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Peter Cook | Why Transparency is the Key to Success

In this episode, I’m joined by Peter Cook of Everingham & Kerr, a mergers and acquisitions advisory firm that specializes in providing intermediary services for lower-middle market companies and entrepreneurs. Peter will share his philosophy around transparency and will also discuss: Mentioned in this episode: Transcript Patrick Stroth: Hello there. I’m Patrick Stroth, trusted authority in executive and transactional liability and founder of Rubicon M&A Insurance Services, now a proud member of the Liberty Company Insurance Broker Network. Welcome to M&A Masters where I speak with the leading experts in mergers and acquisitions, and we’re all about one thing here. That’s a clean exit for owners, founders and their investors. Today I’m joined by Peter Cook, Director of Everingham & Kerr. Founded in 1988, Everingham & Kerr is a merger and acquisition advisory firm that specializes in providing intermediary services for lower-middle market companies and entrepreneurs. And if anybody has been lucky enough to be on Everingham & Kerr’s feed showing their activity, they are prolifically active in the lower middle market M&A space. So it’s a real treat to have you. Peter, thanks for joining me today. Peter Cook: Thanks so much, Patrick. Appreciate it. Patrick: Now, before we get into Everingham & Kerr and just this voluminous amount of work that you guys are doing, let’s start with you. How did you get to this point in your career? Peter: Well, it’s been an interesting ride, Patrick. I started out as an attorney, way back when, and practiced for about five years. Was a member of the New Jersey Bar, and really was disenchanted with what I was doing. It wasn’t very exciting for me. And lo and behold, went to a Christmas party met somebody that was a big investor in a startup company in the mid 90s. And very shortly

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Latest Articles

Notable M&A Trends to Watch Out for in 2023

Notable M&A Trends to Watch Out for in 2023

When the world’s largest transactional insurance broker talks… you listen. I’m talking about Marsh McLennan, a Fortune 500 firm with a global reach that wrote more than 1,000 Representation and Warranty (R&W) insurance policies in 2022. Their Transactional Risk Insurance 2022: Year in Review report is an excellent resource for anyone involved in M&A, as well as the specialized insurance products like R&W that have become essential to deal-making. It’s a report worth taking a close look at…because in addition to reporting on trends from the past year… they are also looking ahead and forecasting what they believe will happen

Read More »
Rubicon M&A seller, how to avoid danger

The Biggest Danger to M&A Sellers – and How to Avoid it

I got a call earlier today… one that I wasn’t exactly happy to receive. But I feel like I should share the situation that I learned about because it showcases the importance of transactional liability insurance to cover M&A transactions. Here’s the situation… The caller had sold their industrial supply company in the Midwest for just about $3.5M. But, as the deal neared close, additional inventory, not initially part of the deal, was discovered. Buyer and Seller agreed that this inventory was worth $150,000. And the Buyer suggested that they would pay the Seller in installments of $10,000 over 15

Read More »

Latest Podcasts

Peter Cook | Why Transparency is the Key to Success

In this episode, I’m joined by Peter Cook of Everingham & Kerr, a mergers and acquisitions advisory firm that specializes in providing intermediary services for lower-middle market companies and entrepreneurs. Peter will share his philosophy around transparency and will also discuss: Mentioned in this episode: Transcript Patrick Stroth: Hello there. I’m Patrick Stroth, trusted authority in executive and transactional liability and founder of Rubicon M&A Insurance Services, now a proud member of the Liberty Company Insurance Broker Network. Welcome to M&A Masters where I speak with the leading experts in mergers and acquisitions, and we’re all about one thing here. That’s a clean exit for owners, founders and their investors. Today I’m joined by Peter Cook, Director of Everingham & Kerr. Founded in 1988, Everingham & Kerr is a merger and acquisition advisory firm that specializes in providing intermediary services for lower-middle market companies and entrepreneurs. And if anybody has been lucky enough to be on Everingham & Kerr’s feed showing their activity, they are prolifically active in the lower middle market M&A space. So it’s a real treat to have you. Peter, thanks for joining me today. Peter Cook: Thanks so much, Patrick. Appreciate it. Patrick: Now, before we get into Everingham & Kerr and just this voluminous amount of work that you guys are doing, let’s start with you. How did you get to this point in your career? Peter: Well, it’s been an interesting ride, Patrick. I started out as an attorney, way back when, and practiced for about five years. Was a member of the New Jersey Bar, and really was disenchanted with what I was doing. It wasn’t very exciting for me. And lo and behold, went to a Christmas party met somebody that was a big investor in a startup company in the mid 90s. And very shortly

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Doug McCormick | How can M&A Masters tap into the power of human capital?

In this episode, I’m joined by Doug McCormick, Managing Partner and Chief Investment Officer of HCI Equity Partners. He’ll give an inside look at his firm, which partners with family and founder-owned manufacturing, services, and distribution companies in the lower middle market. Doug will break down his firm’s unique strategy that transforms businesses through 3 initiatives. He’ll also share: Why human capital is a gamechanger How his firm’s history has shaped its strategy Why building a team is an art, not a science Insights about helping business owners build legacies And more Mentioned in this episode: https://www.hciequity.com/ https://www.linkedin.com/in/douglasmccormick/ Transcript Patrick Stroth: Hello there. I’m Patrick Stroth, trusted authority in executive and transactional liability and founder of Rubicon M&A Insurance Services. Now a proud member of the Liberty Company Insurance Broker Network. Welcome to M&A Masters where I speak with the leading experts in mergers and acquisitions. And we’re all about one thing here. That’s a clean exit for owners, founders and their investors. Today, I’m joined by Doug McCormick, managing partner and chief investment officer of HCI Equity Partners. Based in Washington, DC, HCI Equity Partners is a lower middle market private equity firm focused on partnering with family and founder-owned manufacturing services and distribution companies. And Doug it’s a great pleasure to have you. This is a much celebrated HCI Equity. Welcome to the podcast today. Doug McCormick: Hey, thanks so much, Patrick. I appreciate you having me on. And I look forward to the discussion. Patrick: Fantastic. Well, now, before we get into HCI Equity Partners, let’s set the table here with you. What brought you to this point in your career? Doug: Sure, sure. So first of all, I’ve been in the private equity industry for a little more than 20 years. I think, like many of your other guests, my

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All Insights

Notable M&A Trends to Watch Out for in 2023

Notable M&A Trends to Watch Out for in 2023

When the world’s largest transactional insurance broker talks… you listen. I’m talking about Marsh McLennan, a Fortune 500 firm with a global reach that wrote more than 1,000 Representation and Warranty (R&W) insurance policies in 2022. Their Transactional Risk Insurance 2022: Year in Review report is an excellent resource for anyone involved in M&A, as well as the specialized insurance products like R&W that have become essential to deal-making. It’s a report worth taking a close look at…because in addition to reporting on trends from the past year… they are also looking ahead and forecasting what they believe will happen

Read More »

Peter Cook | Why Transparency is the Key to Success

In this episode, I’m joined by Peter Cook of Everingham & Kerr, a mergers and acquisitions advisory firm that specializes in providing intermediary services for lower-middle market companies and entrepreneurs. Peter will share his philosophy around transparency and will also discuss: Mentioned in this episode: Transcript Patrick Stroth: Hello there. I’m Patrick Stroth, trusted authority in executive and transactional liability and founder of Rubicon M&A Insurance Services, now a proud member of the Liberty Company Insurance Broker Network. Welcome to M&A Masters where I speak with the leading experts in mergers and acquisitions, and we’re all about one thing here. That’s

Read More »

Doug McCormick | How can M&A Masters tap into the power of human capital?

In this episode, I’m joined by Doug McCormick, Managing Partner and Chief Investment Officer of HCI Equity Partners. He’ll give an inside look at his firm, which partners with family and founder-owned manufacturing, services, and distribution companies in the lower middle market. Doug will break down his firm’s unique strategy that transforms businesses through 3 initiatives. He’ll also share: Why human capital is a gamechanger How his firm’s history has shaped its strategy Why building a team is an art, not a science Insights about helping business owners build legacies And more Mentioned in this episode: https://www.hciequity.com/ https://www.linkedin.com/in/douglasmccormick/ Transcript Patrick

Read More »
Rubicon M&A seller, how to avoid danger

The Biggest Danger to M&A Sellers – and How to Avoid it

I got a call earlier today… one that I wasn’t exactly happy to receive. But I feel like I should share the situation that I learned about because it showcases the importance of transactional liability insurance to cover M&A transactions. Here’s the situation… The caller had sold their industrial supply company in the Midwest for just about $3.5M. But, as the deal neared close, additional inventory, not initially part of the deal, was discovered. Buyer and Seller agreed that this inventory was worth $150,000. And the Buyer suggested that they would pay the Seller in installments of $10,000 over 15

Read More »
M&A Buyers Should Secure Sell-Side Transactional Liability Insurance.

Why – and When – M&A Buyers Should Secure Sell-Side Transactional Liability Insurance

Let me say this loud and clear right now: Every Buyer of a sub-$30M EV target should insist on a sell-side Representations and Warranty (R&W) insurance policy from their counterparty. This might sound strange. And I know that you’ve probably encountered many Buyers who are reluctant or resistant to the idea of even considering a sell-side insurance policy. After all, the Buyer is not insured under this coverage. The name on the policy is the Seller’s. A sell-side policy is only triggered when the named insured (the Seller) receives a demand from the Buyer saying there has been a breach

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Kelcey Lehrich | Succeeding in E-Commerce

Kelcey Lehrich | Succeeding in E-Commerce

How can M&A firms succeed in the e-commerce niche? Kelcey Lehrich, co-founder and CEO of 365 Holdings, is here to share how he provides e-commerce brands with a permanent home when entrepreneurs are seeking an exit.Kelcey also breaks down what makes consumer products thrive in the marketplace—and why you should treat e-commerce as a channel, not an industry.

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Ken Heuer | How Core Principles Guide Your Thinking

Ken Heuer | How Core Principles Guide Your Thinking

In M&A, having a set of core principles to guide your thinking is essential… Ken Heuer of Kidd & Company is here to share the firm’s 3 core principles and how they make business decisions simple. We also discuss ● What Kidd & Company brings to the table for the lower middle market ● The emergence of a new reps & warranties product to protect sellers ● And more Mentioned in this episode: ● http://kiddcompany.com ● kheuer@kiddcompany.com ● https://www.linkedin.com/in/kenneth-heuer-6b16b3/

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A Close Look at Deal Drivers for 2023

A Close Look at Deal Drivers for 2023

When looking ahead at 2023, it’s clear there are economic headwinds out there impacting deal-making, including inflation and the threat of recession. Big tech companies are entering a period of austerity, with giants like Google and Microsoft laying off tens of thousands of employees recently. They over-hired during the pandemic, and they are now having layoffs. But I’d make the case that lower middle market M&A, especially with regards to tech, media, and telecommunications firms and business services companies, will see no slowdown in deals… In fact, there could very well be an increase in transactions in the coming year.

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