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ep138 patrick stroth brett

Unveiling the Secrets to Successful Business Exits

In this episode, I sit down with Brett Story, the founder of Britehorn Partners, a leading middle-market investment bank. They delve into Brett’s transition from corporate law to M&A, the founding and rebranding of Britehorn Partners, and why staying focused on the middle market can be more rewarding than chasing

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ep139 patrick stroth sunny vanderbeck

How to Drive Long-Term Success in Mergers and Acquisitions

Are you ready to transform the way you think about mergers and acquisitions? Discover the secrets to a clean exit and the revolutionary approach of conscious capitalism in this enlightening episode of M&A Masters. Join host Patrick Stroth, an expert in executive and transactional liability, as he welcomes Sunny Vanderbeck,

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Latest Podcasts

ep138 patrick stroth brett

Unveiling the Secrets to Successful Business Exits

In this episode, I sit down with Brett Story, the founder of Britehorn Partners, a leading middle-market investment bank. They delve into Brett’s transition from corporate law to M&A, the founding and rebranding of Britehorn Partners, and why staying focused on the middle market can be more rewarding than chasing

Listen Now »
ep137-patrick-stroth-trever-acers

Planning an Exit Strategy

In this episode of M&A Masters, we’re joined by Trever Acers, Managing Director of Objective, Investment Banking & Valuation. With over 20 years in the transactions field, Trever brings a wealth of experience and a unique approach to mergers and acquisitions. Objective, Investment Banking & Valuation focuses on the lower

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The Advantages of Buyer Protect Insurance

Transaction Liability Private Enterprise (TLPE) insurance, a relatively new transactional liability insurance product, has taken off in a big way with savvy Buyers in the lower middle market. It’s no wonder. TLPE fills a gap for deals that traditional Representations & Warranty (R&W) insurance won’t cover. TLPE policies are designed

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Patrick stroth Jason somerville

Insider Strategies for Consumer Brand Success

Discover the transformative journey of consumer brands into lucrative M&A opportunities… In today’s episode, join us as we welcome Jason Somerville, founding partner of GW Partners. With a unique blend of operational consulting, financial management, strategic planning, and M&A advisory, Jason and his team are known for elevating consumer brands

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three people are standing and talking beside the window of the office

R&W Claims Trends and the Potential Impact on Premiums

Insurance giant AIG is concerned. Although the rate of claims from Representations and Warranty (R&W) insurance, which covers M&A transactions, has been steady since 2012 across the board, for deals of all sizes… they have noted a rising trend with how much they are paying out for smaller claims. In

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M&A Mastery in Architecture and Engineering Unveiled

Discover the art of strategic mergers in architecture and engineering with M&A expert David Kimbrell. In this episode of M&A Masters, join me as we engage with David Kimbrell, a seasoned M&A authority in the architectural and engineering sector. With over four decades of unmatched expertise, David has masterminded the

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What’s in Store for M&A in 2024

What’s in Store for M&A in 2024

It’s been an interesting last few years in the M&A world, to say the least. First, deal-making fell off the cliff during the pandemic. But, in 2021, after we emerged from lockdown, we had a record-breaking year for M&A activity due to pent-up demand and a tremendous amount of dry

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TLPE Insurance Alone Wasn’t Enough to Save This Deal

An M&A deal just closed recently, and because of the unique insurance product I secured for the deal and the modifications necessary to make that fit the transaction, I think it’s worth a closer look. It involves the acquisition of a Florida-based earth moving company that specializes in delivering dirt

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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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