March 27, 2024

Ep 221 Key Insights into Mergers and Acquisitions

30 minutes

Karen (Kovaleski) Traversi, SHRM-CP

https://www.linkedin.com/in/karenmtraversi/

I work with CEOs that are going through transitions or disruptive stages due to M&A activity, growth, upscaling markets or are looking to create value, including start-ups. I am a revenue optimization expert that helps leadership make the right decision for solution & client development as well as integration & cross-functional alignment for efficient revenue growth.

I have successfully helped companies ranging in size from start-up to >$100 million as well as those looking to monetize assets such as TMP/Monster.com, Ticketmaster, and Revolution Health Group.

Call Me When You Have:

• Rapid growth (or market adjustments) which create distraction, missing goal targets, etc.

• Turnover with customers or teams, interrupting operations.

• A need for integrating departments, increasing efficiencies, and reducing department friction ensuring sales, marketing and client delivery play nice in the sandbox.

• A startup needing support in terms of growth and addressing the foundational aspects of a changing organization, including HR/benefits.

I work with clients to uncover the core issues/opportunities, set strategy, and execute work as either project consultant, in an ongoing engagement or as a fractional role.

Angelo DeSando

https://www.linkedin.com/in/angelo-desando-0b19633b/

Commercial Insurance Specialist - Workers’ Comp Insurance Expert - Exclusive Programs

DeSando Insurance Services was formed in 1978 by my father, Mark DeSando. I began my career at DeSando Insurance in 2006 assisting my father in varies aspects of the insurance business. I quickly discovered my passion for helping clients protect what matter most to them. In 2008 I transitioned our firm from a captive company to an independent insurance brokerage. I now manage DeSando Insurance Services full time where I have grown the business by offering the best possible solutions unmatched by any of my competitors. I take pride in the integrity and professionalism our firm offers to the marketplace. I greatly appreciate every referral as this has been the building blocks of our foundation.

My product of expertise is in workers compensation. I can offer innovative exclusive products that will provide the best solutions for the staffing, construction, manufacturing, distribution, and other blue-collar industries. With this wealth of knowledge, it has helped me dominate and broaden our expertise appetite to include general liability, commercial property, commercial auto, bonding, professional liability and WRAP policies.

I take pride in being family owned since our inception and I am grateful it has grown to a second-generation company. My goal is to continue to dominate with our expansion while never forgetting that every client and member of our company is part of the DeSando family. Please contact me if you share my same vision and would like to be apart of the family either as a client, employee, or business partner. We are always expanding!

John Morada

https://www.linkedin.com/in/johnvmorada/

As an S&O and M&A executive, I love what I do to grow existing corporations.

And I am equally as passionate about growing the next generation of corporations.

If you are a startup, I would love to hear what you are working on. Please check out my investing requirements at https://bayangels.com/requirements/ since I am a member of the Bay Angels investing group.

If you are a VC looking to get into the Bay Angels deal flow then please send me an email to [email protected].

Or if you have a business that you think would be useful to Bay Angels, I would enjoy hearing from you. Let’s start a thread at [email protected].

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By Shawn Flynn

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