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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, co-founder and managing partner of Satori Capital. Based in Dallas, Satori Capital is renowned for its multi-strategy investment firm ethos based on conscious capitalism. Sunny, the best-selling author of Selling Without Selling Out, shares invaluable insights drawn from his extensive experience in tech entrepreneurship and investment. In this episode, you’ll discover: Sunny’s journey from tech entrepreneur to championing conscious capitalism. How conscious capitalism drives long-term success and impacts all stakeholders. The vital role of culture and values in driving business decisions. Insights into Sunny’s best-selling book and his philosophy on ethical business practices. Strategies for achieving a clean and strategic exit for founders and investors. Mentioned in this episode: https://www.linkedin.com/in/sunnyv https://www.satoricapital.com/ Sunny’s book on Amazon Transcript Patrick Stroth: Hello there. I’m Patrick Stroth, trusted authority in executive and transactional liability and founder of Rubicon M&A Insurance Services, now a proud member of the Liberty Company Insurance Broker Network. Welcome to M&A Masters where I speak with the leading experts in mergers and acquisitions, and we’re all about one thing here. That’s a clean exit for owners, founders, and their investors. Today I’m joined by Sunny Vanderbeck, co-founder and managing partner of Satori Capital. Based in Dallas, Satori Capital is a multi-strategy investment firm founded on the principles of conscious capitalism. Sunny is also the best-selling author of Selling Without Selling Out. Sunny, it’s great to have you here today. Welcome to the podcast. Sunny Vanderbeck: Thanks so much happy to be here. Patrick: Now, before we get into Satori Capital

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Patrick Stroth Bakri akil

The Role of an Independent Sponsor

In this episode, we’re taking a look at a unique independent sponsor’s M&A strategies. My guest Bakari Akil is the founder of Graves Hall Capital, which seeks to buy and run businesses where owners and founders are seeking an exit. Bakari will share his M&A journey and advice for enticing a seller to do business with you. He’ll also cover: Why he believes buying companies is the best wealth building strategy What types of companies he’s looking for The role of reps & warranties insurance And more Mentioned in this episode: http://graveshallcap.com https://linkedin.com/in/bakariakil Transcript Patrick Stroth: Hello there. I’m Patrick

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How to Take Full Advantage of the Surge in Lower Middle Market Deal-Making

How to Take Full Advantage of the Surge in Lower Middle Market Deal-Making

Overall, there has been a slowdown in M&A activity in the past couple of years, post-pandemic. After an all-time high of 42,436 transactions in 2021, valued at more than $5.6T… deal-making tumbled to 41,808 transactions valued at $4.5T in 2022. And so far, with Q2 numbers just in, it looks like 2023 is following this “downward” trajectory. This is to be expected as the market “rebalances” after the record-setting deal-making frenzy we had in 2021, which was not sustainable because the result of very special circumstances with the global shutdown in 2020… and the rush to make acquisitions when the

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Looking Back to Look Forward at the State of M&A Deal-Making

Looking Back to Look Forward at the State of M&A Deal-Making

As summer ends, it’s a good time to take stock and review M&A activity so far in 2023 and what is on the horizon for the rest of the year… and beyond. Some industry reports indicate that due to interest rates and the still-ongoing repercussions from the failure of Silicon Valley Bank there is a lot of uncertainty among deal-makers. As a result, there has been a slowdown. But as Allied Advisers put it in their recent report, Navigating M&A in Uncertain Markets, these conditions have also paved the way for “a rebound in M&A volume and value in the

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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 diligence process. Basically, the number of M&A transactions is ever-increasing. And with deals getting more and more complex, every step of the way towards getting those deals done is increasing in complexity too. Take deal structures. In the past, a Seller would have an asking price for their company. After

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How TLPE Insurance Made the Perfect Conditions for a Stock Sale

How TLPE Insurance Made the Perfect Conditions for a Stock Sale

When owners want to sell their company there are two ways they can do it: Sell the assets of the company, including the equipment, product inventory, customers, and the like. In this case, the Seller retains the “shell” of the corporation to either shut down or use in another business. Sell the stock of the company. In this case, the Buyer gets everything, and the Seller simply walks away with nothing – but the proceeds of the sale, of course. As with many aspects of M&A deals Buyers and Sellers have opposing ideas about the preferred method of conducting the

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Key Person Life Insurance in M&A Transactions

Key Person Life Insurance in M&A Transactions

Every team member in a company is important. But some employees are simply essential, especially founders, C-suite executives, anybody with specialized knowledge or experience integral to the smooth running of the company, or someone who brings in a good portion of the revenue. Losing these folks would be hugely damaging to the company in the short-term and could also impact the long-term outlook for the business. And they aren’t easily replaceable. This is especially so with SMEs, lower middle market companies, and startups where things are often held together by the vision of those who started the business and are

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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 for the good of the country. It gets me to thinking about the equivalent – at least somewhat – in the corporate world. I’m talking corporate events or retreats… perhaps in a foreign destination. They put all the C-suite people… and other key personnel… on the same plane, in the

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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 and positive too. But, in black and white, there has been a slowdown from the end of 2022 into the beginning of 2023. According to the Firmex Deal Flow Bulletin for Q2 2023, the numbers of deals in North America was only 1% lower than Q4 in 2022. And then

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