Podcasts about Mergers and acquisitions

Good morning from Pharma Daily: the podcast that brings you the most important developments in the pharmaceutical and biotech world. The pharmaceutical and biotech industries are undergoing significant transformations, driven by scientific advancements, regulatory changes, and strategic investments. These developments are shaping the landscape of drug development and patient care in profound ways. In recent news, Pfizer's CEO, Albert Bourla, is reconsidering investments in Germany due to proposed healthcare reforms. These reforms have sparked concerns about their potential impact on the pharmaceutical industry. This situation highlights the intricate balance between regulatory frameworks and corporate strategies, illustrating how policy changes can influence investment decisions and operational strategies within the pharma sector. The tension between regulatory environments and corporate interests is a recurring theme that continues to shape strategic directions within the industry. Meanwhile, heightened scrutiny over biotechnology operations is evident with Wuxi AppTec's inclusion on the Pentagon's blacklist under the Biosecure Act. This move reflects growing concerns about biosecurity and the necessity for stringent oversight in handling sensitive biotechnological advancements. Such actions underscore a global focus on safeguarding national security while fostering scientific innovation. Teva Pharmaceuticals is navigating restructuring efforts by laying off 250 employees at its Active Pharmaceutical Ingredients unit as it seeks a new owner. This restructuring underscores the challenges companies face in maintaining operational efficiency amid ownership transitions. These challenges are emblematic of broader industry dynamics where companies strive to adapt to changing market conditions while ensuring stability and growth. On the scientific front, Novo Nordisk's cagrisema and Eli Lilly's retatrutide are emerging as next-generation incretin therapies. Although early comparisons have been made, Novo Nordisk's chief scientific officer suggests it is premature to declare a definitive leader. This competition reflects the dynamic nature of drug development as companies strive to innovate and improve treatment options continuously. Additionally, Sonothera's successful $125 million Series B funding round for its bubble-based genetic delivery system highlights the biotech industry's momentum fueled by mergers and acquisitions (M&A) and partnerships. Such technologies promise to advance genetic therapies by enhancing delivery mechanisms, potentially transforming treatment paradigms for various genetic disorders. AbbVie's Skyrizi narrowly surpassing Johnson & Johnson's Tremfya in May drug ad spending underscores the competitive nature of pharmaceutical marketing. Despite a general slump in advertising expenditures among leading drugs, strategic marketing remains crucial for maintaining brand presence and market share. Increased M&A activity and partnerships are further bolstering the industry's growth trajectory. The resurgence of Initial Public Offerings (IPOs) and venture capital funding is fostering innovation and expansion within the sector, providing fuel for continued advancement in biotech. On the regulatory front, Johnson & Johnson's Darzalex received a new endorsement from NICE after a prior reversal. Such regulatory updates emphasize the evolving nature of drug approvals and market access strategies essential for pharmaceutical companies' success. Novartis' second deal with Orionis Biosciences worth up to $1.4 billion exemplifies strategic investments aimed at expanding research capabilities and addressing unmet medical needs through molecular glue technologies targeting challenging therapeutic areas. Conversely, Sanofi's decision to halt a Phase 3 autoimmune trial due to insufficient efficacy highlights the inherent risks in drug development pipelines. These setbacks emphasize the importance of robust clinical trial designs and adaptability in R&D strategies. Emerging insights into GLP-1 drugs like Novo Nordisk's semaglutide reveal potential antidepressant effects linked to gut microbiota modulation. These findings open new avenues for exploring psychiatric applications of metabolic drugs, although conflicting data necessitates further investigation. Overall, these developments illustrate a complex interplay of scientific innovation, regulatory dynamics, and strategic corporate actions driving the future of pharmaceuticals and biotechnology. The sector continues to navigate challenges while capitalizing on opportunities to enhance patient care through advanced therapeutic solutions. The industry's trajectory promises transformative impacts on patient care through novel therapies designed not only to treat symptoms but also address root causes via innovative science-driven solutions. As these advancements unfold, they herald a new era of targeted, effective treatments that hold promise for improving patient outcomes across diverse medical landscapes.Support the show

Send us Fan MailIn this powerful investor panel clip, a serial entrepreneur with exits to Apple, Oracle, and SAP shares what founders get wrong about building companies for acquisition.After multiple successful exits and a decade at Apple, he explains why chasing a sale too early destroys priorities — and why the best acquisitions happen when you build a real solution first.He also discusses the future of Applied AI, how AI will organize our chaotic digital lives, and why adversity often creates the biggest breakthroughs.Topics Covered:✅ Founder with exits to Apple, Oracle & SAP shares lessons✅ Why building to sell is usually the wrong strategy✅ Jeff Bezos “missionaries vs mercenaries” mindset✅ How great acquisitions actually happen✅ Applied AI opportunities in daily life✅ Why adversity often leads to success✅ Building startups the right way in 2026If you're a founder, investor, entrepreneur, or startup operator, this is a must-watch.

Today's episode includes a discussion on the various mergers and acquisitions we are seeing around the mortgage and real estate industries. Plus, Robbie sits down for an interview with TD Bank's Scott Lindner on the shift in how first-time buyers are approaching homeownership, as affordability challenges continue to reshape expectations, timelines and financial preparation. The episode closes with a look ahead to how Federal Reserve Chair Warsh may reshape the central bank in his image.Thank you to Experian Verify, a comprehensive income and employment verification solution for mortgage lenders. By uniting instant payroll data, permissioned access, and research verification in one seamless experience, Experian Verify helps lenders reduce friction, accelerate decisions, and confidently verify every U.S. worker.The Chrisman Commentary is your go-to daily mortgage news podcast, where industry insights meet expert analysis. Hosted by Robbie Chrisman, this podcast delivers the latest updates on mortgage rates, capital markets, and the forces shaping the housing finance landscape. Whether you're a seasoned professional or just looking to stay informed, you'll get clear, concise breakdowns of market trends and economic shifts that impact the mortgage world.

Most people don't fear change itself — they fear the moment before they know if they're going to be okay. And according to Dr. Jimmie Williamson, that gap between uncertainty and clarity is where organizations either hold their people together or quietly lose them. In this episode of Your Health University, Jamie sits down with Dr. Jimmie Williamson, Chief Behavioral Health Officer at Your Health, in the middle of a real organizational merger — making this conversation as timely and personal as it gets. Dr. Williamson draws on decades of clinical experience, behavioral health expertise, and his own career pivots (including leaving a 28-year career to step into healthcare) to walk us through what change actually does to the human brain and body — and what it takes to move through it well. Key topics include: Why even positive change triggers a physiological threat response — and what science says is actually happening in your brain The five stages of change people move through (shock, resistance, exploration, and beyond) and why getting stuck isn't a character flaw Dr. David Rock's SCARF model — the five psychological domains (Status, Certainty, Autonomy, Relatedness, Fairness) that determine whether people feel safe or threatened during transitions What leaders most commonly get wrong when communicating change — and the one mistake that always creates a narrative vacuum Why insecurity in leadership is more dangerous than the change itself The one self-care practice you can start today if you're feeling the weight of uncertainty Change is positive. It is good. And it is inevitable. This episode will help you believe that — and act like it. www.YourHealth.Org

AB sits down with Ammar Maraqa, Cisco's Chief Strategy Officer, to discuss topics such as turning an acquisition into a competitive advantage, fostering an agile and customer-centric culture, aligning business cases with long-term innovation goals to drive real value, and much more.

Hi, welcome back to ValuationPodcast.com — a podcast and video series about all things related to business and valuation. I'm Melissa Gragg, a financial mediator and business valuation expert in St. Louis, Missouri.When it comes to buying or selling a business, most people focus on one thing—the price. But what if I told you that the price is only the beginning, and that millions can be won or lost in the details of the deal itself?In today's episode, I'm joined by Holli Moeini, a seasoned CFO, CPA, and M&A advisor who has seen firsthand how deals can quietly erode—or significantly increase—value depending on how they're structured. As someone who works closely with business owners navigating valuation, mediation, and complex financial decisions, I've also witnessed how easy it is to overlook critical elements that ultimately shape the outcome of a transaction.Together, we dive into the hidden layers of mergers and acquisitions—where working capital, earnouts, due diligence, and financial storytelling can make or break a deal. Holli shares insights from her book Finding the Missing Millions in M&A and breaks down where business owners unknowingly leave money on the table.If you're a business owner, investor, or advisor, this conversation will challenge the way you think about value—and show you why preparation, strategy, and the right guidance matter far more than you might expect.Key Takeaways:Price is Only One Piece of the Puzzle The final deal value is heavily influenced by structure, terms, and execution—not just the headline number.Preparation Drives Value Businesses that are financially organized, operationally structured, and strategically positioned command higher multiples.Working Capital Can Make or Break Deals Misunderstanding working capital expectations can swing deals by hundreds of thousands—or even millions.Earnouts Require Precision Without clear definitions, control, and measurement cadence, earnouts can lead to significant financial loss and disputes.Financial Storytelling Builds Trust (and Price) Buyers assess not just numbers, but credibility. Inconsistent or unclear financial narratives reduce perceived value.Q&As from episode:Q1: What is the biggest mistake business owners make when selling their company? A: The biggest mistake is focusing only on the sale price while ignoring deal structure elements like working capital, earnouts, and financial presentation, which can significantly impact final value.Q2: How can a business owner increase the value of their company before selling? A: By cleaning up financial records, preparing accrual-based statements, building a strong leadership team, and creating clear, consistent financial narratives that reduce buyer risk.Q3: What is working capital in an M&A deal and why does it matter? A: Working capital represents the short-term assets needed to run the business post-sale. Mismanaging it can reduce the seller's proceeds or even jeopardize the deal.Q4: What is an earnout and how can it affect the sale price? A: An earnout is a performance-based payment after the sale. If poorly structured, it can result in sellers not receiving expected payouts due to unclear terms or lack of control.Q5: Why is due diligence so important in mergers and acquisitions? A: Due diligence uncovers financial, legal, and operational risks. Poor preparation can lead to deal renegotiation, reduced valuation, or complete deal failure.Holli Moeinihttps://hollimoeini.com/https://www.linkedin.com/in/hollimoeini/ holli@hollimoeini.com Melissa Gragghttps://www.valuationmediation.com/https://www.youtube.com/@BusinessValuationStLSupport the show

Good morning from Pharma Daily: the podcast that brings you the most important developments in the pharmaceutical and biotech world. Today, we're diving into the dynamic shifts and breakthroughs shaping this ever-evolving industry. In a significant regulatory update, the resignation of FDA Commissioner Marty Makary has stirred discussions across the pharmaceutical landscape. Over his 13-month tenure, Makary faced considerable scrutiny for his controversial decisions, including the rejection of several rare disease drugs. This leadership change at the FDA may herald a period of uncertainty as the agency searches for new direction amidst criticisms and operational challenges. The implications are vast, potentially affecting drug approval processes and public health policies, making it crucial for stakeholders to watch closely how the agency adapts to this transition. Simultaneously, Takeda's announcement to lay off 4,500 employees marks a strategic move to streamline operations and focus on core competencies. This decision reflects a broader industry trend where companies are optimizing their structures to enhance financial health in a highly competitive market. The cost savings from this restructuring are expected to be substantial, allowing Takeda to pivot towards more sustainable business models and focus on areas that promise future growth. Eli Lilly and Novo Nordisk continue to lead in drug development with their GLP-1 receptor agonists. Both companies have reported promising data on early response and long-term weight loss maintenance in patients, positioning their therapies as pivotal in treating obesity. Eli Lilly's obesity treatments Foundayo (orforglipron) and Zepbound (tirzepatide) have shown sustained weight-loss maintenance in Phase 3 trials, reinforcing their efficacy in metabolic health interventions. These developments not only highlight the intense competition in the GLP-1 space but also underscore the potential impact on addressing global obesity challenges effectively. The strategic landscape of mergers and acquisitions is also evolving with Merck KGaA's announcement to bolster its pipeline through strategic M&A activities. This move is emblematic of an industry-wide strategy where companies seek external innovation to fill pipeline gaps, ensuring sustained growth and competitiveness. In a related vein, BioMarin's $4.8 billion acquisition of Amicus Therapeutics signifies a firm commitment to addressing unmet needs in rare diseases, illustrating how consolidation can enhance capabilities in niche markets with significant potential. In vaccine development, Valneva's decision to reduce its workforce by up to 15% highlights ongoing challenges in the sector, particularly for travel-related vaccines affected by global market trends. This restructuring is indicative of the volatility faced by companies as they adapt strategies for long-term sustainability amidst shifting consumer behaviors. Pfizer's expansion into Europe with its hemophilia treatment Hympavzi marks a critical regulatory milestone, broadening its market presence and offering expanded therapeutic options for patients. This approval not only strengthens Pfizer's foothold in the hemophilia market but also exemplifies the global reach of innovative treatments. Technological integration continues to revolutionize R&D processes, as evidenced by AstraZeneca's licensing agreement with Owkin for AI capabilities. This partnership aims to harness AI-driven insights for drug discovery, showcasing how technology is reshaping traditional research methodologies and enhancing efficiency. Similarly, advancements in AI-powered diagnostics are evidenced by Boehringer Ingelheim's collaboration with Brainomix in pulmonary fibrosis imaging, reflecting broader trends towards personalized medicine through precise disease characterization. Kyverna Therapeutics is advancing in cell therapy with Support the show

As many life sciences companies prepare for strategic exits, existing collaboration partners can make or break the deal. Join Troutman Pepper Locke Partners Mindy Rudolph and Mandy Hassan as they discuss how targets can navigate M&A transactions when key assets are tied up in complex licensing and collaboration arrangements. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

(0:00) Intro (1:36) About the podcast sponsor: The American College of Governance Counsel (2:23) Start of interview (3:11) Steve's origin story (5:05) His Journey into Journalism (6:02) The Rise of Governance Movement (7:00) Transformation of Board Accountability. Reference to the 1992 Board coup at GM and other historical changes. (10:24) Communication in Governance (12:25) Establishing Gladstone Place Partners (15:00) Crisis Management and Board Roles (17:34) The Importance of Investor Relations (20:40) Current Landscape of Shareholder Activism.  (25:14) The Snap activism case. The impact of activism on companies with dual-class share structures. (30:12) M&A Transactions, Delaware and DExit. The impact of Twitter's acquisition by Elon Musk. Reference to E201 with Leo Strine. (34:47) The Ongoing Cybersecurity Challenge. Reference to Anthropic's new Claude Mythos.  (37:51) The Impact of AI on Governance. The case of Anthropic's dispute with the Pentagon. *Reference to evanepstein.substack.com and E204 with Eric Ries. (42:50) AI's PR problem. The challenge of building data centers. The geopolitics of AI. (46:30) Impact of job firings, due to AI? (49:53) The state of ESG and DEI in 2026. (52:05) Books that have greatly influenced his life: The Island at the Center of the World, by Russell Shorto (2004) The Power Broker, by Robert Caro (1974) Alexander Hamilton, by Ron Chernow (2004) (53:10) His mentors.  (54:00) Quotes that he thinks of often or lives her life by (Grateful Dead lyrics) (54:24) An unusual habit or an absurd thing that he loves (55:06) The living person he most admires Steven Lipin is founder and CEO of communications advisory firm Gladstone Place Partners and a trusted advisor in the field of strategic, financial and corporate governance communications. You can follow Evan on social media at:X: @evanepsteinLinkedIn: https://www.linkedin.com/in/epsteinevan/ Substack: https://evanepstein.substack.com/__To support this podcast you can join as a subscriber of the Boardroom Governance Newsletter at https://evanepstein.substack.com/__Music/Soundtrack (found via Free Music Archive): Seeing The Future by Dexter Britain is licensed under a Attribution-Noncommercial-Share Alike 3.0 United States License

In this episode, host David Hossack is joined by Stuart McWilliams, Partner in MFMac's Business Immigration team, to discuss the key immigration issues employers should consider during mergers and acquisitions, including sponsor licences, TUPE and right to work checks. A focused 15 minute listen for employers navigating M&A.

In this episode, host David Hossack is joined by Stuart McWilliams, Partner in MFMac's Business Immigration team, to discuss the key immigration issues employers should consider during mergers and acquisitions, including sponsor licences, TUPE and right to work checks. A focused 15 minute listen for employers navigating M&A.

David Clark is a partner at Olivewood Advisors. 

In this episode of Zero to CEO, Capital Futurist Reagan Rodriguez pulls back the curtain on the world of private capital networks and reveals how high-trust dealmakers acquire and scale businesses off the radar. As founder of the 5th Avenue Underground Club, Reagan shares how zero-down acquisitions work, why traditional funding often fails entrepreneurs, and how to tap into the hidden economy of private deal flow. If you're looking for alternative ways to fund and grow your business, this episode is your inside pass.

Good morning from Pharma Daily: the podcast that brings you the most important developments in the pharmaceutical and biotech world. Today, we're diving into a series of transformative events shaping the industry, from groundbreaking drug approvals to strategic corporate maneuvers.Recently, the U.S. Food and Drug Administration (FDA) granted approval for Eli Lilly's new GLP-1 receptor agonist pill, Foundayoby, marking a significant milestone as it's the first new molecular entity to be cleared under the FDA's Commissioners National Priority Voucher Program. This program is designed to expedite the review process for drugs addressing critical needs or representing substantial advancements in treatment. Foundayoby's entry into the market provides a competitive edge against Novo Nordisk's products, offering a convenient oral alternative in the management of type 2 diabetes and obesity. Clinical trials have shown that this oral formulation maintains efficacy comparable to injectable peptides while improving patient adherence due to its ease of use. This development not only broadens therapeutic options but also emphasizes the growing trend towards patient-centric formulations in diabetes management.In related news, Eli Lilly has also received FDA approval for its oral obesity medication, Orforglipron, marketed as Foundayo. This approval further intensifies the rivalry with Novo Nordisk, which launched its oral therapy Wegovy earlier. Orforglipron's clinical trials demonstrated significant weight reduction in patients, highlighting pharmacotherapy's rising importance as an option for individuals struggling with obesity despite lifestyle modifications. The convenience of an oral formulation is expected to enhance patient compliance and long-term success, addressing a key challenge in obesity management.In strategic corporate news, Korsana Biosciences is making waves by entering public markets through a reverse merger with Cyclerion. This move highlights ongoing interest and investment in neurodegenerative diseases like Alzheimer's. In contrast, KBP Biosciences faces legal challenges as it seeks to reclaim ownership of heart drug Ocedurenone from Novo Nordisk after a failed billion-dollar deal. Such cases underscore the complexities inherent in pharmaceutical collaborations.Regulatory scrutiny continues to play a crucial role in shaping industry dynamics. The FDA extended its review period for Orca Bio's novel cell therapy for blood cancers by three months. This delay reflects rigorous regulatory requirements for innovative treatments poised to transform oncology care paradigms. Meanwhile, Iterum Therapeutics is winding down operations following unsuccessful sales of its antibiotic Orlynvah, highlighting financial sustainability challenges within the antibiotic market.Safety remains paramount as evidenced by concerns over Amgen's Tavneos after reports of serious liver injuries linked to its use. The FDA has identified 76 cases, including fatalities, underscoring the importance of post-market surveillance and risk management in ensuring patient safety.In terms of mergers and acquisitions, Eli Lilly's strategic acquisition of Centessa Pharmaceuticals for $6.3 billion signifies its entry into the sleep disorder market. Biogen followed suit by acquiring Apellis Pharmaceuticals for $5.6 billion to strengthen its kidney disease expertise. These moves reflect a broader trend where pharmaceutical giants are diversifying portfolios through acquisitions targeting niche therapeutic areas.On the technological front, partnerships leveraging artificial intelligence (AI) are gaining traction. Bristol Myers Squibb's collaboration with Faro Technologies aims to refine clinical trials using AI, while Merck & Co.'s partnership with Infinimmune focuses on antibody discovery innovations.Financially, Blackstone's record-breaking $6.3 billion life sciences fund highlights robust invSupport the show

Send us a MessageIn this episode of Culture Change RX, Sue Tetzlaff, cofounder of Capstone Leadership Solutions, engages in conversation with Chris Benson from Juniper Advisory about the complexities of healthcare partnerships, particularly in the context of mergers and acquisitions. They discuss the cultural implications of these partnerships, the current trends in hospital consolidations, and navigating the decision-making processes. Healthcare partnerships can take many forms.The decision to partner should be driven by community needs and organizational goals.Many hospitals are still independent, but consolidation is a growing trend.Understanding the motivations behind mergers can help boards make informed decisions.The process of exploring partnerships can take several months and requires careful planning.Engaging stakeholders early in the process is crucial for success.Maintaining a focus on quality care is essential for any partnership. If you would like to connect with Chris or learn more about Juniper Advisory, you can find them here:

So, you're thinking about entering the M&A arena as a buyer? Join Kenny Haglund and Beau Hurtig from Ballard Spahr, LLP, as they walk through a practical checklist of considerations every prospective community bank buyer should evaluate to ensure a smooth acquisition process.Send a textPresented by Remedy ConsultingFor more information on BankTalk:BankTalk WebsiteSubscribe to BankTalk NewsRemedy Consulting WebsiteRemedy LinkedInTo speak on the BankTalk Podcast, please email us.

Frank and Jon unpack: • Why today's competitive landscape means growth-motivated buyers must approach deals differently. • The three core reasons advisors pursue acquisitions - and which ones actually lead to long-term success. • How leverage, bank financing, and EBITDA-based lending really work in practice. • Why “fixer-upper” books may offer the strongest ROI. • How elite buyers win deals by understanding the emotional side of selling a practice. • The art of creating a safe landing place for sellers, their teams, and their clients. • Why phased buyouts and seller glide paths often create better retention and better economics for everyone. Jon also shares numbers, structures, and stories that demystify the math behind buying a practice - and the mindset required to scale from practitioner to true enterprise builder. If you're a buyer, seller, or advisor considering M&A in any form, this episode is a blueprint you can't afford to miss. Resources: Jon Kuttin's LinkedIn: www.linkedin.com/in/jonathankuttin   Elite Consulting Partners | Financial Advisor Transitions: https://eliteconsultingpartners.com Elite Marketing Concepts | Marketing Services for Financial Advisors: https://elitemarketingconcepts.com Elite Advisor Successions | Advisor Mergers and Acquisitions: https://eliteadvisorsuccessions.com JEDI Database Solutions | Data Intelligence for Advisors: https://jedidatabasesolutions.com Listen to more Advisor Talk episodes: https://eliteconsultingpartners.com/podcasts/ Follow us on LinkedIn: https://linkedin.com/company/eliteconsultingpartners Chapters:   00:00 Introduction 01:08 Meet Jon Kuttin 04:42 What Makes a Buyer Truly Ready 13:56 Building Enterprise Value Through Acquisitions 17:20 Managing Risk, Liquidity & Debt Capacity 21:08 Where the Best Acquisition Opportunities Are 35:20 Why Seller Fit Matters More Than Price 42:02 Structuring Glide Paths, Partial Sales & Long-Term Transitions

#104:Welcome back to the Lenders Playbook Podcast. This is episode 104, and I'm your host, Matt Rosen.Today we sit down with Roy Landers. An attorney and former judge... and I've got to say — this was one of the most eye-opening and fun conversations I've had in a while.Roy buys profitable small businesses from retiring owners and scales them with investors. It's an incredible model for entrepreneurs who want to own a business without starting from scratch.Many of these acquisitions also include real estate, creating opportunities for loans backed by strong collateral, cash flow for investors, and sometimes even equity participation when the deal makes sense.We talk about mergers and acquisitions... buying boring, service-based businesses, scaling them, buying more, and eventually exiting.This is truly a fascinating niche, and I know you're going to love this one.First a Quick shoutout to one of the lenders we work with — Deephaven Mortgage.If you're a real estate investor who's ever been told ‘you don't qualify' by a traditional bank, this is exactly why Deephaven exists. They specialize in Non-QM loans, which basically means they look at deals differently — using common sense and flexible underwriting instead of rigid government guidelines.They work with over 1,000 mortgage brokers nationwide and fund loans for investors, landlords, and entrepreneurs who don't always fit the traditional box.Deephaven is headquartered in Charlotte and backed by Pretium, a major investment manager in real estate and mortgage finance.If you're looking for financing on your next deal, reach out to me and I'll see if Deephaven could be a fit. Oct. 9-10, 2026American Lending ConferenceNational Private Lending Conferencehttps://www.americanlendingconference.com/

Key takeaways The LOI is not the final deal. It is more like a handshake on price and core terms, while definitive agreements create the legally binding structure of the transaction. The focus shifts from headline economics to risk allocation, including representations, warranties, indemnification, escrows, working capital, and earnouts. Sellers should expect multiple transaction documents, including the purchase agreement, employment or transition agreements, non-compete and non-solicit provisions, disclosure schedules, and sometimes escrow or lender-related documents. An M&A advisor should protect deal momentum and economics, while legal counsel should focus on legal exposure. Letting attorneys drive business negotiations can create delays and unwanted tradeoffs. Disclosure schedules require a major lift because they support the reps and warranties in the agreement and must fully disclose contracts, employee matters, vendor agreements, litigation issues, notices of termination, and other material business details. Closing day is often surprisingly anticlimactic when the deal has been well managed. Most signatures are already in place, wires are released, and the team confirms final execution and funding. Listen to Shoot the Moon on Apple Podcasts or Spotify.Buy, sell, or grow your tech-enabled services firm with Revenue Rocket.

What really happens after private equity buys your CPA firm? ParkerGale partner Devin Mathews joins Blake to unpack why partners cheer while staff chafe, how PE drives returns (bill rates, utilization, acquisitions), and what managers should demand: a clear value‑creation plan and a path to upside. They also dig into AI's true impact—raising the ceiling, squeezing entry‑level work—and why this might be your cue to start an AI‑first firm.Chapters(00:00) - Private Equity Meets AI (02:04) - Survey Shock Partners vs Staff (04:18) - How PE Boosts Profits (06:17) - Culture Clash and KPIs (09:29) - The New Owner Speech (23:15) - Lessons From Vets and Dentists (25:50) - Pricing Power and Workload (26:39) - How Firms Decide to Sell (27:12) - Deal Tensions Surface (27:25) - LOI And Data Deep Dive (28:20) - Pricing Pressure And Client Cuts (29:48) - Spreadsheet Management Shock (33:20) - Career Paths And Trust (35:02) - Demand The Value Plan (37:13) - Three Problems To Fix (40:00) - AI Threat Or Tailwind (41:35) - AI Reality Check (45:17) - Entry Level Gets Harder (48:47) - Start An AI First Firm (50:56) - Podcast And Farewell Sign up to get free CPE for listening to this podcasthttps://earmarkcpe.comhttps://earmark.app/Download the Earmark CPE App Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.appConnect with Our Guest, Devin MathewsLinkedIn: https://www.linkedin.com/in/devinmathewsLearn more about ParkerGalehttps://www.parkergale.com/Connect with Blake Oliver, CPALinkedIn: https://www.linkedin.com/in/blaketoliverTwitter: https://twitter.com/blaketoliver/

What's the hidden reality behind entrepreneurship when your company faces a merger or acquisition? Beyond the headlines and the excitement of a potential exit, there's a deeply human side to these transitions—one filled with change, uncertainty, and the need for strong leadership and cultural awareness.In this episode, Marcia Dawood sits down with Jennifer Fondrevay, a former corporate executive turned M&A expert. Having lived through three multi-billion-dollar deals and authored a book on the subject, Jennifer Fondrevay brings a rare perspective focused not just on the transaction, but on the “people piece” that determines true transformation and sustainable success.Together, they explore the most common pitfalls and opportunities in M&A, from the grief staff can experience to the critical role of humility, communication, and early cultural integration. Packed with actionable advice for leaders, founders, and angel investors, this conversation is a must-listen for anyone preparing for, or curious about, what really makes an M&A deal work. To get the latest from Jennifer Fondrevay, you can follow her below!https://www.linkedin.com/in/jennifer-fondrevay/https://jenniferjfondrevay.com/ Sign up for Marcia's newsletter to receive tips and the latest on Angel Investing!Website: www.marciadawood.comDo Good While Doing WellLearn more about the documentary Show Her the Money: www.showherthemoneymovie.comAnd don't forget to follow us wherever you are!Apple Podcasts: https://pod.link/1586445642.appleSpotify: https://pod.link/1586445642.spotifyLinkedIn: https://www.linkedin.com/company/angel-next-door-podcast/Instagram: https://www.instagram.com/theangelnextdoorpodcast/Pinterest: https://www.pinterest.com/theangelnextdoorpodcast/TikTok: https://www.tiktok.com/@marciadawood

EPISODE 245.  Key Takeaways: What due diligence is: The buyer's inspection/audit of the seller's business to confirm the story, financials, contracts, and assumptions made pre-LOI. The emotional shift for sellers: Post-LOI can feel like “we're done,” but diligence is often the most challenging phase and can be exhausting and distracting. Why buyers do it: Risk mitigation and validation, plus identifying upside (synergies, growth investment opportunities, consolidation savings). Common seller mistake: Underestimating diligence and showing up unprepared, both emotionally and operationally. Role of an M&A advisor: First point of contact, ensuring data is clean/defensible, fast response cadence, and pushing back where appropriate. “Scope creep” reality: Multiple outside parties (QoE, tax, legal, integration) often ask overlapping questions, creating a “Groundhog Day” effect without strong process management. Top diligence areas buyers focus on: Revenue quality, customer concentration, contracts/renewals, security posture, key person risk, and scalable delivery model. Retrade risk signals: Business performance softening during diligence, messy financials, messy contracts, or major unexpected changes in the business. Keep momentum (they cite ~90 days as a good diligence window) and don't let diligence distract leadership so much that performance slips. Listen to Shoot the Moon on Apple Podcasts or Spotify.Buy, sell, or grow your tech-enabled services firm with Revenue Rocket.

Welcome to The Exited Founder Podcast, a production of Exitwise!This show is built on one simple idea: founders helping founders. Every episode features a successful Exited Founder who has been through the highs, the lows, and the life-changing moment of selling their business, and is now paying it forward by sharing everything they learned along the way.You'll hear first-hand exit stories from founders across dozens of industries, what they wish they did differently during the M&A process, their takes on current trends, and how they're using their experience to help the next generation of business owners navigate their exit strategy and maximize the value of their company.Every guest is an Exited Founder who now works as an M&A advisor with Exitwise, bringing deep industry expertise and real networks to help founders like you get the exit you deserve. Whether you're thinking about selling your business, preparing for an acquisition, or just starting to explore what an exit could look like, this podcast is for you.Meet our incredible experts and explore the Exited Founder Marketplace at exitwise.com/exited-foundersListen wherever you get your podcasts.

In this episode from WSJ Invest Live, Andy Serwer speaks with Katherine Boyle, general partner at a16z, about the American Dynamism practice she helped launch four years ago. They discuss why saying "America" out loud stunned Silicon Valley in 2022, how Russia's invasion of Ukraine changed everything, and what it means to invest in companies that support the national interest.   Stay Updated:Find a16z on YouTube: YouTubeFind a16z on XFind a16z on LinkedInListen to the a16z Show on SpotifyListen to the a16z Show on Apple PodcastsFollow our host: https://twitter.com/eriktorenberg Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Eigentlich wurde ein Netto-Cashflow um die Nulllinie erwartet, jetzt hat VW deutlich mehr Geld als angenommen. Unklar ist, wem der Geldsegen zugutekommt – Vorstand, Aktionären, Belegschaft? Außerdem: US-Bank J.P. Morgan erwartet für 2026 ein Jahr der Megadeals.

Everything you need to know about mergers and acquisitions (M&A): What are mergers and acquisitions, why would a company go for a merger or an acquisition, how does a merger or acquisition affect shareholders, are there different types of mergers and acquisitions, and more. Show notes and transcript at What are Mergers and Acquisitions? A ... Read More

Good morning from Pharma Daily: the podcast that brings you the most important developments in the pharmaceutical and biotech world. Today, we delve into the transformative landscape of the industry, where scientific advancements, strategic corporate maneuvers, and regulatory shifts are paving new paths for drug development and patient care.Starting with Amgen's recent progress, the company has achieved a significant milestone with its phase 2 trial of daxdilimab for discoid lupus erythematosus. This breakthrough could mark a turning point in lupus treatment, a notoriously challenging area due to the disease's complexity and variability. The success of daxdilimab may lead to more targeted biologic therapies that improve outcomes for patients with limited options. Additionally, Amgen's decision to resist the FDA's request to withdraw Tavneos underscores the intricate dynamics of regulatory negotiations, especially for treatments addressing niche conditions with critical patient needs. This scenario exemplifies the challenges in balancing regulatory scrutiny with clinical efficacy and patient needs.Novo Nordisk continues to assert its position in the competitive landscape of metabolic disorder treatments. Despite Pfizer's acquisition of Metsera, Novo is steadfast in advancing GLP-1 therapies, particularly focusing on innovative formulations that enhance patient compliance and efficacy. Novo Nordisk is also focusing on its oral version of Wegovy amid market pressures. Despite analyst concerns about this strategy's sufficiency, Novo remains confident in stabilizing its market position. The oral formulation represents an important innovation in drug delivery systems, potentially enhancing patient compliance and expanding therapeutic reach. This determination reflects Novo's long-term strategy to lead in obesity treatments, an area where GLP-1 receptor agonists have shown substantial promise.In another significant development, Eli Lilly has reported remarkable financial performance driven by its GLP-1 receptor agonists Mounjaro and Zepbound. These drugs have propelled revenues to $11.7 billion in the fourth quarter, surpassing analyst expectations and highlighting the growing demand for GLP-1 therapies crucial in managing diabetes and obesity.In a push for innovation, the U.S. Department of Health and Human Services has launched a $100 million prize for developing broad-spectrum antiviral therapies. This initiative comes at a crucial time when global health challenges demand versatile therapeutic solutions capable of addressing various viral threats. The competition encourages novel approaches in antiviral drug development, potentially leading to breakthroughs that could revolutionize infectious disease management.GSK's new CEO, Luke Miels, is setting a strategic course by identifying mergers and acquisitions valued between $2 billion and $4 billion as "hidden in plain sight" opportunities. This strategy mirrors a broader industry trend where companies bolster their pipelines through acquisitions that complement existing portfolios and expedite market entry for innovative therapies.The National Institutes of Health faces its own set of challenges amidst public scrutiny. Director Jayanta Bhattacharya's public dismissal of any link between vaccines and autism represents a crucial step toward reaffirming public trust in vaccination programs. This statement is vital in dismantling pervasive myths contributing to vaccine hesitancy and reinforcing the scientific consensus on vaccine safety.PrimeGen's pursuit of a SPAC route to Nasdaq highlights evolving capital-raising strategies within biotech, especially as stem cell therapies emerge as promising treatments for various conditions. Securing adequate funding through innovative financial instruments is critical for advancing research from preclinical stages to clinical applications.BioNTech's multi-modality platformSupport the show

Other Episodes in this SeriesPart 1. Knowing When It's Time to Sell: Listen now >>Part 2. Get Your House in Order: Listen now >>Part 3. Valuation Drivers: Listen now >>Part 4. What is my Take Home? Listen now >>Part 5. It Takes a Village. Listen now >>Part 6. The First 30 Days of a Process. Listen now >> Listen to Shoot the Moon on Apple Podcasts or Spotify.Buy, sell, or grow your tech-enabled services firm with Revenue Rocket.

The episode centers on structural changes in the Managed Service Provider (MSP) mergers and acquisitions (M&A) landscape, with a focus on the increased influence of private equity (PE), platform strategies, and disciplined deal execution. Dave Sobel and Abraham Garver highlight that the primary driver for buyers has shifted from merely acquiring revenue to seeking operating models that support scale, standardization, and automation. Size of institutional funds directly shapes acquisition targets: funds with $500 million or more increasingly pursue MSPs with minimum EBITDA thresholds, commonly $3–5 million, with larger funds only able to transact at the $10–15 million EBITDA level or above. This signals a market separation, where smaller MSPs face heightened risk of being excluded from future platform opportunities.Supporting these structural shifts, Abraham Garver explains that the buyers' value assessment increasingly prioritizes new customer acquisition over one-off gains from cross-sales like cybersecurity add-ons. Organic growth, shown through the consistent addition of new client logos, outweighs temporary revenue boosts in determining valuation. The episode also outlines that AI investment and automation stories are not materially lifting valuations for smaller MSPs, unless directly reflected in improved financials. Larger providers may have the resources to invest meaningfully in AI, but for the majority—especially those below $10 million in revenue—outsourcing or leveraging third-party solutions is more practical than bespoke, high-cost internal development.A further operational risk discussed is the prevalence of "retrading"—buyers renegotiating valuations post–Letter of Intent (LOI) based on due diligence findings. Abraham Garver reveals that 60% of transactions see price reductions after the LOI, often for factors such as recent customer losses or missed forecasts, diverging from initial headline multiples. This reality highlights the importance of diligent contract negotiation, clear documentation, and the value of experienced advisors to navigate buyer tactics. Rob Calvert contributes additional insight on workflow and technology alignment, emphasizing the role of standardized onboarding and offboarding processes in reducing both operational friction and security gaps.For MSPs and IT service providers, the discussion clarifies several critical implications. First, with platform buyers seeking scale, only MSPs meeting explicit EBITDA and growth metrics will attract competitive offers; others should realistically assess the cost and likelihood of reinvention versus sale. Second, buyers' focus on execution and organic growth, not headline multiples or claims of technological advancement, makes robust financial performance and client acquisition strategies essential to preserving value. Third, the commonality of post-LOI repricing underlines the need for rigorous pre-sale diligence, explicit contractual terms, and experienced representation to preserve deal value and protect against downside risk. Lastly, operational standardization—especially in device and data management—remains central to both platform attractiveness and risk mitigation.

Cassandra (Cass) M. Bailey is the CEO of Slice Communications, the founder and current Chairwoman of Social Media Day, Inc., and the creator of the “My Mom Is…” children's book series.  She has been working in marketing communications for more than 20 years and has authored two books on the subject: Pay Attention! and Social Media is About People. She believes that integrated public relations, social media, and email marketing efforts are critical for growing businesses and non-profits looking to accomplish their goals.With a background in international politics, economics, and philosophy, communications has become her passion and she has been tapped by various industry associations and the media to share her insights and experiences.  She has appeared on Good Morning America, CBS This Morning, and The Today Show and has written for, or been quoted in, Forbes, Philadelphia Magazine, Black Enterprise Magazine, TheNextWeb, and a number of other publications.  Cass has also been named as a Rising Star by the Women's Business Enterprise National Council (WBENC) and received the Brava award from Philadelphia Smart CEO.Cass is deeply involved with her community and has served on boards for the Entrepreneurs' Organization of Philadelphia; Business Leadership Forum at The Union League of Philadelphia; Small Business Board at the Greater Philadelphia Chamber of Commerce; Tree House Books; Pennsylvania 30 Day Fund; and Hopeworks.  Cass graduated from The Catholic University of America with a degree in international politics, economics and philosophy.  Additionally, she has completed programs in business education from the Goldman Sachs 10,000 Small Businesses Program and WBENC Executive Program at the Tuck School of Business. Thank you for listening to "Can You Hear Me?". If you enjoyed our show, please consider subscribing and leaving a review on your favorite podcast platform.Stay connected with us:Follow us on LinkedIn!Follow our co-host Eileen Rochford on Linkedin!Follow our co-host Rob Johnson on Linkedin!

Thank you for listening to "Can You Hear Me?". If you enjoyed our show, please consider subscribing and leaving a review on your favorite podcast platform.Stay connected with us:Follow us on LinkedIn!Follow our co-host Eileen Rochford on Linkedin!Follow our co-host Rob Johnson on Linkedin!

AI is changing how companies are built and how venture firms operate, forcing faster decisions, clearer judgment, and new ways of working.In this exclusive conversation, Ben Horowitz shares how Andreessen Horowitz adapts to that shift. He explains why managing GPs is different from running a company, how investors are evaluated at the moment of decision rather than years later, and why verticalized teams help the firm scale without internal politics.Ben also breaks down the current AI cycle, from treating AI as a new computing platform to why application design and model orchestration matter more than raw model size. He discusses the return of M&A and why today's AI market reflects real demand, not just inflated valuations. Resources:Follow Ben on X: https://twitter.com/bhorowitzFollow Jen on X: https://twitter.com/jkhamehl  Read Justine's piece ‘There is No God Tier Video Model': https://a16z.com/there-is-no-god-tier-video-model-but-there-is-something-better/ Stay Updated:If you enjoyed this episode, be sure to like, subscribe, and share with your friends!Find a16z on X :https://twitter.com/a16zFind a16z on LinkedIn: https://www.linkedin.com/company/a16zListen to the a16z Podcast on Spotify: https://open.spotify.com/show/5bC65RDvs3oxnLyqqvkUYXListen to the a16z Podcast on Apple Podcasts: https://podcasts.apple.com/us/podcast/a16z-podcast/id842818711Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures. Stay Updated:Find a16z on XFind a16z on LinkedInListen to the a16z Show on SpotifyListen to the a16z Show on Apple PodcastsFollow our host: https://twitter.com/eriktorenberg Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Good morning from Pharma Daily: the podcast that brings you the most important developments in the pharmaceutical and biotech world. Today, we delve into a series of significant events that are shaping the landscape of this dynamic industry. The ever-evolving arena of drug approvals, regulatory challenges, and strategic shifts continues to captivate stakeholders across the globe.Sanofi's recent acquisition of Dynavax for $2.2 billion illustrates a prevailing trend within the sector—mergers and acquisitions aimed at expanding vaccine portfolios in response to global health priorities. This strategic move provides Sanofi with access to Heplisav-B, a hepatitis B vaccine, thereby reinforcing the importance of broadening vaccine offerings amid ongoing global health concerns.The U.S. Food and Drug Administration (FDA) has been active in granting approvals for new therapies, reflecting ongoing efforts to address a wide range of medical needs. Agios Pharmaceuticals has received approval for Aqvesme, a treatment designed specifically for anemia in patients with either alpha- or beta-thalassemia. Meanwhile, Vanda Pharmaceuticals has secured approval for Nereus, a novel motion sickness treatment. These approvals highlight the FDA's dedication to advancing treatments for both common and rare medical conditions.A noteworthy milestone was achieved by Omeros Corporation as it secured FDA approval for Yartemlea—its first U.S. approval in 31 years. This drug is a novel treatment for hematopoietic stem cell transplant-associated thrombotic microangiopathy, underscoring the industry's focus on developing therapies for niche yet critical medical conditions.Verastem Oncology has opted to halt its phase 1/2 trial of a KRAS G12C inhibitor targeting non-small cell lung cancer due to increasing competition from next-generation inhibitors. This decision reflects the competitive and rapidly evolving landscape of oncology therapeutics where companies must adapt their strategies based on interim data and market dynamics.Foresee Pharmaceuticals has reported promising phase 3 results for Camcevi in treating central precocious puberty (CPP), a rare hormonal disorder. This demonstrates the potential for repurposing established drugs to address unmet needs in pediatric endocrinology.Inflarx is actively exploring partnerships to revitalize its C5a antibody vilobelimab which was initially developed for pyoderma gangrenosum but faced setbacks after a terminated phase 3 trial. The company's persistence in seeking new pathways forward exemplifies the challenges and resilience required in drug development, especially for rare diseases.Regulatory hurdles remain a significant challenge as illustrated by Outlook Therapeutics' ophthalmic bevacizumab facing another FDA rejection. Such outcomes emphasize the stringent regulatory environment that companies must navigate to bring innovative therapies to market.A federal judge's temporary pause on the 340B rebate pilot underscores ongoing legal and regulatory debates impacting healthcare policy and industry operations. The contentious rollout of this pilot reflects broader tensions between administrative actions and healthcare stakeholders.As we look forward, industry analysts anticipate that the surge in mergers and acquisitions observed in late 2025 will persist into 2026. Companies are driven by growth aspirations through strategic acquisitions aimed at expanding their pipelines and market reach.Despite positive advancements, some companies face setbacks. Johnson & Johnson's discontinuation of its $1.2 billion eczema therapy due to unsatisfactory clinical results highlights the inherent risks and unpredictability of drug development. Similarly, Genmab's withdrawal of a cancer drug from development underscores these challenges within oncology research.In contrast, Neuralink's plans to ramp up production of its brain-computer interface devices highliSupport the show

How Did H2O Innovation Build a Water Empire Through 18+ Acquisitions (M&A) and What Happens Now Under Private Equity?More #water insights? Get my free mapping of 267 water investors here: https://investors.dww.show

Video of this episode is here TakeawaysGilbert Harrison reflects on his 60th wedding anniversary and 85th birthday.He founded Financo after realizing the potential in investment banking.Retail fascinated Gilbert due to its growth potential and dynamics.Successful CEOs possess unique vision and entrepreneurial spirit.Investment banking requires understanding both numbers and people.E-commerce has drastically changed consumer shopping habits.The discount retail sector has evolved significantly over the years.Mergers and acquisitions often fail due to lack of understanding of motivations.Brand aggregators are reshaping the retail landscape but may lack entrepreneurial spirit.Gilbert emphasizes the importance of mentorship and giving back to the community. Chapters 00:00 The Genesis of Financo02:24 Navigating the Retail Landscape05:01 Investment Banking Insights07:27 The Evolution of Discount Retail09:45 The Impact of E-commerce12:10 The Art of Deal-Making14:35 Reflections on Leadership and People16:57 The Future of Retail and Investment Banking24:15 The Sad Fate of Stewart's Company26:23 The Changing Landscape of Investment Banking29:57 Confidentiality in Deal-Making33:44 The Future of Retail and Consumer Preferences35:35 The Rise of Brand Aggregators37:39 The Impact of Brand Aggregators on Competition39:57 Advice for Young Professionals42:43 Building Confidence and Resilience45:39 The Importance of Giving Back

In this episode, Joe Pohlen, CEO of Cardinal Senior Living, shares his journey in the assisted living industry, discussing the growth of his business, the challenges faced, and the importance of operational excellence. He reflects on his transition from self-storage to senior care, the significance of family dynamics in his entrepreneurial journey, and his ambitious goals for the future. Joe emphasizes the critical role of leadership in turning around distressed properties and the complexities of due diligence in acquisitions. Joe Pohlen on X: https://x.com/joepohlenCardinal Senior Living: https://cardinalseniorliving.com/Clint Fiore & Dealonomy: https://www.dealonomy.com/Patrick Dichter & Appletree: https://appletreebusiness.com/

Send Bidemi a Text Message!In this episode, host Bidemi Ologunde unpacks Netflix's blockbuster acquisition of Warner Bros. Discovery — a deal years in the making. Why wasn't it as shocking as it seemed? What signs pointed to this merger long before the headlines? And what could it mean for the future of streaming, theatrical films, and your monthly subscriptions?Support for The Bid Picture Podcast comes from Uncommon Goods, an online marketplace filled with unique, independently made gifts. From clever gadgets to handcrafted home goods, Uncommon Goods helps you find something thoughtful for everyone on your list. Learn more at uncommongoods.com.Support for The Bid Picture Podcast comes from GymShark, performance apparel designed for people who take their training seriously. With gym-ready fits that move with you, GymShark helps you stay focused from warm-up to cooldown. Explore their latest drops at gymshark.com.Support for The Bid Picture Podcast comes from Black Rifle Coffee Company, a veteran-founded coffee brand roasting premium beans for people who love a strong start to the day. From bold blends to convenient ready-to-drink cans, Black Rifle Coffee keeps you fueled for whatever's ahead. Check them out at blackriflecoffee.com.Support the show

Welcome to our review of PR pitches and mergers and acquisitions in the UK PR scene with Andrew Bloch. Here we discuss the biggest pitch wins, mergers and acquisitions that the PR sector has seen in November 2025.Andrew is the lead consultant PR, social, content and influencer at the new business consultancy firm AAR and a partner at PCB Partners, where he advises on buying and selling marketing services agencies.Andrew also runs the advisory firm Andrew Bloch & Associates.Don't forget The PRmoment Award's early bird entry deadline, on 19 December Market OverviewNovember has been a very buoyant month.The market has seen great wins and has been extremely busy on the M&A front, which is probably expected since people were trying to complete deals before the budget announcement.It is an important time of year for pitches, as agencies line up new business for the following year and clients aim to get everything in place for 2026.PITCHESWarburtons appoints Burson The UK's biggest bakery appoints Burson to handle its brand and consumer communications, focusing on building its heritage and innovation narratives ahead of the company's 150th anniversary. Burson will also manage the corporate news agenda.BAKERY79 appoints Stakked The modern food-to-go concept, established by Park Garage Group, has hired Stakked for PR support. The campaign will focus on building consumer awareness and driving uptake as Bakery79 rapidly converts forecourt concessions as part of its acceleration into the UK food-to-go market.Astrid & Miyu appoints Aisle 8 The jewellery brand, which operates 20 UK stores alongside sites in New York and LA, selects Aisle 8 (a fashion, beauty, and lifestyle specialist) to elevate its brand image and media profile.Bodyform appoints Earnies The menstrual care brand, part of the Essity portfolio, has appointed Earnies to deliver a major awareness campaign highlighting the impact and challenges associated with heavy periods.Tonys Chocolonely appoints Shook and Here Be Dragons Tony's has appointed Shook and Here Be Dragons for a creative project celebrating the chunky nature of its chocolate bars. The campaign involves using high-profile talent, like 'The World's Strongest Footballer', as well as a PR stunt marking the standardization of the brand's signature red colour.WaterAid appoints Mischief The global water charity has selected Mischief to deliver its festive campaign and winter appeal. The project focuses on raising awareness and funds to support WaterAid's mission to help communities access clean water, decent toilets, and good hygiene.Baller League appoints SoapBox The 6-a-side football league has hired SoapBox, a sport communications specialist, to handle its PR, event management, and press office function.Meta appoints John Doe Meta has expanded John Doe's brief to include creative communications for its wearables products, covering AI glasses, VR headsets, and other emerging technology from the Meta Wearables portfolio.The Cayman Islands Department of Tourism appoints W The Department of Tourism has awarded W a five-year contract for UK and European PR and communications. The agency will execute a strategic program covering media relations, influencer partnerships, and event activations to position the destination as a leading Caribbean holiday choice.Samsung appoints Ogilvy Samsung has expanded Ogilvy's remit to handle the brand's UK social and influencer work. This appointment builds on Ogilvy's existing relationship with Samsung, which includes B2B responsibilities across Europe.BMW Group appoints Kindred Kindred has been appointed to develop the creative communications strategy for both the BMW and Mini brands. The brief focuses o

Webinar: See what your contacts are doing on Zillow - Mon, Dec 8 - https://followupboss.zoom.us/webinar/register/WN_-jOL8Gu3TZ2IWR_atbijlA#/registrationWhat if your biggest mistakes became the blueprint for your next business?That's exactly what Marissa Canario is doing with Apex Realty Group, which she's building from Milwaukee, Wisconsin. After building a 7th-level insurance agency and after opening 168 markets (yes 168!) as a real estate leader on a national expansion team, Marissa's now taking lessons learned to build again - with deeper obsession and a clearer value prop.She shares the key to improving both agent experience and client experience. She details her segmented approach to onboarding (and re-onboarding) agents. She explains the pitfalls to avoid in market expansion and when to know if you're ready. And she shares a vision of teams getting larger and larger in the years ahead through mergers and acquisitions.Watch or listen for Marissa's insights into:Why obsession with agent experience and client experience drives successWhat was required and what was learned by opening 168 markets in a real estate team expansionHow to improve communication and get more done by meeting people where they areHow to turn past mistakes into a tighter, more focused model with a clearer value propositionHow Marissa's segmenting and improving “one of the most important factors of your entire foundation and one of the most difficult to get correct” … agent onboardingWhy to celebrate more (and more specific) agent milestonesAI and ISAs as new leverage points for real estate teamsWays to make technology amplify rather than replace real estate agents (and what that means they should focus on)How self-awareness, network strength, and sufficient capital set you up for market expansion successWhy mergers and acquisitions will drive larger teams and what your participation in that growth might look likeAt the end, learn about the value of integrity, the ends of toilet paper rolls, the bottoms of shampoo and ketchup bottles, and fewer business books.Episodes mentioned:→ AI Voice and Texting with Kyle Draper and Tiffany Gelzinis→ Redefining the Role of the Real Estate Team Leader with Keith Anderson→The Roll-Up Strategy for Business Growth with Sam KhorramianConnect with Marissa Canario:→ https://www.instagram.com/marissacanario/Connect with Real Estate Team OS:→ https://www.realestateteamos.com→ https://linktr.ee/realestateteamos→ https://www.instagram.com/realestateteamos/

Strategy doesn't fail because it's wrong on paper; it fails when culture and execution don't carry it across the line. We sat down with board leader and former CFO Heidrun Wechter-Essig to map the triangle that actually delivers results—strategy for clarity, culture for belief, and execution for momentum—and to explore how that lens changes the way we approach transformation, AI, and M&A.Heidrun shares hard-won lessons from 50+ deals, calling out hubris as the top red flag and highlighting the underrated signal few teams discuss: a refusal to choose. If leaders can't say what won't get done post-close, integration drifts and politics bloom. We talk through practical guardrails—clear decision rights, measurable milestones, and incentives tied to a crisp integration thesis—that keep value creation on track. The conversation also reframes “transformation” from a vague mandate to a capability you build: early wins, peer-to-peer storytelling, and transparency that outlasts the flavor-of-the-month cycle.On AI, we cut through buzzwords and get specific. Boards need literacy in machine learning and large language models, the ability to ask for explainability, and a scorecard for bias and model risk. Strategic edge comes from targeted use cases that improve decisions, speed innovation, and sharpen focus—not generic tools your competitors can copy. We explore smart versus dumb governance: focus on the few risks that matter with strong controls, give freedom within a framework elsewhere, and replace the illusion of control with clear containment principles for volatile markets.Finally, we rethink power at the top. Real power is influence—the quiet force that aligns stakeholders and enables excellence—balanced with moments of visible clarity when uncertainty spikes. Heidrun's stories show how leaders manage contradictions like stability versus reinvention and control versus entrepreneurial freedom, and how legacy is measured in people who can now run the triangle without you. If you're building a board, leading a deal, or trying to make AI useful rather than noisy, this is your playbook for practical, people-centered change.Enjoyed the conversation? Subscribe, share with a colleague who's navigating change, and leave a quick review to help others find the show.Send us a textCheck out "Protection for the Inventive Mind" – available now on Amazon in print and Kindle formats. The views and opinions expressed (by the host and guest(s)) in this podcast are strictly their own and do not necessarily reflect the official policy or position of the entities with which they may be affiliated. This podcast should in no way be construed as promoting or criticizing any particular government policy, institutional position, private interest or commercial entity. Any content provided is for informational and educational purposes only.

Send us a textPeter Lang, accomplished entrepreneur, investor, and philanthropist, has cracked the code on agency growth through strategic acquisitions, a skill he believes most agency owners are uniquely positioned to master but rarely tap into. As a former agency CEO who executed eight acquisitions before his successful exit in 2022, he offers listeners a refreshingly practical perspective on breaking through growth ceilings with M&A strategies.In this episode, Peter shares how mentorship has shaped his path, what it takes to prepare for a business exit or transition, and the strategies he's used to scale companies through mergers and acquisitions. From building high-performance teams to navigating complex deals, Peter delivers insight for entrepreneurs looking to grow intentionally and sustainably.Episode Highlights: Peter Lang's global education and a semester abroad in Paris shaped his entrepreneurial mindset and opened doors to international business opportunities.This episode highlights the role mentorship has played throughout Peter's career, from tactical advice to aspirational guidance from legendary thinkers.Peter gives insights to why agency owners are uniquely suited for mergers and acquisitions, and how M&A can unlock growth far beyond organic scaling.Peter's three keys to mentoring success: Radical Clarity, Accountability With Cadence, and Real-World Playbooks; and how they directly drive results.Real-world success stories from Peter's clients, including multi-million-dollar exits and transformative acquisitions in the digital agency space, gives inspiration to entrepreneurs looking to grow intentionally and sustainably.Episode Links: Lang Acquisitions WebsitePeter's LinkedIn Peter's Instagram21-Day M&A Email Course for Agency OwnersFollow The Digital Marketing Mentor: Website and Blog: thedmmentor.com Instagram: @thedmmentor Linkedin: @thedmmentor YouTube: @thedmmentor Interested in Digital Marketing Services, Careers, or Courses? Check out more from the TDMM Family: Optidge.com - Full Service Digital Marketing Agency specializing in SEO, PPC, Paid Social, and Lead Generation efforts for established B2C and B2B businesses and organizations. ODEOacademy.com - Digital Marketing online education and course platform. ODEO gives you solid digital marketing knowledge to launch/boost your career or understand your business's digital marketing strategy.

Martha has built two niche businesses with her husband Tim, and recently they've been wondering what it might be like to sell one. They help hotels move out furniture before remodels, liquidate or store old furniture, and install new furniture. They also have an amazing 24,000 square foot retail store where they sell unique furniture and decor that's . We discuss what the liquidation business might sell for, an ideal transition and what life would look like if they sold.Deja Vu Furniture & More: https://dejavufurniture.net/Clint Fiore & Dealonomy: https://www.dealonomy.com/Patrick Dichter & Appletree: https://appletreebusiness.com/

Paul Sanneman has built the perfect lifestyle business with Contractor Staffing Source. His $2.5M revenue recruiting business could run without him if needed, but he's enjoying the work he does every day. He's also built it around his lifestyle so we can spend plenty of time with family, working out, and enjoying the ocean in Hawaii. We discuss what his business is worth today and if he'd ever sell, as well as who might take it over. Paul shares some great wisdom he's learned after other failed business ventures, and trends he sees with his contractor clients. Contractor Staffing Source Website: https://contractorstaffingsource.com/Paul Sanneman on LinkedIn: https://www.linkedin.com/in/paul-sanneman/Clint Fiore & Dealonomy: https://www.dealonomy.com/Patrick Dichter & Appletree: https://appletreebusiness.com/

In this episode, Matt and Ryan break down the concept of “selling in” - partnering with growth capital to scale your IT services business - versus “selling out.” They explore how founder-led companies can leverage private equity or family office investments to unlock their next stage of growth without giving up control or purpose. From the second bite of the apple to choosing the right platform partner, they share insights on when, why, and how to align ambition with the right capital.Key Takeaways:The difference between selling in and selling outWhat “growth capital” really means in today's IT services M&A marketThe second bite of the apple — and why it often pays more than the firstHow to evaluate investors and cultural fit before taking on a partnerWhen not to take capital — knowing when your organic growth still worksQuote:“Oftentimes people make more money in the second bite of the apple than they did the first.” — Matt LockhartListen if you're:A founder wondering how to scale past your current ceilingCurious about private equity partnerships in IT servicesDebating between continuing solo or joining a platform RELATED EPISODES:Episode 233: Grow, Buy, or Sell to Grow. Listen now >> Listen to Shoot the Moon on Apple Podcasts or Spotify.Buy, sell, or grow your tech-enabled services firm with Revenue Rocket.

From fix-and-flip investor to Founder and Owner of the #1 real estate team in California and #3 in the United States, Sam Khorramian has been driven by “pigheaded determination.”Sam talks through primary drivers of his success, including “wow” experiences, a differentiated business model, and a roll-up strategy for business growth. He explains why it made sense to go from independent brokerage to a team brokered by LPT Realty.Learn to acquire complementary businesses outside of the three most common ancillaries and RESPA requirements with no money out of your own pocket - with an example of how those deals are structured. And learn how to make your real estate team a more valuable acquisition target. Watch or listen for Sam Khorramian's insights into:Why pigheaded determination is a leadership superpowerTapping into the unquantifiable power of “wow” experiences (inspired by Ritz Carlton)Pioneering a new business model when launching a new brokerage (with a caution from Mike Ferry)How a 100% commission, $300/month model worked for agents and for the brokerageGrowing 2.5-3x by partnering with LPT RealtyCreative business acquisitions outside of the common ancillaries and RESPA requirementsWays to structure a no-money-down acquisition through seller financing, asset-based loans, and other strategies (with a specific example)Why real estate teams becoming more valuable than brokeragesAt the end, learn about underdogs, expensive passions, and masterminds.Mentioned in this episode:→ Big Block and LPT Realty (webinar) https://youtu.be/-kMlDY4KLuk→ The New Gold Standard (book) https://www.josephmichelli.com/yournewgoldstandard.com/→ Epic Network https://epicnetwork.com/→ Mango Automotive https://www.mangoautomotive.com/Connect with Sam Khorramian:→ https://www.instagram.com/the9thzero/Connect with Real Estate Team OS:→ https://www.realestateteamos.com→ https://linktr.ee/realestateteamos→ https://www.instagram.com/realestateteamos/

In this episode of Crazy Wisdom, host Stewart Alsop talks with Jessica Talisman, founder of Contextually and creator of the Ontology Pipeline, about the deep connections between knowledge management, library science, and the emerging world of AI systems. Together they explore how controlled vocabularies, ontologies, and metadata shape meaning for both humans and machines, why librarianship has lessons for modern tech, and how cultural context influences what we call “knowledge.” Jessica also discusses the rise of AI librarians, the problem of “AI slop,” and the need for collaborative, human-centered knowledge ecosystems. You can learn more about her work at Ontology Pipeline and find her writing and talks on LinkedIn.Check out this GPT we trained on the conversationTimestamps00:00 Stewart Alsop welcomes Jessica Talisman to discuss Contextually, ontologies, and how controlled vocabularies ground scalable systems.05:00 They compare philosophy's ontology with information science, linking meaning, categorization, and sense-making for humans and machines.10:00 Jessica explains why SQL and Postgres can't capture knowledge complexity and how neuro-symbolic systems add context and interoperability.15:00 The talk turns to library science's split from big data in the 1990s, metadata schemas, and the FAIR principles of findability and reuse.20:00 They discuss neutrality, bias in corporate vocabularies, and why “touching grass” matters for reconciling internal and external meanings.25:00 Conversation shifts to interpretability, cultural context, and how Western categorical thinking differs from China's contextual knowledge.30:00 Jessica introduces process knowledge, documentation habits, and the danger of outsourcing how-to understanding.35:00 They explore knowledge as habit, the tension between break-things culture and library design thinking, and early AI experiments.40:00 Libraries' strategic use of AI, metadata precision, and the emerging role of AI librarians take focus.45:00 Stewart connects data labeling, Surge AI, and the economics of good data with Jessica's call for better knowledge architectures.50:00 They unpack content lifecycle, provenance, and user context as the backbone of knowledge ecosystems.55:00 The talk closes on automation limits, human-in-the-loop design, and Jessica's vision for collaborative consulting through Contextually.Key InsightsOntology is about meaning, not just data structure. Jessica Talisman reframes ontology from a philosophical abstraction into a practical tool for knowledge management—defining how things relate and what they mean within systems. She explains that without clear categories and shared definitions, organizations can't scale or communicate effectively, either with people or with machines.Controlled vocabularies are the foundation of AI literacy. Jessica emphasizes that building a controlled vocabulary is the simplest and most powerful way to disambiguate meaning for AI. Machines, like people, need context to interpret language, and consistent terminology prevents the “hallucinations” that occur when systems lack semantic grounding.Library science predicted today's knowledge crisis. Stewart and Jessica trace how, in the 1990s, tech went down the path of “big data” while librarians quietly built systems of metadata, ontologies, and standards like schema.org. Today's AI challenges—interoperability, reliability, and information overload—mirror problems library science has been solving for decades.Knowledge is culturally shaped. Drawing from Patrick Lambe's work, Jessica notes that Western knowledge systems are category-driven, while Chinese systems emphasize context. This cultural distinction explains why global AI models often miss nuance or moral voice when trained on limited datasets.Process knowledge is disappearing. The West has outsourced its “how-to” knowledge—what Jessica calls process knowledge—to other countries. Without documentation habits, we risk losing the embodied know-how that underpins manufacturing, engineering, and even creative work.Automation cannot replace critical thinking. Jessica warns against treating AI as “room service.” Automation can support, but not substitute, human judgment. Her own experience with a contract error generated by an AI tool underscores the importance of review, reflection, and accountability in human–machine collaboration.Collaborative consulting builds knowledge resilience. Through her consultancy, Contextually, Jessica advocates for “teaching through doing”—helping teams build their own ontologies and vocabularies rather than outsourcing them. Sustainable knowledge systems, she argues, depend on shared understanding, not just good technology.