M&A Masters

Patrick Stroth
  • 4.5 (10)
  • MARKETING
  • UPDATED WEEKLY
M&A Masters

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.

  1. 1 DAY AGO

    Matthew Horne | Maximize your Retirement with these Investment Tips

    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.

    29 min

  2. OCT 16

    John Dickie | Creative Investment Solutions in Down Markets

    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.

    32 min

  3. SEP 11

    Brian Shields | Transform Retiring Businesses with Proven Success Strategies

    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.

    37 min

  4. AUG 28

    Mark Tarchetti | Transformative principles to skyrocket your consumer business

    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

    36 min

  5. AUG 21

    Blake Hutchison | The Future of Buying and Selling Digital Assets

    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

    26 min

  6. AUG 7

    Scott Bushkie | Maximize Your Company's Value Before Selling

    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

    40 min

  7. JUL 31

    Mike Bego | Secure Smarter Insurance for Smoother Transactions

    98% of the time, we fail to understand the intricacies of secondary market transactions... How does rep and warranty insurance play a crucial role in closing these deals? In this episode, Mike Bego, managing partner of Kline Hill Partners, reveals the secrets of the secondary private equity market and the role of rep and warranty insurance. In this episode, you’ll discover… The advantages of rep and warranty insurance that help close transactions smoothly.The types of clients Kline Hill Partners focuses on in the secondary market.How Kline Hill Partners facilitates liquidity in private equity transactions.Why the secondary market is expected to see significant growth in 2024 and 2025.Key details about Kline Hill’s annual secondary day event and how you can participate.

    41 min

  8. JUL 17

    Matt Bodnar | Building Rapport: Secrets to Successful Deals

    In today’s ever-changing deal landscape, there’s no room for a win-lose mindset. Discover how a collaborative approach can not only navigate but also thrive in tumultuous times. In this episode, Matt Bodnar, founder of Eidolon Investments, delves into innovative deal structures during challenging times, emphasizing the crucial need for new skills and collaborative negotiation tactics. In this episode, you’ll discover: A new insurance product that could revolutionize the lower middle market.Why aligning goals with sellers is the key to successful negotiations.How Eidolon Investments targets underinvested businesses.The strategic advantages of focusing on the $2 to $5 million EBITDA range.The significance of revenue predictability in potential acquisitions.

    34 min
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4.5
out of 5
10 Ratings

About

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.

Information

  • Creator
    Patrick Stroth
  • Years Active
    2018 - 2024
  • Episodes
    148
  • Rating
    Clean
  • Copyright
    © Copyright Rubicon Insurance Services, Inc. All rights reserved.
  • Show Website
    M&A Masters

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