M&A Unplugged

11. Transitioning With Ease After An Acquisition with CLM Equity


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In this episode, Domenic, Matthew Locci and Scott Maze discuss:

  • Transitioning with ease from their previous jobs
  • The support they received from their peers
  • Having advisors to guide you through the entire process
  • Sticking with what you know

Key Takeaways:

  • Getting every factor in the right position so that they could leave their jobs in a seamless transition
  • Source financing with multiple banks
  • Flexibility is a key component in the success of a business
  • Importance of looking at cross sections of the business to get a feel for what is out there and to see the operations of a business

"Position yourself to be structured the right way to be most advantageous for what we're trying to accomplish." — Matthew Locci

About CLM Equity: CLM Equity is an investment group started by Matthew Locci and Scott Maze. They recently engaged a nationwide search to acquire and operate an aerospace component manufacturing company. The search has resulted in a successful acquisition of a precision aerospace machine shop in the Spring of 2019.

Connect with Matthew Loci:

Website: www.clmequity.com

Email: [email protected]

Connect with Domenic Rinaldi:

Sun Acquisitions Website: www.sunacquisitions.com

M&A Unplugged Website: www.maunplugged.com

Email: [email protected]

Linkedin:

Domenic Rinaldi: https://www.linkedin.com/in/domenicrinaldi/

Sun Acquisitions: https://www.linkedin.com/company/sun-acquisitions-llc/

Facebook:

Sun Acquisitions: https://www.facebook.com/sunacquisitions/

M&A Unplugged: https://www.facebook.com/MAUnplugged/

Twitter:

@SunAcquisitions https://twitter.com/SunAcquisitions

@M_A_Unplugged https://twitter.com/M_A_Unplugged

Instagram:

@sunacquisitions https://www.instagram.com/sunacquisitions/

@ma_unplugged_podcast https://www.instagram.com/ma_unplugged_podcast/

YouTube: Sun Acquisitions: https://www.youtube.com/channel/UCm6H7kkMD6nnXFuHgqx9Ikg

Show notes by Podcastologist: Chelsea Taylor-Sturkie

Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.

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M&A UnpluggedBy Domenic Rinaldi

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