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.

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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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 of writing his book. He’ll also share the one tip that tests if your investment banker has the right negotiation skills for your deal—and give his take on reps and warranties insurance. Mentioned in this episode: https://billsnow.com/ https://www.facebook.com/BillSnowFanPage/ https://twitter.com/bill_snow https://www.linkedin.com/in/billsnow/ 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 Bill Snow, investment banker and author of Mergers and Acquisitions for Dummies. I, they had to come up with a one for dummies for this. This is great, Bill. Great to have you here. Welcome to the show. Bill Snow:  Patrick, thank you for having me. What a pleasure. Patrick:  Now before we get into mergers and acquisitions for Dummies, and going forward for brevity, I’m just gonna call it m&a for dummies. But it’s fine. We’ll get into that. Let’s start with you and get a little context. What led you to this point in your career? Bill:  That’s a great question. For years, I really didn’t know what I wanted to do. I had sales jobs management jobs, I was working for a publicly traded retailer, we’re buying up little mom and pop retail operations a lot less another lifetime

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Lynne Rosenberg, President of Innovation Solutions

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 Innovative Solutions, which provides broad market access to leading carriers of annuities, life, disability, and long term care insurance. She’ll cover what businesses need to know about these products and how they can protect your employees, clients, and business. Mentioned in this episode: pstroth@rubiconins.com https://rubiconins.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 my colleague, Lynne Rosenberg, president of Innovative Solutions. Innovative Solutions provides broad market access to leading carriers of annuities, life, disability, and long-term care insurance. As with Rubicon, Innovative Solutions is also a proud member of the Liberty Company Insurance Broker Network. I asked Lynne to join me today to talk about a couple of areas that we haven’t talked about in the past, and that’s key person life insurance, as well as something that’s new out there for emphasis that we want to spend some time on. And that is excess disability insurance. So Lynne, welcome to the show. I appreciate you joining me today. Lynne Rosenberg: Thank you, Patrick. It’s a pleasure. I look forward to talking with you and all of your clients. Patrick: Well, Lynne, before we get into talk about these topics.

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Patrick McMillan is a CFO and Transaction Advisor at Ampleo.

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 audit? How to tell a story with numbers M&A trends for this year And more Mentioned in this episode: https://ampleo.com/ https://ampleo.com/insights/guide/sample-quality-of-earnings-report/ https://www.linkedin.com/in/patrickmcmillan/ Transcript Patrick Stroth: Hello there. I’m Patrick Stroth, trusted authority and 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 Patrick McMillan, Transaction Advisor at Ampleo. Since 1996, Ampleo has provided a part time CFO and outsource comptroller services to small and mid sized businesses. I asked Patrick to join me today to talk about quality of earnings or Q of E reports, and how they can have a significant impact both for the better and for the worse on lower middle market transactions. Patrick, thanks for being here today. Welcome to the podcast. Patrick: Hey, thanks for having me, Patrick. Patrick Stroth: Yeah, it makes it really easy with the two of us here. Now, before we get into all things QofE, let’s start with you. What brought you to this point in your career? Patrick: Yeah, great question. Thanks for asking. I actually started my career while I was in college and accounting. I did not study accounting in college. But just loved numbers. Knew I wanted to do something with them. So I joined a bank

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Malcolm Peace- Founder of Tsetserra Growth partners.

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 strategy Working with B2B businesses in blue-collar industries Reps & warranties M&A predictions for this year And more Mentioned in this episode: https://tsetserra.com/ https://www.facebook.com/photo/?fbid=10157228155650271&set=a.10152562644625271 https://www.linkedin.com/in/malcolmpeace/ 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 Malcolm Peace, founder of Tsetserra Growth Partners. Tsetserra Growth Partners specializes in buying family owned small businesses with established Texas legacies. Unlike other acquirers who buy businesses with a short term relationship in mind, Tsetserra positions itself to purchase businesses to operate and grow for them for the long term. So it’s a definite buy and hold strategy there for you, Malcolm. Welcome to the program. Thanks for joining me today. Malcolm Peace: Oh, I appreciate that. I liked the note about a clean exit for owners. I think that we embody that. We would say it slightly differently. We want to work, you know, collaboratively with everybody involved and make sure it’s the best possible outcome for everybody. But I like that. That’s succinct, and to the point. A clean exit. I like that for everybody. Patrick: Well, I appreciate that. I think that’s the goal as you go through this, it tends to get

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