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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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Patrick storth john block

Discover Unity Partners’ Recipe for Long-Term Success

Are you ready to dive into the strategies behind building thriving businesses and impactful partnerships? Discover how partnering with the right leaders can transform companies and markets. In this episode, John Block, co-founder and CEO of Unity Partners, takes us through his fascinating journey from childhood aspirations to leading a

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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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All Insights

The Importance of Excess Disability Insurance in M&A

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

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Investment banker Bill Snow, is the author of Mergers & Acquisitions for Dummies

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

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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

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Lynne Rosenberg, President of Innovation Solutions

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

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The Insurance That Protects Your Business From Cyber Crime

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

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Patrick McMillan is a CFO and Transaction Advisor at Ampleo.

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

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TLPE Insurance – A Must-Have for Lower Middle Market M&A Transactions

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

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