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.
Marty Fahncke | Finding Success in the Lower Middle Market
In this week’s episode of M&A Masters, we sit down with Marty Fahncke to talk about M&A for the lower middle market. Marty is a partner at Westbound Road, LLC and has over 30 years of experience in building and growing businesses.
Alistair McBride | How to win your deal-by building trust
You might think of M&A as a zero-sum game… But that’s where many business owners go wrong. It might surprise you to hear that building trust with the opposing side is the key to securing your clean exit. This episode’s guest, Alistair McBride, coaches business owners in the fine art of negotiating M&A deals. Alistair has seen deals succeed when business owners treat their opponents like their ally. He calls this “the psychological edge of negotiation.” In today’s episode, we discuss how you can use this idea to win over the other side and sell them your vision—so you can both close with maximum value.
Deborah Smith | Trends in Real Estate NOW
On this week’s episode of M&A Masters, we’re sitting down with Deborah Smith to talk about real estate, a first on this show! Deborah is the Co-Founder and CEO of The CenterCap Group. The CenterCap Group, LLC, is a boutique investment bank providing strategic advisory, capital-raising, and consulting-related services to public and private corporations, owners, operators, and investment managers. They are exclusively focused on the real estate sector, with a deep understanding of what drives the industry and the relationships to back that up. Deborah says, “We are all things real estate and we haven’t strayed from that. Our whole goal is to be in the middle… if you think about real estate and you need an advisor, you should call us.” Listen to learn:
Patrick Turner | Leveraging Financial and Industry Expertise to Drive Growth
In this week’s episode of M&A Masters, we sit down with Patrick Turner to talk about how his company is transforming good companies into great companies through their partnerships.
Jennifer Mandelbaum | Female Led Ventures Changing the Future of How Families Live
On this week’s episode of M&A Masters, we speak with Jennifer Mandelbaum, Senior Investment Director at Halogen Ventures. Halogen Ventures is a California-based Venture Capital fund focused on investing in early stage consumer technology startups with a female on the founding team.
Renny Sie | Forging Relationships with Founders and Family-Owned Businesses
On this week’s episode of M&A Masters, we’re sitting down with Renny Sie, Vice President of Business Development and Investor Relations at the private equity firm Boyne Capital. Established in 2006, Boyne Capital takes a different approach to investing—one that forges lasting and collaborative relationships with companies whose founders and families are still deeply involved in growing their businesses. It’s a term they call a value cultivator approach. Renny says, “Partnership is extremely important to us. The fit is important because this is going to be a long-term partnership to grow this thing together and make it bigger and better for everyone.” Listen to discover: How to propel family-owned businesses to the next level—partnering NOW to prosper in the future Boyne Capital’s unique value cultivator approach to the lower middle market—building the right team through focusing on relationships, recruiting, and retention Why they feel that Rep & Warranty Insurance is an important component for their deals And much more MENTIONED IN THIS EPISODE: Boyne Capital Email Renny Call Renny at 305-856-9500 TRANSCRIPT: Patrick Stroth: Hello there. I’m Patrick Stroth, trusted authority in executive and transactional liability and president 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 Renny Sie, Vice President for Business Development for Boyne Capital. Boyne Capital was established in 2006 in Miami, Florida, with a focus on investing in lower middle market companies. Boyne has a unique approach to investing. It’s an approach to forges lasting and collaborative relationships with companies whose founders and families are still deeply involved with growing their business. It’s
Laurin Parthemos | Beyond the Dress Code: The Outgrowth of Culture in an Organization
On this week’s episode of M&A Masters, we sit down with Laurin Parthemos to talk about culture. Laurin is a Principal at Kotter, a company named after Dr. John Kotter, the world’s foremost change expert. Kotter’s approach to merger & acquisition integration focuses on culture and people first. Laurin says, “Culture is more and more seen as that differentiator within an industry to say we have a strong culture where people want to work.” Listen as she walks us through: Three ways to acknowledge (and counter) the survive or thrive mindset of change and help an organization move forward The key to the path forward when integrating organizations with varying cultures—she’ll share a case study of the positive results they achieved (with long-time rival companies) The monumental shift in the talent pool—what’s behind it One of the most overlooked things most miss when planning integration and catalysts for forward momentum And much more MENTIONED IN THIS EPISODE: Kotter, Inc. Email Laurin Laurin on LinkedIn TRANSCRIPT: Patrick Stroth: Hello there. I’m Patrick Stroth, trusted authority in executive and transactional liability, and President 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 Laurin Parthemos, Principal of Kotter. With offices on both coasts, Kotter helps organizations mobilize their people to achieve unimaginable results at unprecedented speeds. And I gotta tell you it for a marketing thing, that’s a lot to unpack in one sentence. So there’s a very efficient intro right there. Laurin, welcome to M&A Masters. Thanks for joining me today. Laurin Parthemos: Yeah, thanks so much for having
Samantha Ory | Strategies for Creating Organic Partnerships that Thrive
On this week’s episode of M&A Masters, we sit down with Samantha Ory to talk about choosing partnership over buyout. Samantha’s company, Ouroboros Group, is a private investment firm specializing in middle market corporate acquisitions and operations in the manufacturing, healthcare, and consumer sectors. Samantha says, “I found that there is this segment of outlier companies and CEOs who are looking for something a little bit different. We cater a lot to the CEOs. We always ask ‘what can we do for you?’ It builds trust, but it’s also very genuine… we really want to know.” Listen as she walks us through: How her non-traditional background led to a unique approach for the Ouroboros Group Two atypical things they focus on to take a company to the next level (post buyout) The 3 algorithmic strategies they use to find deals The key to developing organic partnerships And much more MENTIONED IN THIS EPISODE: Ouroboros Group Email Samantha TRANSCRIPT: Patrick Stroth: Hello there. I’m Patrick Stroth, trusted authority in executive and transactional liability and president of Rubicon M&A Insurance Services. Now a proud member of The Liberty Company Insurance Group of Brokers. Welcome to M&A Masters, where 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 Samantha Ory, Founder and General Partner of Ouroboros Group. Ouroboros Group is a private investment firm specializing in middle market acquisitions and operations within the healthcare, consumer, manufacturing and distribution spaces. The firm has offices in Boston and New York. And in addition to their middle market buyout practice also has a minority investment arm specializing in early stage and minority investments within the consumer vertical. And as of this recording, today, there are