Podcasts about Mergers and acquisitions

In this episode of the Modern Man Podcast, host Ted speaks with Joshua Wilson, a serial entrepreneur and business acquisition strategist. They discuss Joshua's journey from being a real estate addict to successfully acquiring and transforming businessesTakeawaysJoshua Wilson transitioned from real estate to mergers and acquisitions.Being equity-rich but cash-poor can be a challenging situation.Diversification is crucial for financial stability.Taking calculated risks can lead to significant rewards.Mental roadblocks often prevent individuals from pursuing opportunities.Due diligence is essential when acquiring a business.Identifying growth potential in businesses is key to successful acquisitions.Entrepreneurship requires resilience and the ability to learn from failures.Networking and mentorship can provide valuable insights and opportunities.The universe often presents opportunities when you are open to receiving them. Don't do restaurants, just too low margins.Niche down as much as you can.Immediate cash flow from acquisitions is a key advantage.Aligning with investors is crucial for success.There is no such thing as a passive business.Creating multiple income streams is essential for financial freedom.Diversification is necessary to avoid being cash poor.Investing in businesses can yield better returns than real estate.Understanding the operational side of business is vital for success.Parenthood has shaped my perspective on financial independence.Chapters 00:18 - Introduction to the Modern Man Podcast 01:38 - From Real Estate to Mergers and Acquisitions 03:21 - Understanding Equity Rich and Cash Poor 06:20 - The Importance of Diversification in Business 09:08 - Taking Calculated Risks in Entrepreneurship 12:22 - The Journey of an Entrepreneur: Lessons Learned 15:16 - Overcoming Mental Roadblocks and Fear 18:28 - The Role of Due Diligence in Business Acquisition 21:23 - Identifying Profitable Business Opportunities 24:05 - Niche Down for Success 27:18 - Immediate Cash Flow from Acquisitions 30:25 - Investing with Limited Cash 33:31 - The Reality of Business Ownership 38:58 - Creating Multiple Income Streams 40:52 - Long-Term Vision in M&A 42:45 - Life Lessons from ParenthoodWilson's Links Website: https://jwenterprise.co/Instagram: https://www.instagram.com/therealjoshwilsonFacebook: https://www.facebook.com/realjwilson/Free eBook Here: Mastering Self-Development: Strategies of the New Masculine: https://rebrand.ly/m2ebook ⚔️JOIN THE NOBLE KNIGHTS MASTERMIND⚔️https://themodernmanpodcast.com/thenobleknights

What does it take to move from marketing manager to CMO in the AEC industry? In this episode, we talk with Jennifer Haferbecker, founder of On Your Market Set Go, about the mindset shifts, strategic thinking, and evolving expectations that shape today's marketing leaders. Jennifer shares how marketing teams can support firm growth, influence business decisions, and build internal alignment—especially during times of change. We also explore the rise of the fractional CMO model, the expanding role of marketing in mergers and acquisitions, and the importance of showing up as a strategic partner at every level. Whether you're leading a team or looking to grow into your next role, this conversation offers real guidance for building a meaningful and future-ready career.

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.

We'd love to hear from you. What are your thoughts and questions?In this episode of Streams to Impact, Dr. Allen Lomax interviews Kelvin Bell, a distinguished toastmaster, investor, and business strategist. They discuss Kelvin's journey into entrepreneurship, key strategies for enhancing business valuation, innovative sales approaches, and effective profit margin strategies. Kelvin shares insights on navigating mergers and acquisitions, the consulting business model, and the importance of exit planning for small business owners. The conversation emphasizes the need for strategic planning and the potential for significant growth through thoughtful business practices.Main Points: Business owners often overlook exit strategies until it's too late.Retaining existing customers is more cost-effective than acquiring new ones.A well-structured management team is crucial for business valuation.Profit margins can be increased by adjusting pricing strategies.Mergers and acquisitions can double business size but require careful planning.Consulting for equity aligns the consultant's success with the business's growth.Standard operating procedures can alleviate the burden on business owners.Exit readiness is essential for maximizing business valuation.Transformational consulting can provide significant ROI for businesses.Quiet reflection can be a powerful tool for introverted entrepreneurs.Main Points: TopValue15.com GrowYourBusinessNow.infohttps://www.instagram.com/drkelvinbell/https://www.linkedin.com/in/kelvin-bell-investor/https://www.facebook.com/kelvin.bell.31945

Send us a textIn this episode, we speak with an expert from an investment bank and management consulting firm that specializes in mergers and acquisitions (M&A), business brokering, and capital raises. With years of experience in technology innovation and professional services, the guest takes us through their background, starting with Accenture, Countrywide Financial, and BofA, before founding their own firm over seven years ago.The discussion focuses on current M&A trends, including the challenges and opportunities in a volatile economy, with a special emphasis on the aging baby boomer generation and the increasing number of small businesses poised for retirement. The speaker also touches on the rise of private equity-held companies and their impact on M&A activity.Additionally, the guest shares insights on how they help family offices navigate both buying and selling, including a recent high-value transaction involving a family-owned business transitioning across generations. This episode is a deep dive into the complexities of M&A and the strategies driving successful deals in uncertain times.

One area of complexity in a buy-side M&A transaction is commercial insurance. Given all the potential liabilities, hidden risks, industry-specific needs and coverage gaps, knowing what to look for during due diligence is critical to maximizing post-deal value. On this episode, Brian Stovsky, senior vice president and practice leader for the Oswald Companies and Unison Risk Advisors Mergers & Acquisitions Practice, and Joe Curtis, vice president and director of benefits for Michigan at Oswald Companies, talk about buyer pre-and post-close M&A due diligence considerations of commercial insurance for risk management. 

In Episode #113 of Geeks of the Valley, we sat down with Rob Hadick, General Partner at Dragonfly, a leading $2.5bn crypto-focused global investment firm. We explore the seismic shifts in the VC ecosystem, from the rise of trade-sale exits to the resilience of certain sub-sectors like Layer 2 protocols and real-world-asset platforms. A focal point of our discussion is Ripple's landmark $1.25 billion acquisition of Hidden Road, where Rob dissects its implications for bridging institutional finance with native-crypto infrastructure. Along the way, Rob shares lessons he's learned underwriting tokenized assets, supporting portfolio companies through volatility, and spotting early signals of talent migration in an increasingly global industry. Whether you're an institutional investor seeking to understand new exit dynamics or a founder navigating the crypto VC landscape, this conversation offers a comprehensive roadmap to the future of digital-asset investing.Since 2017, Dragonfly has been at the forefront of blockchain and crypto innovation with a long-term oriented, technical, and research-driven approach, having been early backers of some of the most influential protocols and companies in the industry, including 1inch, Avalanche, Bitget, Bybit, Compound, DyDx, Ethena, Hidden Road, Matter Labs, Monad, Near, Optimism, Polygon, Ribbon and ZK Sync. Rob focuses on companies and protocols that are innovating at the bleeding edge of centralized and decentralized finance, payments, money, and digital asset infrastructure.Previously, Rob led multi-stage public and private investing into crypto protocols and companies at GoldenTree Asset Management ("GTAM"), a ~$50bn multi-strategy hedge fund. Prior to GTAM, Rob invested in and advised fintech, technology, and crypto companies while at Heritage Partners, Goldman Sachs, and PJT Partners. He holds an MBA from Columbia Business School, where he was co-founder of the Columbia Blockchain Club, and a Bachelor's in Economics and Political Science from Washington University in St. Louis.LinkedIn: https://www.linkedin.com/in/rob-hadickWebsite: https://www.dragonfly.xyz

Mark Meador is the newest commissioner on the Federal Trade Commission, which plays a dual role: enforcing both antitrust and consumer protection laws. It also serves as America's de facto technology regulator, including overseeing digital privacy and cybersecurity issues.Commissioner Meador embodies the political realignment reshaping conservative views on big business, capitalism, and free trade. The Trump Administration's antitrust cases against Big Tech represent arguably the clearest expression of this shift. While the Biden administration aggressively targeted mergers and acquisitions—Wall Street's bread and butter—many financial elites hoped Donald Trump's return would restore a laissez-faire approach to antitrust. They've been in for disappointment.A recent speech by Meador laid out a conservative vision for antitrust, challenging long-held Republican Party orthodoxies and sparking backlash from libertarians. He joins Evan to discuss the tensions at the heart of the this realignment: how free-market principles can coexist with robust antitrust enforcement; how skeptics of big government find common cause with critics of big business; and how conservatives are crafting their own distinctive approach to antitrust while embracing the bipartisan consensus that has emerged over the past eight years.

In this episode of the Revenue Builders Podcast, hosts John McMahon and John Kaplan are joined by Tony Marino, a senior advisor and executive coach with a storied career as CHRO for major global companies like Fiserv. The discussion revolves around the critical aspects of corporate leadership, the parallels between athletics and business, and the importance of maintaining physical and mental well-being for optimal performance. Marino introduces the concept of 'five-tool players' in a corporate context, emphasizing the need for well-rounded leaders proficient in six key areas: financial and business acumen, client focus, people and team leadership, risk and controls, operational excellence, and innovation. The episode also covers practical strategies for establishing priorities, key lessons from transformative sales effectiveness initiatives, and the impact of habits and routines on leadership success.ADDITIONAL RESOURCESLearn more about Anthony Marino:https://www.linkedin.com/in/anthony-s-marino-94a6476/Read Force Management's Guide to Embedding AI In Your B2B Sales Organization: https://hubs.li/Q03ldrzD0Download the CRO Strategy Checklist: https://hubs.li/Q03f8LmX0Enjoying the podcast? Sign up to receive new episodes straight to your inbox: https://hubs.li/Q02R10xHERE ARE SOME KEY SECTIONS TO CHECK OUT[00:01:59] Corporate Athlete: Balancing Leadership and Well-being[00:04:13] Transferable Lessons from Athletics to Business[00:06:31] The Importance of Physical and Mental Health for Leaders[00:09:56] Setting and Achieving Goals: The 6% Club[00:12:34] Prioritizing and Managing Time Effectively[00:28:11] Real-life Examples and Practical Advice[00:33:54] The Importance of Operating Rhythm in Corporations[00:35:43] Predictable Management Routines for Leaders[00:38:18] Understanding the Concept of Five Tool Players[00:40:17] Six Key Traits of Successful Leaders[00:47:49] The Role of Feedback and Coachability[00:51:07] Identifying Team Archetypes[00:59:36] The Impact of Sales Effectiveness on Company SuccessHIGHLIGHT QUOTES"The greatest leaders are well-rounded, like five tool players.""If you don't take care of yourself, you lose perspective.""The best leaders I've ever met are self-aware.""Every leader should evaluate all the activities on their desk regularly to ensure they are adding value.""Sales productivity should be the number one metric for any company."

Confused between raising capital or selling your company? Discover how recapitalization offers a powerful growth option—allowing you to raise funds, gain liquidity, and bring on a strategic partner without giving up control. In this video, we break down how recapitalization works, why it's increasingly popular with private equity firms, and how it can drive growth, solve internal challenges, and position your company for a second, more lucrative exit. Featuring real-world case studies, we show how founders successfully leveraged recap deals to scale their business, cash out partially, and align with the right investors. Learn how Corum's proven process helps tech CEOs navigate recapitalization for optimal outcomes.   takeaways Evaluations don't create value, the process does. A global buyer search process is essential for maximizing value. Recapitalization allows founders to cash out while retaining equity. Private equity can provide operational expertise and growth opportunities. The Corum process can significantly improve sale outcomes. M&A activity is highly international, with diverse buyer universes. Valuations in tech sectors are rising, indicating strong market interest. Educational events are crucial for staying updated on M&A trends. Recapitalization can help companies scale without losing control. The Tech M&A Masterclass offers practical knowledge for navigating M&A.   00:00 Introduction to Tech M&A Podcast 01:43 CEO Desk: Insights on Valuation and Process 04:29 Upcoming M&A Educational Events 07:11 Tech M&A Market Research Report Overview 20:24 Leveraging Recapitalizations for Company Value Special Report 27:39 Conclusion and Upcoming Events

Selling your business is more than a financial transaction—it's an emotional journey. Our latest podcast explores the critical balance between emotion and logic in mergers and acquisitions, offering insights for IT services business owners. Key Takeaways:Understand the deep emotional attachment founders have to their businessesRecognize how emotions can impact deal negotiations and valuationLearn strategies to stay level-headed during the M&A processDiscover the importance of professional advisors in managing emotional challengesWhether you're considering selling or acquiring a company, emotional intelligence is your greatest asset. Our experts provide practical guidance to help you navigate the complex world of business transactions with confidence and clarity. Want to transform your M&A experience? Listen to our full podcast and gain expert insights into successful business transitions or reach out to schedule a no obligation introduction call: info@revenuerocket.com Listen to Shoot the Moon on Apple Podcasts or Spotify.Buy, sell, or grow your tech-enabled services firm with Revenue Rocket.

In this week's episode of Business Buying Strategies, Jonathan interviews David, a successful entrepreneur who shares his incredible journey of transforming a small domiciliary care business into a £20 million revenue enterprise over the course of four years through an aggressive buy-and-build strategy.   David details his early days, the moment of insight that led to his first acquisition, and how he managed to acquire businesses with little to no upfront cash. He also emphasises the importance of having a strong management team, discusses integration challenges, and provides insights into acquiring distressed companies.   Additionally, David talks about his recent exit, future plans, and offers valuable advice to those looking to grow through acquisitions.   Key moments   00:00 Introduction to Business Buying Strategies 01:21 David's Background and Early Business Ventures 03:17 First Acquisition and Growth Realization 05:53 Mastermind Course and Rapid Expansion 07:35 Building a Strong Management Team 11:31 Challenges and Strategies in Acquisitions 16:25 Successful Exit and Future Plans 20:26 Q&A Session with David   ** 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.

In this episode of The Glass Ceiling, Marissa Hankinson speaks with Oliver Ciancio — a mergers and acquisitions specialist helping businesses navigate complex deals, strategic growth, and high-stakes decisions.Oliver shares what really goes on behind closed boardroom doors — from preparing a business for sale to acquiring companies for growth. Whether it's a family-run business or a major corporate entity, Oliver brings clarity to the high-pressure world of M&A, shedding light on the processes, the pitfalls, and the power of a well-executed deal.This is a must-listen for business owners, investors, and professionals curious about what it takes to scale, sell, or strategically acquire in today's market.#TheGlassCeilingPodcast #OliverCiancio #MergersAndAcquisitions #BusinessGrowth #BusinessSale #CorporateAdvisory #ExitStrategy #BusinessValuation #StrategicPlanning #ScaleYourBusiness #WavebreakerProductionsProduced by www.wavebreakerproductions.com

At RIMS RISKWORLD, Elizabeth Blosfield, Deputy Editor for Carrier Management, interviews Joann Balous, VP of Sales and Marketing for National Accounts at Travelers, about the latest trends in … Read More » The post RIMS RISKWORLD 2025: M&A Activity and Risks Shaping the Insurance Landscape appeared first on Insurance Journal TV.

This week Pacey's somehow got her hands on a captain's armband, Goosey is celebrating Leeds being back in the Premier League, they chat all things Champions League and look ahead to the wrapping up of the domestic season. To get in touch with Big Kick Energy please follow us on Instagram @bigkickenergypod or drop us an email on bigkickpod@gmail.com Learn more about your ad choices. Visit podcastchoices.com/adchoices

Today's episode of iGaming Daily, sponsored by Optimove, is a tail of two of the biggest operator's in the industry, as we cover big news from both Entain and Betsson. First up, Ted Orme-Claye is joined by his namesake, Ted Menmuir, as they discuss the permanent appointment of Stella David as CEO, transitioning from an interim role. The two Ted's discuss the regulatory headwinds coming Entain's way, despite the strong performances of some of their brands, including Ladbrokes and Coral. In the second half of the podcast, Viktor Kayed jumps into the host's chair, and he's joined by a very special guest, Pontus Lindwall, CEO of Betsson AB, following the posting of their Q1 results. Viktor asks Pontus about their Latin America strategy, AI integration, the possibility of using crypto and blockchain based payments, his opinions on gambling advertising restrictions, and their investment on mobile user experience. Host: Ted Orme-Claye, Viktor KayedGuest: Ted Menmuir, Pontus LindwallProducer: Anaya McDonaldEditor: Scott FultoniGaming Daily is also now on TikTok. Make sure to follow us at iGaming Daily Podcast (@igaming_daily_podcast) | TikTok for bite-size clips from your favourite podcast. Finally, remember to check out Optimove at https://hubs.la/Q02gLC5L0 or go to Optimove.com/sbc to get your first month free when buying the industry's leading customer-loyalty service. 

Cassi Niekamp left a corporate career in sales and bought Bowden Fence Company four years ago. She's grown top line revenue 5x and improved the business tremendously but still feeling lots of stress managing that growth. We discuss what the business is worth today, if she would sell soon, and what she's focused on for 2025. Cassi Niekamp: https://x.com/cassiniekampBowden Fence: https://www.bowdenfence.com/Clint Fiore & Dealonomy: https://www.dealonomy.com/Patrick Dichter & Appletree: https://appletreebusiness.com/

In this week's episode of Business Buying Strategies, Jonathan provides an exclusive glimpse into one of his inner circle meetings featuring guest speaker Richard Farleigh, the Australian investor known from series 3 and 4 of Dragons' Den.   Richard shares his incredible life story, growing up in the care system, overcoming adversity, and eventually achieving success in investment banking and business.   The episode includes candid insights and engaging stories about Richard's experiences on Dragons' Den, his investment philosophies, and the remarkable transformations of his ventures, including the rise of Levi Roots' Reggae Reggae Sauce.   Key moments   01:00 Meet Richard Farleigh: From Dragons' Den to Investor 02:01 Richard Farleigh's Early Life and Challenges 04:24 The Turning Point: Chess and Education 06:37 Investment Banking and Early Success 07:20 Adventures in Small Business Investing 08:33 Experiences on Dragons' Den 15:19 The One That Got Away: Trunky 17:13 Home House: A Unique Private Member's Club 20:49 Business Theory and Unique Selling Points 21:25 Challenges of Promoting Home House 22:29 The Role of Luck in Business Success 22:55 Madonna's Visit and Home House's Turning Point 23:17 Discovery Costs and Financial Struggles 24:56 Selling Home House and Market Liquidity 25:18 Starting a Tennis Racket Company 26:16 Lessons from a Failed Business Venture 30:29 Infinite Startups and Business Execution 32:21 Levi Roots and the Reggae Reggae Sauce Pitch     ** 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.

“Each acquisition has its own fingerprints. You kind of think, oh, it's an acquisition. No, it's all different.” - Diane DooleyDiane Dooley, a CHRO and consultant, joined me this week to discuss what HR's role in mergers & acquisitions is, and why HR is so key to that process. We talked about doing the right due diligence before an acquisition, how to merge cultures, and how to navigate the different reactions that employees inevitably have. Diane and I also dove into the psychology of both the buyer and the seller in an M&A transaction, and why the reasons to buy are often not the same as those to sell. Founders often have much more emotions surrounding the transaction, which have to be taken into account to make sure the transition is as smooth as possible for them and their employees.Join me this week on Self-Funded with Spencer to find out what HR's role is in the M&A process!Chapters:00:00:00 HR's Role In M&A: Due Diligence, Culture, and Integration | with Diane Dooley00:08:08 Assessing Cultural Fit in M&A00:15:49 Thorough Due Diligence When Acquiring00:20:52 Impact of Company Culture in Mergers00:25:26 Navigating Integration With Change Management 00:39:17 Leadership Continuity00:41:54 The Importance of Employee Incentives00:46:37 Avoiding Hiring Mistakes01:06:51 Being Proactive In HRKey Links for Social:@SelfFunded on YouTube for video versions of the podcast and much more - https://www.youtube.com/@SelfFundedListen/watch on Spotify - https://open.spotify.com/show/1TjmrMrkIj0qSmlwAIevKA?si=068a389925474f02Listen on Apple Podcasts - https://podcasts.apple.com/us/podcast/self-funded-with-spencer/id1566182286Follow Spencer on LinkedIn - https://www.linkedin.com/in/spencer-smith-self-funded/Follow Spencer on Instagram - https://www.instagram.com/selffundedwithspencer/Key Words: HR, Mergers And Acquisitions, M and A, Mergers, Acquisitons, CHRO, Due Diligence, Culture, Integration, Change Management, Succession, Recruitment, Diane Dooley, spencer smith, podcast, healthcare, health insurance, self funded, self funding, self funded health insurance, self funded insurance#HR #MergersAndAcquisitions #MandA #Mergers #Acquisitons #CHRO #DueDiligence #Culture #Integration #ChangeManagement #Succession #Recruitment #dianedooley #spencersmith #podcast #healthcare #healthinsurance #selffunded #selffunding #selffundedhealthinsurance #selffundedinsurance

“Each acquisition has its own fingerprints. You kind of think, oh, it's an acquisition. No, it's all different.” - Diane DooleyDiane Dooley, a CHRO and consultant, joined me this week to discuss what HR's role in mergers & acquisitions is, and why HR is so key to that process. We talked about doing the right due diligence before an acquisition, how to merge cultures, and how to navigate the different reactions that employees inevitably have. Diane and I also dove into the psychology of both the buyer and the seller in an M&A transaction, and why the reasons to buy are often not the same as those to sell. Founders often have much more emotions surrounding the transaction, which have to be taken into account to make sure the transition is as smooth as possible for them and their employees.Join me this week on Self-Funded with Spencer to find out what HR's role is in the M&A process!Chapters:00:00:00 HR's Role In M&A: Due Diligence, Culture, and Integration | with Diane Dooley00:08:08 Assessing Cultural Fit in M&A00:15:49 Thorough Due Diligence When Acquiring00:20:52 Impact of Company Culture in Mergers00:25:26 Navigating Integration With Change Management 00:39:17 Leadership Continuity00:41:54 The Importance of Employee Incentives00:46:37 Avoiding Hiring Mistakes01:06:51 Being Proactive In HRKey Links for Social:@SelfFunded on YouTube for video versions of the podcast and much more - https://www.youtube.com/@SelfFundedListen/watch on Spotify - https://open.spotify.com/show/1TjmrMrkIj0qSmlwAIevKA?si=068a389925474f02Listen on Apple Podcasts - https://podcasts.apple.com/us/podcast/self-funded-with-spencer/id1566182286Follow Spencer on LinkedIn - https://www.linkedin.com/in/spencer-smith-self-funded/Follow Spencer on Instagram - https://www.instagram.com/selffundedwithspencer/Key Words: HR, Mergers And Acquisitions, M and A, Mergers, Acquisitons, CHRO, Due Diligence, Culture, Integration, Change Management, Succession, Recruitment, Diane Dooley, spencer smith, podcast, healthcare, health insurance, self funded, self funding, self funded health insurance, self funded insurance#HR #MergersAndAcquisitions #MandA #Mergers #Acquisitons #CHRO #DueDiligence #Culture #Integration #ChangeManagement #Succession #Recruitment #dianedooley #spencersmith #podcast #healthcare #healthinsurance #selffunded #selffunding #selffundedhealthinsurance #selffundedinsurance

Regrets in M&A deals New Livestream guest- Fractional CFO Dustin Williamson I'm happy to have Dustin join me on a live broadcast. He has years of experience in the world of business in finance roles. Tune in and as we'll be discussing regrets that often creep up in mergers and acquisitions and we'll also talk a bit about planning for deals in cyclical industries given his experience in the Oil & Gas sector. This is a ‘must see event' for anyone who foresees a deal in their future as there will be lessons for everyone in this conversation. Find Dustin on Linkedin here: https://www.linkedin.com/in/dustinwilliamson/ Dustin's recent blog post on regrets in M&A: https://vcfo.com/blog/mergers-acquisitions-warning-signs

Subscribe to UnitedHealthcare's Community & State newsletter.Health Affairs' Jeff Byers welcomes Bob Herman of STAT News to the program to discuss the state of deals in the health care space, how vertical integration and consolidation have played a role in mergers & acquisitions as it relates to hospitals, and what might fly under the radar from even the most savvy of health policy wonks.Health Affairs Insiders can join us April 23 for an exclusive virtual event exploring site-neutral payments with health economist and health services researcher Brady Post of Northeastern University and Health Affairs' Meg Winchester.Also, we are hosting another Insider exclusive event on May 29 focusing on the FDA's first 100 days under the second Trump administration featuring moderator Rachel Sachs alongside panelists Richard Hughes IV and Arti Rai. Related Links:Sign up for STAT+Sign up for STAT newsletters including Bob Herman's Health Care Inc. Subscribe to UnitedHealthcare's Community & State newsletter.

Daniel Magazu's first entrepreneurial venture was a landscaping and mulch business he started during college. With the mulch business he cracked the code on Facebook group marketing, and has since gone all in on scaling his marketing agency business, Ride The Wave. It's growing very quickly and has 96% retention rate. We discuss what the mulch business might sell for today, what the agency might sell for, and Daniel's long term goals. Daniel Magazu on X: https://x.com/DannyMagazuRide The Wave: https://ridethewave.info/Clint Fiore & Dealonomy: https://dealonomy.com/Patrick Dichter & Appletree: https://appletreebusiness.com/

What happens when a publicly traded company transitions to become privately owned? During the midday Fireside Chat at the Boston Smart Business Dealmakers Conference, two CFOs share firsthand insights on the realities of life as a public company, the strategic considerations behind their respective sales to private equity firms, and what the transition process entailed. Cassandra Hudson, CFO of StackAdapt and former CFO of EngageSmart, and John Wagner, former CFO of Brightcove, sat down with Bank of America Managing Director Phil Ianniello to discuss what changed post-transaction and how the shift has impacted operations and financial strategy, and offer key lessons from navigating this major transformation.

A letter of intent, often referred to as an LOI, is essentially the first formal document in a sale process between a buyer and a seller. It not only establishes the intent of two companies to move forward into a sale process, but it sets some terms for the process that sellers should carefully consider. Tony Montanaro, transaction advisory partner with Louis Plung & Company, talks about LOIs and what sellers need to know about the terms within them before moving forward with a deal.

In this episode of Business Buying Strategies, Jonathan invites Martin to share his business acquisition journey. Martin recounts his initial skepticism towards Jonathan's methods, which later led to remarkable success in acquiring multiple businesses.   He emphasises the importance of swift action, tailored deal structuring, and understanding seller motivations. Martin also delves into effective negotiation tactics, ensuring clear communication, and establishing trust with sellers.   This episode is packed with practical insights on buying businesses without risking personal capital and serves as a masterclass in deal-making and negotiation.   Key moments   01:06 Martin's Journey Begins 02:08 First Business Acquisition 03:16 Expanding the Portfolio 04:11 Deal Structuring and Negotiation Insights 05:11 Real-Life Acquisition Stories 11:54 Advanced Negotiation Techniques 18:53 Building Trust and Securing Deals 25:12 Conclusion and Final Thoughts   ** 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.

Andrew Bab, Partner & Co-Chair of the Healthcare Group at Debevoise & Plimpton LLP In this episode of M&A Science, Andrew Bab joins Kison Patel live in New York to dive into the fast-changing legal landscape facing private equity deals in healthcare. From emerging state-level regulations and reverse CFIUS to FDA policy shifts and CVR litigation, Andrew offers a masterclass in legal diligence and deal structuring. They also explore how political scrutiny and increasing regulatory complexity are driving the need for more proactive, buyer-led approaches in healthcare M&A. Things you will learn: How state-level regulation is changing the game for healthcare deals What private equity needs to know about DEI rollbacks and False Claims Act liability Impacts of recent Delaware case law and why some firms are leaving the state When to use CVRs in pharma M&A and the litigation risks they carry How new HSR rules and antitrust dynamics are shifting auction timelines _______________ What is the Buyer-Led M&A™ Virtual Summit This isn't just another webinar—it's an interactive experience designed to give you the tools and strategies to lead your M&A deals with confidence. 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 ________ Episode Timestamps:  [00:01:30] Andrew's background and overview of Debevoise & Plimpton's healthcare practice [00:03:00] Regulatory updates: DEI rollbacks, reverse CFIUS, foreign direct investment [00:05:30] National security laws expanding into tech, steel, and social media [00:06:00] Antitrust enforcement differences between Trump and Biden administrations [00:09:00] Delaware case law: MFW, Molus, Crispo and corporate governance implications [00:15:00] State-level regulation of healthcare deals (e.g., CA OHCA, MA law) [00:18:30] FDA's AI guidance and post-Chevron court deference [00:21:00] CVRs in pharma: structuring, litigation risk, and buyer incentives [00:29:00] Put/call deal structures for PE–strategic healthcare partnerships [00:32:30] HSR form overhaul and implications for auction vs. proprietary deals [00:34:30] Increased scrutiny of PE under False Claims Act and integration risk [00:44:00] Political scrutiny of PE in healthcare and rising public pressure [00:47:00] “Craziest M&A moment” – Mercury in the House of Orion delays closing

Christian Kobes is quickly scaling 19:21 Consultants Co, an independent health insurance and employee benefits firm. They've found their niche providing better, modern service to clients with +50 employees. Christian expects revenue to nearly double again this year. We discuss the M&A landscape in health insurance, what their company might be worth today, and if they'd sell soon. Christian Kobes on X: https://x.com/christian_kobes19:21 Consultants: https://www.1921consultants.com/Clint Fiore & Dealonomy: https://www.dealonomy.com/Patrick Dichter & Appletree: https://appletreebusiness.com/

Old sponsors memories, Nic Nic 'borrows' an image from Danny, happy 15th anniversary to junior parkrun, Fire Service College is relit, Alex Yee parkruns with Grandad Albert at Bromley parkrun, Ali Brownlee visits Lister Park parkrun in Bradford to see a friendly face, Nicola goes to see parkrun Jeff at Vermuyden Way parkrun and Danny 'takes it easy' by not touring.

If you're involved in a merger or acquisition in the estate agency world, you don't want to miss this insightful discussion with Jayne Twiddle from TAUK, York. With her experience as a former National Ops Director at Hunters and a strong focus on building self-employed estate agency teams, Jayne highlights the key mistakes businesses often make during takeovers—especially when it comes to staff communication. In this video, Jayne shares valuable tips on how to engage, listen, and support your team during these transitions to avoid losing key talent and ensuring long-term success. Tune in for practical advice on navigating mergers and acquisitions from someone who's been on both sides of the process!

Welcome to our review of PR pitches and mergers & acquisitions in the UK PR scene with Andrew Bloch. Here we discuss the biggest pitch wins and mergers & acquisitions that the PR sector has seen in March 2025Andrew 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.Before we start, do check out the homepage of PRmoment. We're entering our pre summer golden events period and there is a LOT going on. We've got webinars, lunches, networking and face to face conferences and events.Everything is on the PR Calendar which you can access from the homepage of PRmoment but do check out our next webinars:In an Era of Global Doubt: How can Brand Communications be Optimistic? This webinar is on 29th April. This webinar is free to attend.Also check out this Creative Moment Creative Campaign Case Studies webinar on 30th April, tickets are £35 + vatAlso, thanks so much to the PRmoment Podcast sponsors the PRCA.Here's a summary of what Andrew and PRmoment founder Ben Smith discussed:PITCH WINSPapa Johns appoints The Romans – culture-first PR and social retained account; 6-figure brief to elevate brand creativity.Café Direct appoints Tin Man – UK PR and social for ethical coffee brand, Tin Man further expands its food division.Horlicks appoints Tangerine – Influencer and social brief for Kids Chocoland, targeting parents.Uber Boats appoints PC Agency – Global brief to promote London river bus service, including electric ferry launch.Sudocrem appoints Brazen – Extended PR, influencer, and social content to broaden audience reach.Stock Spirits Group appoints The Remarkables – EU brief for product launches, international expansion and ESG commitments.MGM+ appoints Academy – UK/EU retained agency for streaming platform's brand and content campaigns.Verify Me appoints Academy – Age verification tech provider; brief includes US and Europe expansion.O&CC appoints Brandnation – Integrated PR, influencer, marketing, and creative brief for retail brands.Segway Navimow appoints Sprekley PR – Launch of X3 robotic lawnmower with Paris event and product reviews.Molton Brown appoints PC Agency – Hotel amenities PR to increase hotel placements, B2B and B2C focus.Tristan Capital Partners appoints Duet London – Launch of Sicilian Ave in London as dining and social destination.Health Shield Friendly Society appoints Midnight – B2B brief to position as leading employee health benefits provider.SunLife appoints Third City – Raise awareness of financial services and promote new brand image.Love Finance appoints WPR – Paid social creative across TikTok and Meta for brand awareness and lead gen.The Brain Tumour Charity appoints Evergreen PR – GP education campaign to support faster brain tumour diagnosis.Capgemini appoints Fleishman Hillard – Global comms agency for integrated support and brand reputation management.Serco appoints MHP – Strategic and corporate comms brief for outsourcing company working with governments.Experience Oman appoints Finn Partners – PR and marketing to enhance awareness of Oman's tourism.M&A activityTogether Group acquired experiential tech agencies, Imerza and Visualisation One – expanding service lines in the luxury market with VR and game-engine tech.Sauce Communications buys a majority stake in The M Collective – creating The Sauce Collective, a luxury lifestyle PR and digital agency with 50 FTEs.Finn Partners acquired Rice C

In this episode of Business Buying Strategies, Jonathan interviews Simon, an entrepreneur who has successfully purchased seven businesses since joining the Mastermind and Inner Circle Group. Simon shares his experiences integrating these businesses, the challenges he faced, and the strategies he employed to maintain staff and company culture. The conversation touches on a variety of topics, including the importance of relationship management in PR agencies, financial and brand integration, and the lessons learned from a deal that did not go as planned. Additionally, Simon talks about the support from the Inner Circle group, emphasising the value of a collaborative network while navigating the complexities of business acquisitions. Key moments 00:38 Meet Simon: A Successful Business Buyer 01:22 Integrating Acquired Businesses 01:52 Challenges and Solutions in Business Integration 02:37 Retaining Staff and Managing Relationships 15:31 Financial and Operational Integration 20:25 Lessons Learned and Advice for Aspiring Business Buyers 21:39 The Support of the Inner Circle Group 23:18 Conclusion and Final Thoughts ** 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.

Stephen Grootes speaks to Viv Govender, Portfolio Manager at Rand Swiss and Patrick Mathidi, Head of Equities at Aluwani Capital Partners, about the effects of mergers and acquisitions on investment portfolios. The Money Show is a podcast hosted by well-known journalist and radio presenter, Stephen Grootes. He explores the latest economic trends, business developments, investment opportunities, and personal finance strategies. Each episode features engaging conversations with top newsmakers, industry experts, financial advisors, entrepreneurs, and politicians, offering you thought-provoking insights to navigate the ever-changing financial landscape.Thank you for listening to The Money Show podcast.Listen live - The Money Show with Stephen Grootes is broadcast weekdays between 18:00 and 20:00 (SA Time) on 702 and CapeTalk. There’s more from the show at www.themoneyshow.co.za Subscribe to the Money Show daily and weekly newslettersThe Money Show is brought to you by Absa. Follow us on:702 on Facebook: www.facebook.com/TalkRadio702 702 on TikTok: www.tiktok.com/@talkradio702702 on Instagram: www.instagram.com/talkradio702702 on X: www.x.com/Radio702702 on YouTube: www.youtube.com/@radio702CapeTalk on Facebook: www.facebook.com/CapeTalk CapeTalk on TikTok: www.tiktok.com/@capetalk CapeTalk on Instagram: www.instagram.com/capetalkzaCapeTalk on YouTube: www.youtube.com/@CapeTalk567CapeTalk on X: www.x.com/CapeTalk See omnystudio.com/listener for privacy information.

Mergers and acquisitions are often seen as boardroom strategy – but it's becoming ever more important for product leaders to be key stakeholders in the process. In this live interview recorded at #mtpcon London 2025, Randy sits down with Vincent Jong, CPO at Dealfront, to explore the real, unfiltered lessons of product leadership during M&A.Vincent shares stories from inside two major integrations offering tactical insight into what product teams need to know, how to spot risk before it's too late, and why defining success early is critical. Featured Links: Follow Vincent on LinkedIn and his website | Join Vincent at Saas on The Beach event in May | Buy Vincent's book 'Product-Led Sales: Combine the Best of Product-Led Growth and Sales' | 'What we learned at #mtpcon London 2025' feature by Kent McDonald and Louron PrattOur HostsLily Smith enjoys working as a consultant product manager with early-stage and growing startups and as a mentor to other product managers. She's currently Chief Product Officer at BBC Maestro, and has spent 13 years in the tech industry working with startups in the SaaS and mobile space. She's worked on a diverse range of products – leading the product teams through discovery, prototyping, testing and delivery. Lily also founded ProductTank Bristol and runs ProductCamp in Bristol and Bath. Randy Silver is a Leadership & Product Coach and Consultant. He gets teams unstuck, helping you to supercharge your results. Randy's held interim CPO and Leadership roles at scale-ups and SMEs, advised start-ups, and been Head of Product at HSBC and Sainsbury's. He participated in Silicon Valley Product Group's Coaching the Coaches forum, and speaks frequently at conferences and events. You can join one of communities he runs for CPOs (CPO Circles), Product Managers (Product In the {A}ether) and Product Coaches. He's the author of What Do We Do Now? A Product Manager's Guide to Strategy in the Time of COVID-19. A recovering music journalist and editor, Randy also launched Amazon's music stores in the US & UK.

Furkan Yuce started Elevation Flooring with a couple scrappy partners and $2500 in the bank 7 years ago. Since then they've grown it organically to $7M revenue in 2024 and they're on pace for $10-12M in 2025. They've built some unique advantages that help them scale and be competitive like proprietary software and a back office team in Turkey. We discuss what the company is worth today, working capital constraints and what number might tempt Furkan to sell or not. Furkan Yuce on X: https://x.com/FurkYuceClint Fiore & Dealonmy: https://www.dealonomy.com/Patrick Dichter & Appletree: https://appletreebusiness.com/

For additional resources for #eventprofs visit www.productionvaluematters.com In this candid episode of Production Value Matters, host Matthew Byrne is joined by Aaron Kaufman, President of Fifth Element Group. They discuss the current state of the events industry, challenges to professionalization, and the necessary steps to transform events from a vocation into a legitimate industry with standards, ethics, and business credibility.

Ever wondered how a guy goes from owning struggling gyms to cashing out for millions and dominating the M&A game? Enter Gil Valerio—a hustler who took a crisis, flipped it into a marketing empire, and sold BIG! Now, he's on a mission to help digital agencies scale, exit, and cash out like the pros. But it wasn't all smooth sailing—hacked accounts, cease-and-desist letters, and the brutal lessons of business almost took him down. In this episode, we break it all down: how to turn your business into a sellable asset, why most agency owners are leaving money on the table, and how you can position yourself for a multimillion-dollar payday. If you're in business and not thinking about your exit strategy, you're already behind. Let's go!

Tim Ryan has successfully built a pool cleaning business from scratch and sold it - 4 times over! Why does he keep doing it? He's been building a software for pool cleaning companies and is committed a scalable SaaS venture. We discuss what he learned with each exit, the sale multiples, and what his software company, Symbri, might be worth today.Tim Ryan on X: https://x.com/KenziesPoolBoySymbri: https://symbri.com/Clint Fiore & Dealonomy: https://www.dealonomy.com/Patrick Dichter & Appletree: https://appletreebusiness.com/

Today, we're talking with Sowmya Sundararagavan, Senior Director of Product at Freshworks, an AI customer service, IT, and CRM software platform. This episode with Sowmya was a master class in product leadership after an acquisition. She explains: The worst thing you can do as a product leader post-acquisition Her process to successfully integrate separate product visions How to bridge the gap between old and new teams during M&As Links LinkedIn: https://www.linkedin.com/in/sowmya-s-ragavan/ Freshworks: https://www.freshworks.com/ Resources The FinOps Foundation: https://www.finops.org/ How to A/B test your product to millions in ARR | Eric Metelka, Head of Product (Eppo): https://www.youtube.com/watch?v=3u5vovkAtXc Chapters 00:00 Intro 01:08 Career Journey: From Banking to Tech 01:56 Navigating Post-Acquisition Challenges 04:47 Balancing Legacy and Innovation 07:44 Customer-Centric Focus in M&A 20:49 Evaluating M&A Opportunities 26:29 The Role of FinOps in Cloud Cost Management 33:26 AI in IT Operations and Asset Management 39:14 Outro Follow LaunchPod on YouTube We have a new YouTube page (https://www.youtube.com/@LaunchPod.byLogRocket)! Watch full episodes of our interviews with PM leaders and subscribe! What does LogRocket do? LogRocket combines frontend monitoring, product analytics, and session replay to help software teams deliver the ideal product experience. Try LogRocket for free today. (https://logrocket.com/signup/?pdr)

What really makes a company tick? And more importantly, what makes it worth more? At the 2025 Pittsburgh Smart Business Dealmakers Conference, a group of regional executives and investors dissected the art — and science — of creating serious company value. From scaling strategies that turn small wins into big exits to the nuanced dance of acquisitions and sales, panelists John Lewis and Christopher Brodman of Metz Lewis Brodman Must O'Keefe, Rob Carskadden of 3 Rivers Capital, George Pilafas of Continuim Equity Partners and Patrick Patterson of Level Agency pulled back the curtain on what drives growth in today's deal-driven market.

We've been thinking a lot about culture recently, and reflecting on how–whether or not we're aware of it–culture is a force that's always exerting influence on us. It's typically only when we get outside of our daily routine, our city or even our country, and are confronted with new ways of doing things that we can clearly see the values, norms, and practices that make up the culture we live in. Today, we're re-running a thought-provoking conversation we had with Michele Gelfand about notions of what she calls “tight” and “loose” cultures. It's a conversation that helps illuminate some of the invisible forces of culture, and also sheds light on how understanding these forces helps us better navigate the world. We hope you'll take another listen and enjoy. Have a question for Russ? Send it our way in writing or via voice memo, and it might be featured on an upcoming episode. Please introduce yourself, let us know where you're listening from, and share your quest. You can send questions to thefutureofeverything@stanford.edu.Episode Reference Links:Stanford Profile: Michele Gelfand Mindset QuizConnect With Us:Episode Transcripts >>> The Future of Everything WebsiteConnect with Russ >>> Threads / Bluesky / MastodonConnect with School of Engineering >>> Twitter/X / Instagram / LinkedIn / FacebookChapters:(00:00:00) IntroductionRuss Altman introduces Michele Gelfand, a professor of psychology and business studies at Stanford University.(00:02:22) What is Culture?Defining culture as a set of norms, values, and beliefs.(00:03:36) The Tight-Loose ContinuumTight versus loose cultures and their enforcement of social norms.(00:06:20) Individual vs Societal Tight-LooseThe differences in tight-loose orientation across individuals and nations.(00:08:25) Tight-Loose Across Societal LevelsHow history, ecology, and mobility shape cultural tightness or looseness.(00:11:25) Cultural Intelligence (CQ)The role of cultural intelligence in negotiations and leadership.(00:16:21) Tight-Loose in Personal & Professional LifeNegotiating cultural differences in relationships and organizations.(00:19:53) Cultural Evolutionary MismatchCultural responses to crises and the influence of perceived vs. real threats.(00:23:45) Tight-Loose Differences in BusinessCultural differences in mergers, acquisitions, and financial performance.(00:25:58) Improving Cultural IntelligenceWhether individuals can improve their CQ through practice and exposure.(00:28:37) Tight-Loose in PoliticsThe growing tight-loose divide in political and social issues.(00:31:09) Conclusion Connect With Us:Episode Transcripts >>> The Future of Everything WebsiteConnect with Russ >>> Threads / Bluesky / MastodonConnect with School of Engineering >>>Twitter/X / Instagram / LinkedIn / Facebook

CEOs that sold in 2024—What advice do they have for founders and CEOs? Whether you've had an exit plan in mind from the start or you're fielding unsolicited offers from potential acquirers, the more information you have about the M&A process, the better. This month, hear from CEOs and founders who sold their tech companies in 2024. We're excited to host Richard Addotta (WRM), John Dickey and Steve Wargalla (QSTRAT) and Scott Petersen (HIRECLICK) on our annual Sellers Panel webcast. What surprised them about the M&A process? Advice for other CEOs looking at exiting What would they do differently? How did they ensure that they achieved an optimal outcome through the process? Plus, we'll discuss the current M&A market, the latest deals, trends and valuations in Corum's monthly Tech M&A market update.   -------------------------------------------------------------------- Corum's Tech M&A Monthly is a regular webcast series for software company owners, executives and CEOs. Each month, Corum Group, the world's leading M&A firm for software and related technology companies, examines the world of Tech M&A. In addition, Tech M&A Monthly includes special reports on buyers, markets and the M&A process itself. This thirty-minute webcast is a must for owners and CEOs considering Tech M&A, whether now or in the future.

In this episode of Business Buying Strategies, Jonathan interviews Simon, an Inner Circle member who has successfully acquired seven businesses without using his own cash. Simon begins with his background in PR and his search for faster business growth, which led him to acquisitions. Simon shares insights and detailed stories of his seven deals, including successes and lessons from a failed acquisition. He emphasises the importance of low-risk strategies, cultural fit, and leveraging expertise from the Inner Circle. Listeners will gain valuable knowledge on structuring deals, maintaining low risk, and navigating the complexities of business acquisitions.  Key moments 01:00 Simon's Journey: From Jargon PR to Inner Circle 02:42 First Acquisition: Vantage Marketing 04:53 Debunking Myths: Buying Businesses Without Risk 08:04 Second Acquisition: Expanding to Manchester 11:56 Lessons Learned: The Failed Third Acquisition 15:43 Pelican Communications Acquisition 16:32 Integration and Earnout Details 17:55 Inner Circle and Mastermind Groups 19:04 Fifth Acquisition in Basingstoke 21:04 Industry Insights Group Expansion 22:26 Acquisition Strategies and Deals 26:24 Future Prospects and Opportunities 27:49 Marbella Event and Final Thoughts ** 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.

Brendan Dawson is the founder of Accident Plan, a niche software company solving big problems in commercial trucking. AccidentPlan is a risk management SaaS platform for trucking that mitigates common pitfalls when a commercial vehicle crashes to help keep companies major lawsuits and keep their insurance rates down. Brendan and Clint debate the valuation if it might sell to a strategic partner or whether a cash flow buyer would pay what Brendan wants. We also discuss what it might look like to take a partial sale or growth equity.Brendan Dawson on LinkedIn: https://www.linkedin.com/in/brendandawsonmanwithtruck/Accident Plan: https://www.accidentplan.com/Clint Fiore & Dealonomy: https://www.dealonomy.com/Patrick Dichter & Appletree: https://appletreebusiness.com/

David Barlev started Goji Labs with his business partner 10 years ago. Goji Labs is a digital product agency building custom software, apps, and tools to drive business outcomes. They're grown steadily to $6.5M revenue and +35% EBITDA margins. We discuss what Goji might be worth today, if they'd sell the business or not, and what a deal structure could look like. David Barlev on LinkedIn:  https://www.linkedin.com/in/davidbarlev/ Goji Labs: https://gojilabs.com/Clint Fiore & Bison Business: https://bisonbusiness.com/Patrick Dichter & Appletree: https://appletreebusiness.com/

In this episode of Business Buying Strategies, Jonathan continues his conversation with Cara, who transformed her business from owning a single beauty salon with a turnover of £180,000 to managing a group of nine salons generating over £2 million in revenue within 18 months of joining the Mastermind program. They discuss the importance of personal development in becoming a leader, and the strategies deployed to manage growth, such as implementing systems, assembling a skilled team, and maintaining tight financial controls. Cara also shares personal anecdotes about dealing with family and peer reactions to her success and emphasises the significance of continuous learning and self-investment as key factors in her business journey. The episode concludes with insights into Cara's approach to business acquisitions and the recognition she received as the 'New Deal Maker of the Year.' Key moments 00:00 Introduction to Cara's Success Story 01:11 Challenges After Acquiring Businesses 02:30 Managing Growth and Leadership Development 04:06 Operational Strategies and Team Building 11:58 Financial Management and Cash Flow 15:01 Lessons Learned and Future Goals 18:48 Funding Acquisitions and Overcoming Obstacles 21:42 Conclusion and Recognition ** 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.

Mark McLaughlin is a highly regarded real estate executive, and is currently the Chief Real Estate Strategist at Compass. McLaughlin previously led Compass' operations in California and served as CEO of Pacific Union and led the roll up and merger of several significant California brokerages under the Compass label.    In this episode recorded in the 4th quarter of 2024 we get his take on the residential real estate brokerage landscape and his vision for the future of real estate. He also gives us an inside look at the start up phase, growth phase and acquisitions phase of Pacifc Union and why Compass was a the right strategic and cultural fit for a merger. Listen closely, School is in session.   *Due to the Pacific Palisades fires and an overwhelmingly pick up in velocity in Q4 of last year we have been on hiatus. This is a series of interviews that were recorded at the end of 2024.   New episodes of THE DEAL will be coming soon with the biggest and brightest real estate agents, developers, designers and architects.   Mark Mclaughlin  https://mclaughlin-ventures.com    Danny Brown www.dannybrownla.com INSTAGRAM   If you love real estate as much as we do Subscribe to the deal with danny brown! 

What does it take to rise as a leader in the competitive and ever-changing SBA lending space? In this episode of The Art of SBA Lending, we're joined by Glenn Giro, Alan Peterson, and Jared W. Johnson—three industry leaders who share their insights into navigating the dynamic world of SBA lending, overcoming challenges, and seizing new opportunities. SBA lending is full of growth potential, but it's not without its challenges. Today, we dive into how these experts are leading the charge, adapting to market changes, and embracing innovation to stay ahead. Key topics include: • Overcoming the latest challenges in SBA lending  • The importance of mentorship in shaping your career  • How Increased competition is reshaping the industry • Navigating difficult situations in your day to day Whether you're an emerging lender or a seasoned professional, this episode is packed with actionable advice to help you navigate the evolving SBA landscape and lead with confidence. This episode is sponsored by: Shatterbox Learn how Shatterbox can help you hire and invest in bright young talent without breaking the bank. Go to https://shatterbox.io/artofsba and set up a discovery call today.   Rapid Business Plans Rapid Business Plans is the go-to provider of business plans and feasibility studies for government guaranteed small business lenders. For more information, or to set up a Get Acquainted call go to https://rapidbusinessplans.com/art-of-sba The Director's Retreat Join us May 4-5 in Savannah, Georgia, for an exclusive event tailored to the heads of SBA 7(a) lending programs. This retreat is your chance to collaborate with peers, share insights, and tackle the unique challenges of leading SBA lending programs. Don't miss out—register now to secure your spot! https://www.simpletix.com/e/the-directors-retreat-tickets-198763 SBA Jobs Board Hiring for your SBA department? We've got you covered! The SBA Jobs Board is here to bridge the gap between you and top SBA talent. Our Art of SBA Lending audience is packed with experts ready for their next career move. List your openings with us to connect with the best in the industry and find the right fit for your team. Live now on our new Art of SBA Website | https://www.artofsba.com/job-board Loving The Art of SBA Lending episodes? Make sure to follow along with our sister shows, The BDO Show and SBA Today, each week with the links below!   https://www.youtube.com/@TheBDOShow https://www.youtube.com/@SBAToday Head to http://www.artofsba.com for more information and to sign up for our must-read monthly newsletter to stay up to date with The Art of SBA Lending.

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Key takeaways from today's episode include:Why 2024 was a blockbuster year for M&A, with over 300 major transactions - and why that number doesn't even scratch the surface of the full deal flow.The increasing role of private equity in the advisory space and how it's reshaping competition, valuations, and acquisition strategies.The biggest mistakes buyers make that cause deals to fall apart - and how to avoid them.How advisors can position themselves to maximize their firm's valuation and attract the right buyers.Why marketing, branding, and a strong succession plan are critical components of a successful M&A deal.Frank and Joe dive deep into the realities of today's M&A market, offering practical strategies for advisors looking to make informed decisions about their future. Whether you're exploring an acquisition, preparing your firm for sale, or just want to stay ahead of industry trends, this episode provides valuable insights to help you make the right moves.Tune in now for a data-driven look at the current M&A landscape and what it means for financial advisors in 2024 and beyond!