Insights

  • Heather Madland | Scaling Founder-Owned Businesses
    POSTED 11.28.22 M&A Masters Podcast

    There’s enormous opportunity in professionalizing and scaling founder-owned businesses.
    But what does it take to become a leader in this area?
    In this episode, I’m joined by Heather Madland of Huron Capital for an inside look at the firm.

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  • Richard Parker | An Inside Look at Sell-Side M&A
    POSTED 11.17.22 M&A, M&A Masters Podcast

    The sell-side of M&A brings unique challenges and opportunities. In this episode, I’m joined by Richard Parker of Roy Street Advisors for an inside look at a sell-side firm.
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  • Justin Smith | Scaling Family Businesses
    POSTED 10.28.22 M&A, M&A Masters Podcast, Podcast

    Why do M&A Masters love the lower middle market?
    You get the opportunity to aggressively scale family businesses…

    In this episode, I’m joined by Justin Smith of LongWater Opportunities, a private equity firm based in the Midwest.
    Justin’s firm has firsthand experience growing family businesses, and he’s here to share his expertise.

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  • Jamar Freeman | Build a Market-Leading Company
    POSTED 9.28.22 M&A Masters Podcast

    What does it take to be an M&A Master for the IT and cybersecurity industries? 

    Jamar Freeman of Moonshot Equity Partners is here to share his firm’s holistic approach to acquiring and building market-leading companies.    
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  • Jeffrey Brooker | An Inside Look at the Independent Sponsor Conference 
    POSTED 9.21.22 M&A Masters Podcast

    If you’re an independent sponsor or a capital provider, you won’t want to miss the upcoming Independent Sponsor Conference…   

    Featuring one-on-one networking meetings with people hand-selected to match you…   

    This is an unbeatable opportunity to connect with someone and lay the groundwork for deals… 

    In this episode, Jeffrey Brooker, an organizer of the conference, is here to give you all the details on what to expect. 

    Jeffrey also gives insight into the role of an independent sponsor and how it differs from private equity. 
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  • Chris Parisi | Why M&A Isn’t About the Numbers
    POSTED 8.24.22 M&A, M&A Masters Podcast

    M&A is never just about chasing numbers….
    It’s about the people who trust you with their business…
    A business that represents generations of hard work—and a family’s legacy.
    My guest Chris Parisi knows this well. At Carl Marks Advisors, which has been around since 1925, Chris secures clean exits for lower middle market business owners.
    In this episode, Chris shares some of Carl Marks Advisors’ storied history and reveals how he fights for the best outcomes for his clients.
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  • Sean Frank | An Expert Investor on Cloud-Based Infrastructure
    POSTED 8.10.22 M&A Masters Podcast

    Cloud-based infrastructure is one of the most rapidly expanding industries today…
    And this episode’s guest, Sean Frank, is an expert on it.

    As the founder of Cloud Equity Group, Sean invests in lower middle market companies in the web hosting and cloud-based infrastructure sectors.

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  • Sly Buford | Strategies for the Lower Middle Market
    POSTED 7.27.22 M&A Masters Podcast

    How do you get owners to stop thinking like operators…
    And start thinking like investors?
    For the lower middle market, this mindset shift is crucial for a clean exit.
    In this episode, I talk to Sly Buford, founder, and CEO of Tenth Street Group, which specializes in helping lower middle market businesses grow, scale, and exit. Sly had an unconventional path to becoming an investor, and he’s here to share how he found M&A success.
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  • Marty Fahncke | Finding Success in the Lower Middle Market
    POSTED 7.20.22 M&A Masters Podcast

    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.
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  • Alistair McBride | How to win your deal-by building trust
    POSTED 7.6.22 M&A Masters Podcast

    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.
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