Do you want to know why a high percentage of mergers and acquisition deals fail? Today's guest Kison Patel, CEO of M&A Science, shares with us the issues he sees most frequently in transactions, deals that stick out to him and all things mergers and acquisitions.

Empathy Creates Value in Mergers and Acquisitions w. Kison Patel

The Insider’s Guide To Finance brings you stories from the front lines of financing public and private companies. 

We host seasoned CEO's, fund managers, bankers, brokers and business experts who answer your questions about how to properly finance opportunities and build outstanding success stories.

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Would you like to learn how a web developer became an insider in the capital markets? In this episode of The Insiders Guide to Finance, we have the pleasure of speaking with Tommy Humphreys, a true capital markets outsider turned insider. Tommy’s journey from a web design background to a prominent figure in the Canadian capital markets is inspiring. By fusing these two worlds together, Tommy founded CEO.ca, a leading stock market information service;  which, after a decade of growth culminated in a successful $17 million exit in 2022.  Beyond his entrepreneurial success, Tommy was an early investor in several successful public ventures, including Hive Blockchain, Lithium X Energy, Fiore Gold, and more. In our discussion, Tommy sheds light on crucial lessons learned about business, investing, and taking care of your mental health.  We discuss Tommy’s encounters with noteworthy figures in the industry, how he found his place in the media landscape in the early 2010s, and the challenges and rewards that come with acquiring wealth. Additionally, we learn about the origins of The Big Score newsletter and its significance in Tommy’s ongoing narrative.  To hear all of Tommy’s insights on investment, capital markets, and entrepreneurship, be sure to tune in! 
Show notes of this episode: https://www.creativereturn.ca/post/tommy-humphreys Check out some of our most popular episodes: Chicken S#!it CEOs w. Mogens Smed: https://bit.ly/3M7c4xC Leadership Lessons from Louis Vuitton, Samsonite, and Now, EVCP Growth Equity: https://bit.ly/3LN5Gug Canada’s Best Venture Partner w. Bruce Croxon: https://bit.ly/3ppCAt9 
 For more information on our sponsor, please visit Olympia Trust Company 
 Stay in the know and follow along: 
 Connect with our host, Cory Cleveland on LinkedIn: https://bit.ly/3Lti42o Visit The Insider’s Guide to Finance Website: https://bit.ly/3ANacUr Sign up for our free 5-part master class Investor Marketing 2.0: https://bit.ly/42C0FLW Follow us on LinkedIn: https://bit.ly/42grK7w Subscribe to our YouTube channel: https://bit.ly/411XXxU Subscribe to The Knowledge Bank Letter - a periodic letter of actionable insights, interviews, and quality curations: https://bit.ly/3pgdAVf  
 
 Please note that the information contained in this interview is not financial advice but for entertainment purposes. I am not a financial advisor and make no warranties or representations concerning the accuracy or suitability of the information contained in this interview. I recommend that any and all investment decisions be made with the advice of registered investment advisors.

Becoming an Insider in the Capital Markets w. Tommy Humphreys

In today’s competitive business landscape, Investor relations plays an increasingly pivotal role in the operations of any strategic investment firm. But with the emergence of new technologies such as AI, how do you stay relevant and indispensable to your clients? Today’s podcast guest is here to explain how sometimes going back to basics could prove more powerful than you realize.  Join us as we sit down with Nick Kuzyk, Founding Principal and Owner of Meadowbank Strategic Partners, a company that identified a gap in the market, and expertly filled it with a commitment to exceptional service and integrity. In our conversation, Nick walks us through the ethos behind Meadowbank’s success, shedding light on how his team enhances investor communications to create lasting value for clients.  We discuss how AI and new technology has reshaped the industry, and the importance of cultivating honest relationships with research analysts. Nick also shares his toolbox of success, where learning from mistakes is celebrated as a key driver for continuous improvement in the competitive world of strategic investments. Tune in for an in-depth discussion on the importance of integrity and building genuine connections in an increasingly digital and disconnected landscape. Show notes of this episode: https://bit.ly/3Tlh59o Check out some of our most popular episodes:
Chicken S#!it CEOs w. Mogens Smed: https://bit.ly/3M7c4xC
Leadership Lessons from Louis Vuitton, Samsonite, and Now, EVCP Growth Equity: https://bit.ly/3LN5Gug
Canada’s Best Venture Partner w. Bruce Croxon: https://bit.ly/3ppCAt9 Sign up for our free 5-part master class Investor Marketing 2.0: https://bit.ly/42C0FLW Stay in the know and follow along:
Connect with our host, Cory Cleveland on LinkedIn: https://bit.ly/3Lti42o
Visit The Insider’s Guide to Finance Website: https://bit.ly/3NO9qxQ
Follow us on LinkedIn: https://bit.ly/42grK7w
Subscribe to The Knowledge Bank Letter - a periodic letter of actionable insights, interviews, and quality curations: https://bit.ly/3pgdAVf Please note that the information contained in this interview is not financial advice but for entertainment purposes. I am not a financial advisor and make no warranties or representations concerning the accuracy or suitability of the information contained in this interview. I recommend that any and all investment decisions be made with the advice of registered investment advisors.

Integrity in Investor Relations in the Digital Age w. Nick Kuzyk

Shawn Freeman is not your average entrepreneur; he is a man with a heartfelt mission to improve lives through technology, community engagement and mentorship. His distinctive background in tech, coupled with a genuine passion for service, has paved the way for a unique career marked by innovation, leadership and advocacy. 
Our discussion explores the story of Shawn’s transition from a tech background to venturing into an entirely different industry, leading to the eventual sale of his business, TWT Group in 2020. Along the way, we delve into the top three skills essential for any entrepreneur, the value of hiring the right people, and his current role as a Digital Transformation Coach.  What sets this episode apart is Shawn’s emphasis on the importance of making meaningful, personal connections, and how value alignment in today’s business landscape makes for effective leadership. Gain insights into effective selling strategies, why every business should take digital transformation seriously, and the impact of AI on operations.  This episode offers valuable insights into investor relations and marketing strategies you don’t want to miss. Tune in now! Show notes of this episode: https://bit.ly/3IsmMML Check out some of our most popular episodes:
Chicken S#!it CEOs w. Mogens Smed: https://bit.ly/3M7c4xC
Leadership Lessons from Louis Vuitton, Samsonite, and Now, EVCP Growth Equity: https://bit.ly/3LN5Gug
Canada’s Best Venture Partner w. Bruce Croxon: https://bit.ly/3ppCAt9
Sign up for our free 5-part master class Investor Marketing 2.0: https://bit.ly/42C0FLW
Stay in the know and follow along:
Connect with our host, Cory Cleveland on LinkedIn: https://bit.ly/3Lti42o
Visit The Insider’s Guide to Finance Website: https://bit.ly/3NO9qxQ
Follow us on LinkedIn: https://bit.ly/42grK7w
Subscribe to The Knowledge Bank Letter - a periodic letter of actionable insights, interviews, and quality curations: https://bit.ly/3pgdAVf
Please note that the information contained in this interview is not financial advice but for entertainment purposes. I am not a financial advisor and make no warranties or representations concerning the accuracy or suitability of the information contained in this interview. I recommend that any and all investment decisions be made with the advice of registered investment advisors.

Culture, Kindness and a 7-Figure Exit w. Shawn Freeman

As consumers, we don’t think enough about water. It's a resource we often take for granted, especially in North America where access to fresh water is incorporated into all facets of our daily lives. So when businesses or cities start facing water shortages or a lack of infrastructure - what are you supposed to do? Riggs Eckelberry, CEO of OriginClear joins us for this week’s episode to discuss the many lucrative opportunities within the water industry, and how OriginClear is taking the plunge.  Riggs shares his journey to leadership and what he has learned along the way, including the importance of strategic delegation. Gain exclusive insights into global water markets, investment prospects, and OriginClear’s pivotal role in supporting the industry.  Join us for a deep dive into culture, the value of celebrating success, leadership strategies and the financial currents shaping the future. And finally, we explore the impact of content creation and marketing, and why it's important to personalize the customer experience.  As a final closing, Riggs shares a word of wisdom with listeners, reminding us that opportunity often arises from chaos. Thank you for tuning in! Show notes of this episode: https://bit.ly/3Udkybg Check out some of our most popular episodes:
Chicken S#!it CEOs w. Mogens Smed: https://bit.ly/3M7c4xC
Leadership Lessons from Louis Vuitton, Samsonite, and Now, EVCP Growth Equity: https://bit.ly/3LN5Gug
Canada’s Best Venture Partner w. Bruce Croxon: https://bit.ly/3ppCAt9 Sign up for our free 5-part master class Investor Marketing 2.0: https://bit.ly/42C0FLW Stay in the know and follow along:
Connect with our host, Cory Cleveland on LinkedIn: https://bit.ly/3Lti42o
Visit The Insider’s Guide to Finance Website: https://bit.ly/3NO9qxQ
Follow us on LinkedIn: https://bit.ly/42grK7w
Subscribe to The Knowledge Bank Letter - a periodic letter of actionable insights, interviews, and quality curations: https://bit.ly/3pgdAVf Please note that the information contained in this interview is not financial advice but for entertainment purposes. I am not a financial advisor and make no warranties or representations concerning the accuracy or suitability of the information contained in this interview. I recommend that any and all investment decisions be made with the advice of registered investment advisors.

Riding Investment Waves in the Water Industry w. Riggs Eckelberry

In this episode, we chat with Inventa Capital's Co-Founder and Partner, Craig Parry, a luminary in the mining and resource industry. With a prolific career spanning across companies such as Vizsla Resources, IsoEnergy Ltd. and NexGen Energy Ltd., Craig unveils his strategic insights on value creation, investment decisions, and the art of learning from industry leaders.  Join us for an exploration of Craig’s journey to success, including fascinating anecdotes such as his dinner with Vladimir Putin in Russia and buying his first McLaren. We learn about the risks he took for exploration and discovery, how to best navigate the capital markets as a geologist, and put a spotlight on the important role of mentorship.  Craig shares his “straw hat in winter” approach to anticipating market movements and reveals key predictions for the mining industry’s future with advice on how best to prepare and respond. Join us for an enlightening discussion on success, market dynamics, and the future of mining. Show notes of this episode: https://bit.ly/49eQKz3 Check out some of our most popular episodes:
Chicken S#!it CEOs w. Mogens Smed: https://bit.ly/3M7c4xC
Leadership Lessons from Louis Vuitton, Samsonite, and Now, EVCP Growth Equity: https://bit.ly/3LN5Gug
Canada’s Best Venture Partner w. Bruce Croxon: https://bit.ly/3ppCAt9
Sign up for our free 5-part master class Investor Marketing 2.0: https://bit.ly/42C0FLW
Stay in the know and follow along:
Connect with our host, Cory Cleveland on LinkedIn: https://bit.ly/3Lti42o
Visit The Insider’s Guide to Finance Website: https://bit.ly/3NO9qxQ
Follow us on LinkedIn: https://bit.ly/42grK7w
Subscribe to The Knowledge Bank Letter - a periodic letter of actionable insights, interviews, and quality curations: https://bit.ly/3pgdAVf
Please note that the information contained in this interview is not financial advice but for entertainment purposes. I am not a financial advisor and make no warranties or representations concerning the accuracy or suitability of the information contained in this interview. I recommend that any and all investment decisions be made with the advice of registered investment advisors.

Empathy Creates Value in Mergers and Acquisitions w. Kison Patel

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