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

Listen as we take a deep dive into the world of private equity with Jeff Hooke, author of five books on M&A, including his most recent book – The Myth of Private Equity: An Inside Look at Wall Street's Transformative Investments. Jeff has been the director of a $5 billion private equity firm and an investment banker at Lehman Brothers. In this show, we cover everything you need to know about private equity if you are an entrepreneur and are considering a sale to a private equity firm, including how private equity firms operate and are structured, what investments they prefer to make, and how they acquire companies. View the complete show notes for this episode. Learn More: Business Valuation & Return on Investment (ROI) M&A Guide | The 4 Types of Buyers of Businesses Additional Resources: Download a free copy of The Complete Guide to Selling a Business Are you selling a business? Schedule a free consultation now.

Join us for a discussion with Richard Luftig about growth equity and its position in the private equity and investment world. We discuss raising equity capital, how growth equity is used and varies from other financing options, and how recent regulatory changes are impacting financing. Listen in as Richard brings over 25 years of experience in private equity and investment banking to our conversation. Richard worked with Credit Suisse First Boston, Ivy Asset Management Corp, and Bear, Stearns & Co. before co-founding Castle Placement, providing investment banking and private equity services for a wide range of companies. View the complete show notes for this episode. Learn More: What's a 'Main Street' vs. a middle-market company? M&A Basics | Why Do Business Owners Sell Their Business Crossroads: Deciding to Sell Your Business vs. Doubling Down Should I sell my business? EBITDA | Definition, Formula & Example – A Complete Guide Additional Resources: Download a free copy of The Complete Guide to Selling a Business Are you selling a business? Schedule a free consultation now.

Amira elAdawi joins us to talk about the integration process. She is the founder of Amira & Co., a global management consulting firm that specializes in M&A integrations and organization optimization. Her track record of success spans multiple industries and corporate environments, including hospitality, retail, and consumer products. We talk about what the essence of integration is, how culture impacts integration, the frameworks that can be used to facilitate the process, and what the most difficult areas are with integration. Join us to learn more about the intricacies of the integration process. View the complete show notes for this episode. Additional Resources: Download a free copy of The Complete Guide to Selling a Business Are you selling a business? Schedule a free consultation now.

Listen as we talk to Arturo Henriquez, who has acquired 50 companies in his career as a serial entrepreneur. In this show, we discuss Arturo's role as both a buyer and a seller and the lessons he has learned from buying over 50 companies across 18 industries. You will also learn how Arturo builds companies so they run themselves. Arturo is a 2-time bestselling author and public speaker. His previous investment banking experience includes roles at Goldman Sachs, Bank of America, Lehman Brothers, and KPMG as managing director of their mergers and acquisitions division where he was involved in over 60 deals. As a professor, he has taught courses in Investment Analysis, Corporate Finance, and Capital Administration at graduate and undergraduate levels. View the complete show notes for this episode. Learn More: A Guide to M&A Negotiating Tactics Small Business Acquisition Financing M&A Seller Financing: A Complete Guide Why Do Business Owners Sell Their Business? Building a Sellable Business Business Broker and M&A Advisor Fees: A Comprehensive Guide Should I use SDE or EBITDA to value a business? Additional Resources: Download a free copy of The Complete Guide to Selling a Business Are you selling a business? Schedule a free consultation now.

In this episode, we discuss tech M&A with Barr Blanton, CEO of Crosslake Technologies, who specializes in technology mergers and acquisitions and advises private equity firms on buying, building, and transforming technology companies. If you own a tech company or invest in technology companies, this show will be of interest to you. View the complete show notes for this episode. Learn More: A Guide to Valuing Tech, Software & Online Businesses Top 5 M&A Value Drivers for Tech & Software Companies How to Sell an Online Business: A Case Study Tech & Software M&A Dynamics M&A Due Diligence | Checklist & Overview M&A Due Diligence Preparation Additional Resources: Download a free copy of The Complete Guide to Selling a Business Are you selling a business? Schedule a free consultation now.

In this episode of M&A Talk, we discuss the intricacies of financial due diligence with award-winning CPA Helana Robbins Huddleston, a partner with CohnReznick Advisory with over 20 years of experience. We talk about ways sellers can prepare for a sale, the key areas investors look into when considering a business for investment or acquisition, how you can hasten the sales process, and much more. If you are thinking of selling or buying a business, join us to learn more about this critical area of preparation. View the complete show notes for this episode. Learn More: M&A Due Diligence | Checklist & Overview M&A Due Diligence Preparation EBITDA | Definition, Formula & Example – A Complete Guide M&A Reps & Warranties M&A Purchase Agreement | A Complete Guide Do You Need Reps & Warranties Insurance When Selling a Business? Additional Resources: Download a free copy of The Complete Guide to Selling a Business Are you selling a business? Schedule a free consultation now.

We are joined in this episode by insurance expert TJ Noonan, Managing Director of the M&A Transaction Solutions Practice with Hylant. We talk about what reps & warranties insurance is, the role it plays in a transaction from due diligence through closing, what the seller should know about R&W insurance, how involved an insurance company gets in a transaction, benchmarks in the industry, the future of R&W insurance, and much more. No two transactions are the same, but this discussion will give you insights into some of the common areas around insurance for your business. View the complete show notes for this episode. Learn More: Asset vs. Stock Sale M&A Reps & Warranties Escrow Holdbacks in M&A Transactions M&A Due Diligence | Checklist & Overview Additional Resources: Download a free copy of The Complete Guide to Selling a Business Are you selling a business? Schedule a free consultation now.

Jeff Muench joins us to talk about the intricacies of the M&A integration process. Jeff's expertise is focused on helping companies overcome challenges with inventive, entrepreneurial, and customer-centric efforts that capture significant market share and lead organizations to places unimagined. In this episode, we discuss what the integration process looks like, how long it takes, what the biggest challenges are, and advice for how the seller can best prepare. Jeff also talks about the integration process that he led as head of M&A Integration at Walmart – a company that is quite familiar with the acquisition process. View the complete show notes for this episode. Additional Resources: Download a free copy of The Complete Guide to Selling a Business Are you selling a business? Schedule a free consultation now.

Jeff Wald joins us to talk extensively about his experience buying and selling companies. Jeff shares his insights into buying versus building a business, learning from your mistakes, how long the process can take, and building a company to sell later for a massive profit. His experience starting and selling his technology companies will give you invaluable insights as he discusses this process and offers advice. Jeff is also the author of two books and is a frequent speaker on the topics of startups and labor issues. View the complete show notes for this episode. Additional Resources: Download a free copy of The Complete Guide to Selling a Business Are you selling a business? Schedule a free consultation now.

Listen in as we gain insights into private and public M&A law from one of the countries top M&A attorneys, JR Lanis. JR is a hands-on attorney and he shares his wealth of experience as we discuss raising capital, IPOs, fintech, what to look for in an M&A attorney, and much more. JR has extensive experience in a variety of industries that include technology—with a specific depth of experience in fintech—as well as hospitality, consumer products, and life sciences. Join us to take a deep dive into the world of M&A law. View the complete show notes for this episode. Learn More: The difference between valuing public and private businesses Additional Resources: Download a free copy of The Complete Guide to Selling a Business Are you selling a business? Schedule a free consultation now.

In this episode, Michael Frankel joins us to talk about the world of M&A from almost every angle. Michael has experience in M&A as acquirer, lawyer, investment banker, target, and advisor. Join us for two hours of in-depth conversation with Michael ranging across his many roles in the M&A world, including his insights into corporate development as an acquirer, views as an M&A attorney and investment banker, his experiences as a target and CFO, then finally his comments as an informal advisor, speaker, and author of three books and numerous articles on innovation, M&A, and strategic transactions. View the complete show notes for this episode. Learn More: How successful are most business acquisitions? 18 Differences Between Valuing Public and Private Businesses The Role of M&A Lawyers When Selling Your Business Additional Resources: Download a free copy of The Complete Guide to Selling a Business Are you selling a business? Schedule a free consultation now.

Raghav has 15 years of experience in M&A and corporate strategy for Private Equity, Industrial, and Consumer Business clients. He leads Deloitte's M&A Strategy and Diligence offering for Energy, Resources, and Industrials. He has worked extensively on acquisition strategy, target screening, commercial & operational due diligence, integration & divestiture planning, and competitive strategy assignments. His deal making experience spans across 25+ countries across North America, Latin America, Europe, Oceania, and South-East Asia. Raghav was recently announced as a winner of the 2021 Emerging Leaders Awards. View the complete show notes for this episode. Learn More: M&A Due Diligence | Checklist & Overview How successful are most business acquisitions? Additional Resources: Download a free copy of The Complete Guide to Selling a Business Are you selling a business? Schedule a free consultation now.

Jon has over 20 years of merger and acquisition, strategic advisory, and business valuation experience. He has successfully advised clients across a broad range of industries, including government services, aerospace & defense, business services, technology, consumer and industrial products, and metals and mining. Jon has closed over $2 billion in aggregate transaction value in his career. Before founding Stanton Park Capital, Jon served as a Vice President at Moss Adams Capital (MAC), a West Coast-based investment banking firm, and he was a Vice President with Capstone Partners. View the complete show notes for this episode. Learn More: Why Don't Some Businesses Sell? M&A Guide | The 4 Types of Buyers of Businesses Business Valuation Methods in a Nutshell M&A Closing Process | A Complete Guide Confidential Information Memorandum (CIM) | A Detailed Guide A Guide to M&A Negotiating Tactics M&A Due Diligence | Checklist & Overview Additional Resources: Download a free copy of The Complete Guide to Selling a Business Are you selling a business? Schedule a free consultation now

Brian is a member of Allied Universal's global M&A department, focused on identifying global deal strategies and opportunities within the company's manned guarding, security technology integration, facilities management, and related segments. Brian has provided buy-side and sell-side financial advisory services to strategic and private equity buyers for deals ranging from $50 million to $6 billion in industries including A&D, industrial manufacturing and business services, consumer products, and select technology platforms. Prior to Allied Universal, Brian spent 12.5 years with PwC, the last five as a financial diligence director and leader in the firm's Private Equity M&A practice based in NYC. View the complete show notes for this episode. Learn More: M&A Guide | The 4 Types of Buyers of Businesses M&A Guide | Selling Your Business to a Competitor Adjusting Financial Statements: A Complete Guide M&A Confidentiality & Non-Disclosure Agreements M&A Due Diligence | Checklist & Overview Additional Resources: Download a free copy of The Complete Guide to Selling a Business Are you selling a business? Schedule a free consultation now.

Jonathan Brabrand is author of The $100 Million Exit: Your Roadmap to the Ultimate Payday. He is also a Managing Director of Transact Capital Partners, a boutique M&A advisory firm headquartered in Richmond, Virginia. He has spent over 20 years helping business owners within a wide variety of industries sell their companies to their ideal buyer and achieve the exit outcome they dreamed of. His book, The $100 Million Exit: Your Roadmap to the Ultimate Payday, analyzes large mergers and acquisitions successes and failures to draw practical, actionable advice that company owners can implement to increase the value of their business and be better prepared for an exit. View the complete show notes for this episode. Learn More: Business Exit Plan & Strategy Checklist | A Complete Guide M&A Basics: Building a Sellable Business Increasing the Value of Your Business | The RVD Model Why Don't Some Businesses Sell? M&A Crossroads: Deciding to Sell vs. Doubling Down M&A Reps & Warranties Additional Resources: Download a free copy of The Complete Guide to Selling a Business Are you selling a business? Schedule a free consultation now.

Joan De la Paz Hellmer is an experienced finance professional with over a decade of capital markets, M&A, and investment experience. Joan is skilled in all aspects of transactions including thesis-building, sourcing, negotiation, execution, and post-acquisition strategy. He has a strong business development and strategy background with an MBA from the University of Chicago. He was born and raised in Mexico City and currently resides in Philadelphia, Pennsylvania. View the complete show notes for this episode. Learn More: How successful are most business acquisitions? Why do companies acquire other businesses? M&A Guide | Selling Your Business to a Competitor M&A Basics | The Letter of Intent The Role of Attorneys When Selling Your Business M&A Due Diligence Preparation M&A Due Diligence | Checklist & Overview Additional Resources: Download a free copy of The Complete Guide to Selling a Business Are you selling a business? Schedule a free consultation now.

What is equity research and how do equity researchers value public companies? What should owners of privately held companies know about equity research? Listen as we take a deep dive into the world of equity research and the process equity analysts use to prepare an equity research report. You will learn everything there is to know about the process of equity research and valuing a public company, and how this knowledge will help middle market business owners. We also cover the difference between investment bankers and equity research analysts and the role each plays in M&A transactions. View the complete show notes for this episode. Learn More: The difference between valuing public and private businesses Why is the range of possible values so wide for a business? EBITDA | Definition, Formula & Example – A Complete Guide Additional Resources: Download a free copy of The Complete Guide to Selling a Business Are you selling a business? Schedule a free consultation now.