In this podcast episode, Michael interviews Justin Burney, a partner in the corporate securities group at Bradley, about mergers and acquisitions (M&A) transactions. They discuss the overall M&A process, including when to engage in a transaction and the role of a letter of intent (LOI). They also highlight key considerations and pain points in M&A deals, such as financial statement preparation and tax representations. The conversation includes a case study of the MedTherm transact...

Vaughn McCrary, a Founders Advisors, discusses the process of engaging founder-owned businesses and the differences between investment banking and their niche approach. We use the Medtherm transaction discussed in the first episode as a reference to the conversation. He highlights the importance of building relationships with clients and helping them prepare for a transaction. Vaughn also shares common mistakes made by founders and the timeline of a typical transaction. He emphasizes the sign...

In this podcast episode, Dale shares his journey from being an auto body technician to obtaining a PhD from MIT and starting his businesses. He discusses the unique approach and success of Medtherm's products and the process of preparing for the sale of the company. Dale highlights the importance of building the right team and dealing with challenges during the deal process. He also shares his plans, which involve enjoying fishing and spending time in Montana. https://keelpoint.com https://w...