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.

Podcast Episode with patrick stroth nick olsen

Supercharge M&A Deals with Expert Insights

The world of M&A can seem elusive, but today’s guest lifts the curtain to reveal how lower middle market firms can achieve global reach and expertise. In this episode, Nick Olsen, Managing Director of Cornerstone International Alliance, delves into the power of collaboration within the M&A network, highlighting how firms thrive by joining forces. You’ll discover: The unique model that sets Cornerstone International Alliance apart from big M&A corporations. How collaboration over competition boosts success for smaller market firms. The game-changing insurance products enhancing deal closures. The secrets behind Cornerstone’s exponential growth and global expansion strategy. Why waiting for the election results might impact the M&A market’s dynamics. Mentioned in this episode: https://cornerstoneia.com/ Transcript Patrick Stroth: Hello there. I’m Patrick Stroth, trusted authority in executive and transactional liability and national practice leader for mergers and acquisitions for Liberty Company Insurance Brokers. 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 Nick Olsen, Managing Director of Cornerstone International Alliance. Cornerstone International Alliance is a global network of elite mergers and acquisitions firms specializing in the lower middle market, where they offer worldwide reach, industry expertise, and proven results. Nick, it’s great to have you here. Thanks for joining me today. Nick Olsen: Patrick, I appreciate the opportunity to come and be on the show and talk to your audience. Really excited for the conversation we have ahead. Patrick: Before we get into Cornerstone, and I’m shortening it now just to Cornerstone for brevity’s sake. But before we get into Cornerstone, we’ll start with you. What brought you to this point in your career? Nick: It’s a great question. You know, I started, I went

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Stephan de Sabrit, the Managing Partner of Leste Group

Revitalize businesses with smart capital solutions

From Brazil to the U.S.: Navigating the Cross-Border Investment Landscape In this episode, Stephan de Sabrit, the Managing Partner of Leste Group, delves into the intricacies of expanding a Latin American investment firm into the North American market. You’ll discover: How the name “Leste” encapsulates their vision of new beginnings and ideas. The strategic reasons behind Leste Group’s focus on the lower middle market. Unique approaches Leste Group takes to stand out among larger, more established private equity firms. The importance of hands-on collaboration with management teams for value creation. Insight into the latest trends and opportunities in the U.S. and Latin American investment landscapes. Mentioned in this episode: https://www.leste.com https://www.linkedin.com/in/stephan-de-sabrit-7b7129a/ Transcript ​​Patrick Stroth: Hello there. I’m Patrick Stroth, trusted authority in executive and transactional liability and national practice leader for mergers and acquisitions for Liberty Company Insurance Brokers. 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 Stephan de Sabrit, Managing Partner of the Leste Group. Leste is an alternative investment firm founded in Brazil in 2014. This past March, 2024 Leste expanded its private equity platform into North America, which brings us here today. Stephan, you’re my first Brazilian-founded company to come through here. So welcome to the podcast. Stephan de Sabrit: Hello Patrick, thank you. Thanks for having me. It’s a pleasure to be here with you. Patrick: Now, Stephan, before we get into the Leste Group, let’s just start with you. What brought you to this point in your career? Stephan: Well, Patrick, I’ve always been a very entrepreneurial person, very curious, and I’ve always wanted to be an investor, if you will. Having already founded, this is my

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John dickie partner at high vista strategies

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. You’ll discover… • The hidden opportunities in tough markets that can turn challenges into advantages. • Creative investment strategies and the flexibility needed to thrive. • The factors that make smaller companies attractive investment targets. • How direct investments and secondary markets play into a balanced portfolio. • John Dickie’s journey from government bond trading to high-stakes private equity. Mentioned in this episode: https://www.highvistastrategies.com/ https://www.linkedin.com/in/john-dickie-792a411 Transcript Patrick Stroth: Hello there. I’m Patrick Stroth, trusted authority in executive and transactional liability and national practice leader for mergers and acquisitions for Liberty Company Insurance Brokers. 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 John Dickie, a partner at HighVista Strategies, where he co-leads the firm’s lower middle market focused private equity strategy. John, it’s great to have you here. Welcome to the podcast. John Dickie: Thanks so much for having me. Patrick: Now before we get into HighVista Strategies, and one of the big strategies that’s coming up there, let’s start with you. What brought you to this point in your career? John: Yeah, no, great. Thanks. So for me, honestly, it was during my college years that I really started to grow interested in business and finance in general. And of course, when you’re a young student, I didn’t really have a great feel for the differences between, say, sales and trading versus

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ep147 patrick stroth brian shields

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 insights to help retiring entrepreneurs pass their businesses to the next generation. In this episode, you’ll discover… The significance of understanding industry knowledge for successful business takeovers. How Handoff Partners is revolutionizing the way retiring entrepreneurs transition their businesses. Unique strategies for investing in people with industry-specific experience. New developments in M&A transactions for small to medium-sized deals. The crucial role mental health plays in leadership and preventing burnout. Mentioned in this episode: https://www.linkedin.com/in/brianleeshields/ https://www.brianleeshields.com/ Transcript Patrick Stroth: Hello there. I’m Patrick Stroth, trusted authority in transactional liability and national practice leader for mergers and acquisitions for Liberty Company Insurance Brokers. 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 Brian Lee Shields. Brian is a business development and acquisition expert specializing in advising entrepreneurs on how to create sustainable, profitable enterprises that thrive across generations. Oh, and while avoiding burnout. Brian, welcome to the show today. Brian Shields: Patrick, thanks so much for having me on. I’m really excited to be here. Patrick: Brian, before we get into your organization, Handoff Partners, let’s start with you. What brought you to this point in your career? Brian: Yeah, a lot of providence and some level of intention in there. So I’m originally from Houston, Texas. You cannot hear it in my accent. I went to college in Atlanta, Georgia, at Morehouse. And while

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ep146 patrick stroth mark tarchetti

Transformative principles to skyrocket your consumer business & drive sustainable, organic growth

Unlock the secrets of sustainable growth and discover the power of a founder’s mindset in transforming consumer brands, as revealed by industry veteran Mark Tarchetti. In this episode, Mark Tarchetti, founder of Alchemy-Rx and author of “Pick a Lane: Growth Strategy in a Fast-Changing World,” shares his insights on reimagining businesses and implementing practical growth strategies. You’ll discover… Why relying solely on acquisitions may not be the solution for sustainable growth in consumer products How applying a founder’s mindset can drive growth and innovation The importance of having a clear, actionable plan and operational disciplines for continuous growth What sets Alchemy-Rx apart in helping ambitious teams, from up-and-coming to household-name brands, achieve success How rep and warranty insurance has become a game-changer in providing confidence to buyers in transactions Mentioned in this episode: https://www.alchemy-rx.com https://www.amazon.com/Pick-Lane-Growth-strategy-fast-changing/dp/1735388017 Transcript Patrick: Hello there. I’m Patrick Stroth, trusted authority in transactional liability and national practice leader for the Liberty Company Insurance Brokers. 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 Mark Tarchetti, founder of Alchemy-Rx. Alchemy-Rx specializes in helping consumer brands achieve ambitious yet sustainable growth. Mark is also the author of Pick a Lane, Growth Strategy in a Fast-Changing World. And Mark, it’s great to have you here, because we’re going to look at another element of M&A. So welcome to the podcast today. Mark Tarchetti: Thanks for having me on. I really appreciate it, Patrick. Patrick: Mark, we get to Alchemy-Rx and growth with consumer brands and strategies and so forth, let’s set the table with you. What brought you to this point in your career? Mark: So I came from pretty humble beginnings, to

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ep145 patrick stroth blake hutchison

The Future of Buying and Selling Digital Assets

Imagine a world where you could buy and sell businesses with just a few clicks, all while having the peace of mind that your transaction is protected. Sounds too good to be true? Not anymore, thanks to Flippa’s innovative platform and their new game-changing capability. In this episode, Blake Hutchison, CEO of Flippa discusses how Flippa is revolutionizing the way individuals buy and sell online businesses by offering a seamless, all-in-one platform with an exclusive new feature that mitigates risk for deal parties. In this episode, you’ll discover… How Flippa’s platform streamlines the process of buying and selling online businesses The groundbreaking new capability that sets Flippa apart from the competition Why even small deals can benefit from the protection of insurance The exciting new categories and features coming soon to Flippa’s platform How Flippa’s innovative approach is making mergers and acquisitions more accessible than ever Mentioned in this episode: blake@flippa.com https://flippa.com/ Transcript Patrick Stroth: Hello there. I’m Patrick Stroth, trusted authority in transactional liability and national practice leader for mergers and acquisitions for Liberty Company Insurance Brokers. 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 Blake Hutchison, CEO of Flippa. Flippa is the number one platform dedicated exclusively to helping individuals buy and sell online businesses. Flippa provides the only all-in-one platform for buyers and sellers looking to execute their transactions, and that’s from original listing to closing the deal. Blake was kind enough to join us today here at M&A Masters to share with us news of Flippa’s new, one-of-a-kind capability that removes a substantial amount of risk for the deal parties that use the platform. Blake, great to have

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ep144 patrick stroth scott bushkie

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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ep143 patrick stroth mike bego

Secure Smarter Insurance for Smoother Transactions

98% of the time, we fail to understand the intricacies of secondary market transactions… How does rep and warranty insurance play a crucial role in closing these deals? In this episode, Mike Bego, managing partner of Kline Hill Partners, reveals the secrets of the secondary private equity market and the role of rep and warranty insurance. In this episode, you’ll discover… The advantages of rep and warranty insurance that help close transactions smoothly. The types of clients Kline Hill Partners focuses on in the secondary market. How Kline Hill Partners facilitates liquidity in private equity transactions. Why the secondary market is expected to see significant growth in 2024 and 2025. Key details about Kline Hill’s annual secondary day event and how you can participate. Mentioned in this episode: https://klinehill.com/ bego@klinehill.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 Mike Bego, managing partner of Kline Hill Partners. Founded in 2015, Kline Hill Partners is an investment firm focused on the private equity secondary market with industry-leading capabilities in the small deal space. Secondary transactions have been increasing significantly of late. So I’m thrilled to have the authority in secondary space here to share his perspectives. Mike, thanks for being here. Welcome to the show. Mike Bego: Patrick, thank you so much for having me. I’m honored to be here. Patrick: Well, great. Well I mean, just with this trend coming up, it’s great to have a trendsetter among us here

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