By Nick Olsen
5
88 ratings
The podcast currently has 61 episodes available.
In this episode of the M&A Mastermind podcast, Nick Olsen interviews Andrew Hoffman, founder of the Search Fund Coalition. They discuss the concept of search funds, the evolution of acquisition entrepreneurship, and the importance of community support for entrepreneurs.
Andrew shares insights on the different types of acquisition entrepreneurs, funding sources, deal structures, and the long-term goals of those looking to acquire and operate businesses. The conversation highlights the growing interest in acquisition entrepreneurship and the resources available to support aspiring entrepreneurs in their journey.
Tune in now and elevate your understanding of M&A dynamics with the podcast that delivers actionable insights and unlocks the door to new possibilities. To learn more about M&A trends and insights, please like, subscribe, and rate our podcast. New episodes go live every Thursday at 9 am CST.
Some Key takeaways include:
About the show:
The M&A Mastermind Podcast is your go-to source for the latest industry trends and strategies to level up your M&A practice.
The show features thought leaders who specialize in the lower middle market space and share their experiences and expertise across key areas of execution, such as: market analysis, lead generation, deal management, strategic partnerships, buyer access and much more.
With host Nick Olsen, each episode's "mastermind" will share ways in which they have found success in navigating the M&A industry to best support the small-to-medium sized private business owners they focus on serving.
Chapters:
00:00 Introduction to Search Funds and Acquisition Entrepreneurship
04:57 The Birth of the Search Fund Coalition
09:47 Types of Acquisition Entrepreneurs
15:07 Funding Sources and Investor Dynamics
19:56 Deal Structures and Components
29:49 Long-Term Goals of Acquisition Entrepreneurs
Keywords: search funds, acquisition entrepreneurship, Search Fund Coalition, M&A, investment, business acquisition, entrepreneur community, funding sources, deal structure, investor dynamics
In this episode of the M&A Mastermind podcast, host Nick Olsen interviews Bryce DeGroot, managing director and partner of an M&A firm specializing in outdoor recreation and lifestyle companies. Bryce shares his journey into the M&A business, the importance of industry specialization, and how it provides a competitive edge. He discusses the significance of relationships in deal origination, the risks associated with focusing on a single industry, and the value of organic growth through referrals. The conversation also touches on marketing strategies and the importance of nurturing long-term relationships with clients.
In this conversation, Bryce DeGroot discusses the importance of referrals in business, managing client expectations as an industry expert, and the valuation of intangible assets in niche markets. He shares insights from significant deals, including the sale of Evolve Sports to an international buyer and the unique challenges faced when working with major brands like Yeti. Bryce emphasizes the value of industry specialization in M&A, highlighting how it can lead to better outcomes for clients.
Tune in now and elevate your understanding of M&A dynamics with the podcast that delivers actionable insights and unlocks the door to new possibilities. To learn more about M&A trends and insights, please like, subscribe, and rate our podcast. New episodes go live every Thursday at 9 am CST.
Some Key takeaways include:
About the show:
The M&A Mastermind Podcast is your go-to source for the latest industry trends and strategies to level up your M&A practice.
The show features thought leaders who specialize in the lower middle market space and share their experiences and expertise across key areas of execution, such as: market analysis, lead generation, deal management, strategic partnerships, buyer access and much more.
With host Nick Olsen, each episode's "mastermind" will share ways in which they have found success in navigating the M&A industry to best support the small-to-medium sized private business owners they focus on serving.
Chapters:
00:00 Introduction to M&A and Outdoor Recreation
02:13 Bryce's Journey in M&A
04:35 Industry Specialization and Competitive Edge
08:51 Streamlining Processes through Industry Knowledge
11:00 The Power of Relationships in Deal Origination
13:38 Risks of Industry Specialization
16:36 Referral Networks and Organic Growth
19:47 Nurturing Relationships Over Time
21:09 Marketing Strategies and Success Stories
23:21 The Power of Referrals in Business
26:43 Managing Client Expectations as an Industry Expert
30:14 Valuing Intangible Assets in Niche Markets
35:18 Case Study: Evolve Sports and International Acquisitions
41:42 Unique Challenges in Selling to Major Brands
44:36 The Importance of Industry Specialization in M&A
Keywords: M&A, outdoor recreation, industry specialization, deal origination, business relationships, competitive advantage, referral networks, marketing strategies, Bryce DeGroot, Compass M&A, referrals, client expectations, intangible assets, industry specialization, M&A, Evolve Sports, Yeti, valuation, business growth, market trends
In this episode of the M&A Mastermind podcast, host Nick Olsen speaks with Mike Garrison, founder of the Strategic Referral Team, about the significance of predictable referrals in the M&A industry. They discuss the challenges faced by M&A advisors in obtaining referrals, the importance of being interesting and authentic in marketing, and how personal passions can enhance business connections. Mike emphasizes the need for continuous self-development and the role of effective communication in building strong client relationships.
Tune in now and elevate your understanding of M&A dynamics with the podcast that delivers actionable insights and unlocks the door to new possibilities. To learn more about M&A trends and insights, please like, subscribe, and rate our podcast. New episodes go live every Thursday at 9 am CST.
Some Key takeaways include:
About the show:
The M&A Mastermind Podcast is your go-to source for the latest industry trends and strategies to level up your M&A practice.
The show features thought leaders who specialize in the lower middle market space and share their experiences and expertise across key areas of execution, such as: market analysis, lead generation, deal management, strategic partnerships, buyer access and much more.
With host Nick Olsen, each episode's "mastermind" will share ways in which they have found success in navigating the M&A industry to best support the small-to-medium sized private business owners they focus on serving.
Chapters:
00:00 Introduction to Predictable Referrals
01:15 The Importance of Referrals in M&A
02:08 Understanding the Referral Process
04:03 Challenges in Obtaining Referrals
07:34 Becoming Interesting to Generate Referrals
10:29 Authenticity in Marketing and Referrals
12:12 The Role of Passion in Business Connections
16:41 Self-Development and Continuous Learning for Success
Keywords: M&A, referrals, business growth, networking, marketing strategies, self-development, authenticity, client relationships, sales process, value acceleration
In this episode of the M&A Mastermind podcast, host Nick Olsen interviews Matt LeBris, an entrepreneur and podcaster on a mission to impact a billion lives. They discuss Matt's journey from working with Damon John of Shark Tank to hosting a top-ranked podcast, the importance of overcoming adversity, and the transformative power of gratitude.
Matt shares his insights on defining success, living authentically, and the necessity of embracing discomfort in the pursuit of personal and professional growth. In this engaging conversation, Matt LeBris shares insights on resilience, personal branding, and the importance of perspective in overcoming life's challenges. He emphasizes the need to embrace our human experiences, learn from failures, and recognize the value of our unique personal brand. Through metaphors of surfing and sports, he illustrates how to navigate the ups and downs of life and business, ultimately encouraging listeners to step into discomfort for growth.
Tune in now and elevate your understanding of M&A dynamics with the podcast that delivers actionable insights and unlocks the door to new possibilities. To learn more about M&A trends and insights, please like, subscribe, and rate our podcast. New episodes go live every Thursday at 9 am CST.
Some Key takeaways include:
About the show:
The M&A Mastermind Podcast is your go-to source for the latest industry trends and strategies to level up your M&A practice.
The show features thought leaders who specialize in the lower middle market space and share their experiences and expertise across key areas of execution, such as: market analysis, lead generation, deal management, strategic partnerships, buyer access and much more.
With host Nick Olsen, each episode's "mastermind" will share ways in which they have found success in navigating the M&A industry to best support the small-to-medium sized private business owners they focus on serving.
Chapters:
00:00 Introduction to Matt LeBris and His Mission
01:29 The Journey to Impacting a Billion Lives
09:12 Overcoming Adversity: Matt's Background
16:00 Transforming Pain into Purpose
25:05 Defining Success: Insights from the Podcast
30:08 Living Authentically: Pursuing Your True Path
30:36 Riding the Waves of Life
36:02 Building Resilience Through Experience
42:09 The Power of Perspective
46:04 The Importance of Personal Branding
Keywords: Matt LeBris, M&A Mastermind, podcasting, entrepreneurship, overcoming adversity, success, personal growth, impact, Tony Robbins, Shark Tank, resilience, personal branding, perspective, life lessons, M&A, success strategies, overcoming challenges, self-awareness, growth mindset, emotional intelligence
In this episode of the M&A Mastermind podcast, host Nick Olsen speaks with Bentley Blackmon, founder and CEO of Navitor Wealth, about the critical role of wealth advisors in the M&A process. They discuss the importance of family office services, the timing of exit conversations, and the necessity of pre-transaction planning. Bentley emphasizes the value of conducting thorough financial analyses and tax considerations for clients post-sale.
The conversation also touches on the dynamics of family wealth management and the challenges faced during the post-transaction phase. Overall, the episode highlights the need for strategic planning and collaboration among advisors to ensure successful outcomes for clients.
Tune in now and elevate your understanding of M&A dynamics with the podcast that delivers actionable insights and unlocks the door to new possibilities. To learn more about M&A trends and insights, please like, subscribe, and rate our podcast. New episodes go live every Thursday at 9 am CST.
Some Key takeaways include:
About the show:
The M&A Mastermind Podcast is your go-to source for the latest industry trends and strategies to level up your M&A practice.
The show features thought leaders who specialize in the lower middle market space and share their experiences and expertise across key areas of execution, such as: market analysis, lead generation, deal management, strategic partnerships, buyer access and much more.
With host Nick Olsen, each episode's "mastermind" will share ways in which they have found success in navigating the M&A industry to best support the small-to-medium sized private business owners they focus on serving.
Chapters:
00:00 Introduction to Wealth Advisory Services
04:41 Timing the Exit Conversation
09:02 The Importance of Pre-Transaction Planning
12:27 Differentiating Navitor Wealth
16:25 Conducting a Financial Analysis for Clients
19:26 Tax Considerations Post-Sale
21:25 The Role of M&A Advisors
23:26 Navigating Post-Transaction Chaos
30:33 Family Dynamics in Wealth Management
32:54 Final Thoughts and Resources
Keywords: wealth advisor, family office, M&A, financial planning, tax strategy, exit planning, business sale, fiduciary services, financial analysis, generational wealth
In this episode of the M&A Mastermind podcast, Matt Gilbert, a founding partner of Gap Transaction Advisors, shares his extensive experience in the M&A industry. He discusses the importance of alignment between advisors and clients, the emotional aspects of selling a business, and the lessons learned from his own past exits. Matt emphasizes the need for a thorough discovery phase to understand client readiness and expectations, the significance of trust and communication throughout the process, and the strategies for managing client relationships effectively. He also highlights the importance of monitoring progress and achieving goals to ensure successful transactions.
Tune in now and elevate your understanding of M&A dynamics with the podcast that delivers actionable insights and unlocks the door to new possibilities. To learn more about M&A trends and insights, please like, subscribe, and rate our podcast. New episodes go live every Thursday at 9 am CST.
Some Key takeaways include:
About the show:
The M&A Mastermind Podcast is your go-to source for the latest industry trends and strategies to level up your M&A practice.
The show features thought leaders who specialize in the lower middle market space and share their experiences and expertise across key areas of execution, such as: market analysis, lead generation, deal management, strategic partnerships, buyer access and much more.
With host Nick Olsen, each episode's "mastermind" will share ways in which they have found success in navigating the M&A industry to best support the small-to-medium sized private business owners they focus on serving.
Chapters:
00:00 Introduction to M&A and Personal Experiences
03:01 The Importance of Alignment in M&A Transactions
06:07 Lessons Learned from Past Exits
09:02 Understanding Client Readiness and Expectations
12:06 The Discovery Phase: Building Relationships
14:46 Adapting to Client Personalities
17:58 Balancing Professional Judgment with Client Desires
21:07 The Role of Trust in Advisor-Client Relationships
24:00 Communication Strategies During the Process
27:03 Managing Expectations and Surprises
30:10 Monitoring Progress and Achieving Goals
32:47 Final Thoughts and Closing Remarks
Keywords: M&A, alignment, client readiness, trust, communication, exit strategies, business valuation, advisor-client relationship, transaction process, personal experiences
In this episode of the M&A Mastermind podcast, host Nick Olsen interviews Fred Joyal, a marketing expert and author of 'Super Bold'. Fred shares his journey from co-founding 1-800-DENTIST to becoming a boldness advocate. He discusses the importance of boldness in entrepreneurship, how to develop it as a skill, and the significance of building relationships without an agenda. The conversation also touches on the role of boldness in M&A negotiations and offers practical advice for listeners looking to enhance their boldness in both personal and professional settings.
Tune in now and elevate your understanding of M&A dynamics with the podcast that delivers actionable insights and unlocks the door to new possibilities. To learn more about M&A trends and insights, please like, subscribe, and rate our podcast. New episodes go live every Thursday at 9 am CST.
Some Key takeaways include:
About the show:
The M&A Mastermind Podcast is your go-to source for the latest industry trends and strategies to level up your M&A practice.
The show features thought leaders who specialize in the lower middle market space and share their experiences and expertise across key areas of execution, such as: market analysis, lead generation, deal management, strategic partnerships, buyer access and much more.
With host Nick Olsen, each episode's "mastermind" will share ways in which they have found success in navigating the M&A industry to best support the small-to-medium sized private business owners they focus on serving.
Chapters:
00:00 Introduction to Fred Joyal and His Journey
07:09 Transitioning to Boldness: Fred's New Mission
12:28 Defining Boldness: Action Over Confidence
20:44 Building the Boldness Muscle: Practical Steps
27:16 The Importance of Relationships Without Agenda
31:11 Boldness in M&A: Negotiating with Confidence
35:00 Final Thoughts and Advice on Boldness
Keywords: boldness, entrepreneurship, M&A, personal development, Fred Joyal, Super Bold, confidence, business strategy, networking, leadership
In this episode of the M&A Mastermind podcast, Nick Olsen interviews John Dalton and John Howe about their experiences in the manufacturing industry and the process of buying and selling manufacturing companies. They discuss the importance of research and understanding the niche market, as well as the need for empathy and collaboration with the seller and management team. They also highlight the value of creating a strong company culture and investing in the growth and development of the employees. The conversation showcases the unique approach of IDI (Industrial Device Investments) in acquiring and building long-term, successful industrial product companies.
In this conversation, John Dalton and John Howe discuss their experiences with manufacturing deals and the importance of collaboration and understanding the operations of the target company. They highlight the challenges of accounting in manufacturing and the need for accurate financial information. They also emphasize the significance of the management team and the value of involving key players early in the process. The conversation underscores the potential of small manufacturing companies and the positive impact that M&A can have on their growth and transition. Overall, the key takeaways include the importance of knowing the operations, building rapport with the team, and focusing on the people involved in the deal.
Tune in now and elevate your understanding of M&A dynamics with the podcast that delivers actionable insights and unlocks the door to new possibilities. To learn more about M&A trends and insights, please like, subscribe, and rate our podcast. New episodes go live every Thursday at 9 am CST.
Some Key takeaways include:
About the show:
The M&A Mastermind Podcast is your go-to source for the latest industry trends and strategies to level up your M&A practice.
The show features thought leaders who specialize in the lower middle market space and share their experiences and expertise across key areas of execution, such as: market analysis, lead generation, deal management, strategic partnerships, buyer access and much more.
With host Nick Olsen, each episode's "mastermind" will share ways in which they have found success in navigating the M&A industry to best support the small-to-medium sized private business owners they focus on serving.
Chapters:
00:00 Introduction of Guests
03:13 IDI: Building Long-Term Industrial Product Companies
06:05 Understanding Manufacturing from an M&A Perspective
10:09 Preparing for a Manufacturing Pitch
12:02 Meeting and Collaborating: John Dalton and John Howe
15:18 IDI's Approach to Acquisitions
18:25 Investing in Company Culture and Employee Development
21:09 The Importance of Knowing the Buyer's Post-Transaction Plans
22:38 The Value of IDI in the Acquisition Process
26:31 Choosing the Right Buyer for a Smooth Transition
28:30 Intriguing Aspects of the Opportunity
28:36 The Importance of Understanding Operations in Manufacturing Deals
30:07 Accurate Financial Information and Accounting Practices in Manufacturing
31:36 Involving Key Players and Building Rapport with the Management Team
36:54 The Potential of Small Manufacturing Companies for Growth
39:47 Collaboration and People-Centric Approach in Manufacturing M&A
Keywords: M&A, manufacturing, niche market, research, empathy, collaboration, company culture, employee development, IDI, manufacturing deals, collaboration, operations, accounting, management team, small manufacturing companies, growth, transition
In this episode of the M&A Mastermind podcast, host Nick Olsen welcomes back Andy Jones from Private Equity Info. They discuss the evolution of M&A, focusing on data-driven insights, transaction volumes, deal sizes, and the impact of government policy on the private equity landscape. Andy shares valuable statistics and trends, including the shift towards add-on investments and the implications of longer holding periods for private equity firms. The conversation highlights the importance of understanding market dynamics and adapting strategies accordingly.
Tune in now and elevate your understanding of M&A dynamics with the podcast that delivers actionable insights and unlocks the door to new possibilities. To learn more about M&A trends and insights, please like, subscribe, and rate our podcast. New episodes go live every Thursday at 9 am CST.
Some Key takeaways include:
About the show:
The M&A Mastermind Podcast is your go-to source for the latest industry trends and strategies to level up your M&A practice.
The show features thought leaders who specialize in the lower middle market space and share their experiences and expertise across key areas of execution, such as: market analysis, lead generation, deal management, strategic partnerships, buyer access and much more.
With host Nick Olsen, each episode's "mastermind" will share ways in which they have found success in navigating the M&A industry to best support the small-to-medium sized private business owners they focus on serving.
Chapters:
00:00 Introduction to Private Equity Info and Andy Jones
03:10 Data-Driven Insights in M&A
06:07 Transaction Volumes and Market Trends
08:56 Deal Size Shifts and Market Dynamics
11:53 Platform vs. Add-On Investments
15:05 Holding Periods and Their Implications
18:08 Industry Focus and Trends in Private Equity
21:01 Macro Impact of Government Policy on M&A
23:53 Conclusion and Future Outlook
Keywords: Private Equity, M&A, Transaction Volumes, Deal Size, Market Trends, Data Insights, Industry Focus, Government Policy, Holding Periods, Add-On Investments
In this conversation, Nick Olsen and Ryan Holder discuss the importance of people in the sale of a business. They emphasize that the value of a company lies in its management team and employees. Buyers, especially private equity groups, look for companies with strong management teams that can continue to run the business successfully. The conversation highlights the need for business owners to build value through their employees and prepare their company for a sale by transitioning knowledge, relationships, and responsibilities to the management team. It also emphasizes the importance of effective communication with employees during the sale process.
Tune in now and elevate your understanding of M&A dynamics with the podcast that delivers actionable insights and unlocks the door to new possibilities. To learn more about M&A trends and insights, please like, subscribe, and rate our podcast. New episodes go live every Thursday at 9 am CST.
Some Key takeaways include:
About the show:
The M&A Mastermind Podcast is your go-to source for the latest industry trends and strategies to level up your M&A practice.
The show features thought leaders who specialize in the lower middle market space and share their experiences and expertise across key areas of execution, such as: market analysis, lead generation, deal management, strategic partnerships, buyer access and much more.
With host Nick Olsen, each episode's "mastermind" will share ways in which they have found success in navigating the M&A industry to best support the small-to-medium sized private business owners they focus on serving.
Chapters:
00:00 Introduction
03:33 The Importance of People in the Sale of a Business
15:19 Building Value Through Employees
24:01 Preparing Your Company for a Sale
31:51 Effective Communication with Employees During the Sale Process
46:23 Investing in People: Increasing the Value of Your Business
Keywords: People, sale of a business, value, management team, employees, private equity, transition, communication
The podcast currently has 61 episodes available.
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