In this week’s episode, join host Nick Olsen as he sits down with Kyle Griffith, Managing Partner of The NYBB Group as they discuss factors to consider when deciding if it’s the right time for a business owner to sell their company. Together, they delve into the crucial factors business owners need to weigh when making this big decision.

Kyle and Nick explore a comprehensive range of internal factors, such as cash flow, growth strategy, key management teams, profitability, customer concentration, and predictable revenue. They also examine external influences like market conditions, industry trends, the economic climate, political environment, competition, and industry drivers.

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:

• Internal factors to consider when deciding to sell a business include cash flow, growth strategy, and having a key management team in place.

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 and Guest Introduction

03:19 The Value of Staying Connected and Joining Industry Organizations

08:20 Factors to Consider When Deciding to Sell a Business

12:39 Selling at the Right Time: Upward Cash Flow and Transition Planning

23:44 The Role of External Factors: Market Conditions and Industry Trends

26:16 External Factors and the Economic Climate

30:49 Competition and Growth Opportunities

35:46 Understanding Personal Motivations

38:10 Valuation, Benchmarking, and Estate Planning

43:41 Staying Informed and Identifying Growth Opportunities             

Keywords:

Mergers and acquisitions, M&A, investment banking, corporate finance, sell-side, valuation, due diligence, how to sell my business, M&A market trends, internal factors, external factors, cash flow, growth strategy, key management team, industry trends, staying connected, political environment, competition, industry drivers, personal motivations, valuation, benchmarking, estate planning

In this week’s episode, join host Nick Olsen as he sits down with Trever Acers, Managing Director of Objective Investment Banking and Valuation for an enlightening deep dive into the world of mergers and acquisitions. Acers unveils a unique client-centric approach that sets the stage for successful deals. Discover the spectrum of tactics to captivate buyers and the art of nurturing long-term relationships with business owners.

Trever shares his expert knowledge on proactive strategies and maintaining confidentiality, shedding light on the crucial role of post-acquisition economics in determining purchase prices. This conversation unpacks the complexities of M&A transactions, highlighting the strategic decisions that can make or break a deal. Learn about the significance of transparency, the educational journey through the M&A process, and the critical importance of avoiding distractions to maximize business value.

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:

1. The importance of tailoring a strategy to maximize the outcome for each client

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 Objective Investment Banking and Valuation

03:15 Maximizing Client Outcomes through Tailored Strategies

07:02 Proactive Strategies for Achieving Client Objectives

13:35 Confidentiality and Transparency in M&A

29:37 Strategic Decision-Making in M&A Transactions

33:10 Navigating Distractions and Maximizing Value

37:24 The Role of Advisors in M&A Transactions

41:30 Post-Acquisition Economics and Value Creation

Keywords

Mergers and acquisitions, M&A, investment banking, corporate finance, sell-side, valuation, due diligence, how to sell my business, M&A market trends, proactive strategies, confidentiality, post-acquisition economics, transparency, education, strategic decision-making, distractions, maximizing value, business performance, sophisticated advisor

In this week’s installment, join host Nick Olsen as he sits down with Rob Margeton, Co-Founder of Ryco Advisors as they delve into the dynamic world of M&A transactions and unveil the game-changing benefits of sell-side reps and warranty insurance policies.

Unlock the secrets of how these policies, steeped in historical significance, revolutionize deal timelines and empower sellers to navigate the complex landscape of negotiations with confidence and finesse.

Rob sheds light on the strategic advantages, unravels the mysteries surrounding policy costs and the application process, and unveils the transformative impact on deal negotiations. Learn more about risk mitigation and discover why educating clients and stakeholders is paramount for harnessing the full potential of these invaluable tools.

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 of the key takeaways of this episode include:

1) Sell-side reps and warranty insurance policies are beneficial for mitigating risk and expediting M&A transactions.

2) Educating clients and stakeholders about the benefits of these policies is crucial for their successful implementation.

3) The cost of these policies is relatively low compared to the potential benefits, making them a valuable tool for sellers in M&A transactions.

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 Mastermind Podcast and Guest Introduction

03:26 Impact of Reps and Warranty Insurance on Deal Timelines

05:38 Benefits of Sell-Side Reps and Warranty Insurance for Sellers

08:19 Educating Clients and Stakeholders on Sell-Side Reps and Warranty Insurance

15:12 Coverage and Claims of Sell-Side Reps and Warranty Insurance Policies

20:50 Buyer Acceptance and Resistance to Sell-Side Reps and Warranty Insurance

25:27 Threshold and Cost Considerations for Sell-Side Reps and Warranty Insurance Policies

27:20 Conclusion and Contact Information

Keywords:

Mergers and acquisitions, M&A, investment banking, corporate finance, sell-side, valuation, due diligence, how to sell my business, M&A market trends, reps and warranty insurance, transaction, deal timeline, risk mitigation, policy cost, deal negotiations, client education

Check out all of our episodes at: https://cornerstoneia.com/podcast/.

In this episode Nick Olsen sits down with Ben Mackay from Evolve Capital. Together, they discuss the essence of the perfect business or opportunity in the M&A landscape. Unraveling the complexities of acquisitions, they uncover the key attributes and components that transform a business into the holy grail of acquisition targets.

Some of the key takeaways of this episode include:

• The importance of relationships in the M&A industry

Keywords

M&A, acquisition, business opportunity, Evolve Capital, holy grail, relationships, deal structure, communication, critical services, business dynamics, trust

In this episode of the M&A Mastermind podcast, host Nick Olsen interviews Bob Dunn from GF Data about the latest trends in lower and middle market M&A. They discuss the GF Data reports, which provide valuation information across different transaction sizes and industries.

Some key takeaways from the conversation are:

1) Deal volume is recovering, with a significant increase expected in the coming quarters, driven by private equity exits.

2) Interest rates are stabilizing, which is positive for the market.

3) Manufacturing has been hit hard on the debt side, while business services and retail are showing signs of recovery.

Chapters

00:00 Introduction and Background

02:37 Overview of GF Data and Reports

05:35 Insights from the M&A Report: Deal Volume and Valuations

10:33 Deal Structures and Creative Financing

21:33 Analysis of the Leverage Report and Debt Coverage

27:20 Predictions and Projections for the Future of the Market

30:11 Closing Remarks and Call to Action

Keywords M&A, trends, GF Data, reports, valuation, deal volume, interest rates, manufacturing, business services, retail

In this episode of the M&A Mastermind podcast, host Nick Olsen interviews Dan Andrews, the managing partner and CEO of Tempus Realty Partners, about sale leasebacks in M&A transactions. They discuss the benefits and considerations of sale leasebacks, the timing and planning involved, and the potential tax advantages. Andrews emphasizes the importance of understanding the real estate involved in a transaction and determining if a sale leaseback is a good fit. He also highlights the limited pool of buyers for sale leasebacks and the need for proper due diligence and financing. Overall, the episode provides valuable insights for M&A advisors and business owners considering sale leasebacks.

Takeaways

• Sale leasebacks should be considered in virtually every M&A transaction involving real estate.

Chapters

00:00 - Introduction and Overview

09:38 - Timing and Planning for Successful Sale Leasebacks

26:49 - The Limited Pool of Buyers for Sale Leasebacks

35:38 - Optimizing Value with Long-Term Leases

Sale leasebacks, M&A transactions, real estate, timing, planning, tax planning, due diligence, financing

Join us for an insightful episode of The M&A Mastermind Podcast featuring Nevin Raj, COO and co-founder of Grata. Nevin delves into the indispensable role of software and intelligence in the M&A realm, shedding light on their significance in deal origination and business development. Learn firsthand why forging meaningful relationships and pinpointing the ideal companies upfront are pivotal for triumph in this competitive landscape.

Discover how AI is revolutionizing the industry, automating research processes, and furnishing invaluable insights to enhance efficiency and effectiveness. Nevin unveils Grata's cutting-edge AI product, ANA, designed to streamline desktop research while offering comprehensive market data and valuations. Don't miss this enlightening discussion, offering key takeaways on the future of M&A and the transformative potential of technology.

Takeaways

• Software and intelligence are crucial in the M&A industry for deal origination and business development.

M&A, software, intelligence, deal origination, business development, relationships, AI, automation, research, market data, valuations

In this episode of the M&A Mastermind Podcast, Nick Olsen interviews Bobby Lewis, a partner at Business Acquisition and Merger Associates (BAMA), about the challenges and benefits of the buy side of M&A. Bobby shares insights on the importance of being a hunter and having strong sales and marketing skills in the buy side practice. He also emphasizes the need for a dedicated team and efficient tools to be successful in the buy side. Bobby discusses the importance of building relationships with private equity groups and leveraging existing networks to find good buyers. He also highlights the potential for the buy side to benefit the sell side practice by building a rich database of business owners and industry knowledge.

Takeaways

• Being a successful buy side advisor requires strong sales and marketing skills and the ability to be a hunter.

Chapters

• 00:00 Introduction

M&A, buy side, sell side, business acquisition, private equity, market research, business development, team, tools, relationships

In this episode of the True North M&A podcast, host Nick Olsen sits down with Don Montgomery, founder of True North M&A, to explore the critical roles and characteristics necessary for taking a company to the next level. Drawing from his 10 years of experience, Don shares insights into the role of a "hunter" in business development, emphasizing qualities such as integrity, adaptability, and empathy.

As they delve deeper into the discussion, Don reveals the importance of cultural fit and trustworthiness when selecting clients for M&A transactions. He highlights the significance of honesty, realism, and the capability to trust as essential traits in potential business owners.

Through personal anecdotes and industry insights, Don offers valuable advice on navigating the complex landscape of mergers and acquisitions, emphasizing the importance of building genuine relationships and understanding the unique dynamics of each client interaction.

Tune in to gain valuable insights into the world of M&A and discover the key ingredients for success in driving business growth and fostering meaningful partnerships.