Insights

  • Shari Yocum | The “Secret Sauce” of Successful M&A Deals
    POSTED 4.25.18 M&A, M&A Masters Podcast

    In this podcast, I speak with Shari Yocum of EY focusing on the often overlooked “human-side” of M&A.

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  • Patrick Crocker | Why You Should Hire an Advisor to Help Sell Your Business
    POSTED 4.23.18 M&A, M&A Masters Podcast

    Today I speak with Patrick Crocker, an investment banker with MHT Partners to discuss the critical role investment bankers play in helping founders/owners maximize their payout in M&A.

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  • Joe Finnerty | Best Practices for Rep and Warranty Insurance Claims
    POSTED 4.20.18 M&A, M&A Masters Podcast

    In our first podcast, listen as I interview the leading M&A litigator, Joe Finnerty of DLA Piper as we discuss claims in M&A.

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  • The Top 3 M&A Insurance Brokers in Silicon Valley – an Honest Comparison
    POSTED 4.18.18 M&A

    As global insurance and risk management professional service firms, Marsh & McLennan and Aon do great work and have solid reputations in the world of M&A insurance. Along with Rubicon M&A Insurance Services, LLC, they are the only companies offering this specialized type of insurance to companies in Silicon Valley.

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  • Role of the Insurance Broker in Your M&A Deal
    POSTED 4.4.18 M&A

    At the end of the day, successful mergers and acquisitions are about bringing people together… coming to an agreement and moving forward to everybody’s satisfaction.

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