The M&A Mastermind Podcast

By Nick Olsen

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 midd... more

1010 ratings

FAQs about The M&A Mastermind Podcast:

How many episodes does The M&A Mastermind Podcast have?

The podcast currently has 100 episodes available.

The M&A Mastermind Podcast episodes:

August 28, 2025The Games That Buyers Play - Episode 100
In this 100th episode of the M&A Mastermind podcast, host Nick Olsen interviews Verne Harnish, founder and CEO of Scaling Up, discussing the complexities of mergers and acquisitions (M&A). Harnish shares insights on the importance of having a skilled M&A advisor, common tactics used by buyers to negotiate lower prices, and the psychological games that can affect sellers. He emphasizes the need for business owners to prepare their companies for sale, the timing of selling, and the importance of documenting their legacy. The conversation also highlights the role of M&A advisors in negotiations and the qualities to look for when selecting one.

Takeaways
Business owners often face psychological games during M&A transactions.
Choosing the right M&A advisor is crucial for maximizing sale value.
Sellers should be cautious of unsolicited offers and seek professional advice.
Timing the sale of a business is critical; sell when the business is thriving.
Documenting wisdom and legacy can be as valuable as financial wealth.
M&A advisors should help keep business owners focused on their operations during negotiations.
Understanding buyer tactics can help sellers avoid common pitfalls.
Preparing a business for sale involves ensuring financials and operations are in order.
Life after selling a business can be challenging; planning is essential.
A good M&A advisor should have experience across multiple industries.

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.

Keywords
Mergers & Acquisitions (M&A), acquisitions, business sale, M&A advisors, business strategy, entrepreneurship, exit strategy, buyer tactics, business valuation, legacy planning, scaling up, Verne Harnish
...more
44min
August 14, 2025Building a Championship Culture - Episode 99
In this episode of the M&A Mastermind Podcast, we dive into the dynamic world of balancing multiple passions and career paths with our guest, Ben Utecht. From being a Super Bowl champion to a sought-after speaker and author, Ben shares his journey of thriving amidst chaos and the importance of loving what you do. Discover how he manages his diverse interests, the life lessons from sports, and the power of belief in achieving success. Tune in for insights into building a championship culture and the art of juggling multiple roles with grace and purpose.
Key Takeaways:
Embrace Multiple Passions: Ben Utecht exemplifies how pursuing diverse interests, like sports and music, can enrich your life and career. He encourages embracing all your passions rather than choosing just one path.
The Power of Belief: A strong belief system, instilled by his father, has been a cornerstone of Ben's success. He emphasizes turning belief into action as a driving force in achieving goals.
Balancing Chaos: Thriving in chaos is a skill Ben has mastered. He shares how managing multiple roles requires organization, prioritization, and a strong relationship with your calendar.
Vulnerability and Growth: Identifying personal growth areas and being open to vulnerability are crucial for success. Ben highlights the importance of surrounding yourself with people who complement your strengths and weaknesses.
Objective Culture Building: Ben discusses the significance of creating an objective culture within organizations, where core beliefs guide actions and decisions, leading to better team alignment and performance.
Leadership and Culture: Drawing from his experience with Tony Dungy, Ben illustrates how leadership rooted in humility and selflessness can foster a winning culture both on and off the field.
Impact of Culture on Revenue: Ben connects the dots between a strong organizational culture and financial success, showing how culture influences employee retention, performance, and ultimately, the bottom line.
Continuous Learning and Application: Ben stresses the importance of combining inspiration with practical application, ensuring that motivational insights lead to actionable strategies in both personal and professional life.
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.
Keywords:
M&A strategies, Mergers & acquisitions, Culture, Leadership, Business growth, Organizational alignment, Super Bowl champion, Ben Utecht
...more
1h 4min
August 07, 2025From Business Brokerage to Big Deals - Episode 98
In this episode of the M&A Mastermind podcast, host Nick Olsen sits down with Russell Cohen, the president of South Florida M&A Advisors, to explore his remarkable journey from business brokerage to mergers and acquisitions. Russell shares insights into the challenges and triumphs of rebranding, the importance of building a strong team, and the strategic shift to targeting larger deals.
Discover how Russell's experience in the business brokerage world laid the foundation for his success in M&A and learn valuable lessons for anyone considering a similar transition. Tune in to hear about the pivotal moments that validated Russell's move and the skills essential for thriving in the lower middle market M&A space.
Key Takeaways:
Transition Challenges: Russell Cohen discusses the complexities of rebranding from a business brokerage to an M&A firm, emphasizing the importance of strategic marketing and building a strong team.
Importance of Education: He highlights the value of continuous learning and obtaining certifications to succeed in the M&A industry.
Building Relationships: The episode underscores the significance of developing relationships with centers of influence, such as attorneys and CPAs, to generate leads and build credibility.
Patience and Perseverance: Russell shares that patience is crucial in M&A deals, which often involve multiple stakeholders and can take time to close.
Strategic Partnerships: The conversation touches on the benefits of being part of a network like Cornerstone International Alliance, which provides support and collaboration opportunities.
Keywords:
Mergers and acquisitions (M&A), strategic partnerships, relationships, lower middle market, transition to M&A, business brokerage, Russell Cohen, South Florida M&A
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.
...more
35min
July 31, 2025Growing Through Acquisition in the Lower Middle Market - Episode 97
In this episode of the M&A Mastermind Podcast, host Nick Olsen interviews David Miller, an international business coach and entrepreneur. David shares his journey from managing money in college to becoming a successful business owner and M&A advisor. He emphasizes the importance of understanding the 'magic' behind business growth, which includes intuition, creativity, and the alignment of values. David discusses the essential qualities that leaders need to possess for successful acquisitions and how to assess whether a company is ready for growth through acquisition. He also introduces his CapEx Flex methodology, aimed at simplifying the M&A process for small business owners.
Takeaways
Successful acquisitions require alignment of values and strategy.
Experience is crucial for leaders looking to acquire other companies.
Balancing IQ and EQ is essential for effective leadership.
Starting small is key when considering acquisitions.
Cultural fit is a significant factor in successful mergers.
Understanding what you're buying in an acquisition goes beyond revenue.
Assessing readiness for acquisition is a critical step.
Growth through acquisition should be a well-considered strategy.
Understanding the time factor in acquisitions is essential.
Soft skills can significantly impact acquisition success.
Setting realistic expectations helps reduce anxiety.
Cross-selling can enhance revenue post-acquisition.
Keywords
M&A, acquisitions, mergers, business growth, CapEx Flex, integration, expectations, soft skills, success stories, business strategy, advisory
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.
...more
37min
July 24, 2025The M&A Mastermind Podcast - Episode 96 - Why Sellers Need to Think Like a Buyer
In this episode of the M&A Mastermind podcast, Nick Olsen interviews Bob Tankesley, an M&A advisor with extensive experience in the field. They discuss the importance of understanding buyer motivations, the need for sellers to adopt a buyer's mindset, and the various risk factors that can affect a transaction. Bob emphasizes the significance of preparation and building a strong advisory team to ensure a successful sale. He also shares insights from his book 'Exit Teams', which focuses on creating a supportive team for business owners looking to sell their companies.
Takeaways
Understanding buyer motivations is crucial for sellers.
Sellers often overlook the importance of preparing their business for sale.
Adopting a buyer's mindset can significantly impact the sale process.
Risk factors such as owner dependence can affect buyer confidence.
Preparation time is essential for optimizing a business before sale.
Different buyer types require different positioning strategies.
Building a strong advisory team is vital for a successful transaction.
Sellers need to be proactive in addressing potential concerns during due diligence.
Optimizing business operations can lead to a higher sale price.
The book 'Exit Teams' provides valuable insights for business owners preparing for sale.
Chapters
00:00 Introduction to M&A and Bob Tankesley
02:25 Transitioning from Accounting to M&A
03:57 Understanding Buyer Motivations
07:34 Adopting a Buyer’s Mindset
11:35 Identifying Risk Factors in Transactions
13:45 The Importance of Preparation
19:41 Understanding Buyer Types
24:09 Building a Strong Advisory Team
27:48 Creating Synergies for Successful Transactions
32:25 Overview of 'Exit Teams' Book
Keywords
M&A, business sale, buyer motivations, risk factors, advisory team, exit strategy, business optimization, seller mindset, transaction preparation, buyer types, mergers & acquisitions
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.
...more
43min
July 17, 2025The M&A Mastermind Podcast - Episode 95 - How AI can be your advantage in M&A Transactions
In this episode of the M&A Mastermind podcast, host Nick Olsen interviews Jamin Arvig, an experienced entrepreneur and expert in e-commerce and AI. They discuss Jamin's journey in building successful e-commerce brands, the importance of valuation strategies in mergers and acquisitions, and how AI is transforming the M&A landscape. Jamin shares insights on breaking through growth ceilings, navigating supply chain challenges due to tariffs, and the future of AI in business. The conversation emphasizes the need for companies to adapt and leverage AI to enhance efficiency and drive value.
Takeaways
Jamin Arvig has been an entrepreneur for over 25 years.
E-commerce growth parallels the current trends in AI.
Valuation strategies are crucial for successful M&A.
Companies often hit growth ceilings that require new thinking.
Tariffs are creating significant challenges for businesses.
AI can automate workflows and improve efficiency.
The human element is essential in AI implementation.
Future success in business will depend on AI adaptation.
Diversifying supply chains is critical in today's market.
Chapters
00:00 Introduction to Jamin Arvig and His Journey
01:53 The Evolution of E-commerce and AI
04:13 Brandstine X: Strategies for Growth
05:48 Valuation Strategies for M&A
08:45 Breaking Through Growth Ceilings
09:54 The Role of M&A Advisors
11:44 Navigating Tariffs and Business Costs
15:40 AI's Impact on M&A Processes
19:27 AI and Human Collaboration
22:26 Developing AI Tools for M&A
25:23 The Future of AI in Business
Keywords
M&A, AI, mergers and acquisitions, business growth, valuation strategies, investment banking, artificial intelligence,
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.
...more
34min
July 10, 2025The M&A Mastermind Podcast - Episode 94 - Investing in Your Systems
In this episode of the M&A Mastermind Podcast, host Nick Olsen interviews Dru Morgan, managing director of Morgan Business Sales, who shares insights on the importance of investing in systems for business growth. Dru discusses the development of CIM-Pro, a proprietary platform designed to streamline M&A processes, enhance security, and improve engagement with clients. He emphasizes the need for businesses to adapt to technological advancements and the significance of open-mindedness in leadership. The conversation highlights real-world examples of how effective systems can lead to increased efficiency and success in the M&A industry.
Takeaways
Investment in systems is crucial for business growth.
CIM-Pro enhances security and engagement in M&A transactions.
Removing oneself from day-to-day operations is key to success.
Successful businesses adapt to technological advancements.
Investing in proprietary platforms can differentiate a firm.
Engaging clients with interactive proposals leads to quicker decisions.
Time on the market decreases with effective systems in place.
Collaboration and team input are vital for improvement.
The future of M&A relies on embracing technology and innovation.
Chapters
00:00 Introduction to M&A Mastermind Podcast
01:07 The Importance of Systems in Business Growth
04:22 Introducing CIM-Pro: A Game-Changer in M&A
07:46 Efficiency and Engagement: Transforming Deal Processes
10:40 Advice for Developing Proprietary Platforms
12:41 The Leap of Faith in Business Investments
14:02 Real-World Impact of Systems on Business Success
17:15 Investing in People and Open-Mindedness
19:26 The Future of Technology in M&A
21:14 Exploring Cim-Pro: How to Get Started
Keywords
M&A, business systems, CIM-Pro, efficiency, technology, investment, growth, proprietary platforms, deal processes, mergers & acquisitions
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.
...more
27min
July 03, 2025The M&A Mastermind Podcast – Episode 93 – Navigating SaaS M&A: Pitfalls & Best Practices
In this episode, Nick Olsen interviews Anthony Nitsos, a seasoned expert in the SaaS industry and fractional CFO. They discuss the unique financial metrics that are critical for SaaS companies, the role of a CFO in preparing for M&A, and the importance of due diligence. Anthony shares real-world examples of challenges faced during M&A transactions and emphasizes the need for accurate financial reporting and customer retention strategies. The conversation also touches on industry trends, valuation considerations, and the significance of HR practices in the M&A process.
Takeaways
SaaS companies must focus on key financial metrics like ARR and gross margin.
The role of a CFO is crucial in M&A preparation and due diligence.
Understanding customer retention and logo churn is vital for SaaS success.
M&A preparation should start as early as possible in the business lifecycle.
Hidden liabilities can derail M&A transactions; transparency is key.
HR practices can significantly impact the perception of a company during M&A.
SaaS-specific KPIs are essential for evaluating company health and valuation.
The hybrid revenue model is gaining traction in the SaaS industry.
Valuation multiples have recovered but vary based on revenue types.
Chapters
00:00 Introduction to SaaS and M&A Expertise
02:48 Key Financial Metrics for SaaS Companies
07:31 The Role of a CFO in M&A Preparation
11:53 Real-World Examples of M&A Challenges
15:44 Lifecycle Stages of SaaS Companies
17:05 Common Red Flags in SaaS Transactions
20:36 The Importance of HR in M&A
23:16 SaaS-Specific KPIs for Success
25:23 Bridging the Gap Between Advisors and SaaS Experts
27:58 Trends in the SaaS Industry
30:21 Valuation Trends and Buyer Considerations
33:35 Geographic Trends in SaaS M&A
34:19 Key Takeaways for M&A Advisors
Keywords:
SaaS, M&A, financial metrics, CFO role, due diligence, customer retention, valuation trends, hybrid revenue model, AI in SaaS, transaction red flags
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.
...more
42min
June 26, 2025The M&A Mastermind Podcast - Episode 92 - Unveiling Value Creation Misconceptions
The M&A Mastermind Podcast – Episode 92 – Unveiling Value Creation Misconceptions
In this conversation, Jayne McQuillan discusses the misconceptions surrounding value creation in M&A, emphasizing the importance of preparation and understanding both financial and emotional drivers. She highlights the metrics that improve through value creation, the handling of unsolicited offers, and the critical role of leadership and culture in making a business attractive to buyers. The discussion also covers the necessity of partnerships in the value creation process and the collaborative approach needed in M&A.
Takeaways
Value creation is more than just boosting EBITDA.
Intangibles like leadership and systems are key to value.
Multiple exit options should be considered by business owners.
Preparation can accelerate the exit process.
Investing time in value creation can lead to significant financial gains.
Metrics like profit growth and cash flow improve with value creation.
Unsolicited offers should be approached with caution.
Collaboration among advisors is essential for successful exits.
Leadership development is critical for business value.
Value creation should be a long-term focus for M&A advisors.
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 Understanding Value Creation Misconceptions
03:06 The Importance of Preparation for Exit
06:01 Metrics and Outcomes of Value Creation
09:06 Navigating Unsolicited Offers
12:05 The Role of Leadership and Culture
15:01 Building Collaborative Partnerships
18:06 The Future of Value Creation in M&A
Keywords
M&A, value creation, business exit, leadership, culture, partnership, metrics, unsolicited offers, preparation, collaboration
...more
23min
June 19, 2025The M&A Mastermind Podcast - Episode 91 - Navigating E&O Insurance in M&A Transactions
In this episode of the M&A Mastermind podcast, host Nick Olsen interviews Javier Gonzalez, a partner and executive vice president of sales at Access Insurance Services. They discuss the importance of Errors and Omissions (E&O) insurance for M&A advisors, particularly in the lower middle market. Javi explains common misconceptions about E&O insurance, key components of policies, must-haves for M&A advisory firms, and the risks and exposures they face. He shares real-life examples of how E&O insurance can protect firms from significant financial losses and highlights common mistakes made during the purchasing process. The conversation also touches on trends in E&O policies, the importance of regular policy reviews, and advice for evaluating insurance coverage.

Takeaways
E&O insurance is crucial for M&A advisors to protect against claims.
Many advisors believe they won't be sued, which is a misconception.
Understanding the scope of services is vital when selecting a policy.
Subpoena coverage is often overlooked but essential for M&A advisors.
Staying within your expertise is important to avoid risks.
Regular policy reviews can help ensure adequate coverage.
Higher deductibles can lower premiums but may erode coverage limits.
Expertise in E&O insurance is necessary for proper guidance.
Chapters

00:00 Introduction to M&A and Insurance Services
01:18 Understanding Access Insurance Services
02:56 The Importance of E&O Insurance in M&A
04:19 Common Misconceptions About E&O Insurance
07:20 Key Components of E&O Policies
10:37 Must-Haves in E&O Policies for M&A Advisors
12:59 Risks and Exposures in M&A Transactions
17:46 Real-Life Impact of E&O Insurance
20:39 Common Mistakes in E&O Insurance Purchases
25:00 Trends in E&O Policies and Claims
27:00 Reviewing and Updating E&O Policies
28:59 Advice for First-Time Policy Evaluators

Keywords

M&A, E&O insurance, insurance policies, professional services, risk management, lower middle market, claims, misconceptions, policy review, insurance trends
...more
37min

FAQs about The M&A Mastermind Podcast:

How many episodes does The M&A Mastermind Podcast have?

The podcast currently has 100 episodes available.

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The M&A Mastermind Podcast

FAQs about The M&A Mastermind Podcast:

How many episodes does The M&A Mastermind Podcast have?

The M&A Mastermind Podcast episodes:

FAQs about The M&A Mastermind Podcast:

How many episodes does The M&A Mastermind Podcast have?

More shows like The M&A Mastermind Podcast

HBR IdeaCast

Built to Sell Radio

Dry Powder: The Private Equity Podcast

All-In with Chamath, Jason, Sacks & Friedberg

M&A Talk: #1 Podcast on Selling a Business