Podcasts

M&A Masters Podcast

with Patrick Stroth

Master the clean exit! Discover secrets of M&A Masters. You’ll hear inside interviews with M&A advisors, attorneys, investment bankers, private equity players, and the entrepreneurs themselves. If you ever want to sell your business this is a must-listen podcast.

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 larger deals. Brett also shares insights into the unique challenges and rewards of working with owner-operators to achieve successful exits and the evolving landscape of M&A. He’ll cover: Why Britehorn Partners is agnostic in terms of industries they serve, focusing on the “who” not the “what” The challenges and rewards of working with owners and founders of family-owned companies Insights into how demographic shifts, especially among baby boomer business owners, are likely to influence M&A activities in the coming years And more Mentioned in this episode: https://www.linkedin.com/in/brettstory/ https://www.britehorn.com 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 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 Brett Story, founder of Britehorn Partners. Founded in 2013, Britehorn is a leading middle market investment bank led by an experienced team of dedicated professionals. With its main offices in Denver, Colorado, and Delray Beach, Florida, Britehorn Partners conducts transactions across the United States. And Brett with all the action going on, it’s great to have you here. Thanks for joining me today. Brett Story: I’m really excited to be here. Thanks for inviting me and looking forward to the discussion. Patrick: Now, Brett, before we get into Britehorn Partners, okay, let’s start with

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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 middle market, aiming to serve clients with enterprise values between $25 to $250 million across the United States. The firm prides itself on its client-centric approach, aiming to achieve a clean exit for owners, founders, and their investors. Trever will share how he assists clients in planning their exit strategy years in advance, allowing for a more controlled and potentially lucrative selling process. Mentioned in this episode: https://www.linkedin.com/in/treveracers/ https://www.objectiveibv.com/ 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 Trever Acers, Managing Director of Objective, Investment Banking & Valuation. Founded in 2006, and based in San Diego, Objective’s seasoned professionals have collectively executed over 500 M&A advisory engagements, and 1000s of business valuations. And from one Californian to another one, Trever, welcome to the show today. Trever: Patrick, thanks so much. Excited to talk with you today. Patrick: Well, now before we get into Objective Investment Banking, let’s start with you. What led you to this point in your career? Trever: Yeah, boy, we’ve been at transactions for about 20 years now. I actually started my career in strategy consulting. And I found that traveling every single day was probably not

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ep136 patrick stroth sharon heaton

sbLiftOff: Elevating Businesses to New Heights in the M&A World

In this episode of M&A Masters, I had the pleasure of speaking with Sharon Heaton, founder of sbLiftOff. SbLiftOff specializes in providing advisory services to founder-led businesses and government contracting organizations across the United States, focusing on mergers and acquisitions (M&A) and more. Sharon, also the author of the Forbes bestseller LIFT OFF: 12 Things to Know Before Selling Your Business, shares invaluable insights into the world of M&A, the journey of founder-led businesses, and the essence of preparing for and navigating the sale process. She’ll cover: The future of M&A The emotional aspects of selling a business Her ideal client profile Viewing M&A as a transition to a new chapter And more Mentioned in this episode: https://www.linkedin.com/in/sharonheaton/ https://sbliftoff.com/ Sharon’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 Sharon Heaton, founder of sbLiftOff. SbLiftOff is a trusted advisor to founder-led businesses and government contracting organizations based throughout the United States, where they provide advisory and related services. Sharon is also the author of a Forbes best seller, LIFT OFF: 12 Things to Know Before Selling Your Business. And Sharon, great to have you here today. The group of not only authors coming on as guests is great, but you lead it with being on the Forbes top list, so congratulations to that, and welcome. Sharon Heaton: Thank you very much, Patrick. It’s a pleasure to be here with you. Patrick: Now, although we’ve met a few

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Patrick stroth tom brinegar

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 heart of an entrepreneur, Tom’s journey offers a unique lens on the intricacies of mergers and acquisitions from the perspective of the acquired. Discover how Tom Brinegar and the PEAK Resources team prepared for the acquisition process and why they decided it was the right time to sell. Learn about the strategic selection of a buyer and how cultural fit played a crucial role in sealing the deal. Tom shares his insights on overcoming due diligence challenges and the unexpected hurdles along the way. Understand the pivotal role of reps and warranties insurance in facilitating a smoother transaction, as provided by Rubicon M&A Insurance Services. Gain perspective on the post-acquisition changes and Tom’s personal journey towards finding new horizons after the successful exit of PEAK Resources. To delve deeper into the world of mergers and acquisitions and to gather invaluable insights from Tom Brinegar’s first hand experience, tune into this episode of M&A Masters. Whether you’re contemplating an exit strategy or looking to expand through acquisitions, this conversation sheds light on the critical elements that contribute to a successful deal. Listen now on Spotify, Apple Podcasts, or directly on our website. Mentioned in this episode: https://www.linkedin.com/in/tom-brinegar-3392698/ tbrinegar@peakresources.com 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

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Patrick stroth Jason somerville

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 into prime acquisition targets. Dive into Jason’s transition from investment banking to entrepreneurial success. Unearth the impact of visiting suppliers on business deals and relationships. Learn how GW Partners uniquely prepares companies for optimal sale conditions. Understand the role of metrics and benchmarks in enhancing company value. Explore how GW Partners’ approach aligns with founder ambitions and business evolution. To gain more insights from Jason Somerville and learn the art of preparing your consumer brand for a successful exit, tune into this episode on Spotify, Apple Podcasts, or just hit play above. Mentioned in this episode: https://www.linkedin.com/in/jason-somerville-7273b71a/ 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 Jason Somerville, founding partner of GW Partners. GW Partners is a unique firm that combines the best elements of operational consulting, financial management, strategic planning, and M&A advisory services, to partner with consumer brands to transform them into far more valuable and coveted strategic acquisition targets. Jason it’s great to have you here. I’ve been in touch with you and your other partner for a long time. So it’s a pleasure having you today. Jason Somerville: Yeah, thanks, Patrick. Happy to be here, man.

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Episode 132: Inside EdgePoint Capital

In this episode, my guest is Tom Zucker, President and Founder of EdgePoint Capital. Cleveland based, EdgePoint Capital’s advisors bring up-market executive transaction knowledge and real-world M&A and business leadership experience, enabling them to guide owners and founders through transactions and attract qualified buyers. Tom will share his M&A insight, including: The importance of timing and preparation His commitment to the lower middle market EdgePoint Capital’s ideal client Value of rep & warranties insurance An M&A forecast for 2024 And more Mentioned in this episode: http://www.edgepoint.com/ https://www.linkedin.com/in/tom-zucker-ab0634/ 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 Tom Zucker, president and founder of EdgePoint Capital. Based just outside of Cleveland, EdgePoint Capital’s advisors bring executive transaction knowledge and real world leadership experience, enabling them to guide owners and founders through transactions and attract qualified buyers. 2023 was a productive year for Edge Point Capital, with 20 successfully closed transactions and being recognized by M&A Advisor for private equity deal of the year in the category of 75 to $100 million size transaction. So, Tom, you’ve had a great year following this, and it’s great to have you here today. Tom Zucker: Patrick, thanks for having me. Patrick: Now Tom, before we get into EdgePoint Capital, let’s start with you. What brought you to this point in your career? Tom: Patrick, thanks for having me on today. I’ve been blessed. I grew up in an entrepreneurial family. My father had a boat

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Episode 131: Insights from an M&A Attorney (Special Guest: Addison Adams)

Show Notes What insights does a top M&A attorney have to share about buying and selling businesses? Spending nearly three decades in California’s dynamic business environment, my guest, attorney Addison Adams, has become known as California’s go-to voice on mergers and acquisitions. In this episode, he’ll share his M&A expertise, including: M&A in California Non-Compete Agreements Bulk Sale Law Reps & Warranties Insurance Predictions for Next Year And more Mentioned in this episode: https://www.linkedin.com/in/addisonadams/ https://www.adamscorporatelaw.com/ 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 Addison Adams of Adams Corporate Law. Spending nearly three decades in the California dynamic business environment, Addison has become California’s go to voice on mergers and acquisitions. So it’s a real pleasure to have you here today. Addison, welcome to the show. Addison Adams: Patrick, thank you so much. It’s a real privilege and an honor for me to be on your podcast. Really enjoyed getting to know you the last few months and appreciating your expertise in insurance services. And I’m happy to talk to your listeners and see if there’s any value I can provide in terms of some of the latest trends and the tips and tricks about buying or selling a business in California. Patrick: Well, before we get into the magical land that is California these days, let’s start with you. What brought you to this point in your career? Addison: You know, for me, I suppose every young person that goes to school and

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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 and meets clients wherever they are in the M&A journey. He’ll also cover M&A in the professional services and marketing sector, his ideal client profile, and more. Mentioned in this episode: https://tobinleff.com 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 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 David Tobin of TobinLeff, based in Pittsburgh. TobinLeff is an M&A Advisory and Exit Planning consulting firm that helps business owners maximize and monetize their life’s work, which puts us David, in direct alignment. So welcome to the podcast today. David Tobin:  Patrick, thank you for having me. Patrick:  Now, before we get into TobinLeff, what you guys are bringing, because you do address a real niche here. Let’s start with you. What brought you to this point in your career? David:  I appreciate you sharing that, like many of your listeners and you, we’ve had our journeys. I grew up in an advertising family. I started founded marketing agencies. One of the more niche our specialty, which you will appreciate was prospecting for financial advisors and insurance professionals who wanted to be in front of business owners on a favorable basis. My crew, I, we came up with the

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