The M and A Guy

In this conversation, Brian T. Franco interviews Andy Jones from Private Equity Info. They discuss trends in the private equity industry, including the impact of government policies, tax law changes, and the types of acquisitions being made. They also touch on the choice between C Corporations and LLCs and the considerations for companies in light of potential tax law changes. Overall, the conversation provides insights into the current state of the private equity market and the factors influencing investment decisions. Private equity groups are holding investments longer, leading to a shift in the mix of platform versus add-on acquisitions. The longer hold period is influenced by factors such as the need to deploy capital and the perception of less risk in feeding a platform. This trend is seen across various industries, including durable medical equipment, healthcare, and home services. The shift towards smaller acquisitions and add-ons presents opportunities for founders and entrepreneurs to exit their companies at a meaningful valuation. Additionally, private company owners can employ the private equity model by doing bolt-on acquisitions and partnering with firms that specialize in buy-side work.

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In this episode of the Private Capital Mastery podcast, host Brian Franco interviews attorney Jeff Peterson about the intricacies of the private capital markets. Together, Brian and Jeff discuss: the importance of preparation for a capital event, whether it's selling a company or transacting it internally; the need for accurate financial statements and a strong management team to lower the perception of risk for buyers; the importance of addressing legal issues such as employment law and intellectual property rights.

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In this episode of the Private Capital Mastery Podcast, host Brian Franco sits down with Mordy Levine, Chief Exit Officer, to discuss the critical steps entrepreneurs should take to prepare their businesses for a successful exit. From understanding the importance of early preparation and mock due diligence to leveraging growth initiatives and mitigating risks, Mordy shares invaluable advice on how to enhance your company's valuation and navigate the complexities of selling a business. Tune in to learn how to position your business for maximum success and avoid common pitfalls in the exit process. Whether you're planning to sell soon or just want to be exit-ready, this episode is packed with practical insights that will help you make strategic decisions for the future of your business.

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In this episode of the Private Capital Mastery podcast, host Brian Franco sits down with Maggie Habib, a leading public relations leader specializing in financial and corporate communications. Together, they explore the critical role of perception in the success of capital events—from startups to exits. Maggie shares her expertise on how companies can strategically manage their digital footprint and messaging to ensure they are seen in the best light by investors, stakeholders, and the public. They discuss the importance of timely, thought-out communication, the challenges of navigating today's fast-paced media landscape, and the impact of a well-crafted narrative on a company's value. Whether you're preparing for a merger, acquisition, or simply looking to scale, this episode is packed with practical advice on how to align your company's messaging with its goals for maximum impact. Tune in to learn how to control your narrative and position your company for success.

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In this episode of the Private Capital Mastery podcast, host Brian Franco sits down with Bruce Virga, of Title3Funds, to explore the world of crowdfunding. They dive deep into what crowdfunding is, how it works, and when founders should consider it as part of their capital-raising strategy. Bruce shares his journey into the crowdfunding space, offers practical advice for founders, and highlights the importance of having a strong community before launching a crowdfunding campaign. Whether you're an early-stage startup or a 40-year-old company, this episode offers valuable insights into leveraging funding to fuel your growth. Tune in to learn how to navigate the regulatory landscape, set up a successful campaign, and ensure your business is ready for funding on this episode of... The Private Capital Mastery Podcast.

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In this episode of Private Capital Mastery, Brian Franco, was recently invited to speak at an event on exit strategy. This two-part series, concluding with today's episode, includes the second half of the presentation and a Q&A session with the audience. Brian, who has completed over 21 public M&A transactions and scaled numerous businesses, emphasizes the importance of having a solid exit strategy to avoid the pitfalls his own family experienced. He shares real-life case studies of companies that successfully navigated their exits, highlighting key factors that can significantly impact business valuation, from achieving high EBITDA multipliers to leveraging strategic and financial investors. Brian also discusses the value of meticulous measurement and planning, drawing parallels to navigating a complex cockpit, to ensure a successful and lucrative exit. Tune in to gain valuable insights and actionable steps to prepare your company for its best possible future.

"I've completed over 21 public M&A transactions, meaning I represented smaller companies to larger public companies."

Key Points:

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In this episode of Private Capital Mastery, Brian Franco, was recently invited to speak at an event on exit strategy. This two-part series, starting with today's episode, includes the first half of the presentation and a Q&A session with the audience. Brian, who has completed over 21 public M&A transactions and scaled numerous businesses, emphasizes the importance of having a solid exit strategy to avoid the pitfalls his own family experienced. He shares real-life case studies of companies that successfully navigated their exits, highlighting key factors that can significantly impact business valuation, from achieving high EBITDA multipliers to leveraging strategic and financial investors. Brian also discusses the value of meticulous measurement and planning, drawing parallels to navigating a complex cockpit, to ensure a successful and lucrative exit. Tune in to gain valuable insights and actionable steps to prepare your company for its best possible future.

"I've completed over 21 public M&A transactions, meaning I represented smaller companies to larger public companies."

Key Points:

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Welcome to the latest episode of the Private Capital Mastery podcast, hosted by Brian Franco. Today, we're diving into how founders and entrepreneurs can elevate their company's value to 300 million with a comprehensive game plan and strategies to control your company's destiny. This episode features Denise Murtha Bachmann, an expert in sales and AI integration. Denise shares her journey of over 30 years in sales, focusing on the latter part in AI and automation, and her transition from corporate life to launching Success with AI. She emphasizes the importance of understanding both technology and the human element in sales to build sustainable and efficient processes. Denise discusses the key areas of lead nurturing, customer insights, and accurate forecasting to drive sales success. She also highlights the significance of developing partnerships rather than mere client relationships, which is crucial for predictable revenue streams and attracting investors. Tune in to learn actionable insights on leveraging technology effectively, enhancing human interactions, and achieving your sales goals to make your business stand out in the capital markets.

"In sales, it's crucial to build relationships and partnerships that lead to win-win closes and client retention."

Key Points:

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In today's episode of the Private Capital Mastery podcast, host Brian Franco is joined by special guest Michelle Generaux, celebrating 23 years with her law firm. Together, they dive into the critical topic of transaction readiness, essential for founders and entrepreneurs aiming to elevate their company value to $300 million. Michelle shares her extensive experience in the AEC industry, highlighting her journey from litigation in Minnesota to construction defect litigation and transactional work in California. She emphasizes the importance of having an exit plan from the start, the need for strategic planning, and the role of internal and external transactions in business growth and retirement strategies. The discussion covers the significance of understanding backlog and project efficiency, managing red flags, and ensuring proper disclosure to facilitate smooth transitions. Michelle's insights on the nuances of working capital, licensing requirements, and maintaining company culture during acquisitions provide invaluable guidance for business owners preparing for a sale. This episode offers a comprehensive game plan for controlling and growing your company’s value, ensuring founders are well-prepared for their eventual exit. Tune in to gain practical strategies and expert advice to master private capital.

"Start your business with the end in mind. Always be thinking about your exit strategy."

Key Points:

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In this episode of the Private Capital Mastery podcast, host Brian Franco sits down with Mick Denner, founder of Mode Growth Partners, to explore the journey of scaling a company to a $300 million valuation. Mick shares his unique background, from his time in the Marine Corps to his passion for small businesses, and how these experiences shaped his approach to business growth. They discuss the importance of aligning with the right investors, the strategy behind platform acquisitions, and the role of recurring revenue in ensuring business stability. Mick emphasizes the value of smart capital, where investors not only provide financial backing but also mentorship and strategic guidance. The conversation dives into the intricacies of the search fund model, highlighting the process of identifying and acquiring the right company, and the critical factors that drive investment decisions. Mick also shares insights on mitigating risks and the importance of having a strong growth trajectory. Whether you're a founder or entrepreneur, this episode offers valuable strategies and game plans for elevating your company's value. Join Brian and Mick as they demystify the capital markets and provide actionable advice for business growth.

"If you're going to play here, you have to learn how to play by the rules and there's a way. There's a method to the madness."

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