M&A Masters

Helping small business owners realize their life’s work is one of the great joys of M&A…

But what does it take to have generational impact on owners and founders?

Jeff May is the executive vice president of Carolina Acquisitions Partners, which was formed to fulfill a need in the underserved market segment of business owners without succession strategies. 

Jeff is here to share why planning an exit strategy is critical. 

As Jeff says, “Is your business ready for you to not come back tomorrow?”

We’ll also cover what Jeff looks for in a client, reps & warranties insurance, and more.

If you’re selling, you want to be where your buyers are.

But what does it take to thrive in a massive tech industry marketplace?

In this episode, entrepreneur, author, and franchise owner Nate Lind gives an inside look at WebsiteClosers.com, which provides sell-side advisory and transactional services for tech companies in the lower middle market.

Nate will also share insights from his book Maximum Exit, which guides tech founders through the process of a clean exit.

What is the key to a successful M&A transaction?

In this episode, Joseph Durnford, who was recently inducted into the M&A Advisor Hall of Fame, will give his insight on that question.

As chairman and senior managing director of JD Merit, Joseph has seen market-transformational transactions.

He’s here to share his wisdom on all things M&A, from reps & warranties to his firm’s ideal clients.

M&A is about helping clients make their ambitions a reality…

That’s what Bob Goldsmith, Founder and President of Northern Edge Advisors, believes.

In this episode, Bob will unpack what Northern Edge Advisors brings to the table for the lower middle market.

He’ll also share:

• The importance of using a wide pool of buyers
• What it means to be long-term focused
• Why owners should start early with M&A
• And more

What is M&A like as an independent sponsor?

In this episode, I speak to Jonathan Saltzman, managing partner of Torque Capital Group, an independent sponsor that focuses on companies undergoing change or at inflection points where there are opportunities to create value.

Jonathan will share his insight on M&A for lower-middle-market automotive and manufacturing businesses.

He’ll cover:

• Why Torque Capital became an independent sponsor
• His experience with reps & warranties
• How current challenges in the auto industry affect M&A
• And more

Why is transparency the key to success?

In this episode, I’m joined by Peter Cook of Everingham & Kerr, a mergers and acquisitions advisory firm that specializes in providing intermediary services for lower-middle market companies and entrepreneurs.

Peter will share his philosophy around transparency and will also discuss:

• His take on reps & warranties insurance
• Insights from his firm’s 35-year history
• His firm’s ideal target
• 2023 predictions for M&A
• And more

How can M&A Masters tap into the power of human capital?

In this episode, I’m joined by Doug McCormick, Managing Partner and Chief Investment Officer of HCI Equity Partners.

He’ll give an inside look at his firm, which partners with family and founder-owned manufacturing, services, and distribution companies in the lower middle market. 

Doug will break down his firm’s unique strategy that transforms businesses through 3 initiatives.

He’ll also share:

• Why human capital is a gamechanger
• How his firm’s history has shaped its strategy
• Why building a team is an art, not a science
• Insights about helping business owners build legacies
• And more

When your small business owner client is in a room full of MBAs, they can feel out of their depths…

So how do you keep your client’s emotions in check during a high-stakes sale?

Alan Clark is here to share his perspective as a sell-side advisor helping clients exit their businesses. 

Alan also reveals why he thinks a common 2023 M&A prediction is wrong—and weighs in on a new sell-side reps & warranties product.

In M&A, having a set of core principles to guide your thinking is essential…

Ken Heuer of Kidd & Company is here to share the firm’s 3 core principles and how they make business decisions simple.

We also discuss

• What Kidd & Company brings to the table for the lower middle market
• The emergence of a new reps & warranties product to protect sellers
• And more

How can M&A firms succeed in the e-commerce niche?

Kelcey Lehrich, co-founder and CEO of 365 Holdings, is here to share how he provides e-commerce brands with a permanent home when entrepreneurs are seeking an exit.

Kelcey also breaks down what makes consumer products thrive in the marketplace—and why you should treat e-commerce as a channel, not an industry.