Show Highlights:

• Solving problems vs. product focus in agribusiness. [04:58]
• Is on-farm experience a must for solution development? [07:21]
• The "right to win" in solution development in ag. [10:02]
• Lessons from healthcare on making industry-scale changes in ag. [12:51]
• What is the realistic timeline for ROI in agtech? [15:46]
• Farmer profitability and de-risking solution adoption. [18:29]
• Courtney Yuskis' career in ag and the crux of iterative steps for industry progress. [20:24]
• Learn about DTN's focus on sustainability and soil health. [26:17]
• Steps to ensure healthy skepticism during innovation. [31:03]
• Friction points of risk clustering in solution development. [40:31]
• Concerns and use cases on leverage and caution with AI. [44:19]

Find Courtney Yuskis on LinkedIn at https://www.linkedin.com/in/courtneyyuskis/

To learn more about DTN, visit https://www.dtn.com/.

If you are interested in connecting with Joe, go to LinkedIn:

https://www.linkedin.com/in/joemosher/, or schedule a call at www.moshercg.com.

Show Highlights:

• Do 70–90% of M&A deals fail to deliver or destroy value? [01:36]
• The origin of the M&A value destruction stat. [04:53]
• Historical context and contemporary relevance of stats. [07:44]
• The sample and methodology of the 1999 KPMG study. [08:36]
• The late-1990s macroeconomic context of the U.S. [11:29]
• Asian and Russian economic volatility during the study. [14:37]
• Do the late-90s economic cycles shape M&A in ag today? [18:36]
• Three reasons for skepticism of the stat's applicability. [23:09]
• Objectively rethink widely accepted M&A success beliefs. [28:40]

"Unlocking Shareholder Value: The Keys to Success" (KPMG, 1999): https://pages.stern.nyu.edu/~adamodar/pdfiles/eqnotes/KPMGM%26A.pdf

If you are interested in connecting with Joe, go to LinkedIn:

https://www.linkedin.com/in/joemosher/, or schedule a call at www.moshercg.com.

Show Highlights:

• The unvarnished journey of Livestock Nutrition Centers. [04:56]
• What custom bulk feed blends solve for pre-feedlot beef cattle. [08:57]
• Why custom feed mixes are superior to big brand pellets. [12:15]
• Successfully counter-positioning in livestock nutrition. [16:26]
• Maturing from competing on price to selling value as ag suppliers. [27:06]
• Customization vs. efficiency trade-offs. [33:03]
• Will individualized feed blends inevitably homogenize? [36:03]
• Is a complete market shift toward custom blends likely? [38:31]

To learn more about Livestock Nutrition Centers, visit https://lnc-online.com/.

Contact Ben Baer on LinkedIn at https://www.linkedin.com/in/ben-baer-5627714/.

If you are interested in connecting with Joe, go to LinkedIn:

https://www.linkedin.com/in/joemosher/, or schedule a call at www.moshercg.com.

Show Highlights:

• Overview of Mark Waschek's career and Ag1Source. [05:07]
• Is agribusiness in a talent surplus or deficit currently? [09:05]
• Impacts of prioritizing structural assets over employee training in ag. [14:01]
• Is growing and promoting talent internally better for ag? [17:25]
• Why ag companies must pre-qualify leadership pipelines early. [19:19]
• The "Four Pillars" process for future leader evaluation. [28:57]
• Should incumbent CEOs exit succession discussions? [33:17]
• "Continue, Stop, Create" strategy to envision future CEOs by desired outcomes. [40:19]
• The power of EOS and its "Three Uniques" at Ag1Source. [48:54]
• Inviting you to share this episode with industry friends. [58:52]

Learn more about Ag1Source at https://Ag1Source.com/brands/ag-1-source/.

To connect with Mark Waschek, contact him via LinkedIn at https://www.linkedin.com/in/markwaschek/ or email him at [email protected].

If you are interested in connecting with Joe, go to LinkedIn:

https://www.linkedin.com/in/joemosher/, or schedule a call at www.moshercg.com.

Show Highlights:

• Glen Franzluebbers' life in ag and No Limit Ag's focus. [05:32]
• The need for synergy over size in the current co-op M&A wave. [12:05]
• Make co-op scaling objectives and strategy explicit pre-deal. [18:05]
• Problem-first strategic steps for precision ag and AI use. [24:32]
• Signs of the problem-first approach done unproductively. [29:16]
• Discover the "Success Triangle" for testing new ideas. [32:21]
• How to exit failed initiatives successfully with learnings. [36:05]
• Reserve the right to learn and pivot as agtech evolves. [37:37]
• Should co-ops even be making money? [41:40]
• No Limit Ag's advisory offerings and areas of value. [51:00]

Connect with Glen Franzluebbers on LinkedIn at https://www.linkedin.com/in/glen-franzluebbers-42b97132/, or email him at [email protected].

If you are interested in connecting with Joe, go to LinkedIn:

https://www.linkedin.com/in/joemosher/, or schedule a call at www.moshercg.com.

Show Highlights:

• Agribusiness strategic commercialization focus. [06:16]
• The need for cross-functional collaboration when assessing risk. [14:18]
• Ensure rigor with reciprocal quantitative and qualitative data. [17:06]
• Why opportunistic M&A must be rooted in a preexisting strategy. [21:36]
• How Apeel scales edible coatings to reduce food waste. [27:46]
• Is de-risking farming the real mission of agtech? [28:31]
• Respecting multivariable farmer decisions when solving slow tech adoption. [37:22]
• Reconcile long-term planning with market volatility. [50:29]
• "Home vs. away" game thinking in ag and when to pivot. [52:19]
• The value of dedicating time and resources to experimentation. [01:00:45]

Explore Apeel Sciences at https://www.apeel.com/.

To connect with Mac Marshall, go to https://www.linkedin.com/in/macmarshall/ on LinkedIn.

If you are interested in connecting with Joe, go to LinkedIn:

https://www.linkedin.com/in/joemosher/, or schedule a call at www.moshercg.com.

Show Highlights:

• Meet Jay Shabat, industry analyst and Railroad Weekly author. [04:25]
• Overview of Class I railroads and their market power. [08:01]
• Lessons from the pros and cons of the CPKC merger. [13:48]
• What's driving Union Pacific's acquisition of NS? [18:29]
• Why Norfolk Southern is open to a strategic merger with UP. [24:39]
• Potential impacts of the UP–NS merger on ag shippers. [31:31]
• The STB's regulatory relief for captive shippers and competitive remedies. [38:38]
• UP's argument for transcontinental shipping efficiency. [44:34]
• Will BNSF and CSX respond with their own merger? [49:31]
• Scheduled UP–NS deal closing and STB review process. [57:25]

Access Railroad Weekly at https://railroadweekly.substack.com/.

To contact Jay Shabat, please email him at [email protected] or reach out to him on LinkedIn at https://www.linkedin.com/in/jay-shabat-6477b31/.

Click this link to find Jay's book Glory Lost and Found on Amazon.

If you are interested in connecting with Joe, go to LinkedIn:

https://www.linkedin.com/in/joemosher/, or schedule a call at www.moshercg.com.

Show Highlights:

• Cascadia Capital's services, its ag practice and ag client profiles. [03:55]
• The impact of net farm income on ag market dynamics. [08:04]
• What are the drivers of supply–demand imbalance in ag? [09:50]
• M&A as an exit in downturns, and qualities of winning companies. [14:17]
• Crucial strategic considerations for opportunistic M&As. [20:21]
• The paradox of market recovery and producer distress. [26:10]
• Explore four distinct M&A "eras" identified in ag. [30:50]
• Two co-op types and long-term sustainability explained. [37:40]
• What attracts PE to ag and yet causes surging dry powder? [43:34]
• Learn about the types of private investors in ag. [47:52]
• Industry-wide implications of Bunge–Viterra scale mega-mergers. [51:47]

Explore Cascadia Capital's Food, Beverage, and Agribusiness group at https://www.cascadiacapital.com/industries/food-beverage-and-agribusiness/.

To contact Scott Porter, visit https://www.linkedin.com/in/scott-porter-93537026/ on LinkedIn, or email him at [email protected].

The WSJ article mentioned in the episode: Corn and Soybeans Rule the American Farm. Why That's a Growing Problem, in Charts

If you are interested in connecting with Joe, go to LinkedIn:

https://www.linkedin.com/in/joemosher/, or schedule a call at www.moshercg.com.

Show Highlights:

• Discover full-service design-build Keen Project Solutions. [06:22]
• Serving clients of all sizes in the agribusiness spectrum. [11:28]
• How to facilitate project-objective clarity with clients. [15:52]
• Why slow front-end planning matters for fast execution. [20:16]
• The "must-do" list for successful CapEx projects in ag. [27:54]
• The importance of appointing a dedicated project lead. [34:47]
• Minimizing gaps between operator needs and procurement strategies. [38:26]
• Keen's merit shop Millwright apprenticeship program. [44:15]

To learn more about Keen Project Solutions, visit https://thinkdifferentthinkkeen.com/.

Connect with Matt Frandsen on LinkedIn at https://www.linkedin.com/in/matt-frandsen-6ba3773/.

If you are interested in connecting with Joe, go to LinkedIn:

https://www.linkedin.com/in/joemosher/, or schedule a call at www.moshercg.com.

Show Highlights:

• What's captive insurance, and how does it work? [05:13]
• Control over risk attracting agribusinesses to captives. [07:18]
• How captives offer an underwriting income opportunity. [08:58]
• Financial and tax benefits in captives compared to self-insurance. [12:54]
• Get to know TrueNorth Companies and their unique strengths. [16:43]
• Rural risk factors in ag and insurance market challenges. [20:20]
• Understand the real costs involved in deductibles. [28:45]
• How are evolving market cycles redefining co-op insurance? [32:29]
• Analyze your "total cost of risk" beyond premiums. [39:08]
• Why partnering with a proactive, consultative broker matters. [42:32]

Explore TrueNorth Companies at https://truenorthcompanies.com/.

Find Lane Danielsen at LinkedIn at https://www.linkedin.com/in/lane-danielsen-99675456/. Lane can also be reached via email at [email protected].

To connect with Jonathan Stark on LinkedIn, go to https://www.linkedin.com/in/jonathan-stark-649865b7/.

If you are interested in connecting with Joe, go to LinkedIn:

https://www.linkedin.com/in/joemosher/, or schedule a call at www.moshercg.com.