrecious Williams' LinkedInLisa Zeiderman's LinkedInZoe Bogan's LinkedInZoe Bogan's Website , ZB Agency 

THE SOVEREIGN SOUL Show: Cutting Edge Topics, Guests & Awakened Truth Bombs with lotsa Love, Levity ’n Liberty.
VICTORY DAY - President Trump's WINNING, Turning the Deal-Making tables on Deep State Globalist Figureheads & More

THE SOVEREIGN SOUL Show: Cutting Edge Topics, Guests & Awakened Truth Bombs with lotsa Love, Levity ’n Liberty.

Play Episode Listen Later May 15, 2025 35:23


⚡️The MAHA-backed, POWERFUL X39 wellness Patch worn daily by RFK Jr, Mike Tyson, Brad Wozny, Michael Jaco, Bishop Jim O'Connor, Tier 1 Operators, Warrior Grannies in 100 Countries & notorious Green Berets naturally ACTIVATES YOUR copper peptides and STEM Cells! (Restoring your DNA for only the price of a cup of coffee/day...) Order X39

Worldwide Exchange
Mideast Deals Fuel Tech Rally, Trump's Dealmaking Diplomacy in Focus, Markets Under Pressure. 5/15/25

Worldwide Exchange

Play Episode Listen Later May 15, 2025 43:31


Mideast chip deals fuel tech's longest daily winning streak since August. Investors are gearing up for another big one as soon as today. Meanwhile, President Trump continues his regional dealmaking diplomacy tour, with eyes now on Abu Dhabi. Later, U.S. stock futures come under some pressure.

Wake Up to Wealth
The Secret to Success in Commercial Real Estate with Nick Sansone

Wake Up to Wealth

Play Episode Listen Later May 14, 2025 29:38


In episode 38 of Wake Up to Wealth, Brandon Brittingham interviews Nick Sansone, the Principal at Sansone Group, as he shares valuable insights on building relationships, the importance of networking, and the mindset needed to pivot in the ever-changing real estate landscape.Tune in to discover valuable insights and strategies for changing your mindset about wealth. SOCIAL MEDIA LINKSBrandon BrittinghamInstagram: https://www.instagram.com/mailboxmoneyb/Facebook: https://www.facebook.com/brandon.brittingham.1/ Nick SansoneInstagram: https://www.instagram.com/nickgsansone/Facebook: https://www.facebook.com/nick.sansone.129/ WEBSITESBrandon Brittingham: https://www.brandonsbrain.org/homeSansone Group: https://sansonegroup.com/==========================SUPPORT OUR SPONSORS:Paramount Property Tax Appeal: https://www.paramountpropertytaxappeal.com/Responsive Mortgage: https://www.responsivemortgage.com/The Money Multiplier: https://themoneymultiplier.com/Rocketly: https://rocketly.ai/

EisnerAmper Podcast
Private Equity Dealbook: Outlook for Dealmaking Post-Tariffs

EisnerAmper Podcast

Play Episode Listen Later May 14, 2025 12:11


In this episode of EisnerAmper's Private Equity Dealbook, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with Ted Rosen, Partner, M&A and Private Equity, Akerman LLP. Ted shares his outlook for dealmaking for the remainder of this year amid Trump's tariffs. In addition, he discusses best practices for companies contemplating both buy-side and sell-side transactions, including legal considerations, trends in the due diligence process and more.

Nightly Business Report
Trump's Dealmaking Agenda 5/13/25

Nightly Business Report

Play Episode Listen Later May 13, 2025 43:57


President Trump making waves – and deals – on his first official trip overseas. Saudi Arabia announcing they'll invest at least $600B in the U.S. with agreements to boost defense and tech ties. So what's to come on the next leg of the trip? We discuss.   

The Debate
Trump in Saudi Arabia: Dealmaking without the Israelis?

The Debate

Play Episode Listen Later May 13, 2025 44:28


He's back in the Gulf to do deals. But a familiar ally seems cut out of all the dealmaking. Donald Trump is on familiar ground in Saudi Arabia, where he made his first trip as president back in 2017. The US president may have said no to ceremonial Arabic coffee, but he seems ready to approve a landmark civilian nuclear agreement – one that no longer seems linked to Riyadh normalising ties with Israel. Israel was left out of Monday's release by Hamas of what's thought to be the last US citizen held by the Palestinian militant group in the Gaza Strip; a goodwill gesture before Trump travels on to Qatar. Has Washington grown tired of Benjamin Netanyahu's forever war?Last month at the White House, the Israeli prime minister seemed caught off guard when Trump in his presence announced negotiations with Iran. Under Trump I, the Saudis would have also pushed back hard. But Riyadh's relations with Tehran have since thawed.And if it's all about the money – after all, the president of the United States says he's not a man to turn down a free plane like the one the Qataris are offering to replace Air Force One – then who's the highest bidder in this new chapter of transactional diplomacy?Produced by François Picard, Rebecca Gnignati, Juliette Laffont, Jimena Morales-Velasco, Alessandro Xenos. 

M&A Talk (Mergers & Acquisitions), by Morgan & Westfield
For New Sellers: How to Prepare Your Finances for Life After Selling Your Business

M&A Talk (Mergers & Acquisitions), by Morgan & Westfield

Play Episode Listen Later May 12, 2025 30:24


How much money do you need to live the life you want after you sell your business? How can you make sure that you get it? Wealth manager Joe LoPresti shares his experience on how you can prepare for the sale of your business. This podcast covers how you can prepare for the future you want and how to build a team of advisors who proactively help you manage your wealth after the sale.  View the complete show notes for this episode.   Want To Learn More?   The Role of Family Offices in M&A Critical Financial and Estate Planning Strategies When Selling Your Business  Will Selling Your Business Make You Happy?   Additional Resources: Selling your business? Schedule a free consultation today. Download The Art of The Exit: The Complete Guide to Selling Your Business Download Acquired: The Art of Selling a Business With $10 Million to $100 Million in Revenue If you have any topic or guest suggestions, please email them to podcast@morganandwestfield.com.  

Cats at Night with John Catsimatidis
Steve Moore: Trump Deal-Making Season is Upon Us | 05-12-25

Cats at Night with John Catsimatidis

Play Episode Listen Later May 12, 2025 6:26


Learn more about your ad choices. Visit megaphone.fm/adchoices

HIMSSCast
HIMSSCast: How tech dealmaking can help with the labor shortage and much more

HIMSSCast

Play Episode Listen Later May 9, 2025 12:38


James McHugh, managing director of research and consulting firm BRG, discusses his firm's new research that shows providers considering deal activity to address challenges and opportunities with AI, cybersecurity and digitization.

M&A Talk (Mergers & Acquisitions), by Morgan & Westfield
For Buyers: How to Buy a Business with Your Retirement Funds

M&A Talk (Mergers & Acquisitions), by Morgan & Westfield

Play Episode Listen Later May 5, 2025 35:32


Did you know that you can use your retirement funds to buy a business? Jeremy Ames, co-founder and CEO of Guidant Financial, explains how individuals can invest in a business using a 401(k) rollover. This episode of M&A Talk covers the basics of a 401(k) rollover, including the requirements, the risks, and how to replenish your 401(k) after the sale is done. View the complete show notes for this episode.   Want To Learn More?  Retirement Funds Financing When Buying or Selling a Business Small Business Acquisition Financing Morgan & Westfield's Buyer's Guide Guidant Financial   Additional Resources Selling your business? Schedule a free consultation today. Download The Art of The Exit: The Complete Guide to Selling Your Business Download Acquired: The Art of Selling a Business With $10 Million to $100 Million in Revenue   If you have any topic or guest suggestions, please email them to podcast@morganandwestfield.com.  

M&A Talk (Mergers & Acquisitions), by Morgan & Westfield
For Experiences Sellers: How to Balance Risk and Reward When Disclosing Information to Your Buyer

M&A Talk (Mergers & Acquisitions), by Morgan & Westfield

Play Episode Listen Later Apr 28, 2025 26:05


When are you obligated to disclose information about your business to the buyer? In this episode, attorney Darshan Kulkarni emphasizes the need to understand risk and be transparent about material information.  View the complete show notes for this episode.  Want To Learn More?  Negotiating an M&A Purchase Agreement | M&A Tips M&A Due Diligence | Checklist & Overview The Role of M&A Lawyers When Selling Your Business Additional Resources: Selling your business? Schedule a free consultation today. Download The Art of The Exit: The Complete Guide to Selling Your Business Download Acquired: The Art of Selling a Business With $10 Million to $100 Million in Revenue If you have any topic or guest suggestions, please email them to podcast@morganandwestfield.com.  

The John Batchelor Show
#LONDONCALLING: RACHEL REEVES TO WASHINGTON FOR DEAL-MAKING. @JOSEPHSTERNBERG @WSJOPINION

The John Batchelor Show

Play Episode Listen Later Apr 23, 2025 4:54


#LONDONCALLING:  RACHEL REEVES TO WASHINGTON FOR DEAL-MAKING. @JOSEPHSTERNBERG @WSJOPINION UNDATED HMS VICTORY

M&A Talk (Mergers & Acquisitions), by Morgan & Westfield
For M&A Professionals: Part 2 of A Finance Veteran's Career From Wall Street to Emerging Markets

M&A Talk (Mergers & Acquisitions), by Morgan & Westfield

Play Episode Listen Later Apr 21, 2025 59:10


What is happening in the world of corporate finance? How did we get where we are today and what does the future hold? Jeff Hooke returns to M&A Talk to continue the conversation about the most important lessons he has learned over 40 years in the investment banking world. He discusses trends over the past 10-20 years and relates where he thinks the markets are heading today. View the complete show notes for this episode.   Want To Learn More?  The Myth of Private Equity: An Inside Look at Wall Street's Transformative Investments by Jeffrey C. Hooke 18 Differences Between Valuing Public and Private Businesses How to Sell an Online Business: A Case Study   Additional Resources Selling your business? Schedule a free consultation today. Download The Art of The Exit: The Complete Guide to Selling Your Business Download Acquired: The Art of Selling a Business With $10 Million to $100 Million in Revenue If you have any topic or guest suggestions, please email them to podcast@morganandwestfield.com.  

The 11th Hour with Brian Williams
'Everyone loses': The clock is ticking on Trump's deal-making

The 11th Hour with Brian Williams

Play Episode Listen Later Apr 18, 2025 42:32


President Trump setting up for a showdown with Fed Chair Jerome Powell, saying his "termination cannot come fast enough." Then, a first glimpse at Kilmar Abrego Garcia after he was deported to an El Salvador prison. Plus, Health and Human Secretary RFK Jr. contradicts the CDC as he makes comments on autism rates. Peter Baker, Brooke Masters, Mark Zandi, Dr. Vin Gupta, and Matthew Dowd join The 11th Hour this Thursday. 

The Dispatch Podcast
Destroying Global Trade | Interview: Ryan Peterson

The Dispatch Podcast

Play Episode Listen Later Apr 14, 2025 39:37


Ryan Peterson, CEO of Flexport, a platform for global logistics, joins Jamie Weinstein to discuss the effects of President Trump's tariffs and how companies are being swallowed by the trade wars. The Agenda: —Understanding the executive orders —Businesses are devastated by losses —How brands like Walmart are coping —Dealmaking with China —What is the end game? —Invasion of Taiwan and likely trade scenarios —Update on Houthi attacks —Advising President Trump The Dispatch Podcast is a production of The Dispatch, a digital media company covering politics, policy, and culture from a non-partisan, conservative perspective. To access all of The Dispatch's offerings—including members-only newsletters, bonus podcast episodes, and regular livestreams—click here. Learn more about your ad choices. Visit megaphone.fm/adchoices

Strap on your Boots!
Episode 298: How to Grow Your Revenue 6x with Paul Scribner

Strap on your Boots!

Play Episode Listen Later Apr 14, 2025 16:00


In this episode of Zero to CEO I sit down with Paul Scribner, the visionary CEO of Raven Resources Corp whose innovative investment acumen is transforming how business deals are made. Scribner reveals the transformational business approaches that have helped partners multiply their facilities sixfold and increase revenue seven-X. Whether you're an entrepreneur, investor, or business leader, you'll gain invaluable insights into creative problem-solving and strategic deal-making from “the most integrity-filled man in business” who sees potential where others see problems.

M&A Talk (Mergers & Acquisitions), by Morgan & Westfield
For New Sellers: Five Myths About Hiring an Investment Banker

M&A Talk (Mergers & Acquisitions), by Morgan & Westfield

Play Episode Listen Later Apr 14, 2025 39:40


Do you know how an investment banker can help you sell your company? Do you know the questions to ask to find the right one to help close the transaction? Bill Snow, an experienced Investment Banker, offers his insights into the top five myths surrounding hiring and working with an investment banker.   View the complete show notes for this episode.   Want To Learn More?  Net Working Capital (NWC) for M&A – A Complete Guide Do I Need to Hire a Local Business Broker? What Percentage of Businesses Sell? Additional Resources: Selling your business? Schedule a free consultation today. Download The Art of The Exit: The Complete Guide to Selling Your Business Download Acquired: The Art of Selling a Business With $10 Million to $100 Million in Revenue If you have any topic or guest suggestions, please email them to podcast@morganandwestfield.com.

Becker Group C-Suite Reports Business of Private Equity
Private Equity Outlook: Recession Risks, Market Uncertainty & Deal-Making Slowdown with Matt Wolf 4-11-25

Becker Group C-Suite Reports Business of Private Equity

Play Episode Listen Later Apr 11, 2025 8:26


In this episode, Scott Becker talks with top analyst Matt Wolf about the growing uncertainty in the private equity and M&A markets. Matt shares insights on recession risks, reduced deal activity, investor caution, and how global trade tensions are reshaping strategies in 2025.

Becker Group Business Strategy 15 Minute Podcast
Private Equity Outlook: Recession Risks, Market Uncertainty & Deal-Making Slowdown with Matt Wolf 4-11-25

Becker Group Business Strategy 15 Minute Podcast

Play Episode Listen Later Apr 11, 2025 8:26


In this episode, Scott Becker talks with top analyst Matt Wolf about the growing uncertainty in the private equity and M&A markets. Matt shares insights on recession risks, reduced deal activity, investor caution, and how global trade tensions are reshaping strategies in 2025.

INspired INsider with Dr. Jeremy Weisz
[Top Giver & PE Series] Mastering M&A Networking and Deal-Making With Lou Sokolovskiy

INspired INsider with Dr. Jeremy Weisz

Play Episode Listen Later Apr 10, 2025 45:33


​Lou Sokolovskiy is the Founder and CEO of Opus Connect, a premier networking and deal-making community for private equity and M&A professionals. He is a serial entrepreneur with extensive experience in private equity transactions. Additionally, Lou serves as a Venture Partner at Operate and a Principal at Genero Capital Partners. His expertise spans operations management, strategic partnerships, and new business development. In this episode… Building a meaningful network that leads to real deal flow can be overwhelming, especially in industries like private equity and M&A, where everyone seems to know someone — and access matters. But how do you create a community beyond surface-level connections and drive business growth? Lou Sokolovskiy, a seasoned entrepreneur and investor with expertise in business development and deal sourcing, breaks down what it takes to build and sustain a high-value network. He shares his 12+1 business development framework, emphasizing the importance of starting with your “why” and conducting a personal SWOT analysis to identify your strengths, weaknesses, opportunities, and threats. He also discusses the critical role of being a proactive giver, why curated communities outperform open networks, and how aligning with the right people can unlock strategic opportunities you can't reach individually. In this episode of the Inspired Insider Podcast, Dr. Jeremy Weisz interviews Lou Sokolovskiy, Founder and CEO of Opus Connect, about the art of meaningful relationship-building in the M&A space. Lou explains how he created a thriving professional network from scratch, shares why proactive generosity leads to better business, and explores personal development strategies. He also dives into actionable deal flow tips, investment strategy evolution, and preparing a company for sale.

M&A Science
How to Build a Global M&A Machine with Sindre Talleraas Holen Part 1

M&A Science

Play Episode Listen Later Apr 10, 2025 46:51


Sindre Talleraas Holen, Head of M&A at Visma In Part 1 of this two-part episode, Kison sits down with Sindre from Visma, one of Europe's most active acquirers in the B2B SaaS space. With over 350+ acquisitions under its belt and a stronghold across Europe and Latin America, Visma has cracked the code for scaling globally while maintaining local authenticity. Sindre shares how Visma transformed its M&A function from a two-man team to a global machine spanning 20 M&A professionals—and 16,000 employees acting as an extended sourcing engine. He walks through Visma's origin story rooted in M&A, how a bold cold email launched his own career, and the foundational philosophies behind Visma's buyer-led approach to deal execution. Think You'll Learn: The surprising power of a cold email—and how it helped launch Visma's M&A team Why Visma prioritizes local presence and cultural nuance in M&A sourcing and negotiation How internal alignment and operational champions drive deal success The three golden rules for successful M&A at Visma _______________ What is the Buyer-Led M&A™ Virtual Summit Only two weeks left to register! This half-day event brings together corporate development leaders and M&A experts to explore Buyer-Led M&A™, showing how you can take control of every stage of the deal. Register Now: DealRoom.net/Summit ________ Learn why you Shouldn't use Excel for Dilligence  If you're bouncing between Excel trackers, email threads, shared drives, and separate VDR, you're not alone-but you are wasting time. Join us for 20 minutes of practical ways to save hours, stay on track, and move deals forward faster. Join us live and see the difference. Register Now ________ Episode Timestamps: [00:00:00] – Introduction to the Guest & Visma's M&A History [00:03:30] – The €100M Sale That Funded Visma's Acquisition Journey [00:05:00] – Sindre's Bold Cold Email That Launched His M&A Career [00:09:00] – The Three Pillars of Visma's M&A Approach [00:10:00] – Aligning Deals with Equity Story & Internal Champions [00:12:00] – Why M&A Is Always Local: Cultural & Regional Nuances [00:16:00] – Building a Global M&A Team Embedded in Each Region [00:17:30] – Trust and Cultural Dynamics in Deal-Making [00:20:00] – Evolving from Seller-Led to Buyer-Led M&A Strategy [00:21:30] – Proactive Deal Sourcing and Filtering Inbound Leads [00:27:00] – Building Trust with Local Sellers & Country-by-Country Differences [00:29:30] – Rapid Acquisitions vs. Long-Term Relationship Deals [00:31:00] – Case Example: 13-Year Dialogue Before Acquisition [00:35:00] – Country-Specific Negotiation Dynamics & Deal Structures [00:38:00] – Advice for First-Time International Buyer

The John Batchelor Show
#UKRAINE: SUGGESTED DEAL-MAKING WASHINGTON AND KREMLIN. JOHN HARDIE, BILL ROGGIO, FDD

The John Batchelor Show

Play Episode Listen Later Apr 8, 2025 7:49


#UKRAINE: SUGGESTED DEAL-MAKING WASHINGTON AND KREMLIN. JOHN HARDIE, BILL ROGGIO, FDD 1917 KREMLIN

M&A Talk (Mergers & Acquisitions), by Morgan & Westfield
For Buyers: How Acquire.com is Transforming Tech Startup Acquisitions

M&A Talk (Mergers & Acquisitions), by Morgan & Westfield

Play Episode Listen Later Apr 7, 2025 42:48


Take a look behind the curtain at how Acquire.com got started and how it is changing the M&A marketplace. Andrew Gazdecki, CEO of Acquire.com, discusses his platform's role in helping bootstrap SaaS startups be acquired and selling multimillion-dollar software companies. He shares stories, insights, tips, and predictions of AI in the M&A world. View the complete show notes for this episode.  Want To Learn More?  How to Sell an Online Business: A Case Study Top 5 M&A Value Drivers for Tech & Software Companies Preparing Emotionally for the Closing Additional Resources: Selling your business? Schedule a free consultation today. Download The Art of The Exit: The Complete Guide to Selling Your Business Download Acquired: The Art of Selling a Business With $10 Million to $100 Million in Revenue If you have any topic or guest suggestions, please email them to podcast@morganandwestfield.com.

Grimerica Outlawed
#308 - Outlawed Round Up 4.2.25 - Crookfield, Poll Vaulting

Grimerica Outlawed

Play Episode Listen Later Apr 3, 2025 96:06


We do some long deep dives here into some Canadian Politics and Polling. Alberta, Danielle Smith, what's next, the tariffs and secession question. Carney's response to Trump. The Carney and Trump problem/connection? Corruption vs Deal Making. How are Polls really done. Is this effecting the latest 2025 Canadian polls. Dive into Crookfield and Carney, their global influence and assets, connections to Trump and Qatar China's influence in Canada, Bountygate, is it really a big deal? This is why there is a public announcement about voters being intimidated.   See links at the bottom for all the news stories and journalists we referenced here.   Value for Value. Your Canadian News deconstruction with zero ads. Please donate! Thanks for watching and listening. https://eh-list.ca/ Support the show directly: https://grimericacbd.com/ CBD and THC Tinctures and Gummies! https://grimerica.ca/support-2/ http://Grimerica.ca/shrooms and Micro Dosing The Eh-List YouTube Channel: https://youtube.com/@theeh-list?si=d_ThkEYAK6UG_hGX Our Adultbrain Audiobook Podcast and Website: www.adultbrain.ca Our Audiobook Youtube Channel:  https://www.youtube.com/@adultbrainaudiobookpublishing/videos Support and extra content http://www.grimericaoutlawed.ca/support. Substack and Subscribe. https://grimericaoutlawed.substack.com/ or to our Locals  https://grimericaoutlawed.locals.com/ or Rokfin www.Rokfin.com/Grimerica Patreon https://www.patreon.com/grimericaoutlawed Darren's book www.acanadianshame.ca Check out our next trip/conference/meetup - Contact at the Cabin www.contactatthecabin.com www.grimerica.ca/Shrooms  and Micro-Dosing Other affiliated shows: www.grimerica.ca The OG Grimerica Show www.Rokfin.com/Grimerica Our channel on free speech Rokfin Join the chat / hangout with a bunch of fellow Grimericans  Https://t.me.grimerica https://www.guilded.gg/chat/b7af7266-771d-427f-978c-872a7962a6c2?messageId=c1e1c7cd-c6e9-4eaf-abc9-e6ec0be89ff3 Leave a review on iTunes and/or Stitcher: https://itunes.apple.com/ca/podcast/grimerica-outlawed http://www.stitcher.com/podcast/grimerica-outlawed Sign up for our newsletter http://www.grimerica.ca/news SPAM Graham = and send him your synchronicities, feedback, strange experiences and psychedelic trip reports!! graham@grimerica.com InstaGRAM https://www.instagram.com/the_grimerica_show_podcast/  Purchase swag, with partial proceeds donated to the show www.grimerica.ca/swag Send us a postcard or letter http://www.grimerica.ca/contact/ ART - Napolean Duheme's site http://www.lostbreadcomic.com/  MUSIC Tru Northperception, Felix's Site sirfelix.bandcamp.com    See links to stuff we chatted about during the show: https://trishwood.substack.com/p/the-carneytrump-love-in-is-dirty?utm_source=post-email-title&publication_id=276141&post_id=160127984&utm_campaign=email-post-title&isFreemail=true&r=24pqe&triedRedirect=true&utm_medium=email https://www.youtube.com/watch?v=Se8S4Djwm8Q https://www.youtube.com/watch?v=tw4tlB6nNx0 https://x.com/MedakVetCanada/status/1907085324481699901 https://x.com/SNewmanPodcast/status/1904888586174161195 https://x.com/BillyAmish/status/1906536242575008006 https://x.com/cnm5000/status/1906534259772543453 https://x.com/YoungStreete/status/1905872431975207033   Darren's Links: https://www.youtube.com/watch?v=lQUoM5b0938 https://www.youtube.com/watch?v=p6gYVKDXOKs https://www.youtube.com/watch?v=FmaN1i3-udI https://www.theepochtimes.com/us/trump-to-announce-global-tariffs-on-what-he-calls-liberation-day-5835543 https://chatgpt.com/c/67eb24a0-5564-800e-bbbe-60770ba29fca https://www.youtube.com/watch?v=5Meyd7ybtsU https://www.thebureau.news/p/coordinated-and-alarming-allegations?utm_source=post-email-title&publication_id=1444443&post_id=160428115&utm_campaign=email-post-title&isFreemail=false&r=2at6hc&triedRedirect=true&utm_medium=email

Marketplace
Q1 dealmaking takes a dive

Marketplace

Play Episode Listen Later Apr 2, 2025 26:17


Corporate dealmakers hoped merger and acquisition ventures would heat up this year. But the first quarter of 2025 saw the slowest M&A activity in more than a decade, according to Dealogic. In this episode, why firms aren’t shelling out billions to buy another company in this economy. Plus: Nintendo announces a new Switch console, Gen Z suffers in a low-hire, low-fire job market, and a new study shows nonwhite bankruptcy filers face a lower likelihood of debt relief.

Marketplace All-in-One
Q1 dealmaking takes a dive

Marketplace All-in-One

Play Episode Listen Later Apr 2, 2025 26:17


Corporate dealmakers hoped merger and acquisition ventures would heat up this year. But the first quarter of 2025 saw the slowest M&A activity in more than a decade, according to Dealogic. In this episode, why firms aren’t shelling out billions to buy another company in this economy. Plus: Nintendo announces a new Switch console, Gen Z suffers in a low-hire, low-fire job market, and a new study shows nonwhite bankruptcy filers face a lower likelihood of debt relief.

CarrotCast | Freedom, Flexibility, Finance & Impact for Real Estate Investors
Raising Private Money: How Greg Builds Trust and Raises 6 Figures Fast

CarrotCast | Freedom, Flexibility, Finance & Impact for Real Estate Investors

Play Episode Listen Later Apr 1, 2025 39:11


Most real estate investors get this wrong—raising private money isn't about flashy returns or slick pitches. It's about trust, transparency, and knowing your numbers. Greg Helbeck returns to reveal the exact steps he uses to raise millions in private capital without crossing legal lines. You'll learn the key differences between private and hard money, what investors really want to hear, and how to protect both your assets and your lenders. With over 300 deals under his belt, Greg shares the scripts, systems, and mindset that helped him scale responsibly—even in risky markets. Subscribe for more no-fluff strategies from experienced investors. Mentioned in This Episode:Nextdoor — https://nextdoor.comPropStream — https://www.propstream.comCarrot UTM Tracker — https://carrot.com/blog/utm-tracking-links/ListSource — https://www.listsource.comGreg's Site — https://www.velocityhousebuyers.com/ Key Quotes:"If you're not willing to put your own money into the deal, why should someone else?""Raising private money isn't a pitch—it's a relationship.""You don't want to get too big for your britches and over-raise.""Hard money teaches you discipline. It's a safety net for bad deals.""You can't publicly offer returns unless you have a fund. Most people don't.""I only borrow on deals with enough margin to protect the lender—always." Chapters:[0:00] Why Greg Buys with Separate LLCs[1:06] Private vs Hard Money Explained[5:20] Risks of Scaling with Hard Money[9:10] Who Makes a Good Private Lender[10:24] How to Build Trust with Lenders[13:34] How Greg Protects Investor Capital[20:04] Creating a Private Lender Slide Deck[26:05] Tactical Tools to Raise More Capital[32:34] Cultural Differences in Deal Making[37:55] Final Advice: Take Capital Seriously ***Join us live, Thursdays at 11 AM Pacific for the Evergreen Marketing Live Q&A: https://www.facebook.com/groups/officialcarrotcommunity/***Need to grow as a leader? Check out Trevor's podcast: https://link.chtbl.com/EFF***Learn more at Carrot.com/shows - Carrot, a 5x Inc 5000 company, with millions of motivated leads generated over 10+ years.

M&A Talk (Mergers & Acquisitions), by Morgan & Westfield
For New Sellers: How Solving Your Client's Problems Can Increase Your Company's Value

M&A Talk (Mergers & Acquisitions), by Morgan & Westfield

Play Episode Listen Later Mar 31, 2025 30:37


How do you increase your company's value? Is it as simple as raising prices? Pricing expert Mark Stiving explains how to explore the value that your product or services offer your customers and how you can turn that value proposition into more value in your company.    View the complete show notes for this episode.   Want To Learn More?  Increasing the Value of Your Business | The RVD Model Selling Value: How to Win More Deals at Higher Prices by Mark Stiving Instant Profits: How to Raise Prices Without Losing Customers by Mark Stiving Impact Pricing: Your Blueprint for Driving Profits by Mark Stiving Win, Keep, Grow: How to Price and Package to Accelerate Your Subscription Business by Mark Stiving Additional Resources: Selling your business? Schedule a free consultation today. Download The Art of The Exit: The Complete Guide to Selling Your Business Download Acquired: The Art of Selling a Business With $10 Million to $100 Million in Revenue   If you have any topic or guest suggestions, please email them to podcast@morganandwestfield.com.  

M&A Talk (Mergers & Acquisitions), by Morgan & Westfield
For New Sellers: How Being Prepared for Due Diligence Can Help Sell Your Business

M&A Talk (Mergers & Acquisitions), by Morgan & Westfield

Play Episode Listen Later Mar 24, 2025 46:39


How can preparing for due diligence help sell your company? Will being prepared actually help close the deal? Rosco Graves, an accountant and due diligence expert, shares his insights into why preparing for due diligence is crucial to a smooth sale process. View the complete show notes for this episode. Want To Learn More? M&A Due Diligence | Checklist & Overview The Importance of Preparing for Due Diligence M&A Guide | The 4 Types of Buyers of Businesses Additional Resources Selling your business? Schedule a free consultation today. Download The Art of The Exit: The Complete Guide to Selling Your Business Download Acquired: The Art of Selling a Business With $10 Million to $100 Million in Revenue If you have any topic or guest suggestions, please email them to podcast@morganandwestfield.com.