Latest Podcast Episode
Episode 132: Inside EdgePoint Capital
In this episode, my guest is Tom Zucker, President and Founder of EdgePoint Capital. Cleveland based, EdgePoint Capital’s advisors bring up-market executive transaction knowledge and real-world M&A and business leadership experience, enabling them to guide owners and founders through transactions and attract qualified buyers. Tom will share his M&A insight,
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The Role of an Independent Sponsor
In this episode, we’re taking a look at a unique independent sponsor’s M&A strategies. My guest Bakari Akil is the founder of Graves Hall Capital, which seeks to buy and run businesses where owners and founders are seeking an exit. Bakari will share his M&A journey and advice for enticing
How to Take Full Advantage of the Surge in Lower Middle Market Deal-Making
Overall, there has been a slowdown in M&A activity in the past couple of years, post-pandemic. After an all-time high of 42,436 transactions in 2021, valued at more than $5.6T… deal-making tumbled to 41,808 transactions valued at $4.5T in 2022. And so far, with Q2 numbers just in, it looks
Latest Podcasts
Episode 132: Inside EdgePoint Capital
In this episode, my guest is Tom Zucker, President and Founder of EdgePoint Capital. Cleveland based, EdgePoint Capital’s advisors bring up-market executive transaction knowledge and real-world M&A and business leadership experience, enabling them to guide owners and founders through transactions and attract qualified buyers. Tom will share his M&A insight,
Episode 131: Insights from an M&A Attorney (Special Guest: Addison Adams)
Show Notes What insights does a top M&A attorney have to share about buying and selling businesses? Spending nearly three decades in California’s dynamic business environment, my guest, attorney Addison Adams, has become known as California’s go-to voice on mergers and acquisitions. In this episode, he’ll share his M&A expertise,
All Insights
Key Person Life Insurance in M&A Transactions
Every team member in a company is important. But some employees are simply essential, especially founders, C-suite executives, anybody with specialized knowledge or experience integral to the smooth running of the company, or someone who brings in a good portion of the revenue. Losing these folks would be hugely damaging
The Importance of Excess Disability Insurance in M&A
There is a rule that prevents the U.S. president and vice president from traveling on the same plane together. The idea being that if the president’s plane crashes, the VP is ready to take the oath of office and immediately take the reins of power with minimal disruption. It’s done
M&A for Dummies
What if you had a step-by-step guide to the M&A process? My guest, investment banker Bill Snow, is the author of Mergers & Acquisitions for Dummies, an insider’s handbook about buying and selling companies. In this episode, he’ll share his M&A expertise and give an inside look at the process
Deal Trends in 2023 So Far and the Potential Slow Down
Since the end of the pandemic, many in the deal-making community have been waiting for news of a slowdown in M&A activity. And that time has come, although the news is not dire, for several reasons I’ll go into in just a moment…and the deal-makers I’ve spoken to remain upbeat
Why Businesses Need These Insurance Products
In the case of an unexpected death or disability, a business can face hardship and significant economic consequences… But in this episode, we’re covering two essential products that can mitigate this risk: key person life insurance and excess disability insurance. Here to speak with me is Lynne Rosenberg, President of
The Insurance That Protects Your Business From Cyber Crime
We’ve all been notified by a company we patronize that our personally identifiable information (PII) has been hacked. It can be a real headache for us customers. (PII can include customer names, birth dates, Social Security numbers, driver’s license numbers, credit card numbers, bank information, and more. In the case
A New Seller Fraud Policy for Buyers in Lower Middle Market M&A Deals
One of the main risks in M&A transactions is a so-called innocent, or accidental, misrepresentation. This is when a Seller makes an untrue statement about their company. They’re not doing it maliciously or “on purpose,” so it’s not fraud. Seems hard to believe, but in our quickly evolving regulatory environment,
How Quality of Earnings Reports Affect Transactions
How can quality of earnings reports impact lower middle market transactions? Patrick McMillan, CFO and Transaction Advisor at Amplēo, is here to share how sellers and buyers can leverage this tool for smoother transactions. Patrick will cover: What is a quality of earnings report? Why is it different from an