Latest Podcast Episode
The Strategic Buyer Fit: Tom Brinegar’s Acquisition Insight
This episode of M&A Masters features Tom Brinegar, the Chief Financial Officer of PEAK Resources, a trailblazing technology and systems integrator based in Denver. Under Tom’s financial stewardship, PEAK Resources recently navigated through a complex and successful acquisition by a strategic buyer. With a rich background in finance and the
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The Secondaries Market Solution
“Everything changes and nothing stands still.” – Heraclitus, Greek philosopher With few exceptions investment funds were not meant to last forever. Investors seek to cash out, while new investors want to join in. The challenge comes during the transition of the old investors leaving and the new ones entering: The
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
Latest Podcasts
The Strategic Buyer Fit: Tom Brinegar’s Acquisition Insight
This episode of M&A Masters features Tom Brinegar, the Chief Financial Officer of PEAK Resources, a trailblazing technology and systems integrator based in Denver. Under Tom’s financial stewardship, PEAK Resources recently navigated through a complex and successful acquisition by a strategic buyer. With a rich background in finance and the
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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TLPE Insurance – A Must-Have for Lower Middle Market M&A Transactions
If you’re involved in lower middle market M&A, you probably know that traditional, Buy-side Representations and Warranty (R&W) insurance is not available to cover most transactions because of their small size. However, in recent years, alternative transactional liability coverage has come onto the scene for deals under $20M: Transaction Liability
Growing for the Long-Term
What does it take to successfully purchase businesses & grow them for the long term? Malcolm Peace is the founder of Tsetserra Growth Partners, a firm that specializes in buying family-owned small businesses with established Texas legacies. In this episode, he’ll share his M&A wisdom. He’ll cover: His firm’s buy-and-hold
Why an Exit Strategy is Crucial
Helping small business owners realize their life’s work is one of the great joys of M&A… But what does it take to have generational impact on owners and founders? Jeff May is the executive vice president of Carolina Acquisitions Partners, which was formed to fulfill a need in the underserved
Achieving a Maximum Exit
If you’re selling, you want to be where your buyers are. But what does it take to thrive in a massive tech industry marketplace? In this episode, entrepreneur, author, and franchise owner Nate Lind gives an inside look at WebsiteClosers.com, which provides sell-side advisory and transactional services for tech companies
Joseph Durnford | The Key to M&A Success
What is the key to a successful M&A transaction? In this episode, Joseph Durnford, who was recently inducted into the M&A Advisor Hall of Fame, will give his insight on that question. As chairman and senior managing director of JD Merit, Joseph has seen market-transformational transactions. He’s here to share
Bob Goldsmith | Making Ambitions Reality
M&A is about helping clients make their ambitions a reality… That’s what Bob Goldsmith, Founder and President of Northern Edge Advisors, believes. In this episode, Bob will unpack what Northern Edge Advisors brings to the table for the lower middle market. He’ll also share: The importance of using a wide
Jonathan Saltzman | What is M&A like as an independent sponsor?
In this episode, I speak to Jonathan Saltzman, managing partner of Torque Capital Group, an independent sponsor that focuses on companies undergoing change or at inflection points where there are opportunities to create value. Jonathan will share his insight on M&A for lower-middle-market automotive and manufacturing businesses. He’ll cover: Why
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