M&A Masters Patrick Stroth

Are you ready to transform the way you think about mergers and acquisitions? Discover the secrets to a clean exit and the revolutionary approach of conscious capitalism in this enlightening episode of M&A Masters.

Join host Patrick Stroth, an expert in executive and transactional liability, as he welcomes Sunny Vanderbeck, co-founder and managing partner of Satori Capital. Based in Dallas, Satori Capital is renowned for its multi-strategy investment firm ethos based on conscious capitalism. Sunny, the best-selling author of Selling Without Selling Out, shares invaluable insights drawn from his extensive experience in tech entrepreneurship and investment.

In this episode, you’ll discover:
Sunny’s journey from tech entrepreneur to championing conscious capitalism.How conscious capitalism drives long-term success and impacts all stakeholders.The vital role of culture and values in driving business decisions.Insights into Sunny's best-selling book and his philosophy on ethical business practices.Strategies for achieving a clean and strategic exit for founders and investors.

In this episode, I sit down with Brett Story, the founder of Britehorn Partners, a leading middle-market investment bank. They delve into Brett's transition from corporate law to M&A, the founding and rebranding of Britehorn Partners, and why staying focused on the middle market can be more rewarding than chasing larger deals. 

Brett also shares insights into the unique challenges and rewards of working with owner-operators to achieve successful exits and the evolving landscape of M&A.

He’ll cover:
Why Britehorn Partners is agnostic in terms of industries they serve, focusing on the “who” not the “what”The challenges and rewards of working with owners and founders of family-owned companiesInsights into how demographic shifts, especially among baby boomer business owners, are likely to influence M&A activities in the coming yearsAnd more

In this episode of M&A Masters, we're joined by Trever Acers, Managing Director of Objective, Investment Banking & Valuation. With over 20 years in the transactions field, Trever brings a wealth of experience and a unique approach to mergers and acquisitions. 

Objective, Investment Banking & Valuation focuses on the lower middle market, aiming to serve clients with enterprise values between $25 to $250 million across the United States. The firm prides itself on its client-centric approach, aiming to achieve a clean exit for owners, founders, and their investors.

Trever will share how he assists clients in planning their exit strategy years in advance, allowing for a more controlled and potentially lucrative selling process.

In this episode of M&A Masters, I had the pleasure of speaking with Sharon Heaton, founder of sbLiftOff. SbLiftOff specializes in providing advisory services to founder-led businesses and government contracting organizations across the United States, focusing on mergers and acquisitions (M&A) and more. 

Sharon, also the author of the Forbes bestseller LIFT OFF: 12 Things to Know Before Selling Your Business, shares invaluable insights into the world of M&A, the journey of founder-led businesses, and the essence of preparing for and navigating the sale process.

She’ll cover:
The future of M&AThe emotional aspects of selling a businessHer ideal client profileViewing M&A as a transition to a new chapterAnd more

This episode of M&A Masters features Tom Brinegar, the Chief Financial Officer of PEAK Resources, a trailblazing technology and systems integrator based in Denver. Under Tom's financial stewardship, PEAK Resources recently navigated through a complex and successful acquisition by a strategic buyer. With a rich background in finance and the heart of an entrepreneur, Tom's journey offers a unique lens on the intricacies of mergers and acquisitions from the perspective of the acquired.
Discover how Tom Brinegar and the PEAK Resources team prepared for the acquisition process and why they decided it was the right time to sell.Learn about the strategic selection of a buyer and how cultural fit played a crucial role in sealing the deal.Tom shares his insights on overcoming due diligence challenges and the unexpected hurdles along the way.Understand the pivotal role of reps and warranties insurance in facilitating a smoother transaction, as provided by Rubicon M&A Insurance Services.Gain perspective on the post-acquisition changes and Tom's personal journey towards finding new horizons after the successful exit of PEAK Resources.To delve deeper into the world of mergers and acquisitions and to gather invaluable insights from Tom Brinegar's first hand experience, tune into this episode of M&A Masters. Whether you're contemplating an exit strategy or looking to expand through acquisitions, this conversation sheds light on the critical elements that contribute to a successful deal. Listen now on Spotify, Apple Podcasts, or directly on our website.

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.