M&a Masters

Would you trust your company’s future to a team that’s obsessed with precision, storytelling, and preparing for every possible scenario?In the high-stakes world of SaaS M&A, the difference between a good deal and a great one can change the course of a founder’s life—and their legacy.In this episode, Diamond Innabi, Principal at Software Equity Group, reveals the behind-the-scenes secrets that drive SEG’s 94% “first pass” success rate in vertical SaaS deals—plus the underrated factors that buyers and sellers often overlook (at their peril).You’ll discover…The one storytelling move that instantly sets a SaaS business apart from every other deal on the tableWhat most founders don’t know about “tension”—and why it may be the key to unlocking next-level M&A outcomesHow SEG’s “overstaffed” model creates winning deals (and what happens when other firms focus on volume instead)The surprising region of the US most SaaS founders call home—and why it matters for buyers and investorsA new insurance hack that fina

Most business owners think accounting is just a necessary evil—until it costs them millions.What hidden traps are killing the value of your business before you even go to market?In this episode, Jason Kruger, Partner at Citrin Cooperman’s Business Process Outsourcing Practice, exposes how overlooked accounting gaps can sabotage your exit—and how precision financials can supercharge your company’s valuation.You’ll discover…Why “good enough” bookkeeping could quietly slash your business sale priceThe secret financial move that doubles your company’s EBITDA multipleHow deal momentum evaporates—and the one invisible risk that keeps buyers up at nightThe new evolution in rep & warranty insurance that’s changing deal dynamics for small and midsize firmsWhat top buyers always spot in financial statements (and how you can make your next sale a “no-brainer”)

Navigating a business exit can feel like flying into a storm with no landing strip in sight—especially when millions are on the line and expert advice is scattered. What’s the secret to engineering a “clean exit” that safeguards both your wealth and your legacy?In this episode, Joe LoPresti, Founder of Arlington Wealth Management, reveals the game-changing strategies behind holistic wealth management for business owners on the cusp of a major business sale—and why the fractional family office approach is rewriting the rules for lower middle market entrepreneurs.You’ll discover…Why most business owner advisors work in silos—and how this creates dangerous planning gaps you might not see coming.The #1 mistake founders make when exiting their business, and how proactive planning turns risk into opportunity.A behind-the-scenes look at “fractional family offices,” and how they unite specialists for life-changing results.The overlooked power of sell-side advisory and new insurance tools that can protect—and even boo

Unlocking the secrets of successful online business acquisitions…How does one navigate the intricate world of mergers and acquisitions, especially in the ever-evolving tech industry?In this episode, Andrew Gazdecki, founder of acquire.com, shares insights on building and operating the leading online platform for buying and selling online businesses.Andrew reveals:The compelling story behind acquire.com's unique domain acquisitionKey strategies for launching and scaling a marketplace platformHow acquire.com connects aspiring entrepreneurs with the right acquisitionsThe human element in M&A transactions and how it's integrated into an online platformEmerging trends and innovations shaping the future of acquisitions in the lower middle market

You might think snow is bad for a car wash business...But what if it turns out to be their best friend?In this episode, Harry Caruso, founder and CEO of Car Wash Advisory, unravels the intriguing dynamics of the car wash industry and how it stands as an attractive investment sector in the world of mergers and acquisitions.In this episode, you’ll discover…The surprising impact of snow on the car wash economy.Why car wash operators have opportunities to succeed no matter their scale.How matrix-like operations are shaking up the car wash industry.The relevance and advantages of reps and warranties insurance in selling businesses.A peek into the upcoming 2025 trends for the car wash sector.

The collision industry is undergoing a major transformation…But what factors influence a successful merger or acquisition in this niche market?In this episode, David Roberts, founder and CEO of Focus Advisors, shares his journey from founding a leading collision center network to becoming a key player in the M&A advisory scene, guiding body shop owners through strategic exits.You’ll discover:The surprising parallels between auto insurance and healthcare industries that shape M&A trends.How a VW van sparked a passion that fueled an entire career.Key strategies to turn a collision repair business into a desirable acquisition target.Why multi-shop operators have a unique edge in today’s market.How rep and warranty insurance can facilitate smoother deal closures.

In the world of business, accounting is often seen as a painful necessity. But what if it could be a strategic advantage instead of a chore?In this episode, Matt Tait, Founder and CEO of Decimal, discusses how his company revolutionizes accounting services for small businesses and why he believes aligning business incentives is key to success.You’ll discover:How Decimal fosters a people-first company culture in a remote work environmentThe unique approach Decimal takes towards acquisitions and partnershipsInsights on leveraging technology and AI in the accounting industryWhy an abundance mindset could be the secret to business growthDecimal’s experience with reps and warranties insurance in M&A transactions

Navigating the complex world of mergers and acquisitions can be daunting, especially for lower middle market founder-owned companies. But what if there was a more straightforward path to a clean exit?In this episode, Rob Margeton, co-founder of Ryco Advisors, an Atlanta-based independent advisory firm, explores the vast opportunities within the lower middle market and reveals how Ryco Advisors guides business owners through the selling process for optimal outcomes.In this episode, you'll discover:The strategic advantage of finding value in overlooked industries.How building connections within the private equity community can maximize a company's sale potential.The critical role of transparency and diligence in successful transactions.Innovative approaches to mitigating transaction risk with modern insurance solutions.Trends shaping the future of mergers and acquisitions in the current economic climate.

98% of business owners aren't prepared for the emotional toll of selling their companies...Could you be one of them?In this episode, JB Brown, founder of White Buffalo Advisors, reveals the secrets behind successful business exits and the often-overlooked emotional impact that follows.You'll discover:The gripping story behind the name "White Buffalo Advisors."Why 75% of business owners regret selling their companies within a year.The importance of planning for life post-exit—beyond just financials.JB's insights on industry trends and what to expect in 2025.How mergers and acquisitions are being revolutionized by AI and creative deal-making strategies.

Ever wonder how authentic connections and Midwest values could transform mergers and acquisitions? Dive into a compelling blend of business acumen and heartfelt legacy preservation with our latest episode.In this episode, Jonathan Babcock, Senior Associate at Compass Group Equity Partners, joins Patrick Stroth to uncover the intricate world of lower middle market investments and the human-centric approach that defines their success.You’ll discover…The unconventional inspiration behind the name “Compass Group” and what it symbolizes.How networking in unpredictable ways opened doors for a young Jonathan.The secret formula behind Compass Group’s success in the lower middle market.Real-life stories of legacy family businesses transformed by strategic partnerships.Why operational excellence and people-centric values are critical in today’s competitive market.

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.

From Brazil to the U.S.: Navigating the Cross-Border Investment LandscapeIn 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.

In the chaotic world of marketing mergers and acquisitions, how do you ensure a "clean exit"?In this episode, Jonathan Baker, practice lead for mergers and acquisitions at Punctuation, dives into the critical intricacies of M&A in the marketing services sector. He shares the emotionally charged journey of selling a business and uncovers strategies that transcend mere financial gain, focusing instead on the value-driven aspects that make a deal truly beneficial.You’ll discover…Why the emotional aspect of M&A can upend even the best-laid spreadsheetsThe curious origin story behind the name "Punctuation"The unique challenges and opportunities within the fragmented marketing services marketHow lifestyle considerations often outweigh the highest financial offersThe latest trends in M&A that sellers and buyers need to know going into 2025

What happens when you blend the financial expertise of big firms with the agility and personal touch of a nimble boutique? Discover how one company is revolutionizing the M&A landscape for middle-market companies.In this episode, Nicholas Spezio, Director of Transaction Services at the Exbo Group, dives into the world of mergers and acquisitions, discussing the unique needs and challenges faced by growth-stage companies and their investors.You’ll discover…The compelling story behind Exbo Group's inception and mission.Why transitioning from a big firm to a boutique firm can be an attractive move in the finance sector.Key differences between buy-side and sell-side transactions and why each requires a tailored approach.How Exbo Group provides "big firm" quality without the "big firm" price tag.The benefits and evolving trends of rep and warranty insurance in M&A deals.

Ever wondered how the niche market of self-storage investments works and how it can become a powerful asset in your real estate portfolio? Discover the unexpected allure of self-storage and the success secrets behind this burgeoning industry.In this episode, Matthew Horne, Co-Founder and CEO of Storage Point Capital, dives deep into the intriguing world of self-storage investments and acquisitions, uncovering why this seemingly mundane sector could be the golden ticket for savvy investors.You’ll discover…The compelling journey that led Matthew from for-profit universities to self-storage investments.Why self-storage stood out among numerous alternative investment opportunities.How Storage Point Capital identifies and secures off-market deals without middlemen.The unique dynamics and community aspects of the self-storage industry.The critical role of sophisticated analytics and relationships in successful self-storage investments.

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.

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.

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 productsHow applying a founder’s mindset can drive growth and innovationThe importance of having a clear, actionable plan and operational disciplines for continuous growthWhat sets Alchemy-Rx apart in helping ambitious teams, from up-and-coming to household-name brands, achieve successHow rep and warranty insurance has become a game-changer in providing confidence to buyers in transactions

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.You'll also discover…How Flippa's platform streamlines the process of buying and selling online businessesThe groundbreaking new capability that sets Flippa apart from the competitionWhy even small deals can benefit from the protection of insuranceThe exciting new categories and features coming soon to Flippa's platformHow Flippa's innovative approach is making mergers and acquisitions more accessible than ever

What does it take to successfully sell a business and achieve a fulfilling outcome for all parties involved? Learn the secrets from an M&A expert who has helped countless business owners navigate the complex world of mergers and acquisitions.In this episode we speak with Scott Bushkie, founder of Cornerstone Business Services, an investment banking firm. We dive into the strategies and approaches that have made Scott and his team successful in helping business owners sell their companies in the lower middle market.In this episode, you'll discover…The surprising factor that can make or break an M&A dealHow a team of specialists can simplify the complex process of selling a businessThe game-changing role of reps and warranties insurance in M&A transactionsThe critical mistakes business owners often make when selling their companyThe life-changing impact of a successful business sale on owners and their families