M&A Masters

As we prepare for the new year, it’s time to set your strategy…

“What strategy?,” you might think, “We just need to make more money.”

But a business without a strategy is destined for failure.

Especially in today’s changing world, where an unexpected crisis could derail your business.

And it’s not enough to set a strategy…

You have to execute it, too.

Liberty Company Insurance Brokers’ own Clint Tripodi is here to talk strategic planning facilitation and executive development. 

Clint will show you how to have a successful strategy session—and actually follow through on your plan.

What does it take to bring technology and data capital to middle-market businesses?

In today’s digital world, there’s enormous opportunity in helping business owners embrace technology…

In this episode, I’m joined by Vinay Bachireddy, managing partner at Weave Growth Partners.

Weave Growth Partners is a Silicon Valley firm that backs owners and executives who want to make their businesses more customer-centric using technology and data science.

Vinay is here to discuss M&A with a tech focus, Silicon Valley trends for next year, and more.

When you have an indefinite holding period, you’re buying for the long term…

What are the strategies of firms that operate in this way?

Ben Brown, founder of Alderman Enterprises, is here to share his perspective on M&A.

We discuss:

• Benefits of the buy & hold strategy
• Why his firm sticks to the lower middle market
• Ben’s take on reps & warranties insurance
• And more

There’s enormous opportunity in professionalizing and scaling founder-owned businesses.

But what does it take to become a leader in this area?

In this episode, I’m joined by Heather Madland of Huron Capital for an inside look at the firm.

We’ll also discuss:

• Opportunities in the service sector
• M&A in the Midwest
• The history of Huron Capital
• Heather’s take on reps & warranties insurance
• And more

The sell-side of M&A brings unique challenges and opportunities…

In this episode, I’m joined by Richard Parker of Roy Street Advisors for an inside look at a sell-side firm.

We’ll also cover:

• Why the first offer isn’t always the best offer
• The importance of documentation
• Reps & warranties from a sell-side perspective
• M&A trends for 2023
• And more

Why do M&A Masters love the lower middle market?

You get the opportunity to aggressively scale family businesses…

In this episode, I’m joined by Justin Smith of LongWater Opportunities, a private equity firm based in the Midwest.

Justin’s firm has firsthand experience growing family businesses, and he’s here to share his expertise.

We’ll also cover:

• Why great management teams beat excellent business models every time
• Investing in the Midwest
• What Justin looks for in a business
• And more

What does it take to be an M&A Master for the IT and cybersecurity industries?

Jamar Freeman of Moonshot Equity Partners is here to share his firm’s holistic approach to acquiring and building market-leading companies. 

Listen to learn:

• The 4 strategies that set Jamar’s firm apart
• The advantage of guaranteed payouts
• Jamar’s take on reps & warranties insurance
• M&A trend predictions for next year
• And more

If you’re an independent sponsor or a capital provider, you won’t want to miss the upcoming Independent Sponsor Conference…

Featuring one-on-one networking meetings with people hand-selected to match you…

This is an unbeatable opportunity to connect with someone and lay the groundwork for deals…

In this episode, Jeffrey Brooker, an organizer of the conference, is here to give you all the details on what to expect.

Jeffrey also gives insight into the role of an independent sponsor and how it differs from private equity.

M&A is never just about chasing numbers….

It’s about the people who trust you with their business…

A business that represents generations of hard work—and a family’s legacy.

My guest Chris Parisi knows this well. At Carl Marks Advisors, which has been around since 1925, Chris secures clean exits for lower middle market business owners. 

In this episode, Chris shares some of Carl Marks Advisors’ storied history and reveals how he fights for the best outcomes for his clients.

Cloud-based infrastructure is one of the most rapidly expanding industries today…

And this episode’s guest, Sean Frank, is an expert on it.

As the founder of Cloud Equity Group, Sean invests in lower middle market companies in the web hosting and cloud-based infrastructure sectors.

Listen to find out:

• What Sean looks for in a company
• The problem with naming firms after the founder
• Sean’s investment strategies for the lower middle market
• How reps & warranties insurance has affected the cloud
• Cloud-based infrastructure predictions for 2023
• And more