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Helping Owners Maximize and Monetize Their Life’s Work

Helping Owners Maximize and Monetize Their Life’s Work

How can M&A advisors help business owners maximize and monetize their life’s work? That’s the mission of M&A advisory and exit planning consulting firm TobinLeff, whose founder David Tobin is here to speak with me in this episode. David will share how his firm builds relationships long before the deal

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How AI Will Take Over M&A Due Diligence

How AI Will Take Over M&A Due Diligence

AI is on everybody’s mind these days… the topic du jour. You’ve no doubt seen how this technology will revolutionize how people live, work, communicate… Really there is no area where AI will not touch – if it doesn’t already. That extends to the world of M&A, specifically the due

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Latest Podcasts

Helping Owners Maximize and Monetize Their Life’s Work

Helping Owners Maximize and Monetize Their Life’s Work

How can M&A advisors help business owners maximize and monetize their life’s work? That’s the mission of M&A advisory and exit planning consulting firm TobinLeff, whose founder David Tobin is here to speak with me in this episode. David will share how his firm builds relationships long before the deal

Listen Now »
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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A person explaining to others about rep and warranty insurance

Rep and Warranty Insurance Is a “Mature” Product

In the world of M&A, Representations and Warranty (R&W) coverage has become a go-to transaction insurance product. Many PE firms, for example, have made it an almost standard part of any deal that is able to be covered. Simply put, R&W is a mature insurance product and despite its growth

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The Lowdown on “Naked Tail” D&O Insurance

In insurance parlance, if you insure a particular exposure, you’re covered. If not, you’re bare. If you’re looking for a policy that covers something that’s never been covered before, you’re… naked. That’s the situation many privately held, small and middle market companies find themselves in when they seek to sell

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Rubicon - Two Ways TLPE Insurance Might Cover Your Next Deal

Two Ways TLPE Insurance Might Cover Your Next Deal

Two Ways TLPE Insurance Might Cover Your Next Deal When it comes to acquisitions by PE firms, having Representations and Warranty insurance to cover the deal has become almost S.O.P. – it’s that common. But not every transaction qualifies, such as those under $30M in EV, or deals where the

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Rubicon - Justin Smith | Scaling Family Businesses

Justin Smith | Scaling Family Businesses

Why do M&A Masters love the lower middle market? You get the opportunity to aggressively scale family businesses… In this episode, I’m joined by Justin Smith of LongWater Opportunities, a private equity firm based in the Midwest. Justin’s firm has firsthand experience growing family businesses, and he’s here to share

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Rubicon - Case Studies- TLPE and Multiple Sellers

Case Studies: TLPE and Multiple Sellers

In this series on the protection offered by Transaction Liability Private Enterprise (TLPE) insurance to small- and medium-sized business owners who are selling their companies, I’ve written about how it is especially useful in M&A transactions involving tech companies, as well as so-called “indifferent buyers.”  

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