Latest Podcast Episode
Creative Investment Solutions in Down Markets
Struggling with investment strategies in today’s tumultuous market? Discover how the pros stay agile, creative, and profitable even during cash flow negative periods. In this episode, John Dickie, Partner at HighVista Strategies, opens up about navigating the lower middle market during financial downturns and seizing unique opportunities that many overlook.
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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
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,
Latest Podcasts
Creative Investment Solutions in Down Markets
Struggling with investment strategies in today’s tumultuous market? Discover how the pros stay agile, creative, and profitable even during cash flow negative periods. In this episode, John Dickie, Partner at HighVista Strategies, opens up about navigating the lower middle market during financial downturns and seizing unique opportunities that many overlook.
Transform Retiring Businesses with Proven Success Strategies
How can you transition a business successfully from a retiring entrepreneur to the next generation? This episode dives into the human element of mergers and acquisitions, revealing strategies to make these transitions smooth and profitable. Brian Shields, co-founder of Handoff Partners, shares his journey of combining financial expertise with operational
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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
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