M&A Masters

How can you transition a business successfully from a retiring entrepreneur to the next generation? This episode dives into the human element of mergers and acquisitions, revealing strategies to make these transitions smooth and profitable.

Brian Shields, co-founder of Handoff Partners, shares his journey of combining financial expertise with operational insights to help retiring entrepreneurs pass their businesses to the next generation.

In this episode, you’ll discover…

• The significance of understanding industry knowledge for successful business takeovers.
• How Handoff Partners is revolutionizing the way retiring entrepreneurs transition their businesses.
• Unique strategies for investing in people with industry-specific experience.
• New developments in M&A transactions for small to medium-sized deals.
• The crucial role mental health plays in leadership and preventing burnout.

Unlock the secrets of sustainable growth and discover the power of a founder's mindset in transforming consumer brands, as revealed by industry veteran Mark Tarchetti.

In this episode, Mark Tarchetti, founder of Alchemy-Rx and author of "Pick a Lane: Growth Strategy in a Fast-Changing World," shares his insights on reimagining businesses and implementing practical growth strategies.

You'll discover…

• Why relying solely on acquisitions may not be the solution for sustainable growth in consumer products
• How applying a founder’s mindset can drive growth and innovation
• The importance of having a clear, actionable plan and operational disciplines for continuous growth
• What sets Alchemy-Rx apart in helping ambitious teams, from up-and-coming to household-name brands, achieve success
• How rep and warranty insurance has become a game-changer in providing confidence to buyers in transactions

Imagine a world where you could buy and sell businesses with just a few clicks, all while having the peace of mind that your transaction is protected. Sounds too good to be true? Not anymore, thanks to Flippa's innovative platform and their new game-changing capability.

In this episode, Blake Hutchison, CEO of Flippa discusses how Flippa is revolutionizing the way individuals buy and sell online businesses by offering a seamless, all-in-one platform with an exclusive new feature that mitigates risk for deal parties.

You'll also discover…

• How Flippa's platform streamlines the process of buying and selling online businesses
• The groundbreaking new capability that sets Flippa apart from the competition
• Why even small deals can benefit from the protection of insurance
• The exciting new categories and features coming soon to Flippa's platform
• How Flippa's innovative approach is making mergers and acquisitions more accessible than ever

What does it take to successfully sell a business and achieve a fulfilling outcome for all parties involved? Learn the secrets from an M&A expert who has helped countless business owners navigate the complex world of mergers and acquisitions.

In this episode we speak with Scott Bushkie, founder of Cornerstone Business Services, an investment banking firm. We dive into the strategies and approaches that have made Scott and his team successful in helping business owners sell their companies in the lower middle market.

In this episode, you'll discover…

• The surprising factor that can make or break an M&A deal
• How a team of specialists can simplify the complex process of selling a business
• The game-changing role of reps and warranties insurance in M&A transactions
• The critical mistakes business owners often make when selling their company
• The life-changing impact of a successful business sale on owners and their families

98% of the time, we fail to understand the intricacies of secondary market transactions...

How does rep and warranty insurance play a crucial role in closing these deals?

In this episode, Mike Bego, managing partner of Kline Hill Partners, reveals the secrets of the secondary private equity market and the role of rep and warranty insurance.

In this episode, you’ll discover…

• The advantages of rep and warranty insurance that help close transactions smoothly.
• The types of clients Kline Hill Partners focuses on in the secondary market.
• How Kline Hill Partners facilitates liquidity in private equity transactions.
• Why the secondary market is expected to see significant growth in 2024 and 2025.
• Key details about Kline Hill’s annual secondary day event and how you can participate.

In today’s ever-changing deal landscape, there’s no room for a win-lose mindset. Discover how a collaborative approach can not only navigate but also thrive in tumultuous times.

In this episode, Matt Bodnar, founder of Eidolon Investments, delves into innovative deal structures during challenging times, emphasizing the crucial need for new skills and collaborative negotiation tactics.

In this episode, you’ll discover:

• A new insurance product that could revolutionize the lower middle market.
• Why aligning goals with sellers is the key to successful negotiations.
• How Eidolon Investments targets underinvested businesses.
• The strategic advantages of focusing on the $2 to $5 million EBITDA range.
• The significance of revenue predictability in potential acquisitions.

Are you ready to dive into the strategies behind building thriving businesses and impactful partnerships?

Discover how partnering with the right leaders can transform companies and markets.

In this episode, John Block, co-founder and CEO of Unity Partners, takes us through his fascinating journey from childhood aspirations to leading a game-changing firm that builds better businesses together.

In this episode, you’ll discover…

• Why John chose the name "Unity Partners" for his firm
• The secret mantra that drives Unity Partners' success
• How foundational principles can propel business growth
• Strategies for reducing uncertainty in business success
• The impact of technology on smaller market investments
• And more

Are you ready to transform the way you think about mergers and acquisitions? Discover the secrets to a clean exit and the revolutionary approach of conscious capitalism in this enlightening episode of M&A Masters.

Join host Patrick Stroth, an expert in executive and transactional liability, as he welcomes Sunny Vanderbeck, co-founder and managing partner of Satori Capital. Based in Dallas, Satori Capital is renowned for its multi-strategy investment firm ethos based on conscious capitalism. Sunny, the best-selling author of Selling Without Selling Out, shares invaluable insights drawn from his extensive experience in tech entrepreneurship and investment.

In this episode, you’ll discover:

• Sunny’s journey from tech entrepreneur to championing conscious capitalism.
• How conscious capitalism drives long-term success and impacts all stakeholders.
• The vital role of culture and values in driving business decisions.
• Insights into Sunny's best-selling book and his philosophy on ethical business practices.
• Strategies for achieving a clean and strategic exit for founders and investors.

In this episode, I sit down with Brett Story, the founder of Britehorn Partners, a leading middle-market investment bank. They delve into Brett's transition from corporate law to M&A, the founding and rebranding of Britehorn Partners, and why staying focused on the middle market can be more rewarding than chasing larger deals. 

Brett also shares insights into the unique challenges and rewards of working with owner-operators to achieve successful exits and the evolving landscape of M&A.

He’ll cover:

• Why Britehorn Partners is agnostic in terms of industries they serve, focusing on the “who” not the “what”
• The challenges and rewards of working with owners and founders of family-owned companies
• Insights into how demographic shifts, especially among baby boomer business owners, are likely to influence M&A activities in the coming years
• And more

In this episode of M&A Masters, we're joined by Trever Acers, Managing Director of Objective, Investment Banking & Valuation. With over 20 years in the transactions field, Trever brings a wealth of experience and a unique approach to mergers and acquisitions. 

Objective, Investment Banking & Valuation focuses on the lower middle market, aiming to serve clients with enterprise values between $25 to $250 million across the United States. The firm prides itself on its client-centric approach, aiming to achieve a clean exit for owners, founders, and their investors.

Trever will share how he assists clients in planning their exit strategy years in advance, allowing for a more controlled and potentially lucrative selling process.