The M&A Mastermind Podcast

Nick Olsen
  • 5.0 (10)
  • ENTREPRENEURSHIP
  • UPDATED WEEKLY

The M&A Mastermind Podcast is your go-to source for the latest industry trends and strategies to level up your M&A practice. The show features thought leaders who specialize in the lower middle market space and share their experiences and expertise across key areas of execution, such as: market analysis, lead generation, deal management, strategic partnerships, buyer access and much more. With host Nick Olsen, each episode’s ”mastermind” will share ways in which they have found success in navigating the M&A industry to best support the small-to-medium sized private business owners they focus on serving.

  1. 3D AGO

    M&A Trends in Healthcare & Life Sciences – Episode 125

    Join us in this insightful episode with David Crean, Managing Partner at Cardiff Advisory, as he shares over 30 years of deep expertise in healthcare and life sciences M&A. We explore industry dynamics, key success factors for companies, cross-border deal nuances, and the future of biotech innovation—valuable insights for investors, executives, and entrepreneurs alike. KeyTopics Defining and classifying the healthcare and life sciences industries, including pharma, biotech, med tech, and CR&Os The post-COVID industry reacceleration and current deal environment heading into 2026 Major drivers of M&A activity: patent cliffs, external R&D needs, and strategic partnerships Criteria that differentiate successful life science companies in attracting buyers and investors Common mistakes and blind spots in exit planning for founders and CEOs The impact of innovation and digital health on deal structures and valuations Nuances of cross-border transactions: cultural, diligence, and relationship considerations Critical due diligence areas: clinical data integrity, CMC, regulatory pathways, and organizational culture Timing signals for M&A: market conditions, de-risking assets, and portfolio health Building industry credibility through scientific literacy, long-term relationships, and domain expertise Scaling boutique advisory firms to reduce concentration risk and expand deal flow About the Show The M&A Mastermind Podcast is dedicated to providing actionable insights and effective strategies tailored for dealmakers in the lower middle market. Hosted by Nick Olsen, the show features conversations with leading industry experts who share valuable knowledge on topics such as industry intelligence, deal management, collaborative successes, and specialized expertise. Listeners who support small to medium-sized business owners will find practical tactics and advice they can immediately apply to advance their mastery in mergers and acquisitions. Tune in Every Week Subscribe: https://www.youtube.com/@UCl0qSCwwZLyZxY7RnqNghiw Apple: https://podcasts.apple.com/us/podcast/the-m-a-mastermind-podcast/id1726394585 Spotify: https://open.spotify.com/show/4fpVjEXbJ0FXKMgEK0m7QQ  Find all our episodes at https://cornerstoneia.com/podcast/ Keywords Mergers & Acquisitions (M&A), healthcare, life sciences, CEO, business sales, buy side, sell side, business owner, lower middle market, investment banking, due diligence

    39 min

  2. MAR 6

    Closing the Readiness Gap in Lower Middle Market Companies – Episode 124

    In this episode, Jonathan Brooks — CEO of Warehouse on Wheels and private equity veteran — dives into practical strategies for preparing lower middle market businesses for sale. We explore the critical factors that influence deal readiness, from financial documentation to emotional dynamics, and how advisors can better position their clients for success. Main Topics Covered: What does "deal ready" mean beyond financial cleanup The importance of organizational documentation and emotional preparedness Typical gaps seen in lower middle market deal preparation The role of advisory teams and building strong management benches How private equity experience shapes acquisition and growth strategies Communicating effectively during due diligence to manage owner emotions Key traits and track record considerations when selecting buy side partners The significance of trust, credibility, and education in the transaction process Strategies for advisors to stand out and align with buyer priorities About the Show The M&A Mastermind Podcast is dedicated to providing actionable insights and effective strategies tailored for dealmakers in the lower middle market. Hosted by Nick Olsen, the show features conversations with leading industry experts who share valuable knowledge on topics such as industry intelligence, deal management, collaborative successes, and specialized expertise. Listeners who support small to medium-sized business owners will find practical tactics and advice they can immediately apply to advance their mastery in mergers and acquisitions. Tune in Every Week Subscribe: https://www.youtube.com/@UCl0qSCwwZLyZxY7RnqNghiw Apple: https://podcasts.apple.com/us/podcast/the-m-a-mastermind-podcast/id1726394585 Spotify: https://open.spotify.com/show/4fpVjEXbJ0FXKMgEK0m7QQ  Find all our episodes at https://cornerstoneia.com/podcast/ Connect with Jonathan Brooks: LinkedIn Warehouse on Wheels Website Keywords Mergers & acquisitions, M&A, business sale, exit planning, private equity, lower middle market, Warehouse on Wheels, sell-side, M&A advisor, investment banking

    39 min

  3. FEB 26

    Trends & Opportunities in Aerospace & Defense – Episode 123

    Explore the current state and future outlook of the aerospace and defense industry with Meghan Welch, Managing Director at Brown Gibbons Lang & Company. Discover key trends, M&A activity, technological innovations, and strategic considerations for industry participants. Key Topics Current M&A activity in aerospace and defense Impact of geopolitical and policy shifts on industry Technological innovation and defense contracts Supply chain challenges and opportunities Future industry trends and strategic considerations About the Show The M&A Mastermind Podcast delivers actionable insights and proven strategies for lower middle market dealmakers. Join host Nick Olsen and top industry experts as they discuss industry intelligence, deal management, shared successes, specialized expertise, and much more. If you serve the small to medium-sized business owner, this show will offer you tactics and insights you can use and implement now to become a master in M&A. Tune in Every Week Subscribe: https://www.youtube.com/@UCl0qSCwwZLyZxY7RnqNghiw Apple: https://podcasts.apple.com/us/podcast/the-m-a-mastermind-podcast/id1726394585 Spotify: https://open.spotify.com/show/4fpVjEXbJ0FXKMgEK0m7QQ  Find all our episodes at https://cornerstoneia.com/podcast/ Keywords Mergers & Acquisitions, Aerospace, Defense, M&A, Industry Trends, Technology, Supply Chain, Investment, Government Contracts

    31 min

  4. FEB 19

    Navigating Digital Asset Ownership – Episode 122

    In this conversation, Nick Olsen and Paige from Tree Ring Digital discuss the critical importance of understanding and managing digital assets in the context of mergers and acquisitions (M&A). They explore common pitfalls, the role of due diligence, and the responsibilities of both buyers and sellers. The discussion emphasizes the need for business owners to be aware of their digital assets and the impact these assets have on company valuation. Paige shares insights on creating a digital continuity system and the importance of preparing for a successful exit. The conversation concludes with a call to action for M&A advisors to raise awareness about digital assets and their value in today's market. Key Takeaways Digital assets are crucial in M&A transactions. Ownership of digital assets can significantly affect valuation. Many business owners are unaware of their digital asset status. Due diligence should include a thorough review of digital assets. Waiting to address digital asset issues can lead to costly mistakes. A digital continuity system helps manage and protect assets. Business owners must take responsibility for their digital assets. Preparing for an exit should involve assessing digital assets early. Digital assets can enhance a company's market value. M&A advisors should educate clients on the importance of digital assets. About the Show The M&A Mastermind Podcast delivers actionable insights and proven strategies for lower middle market dealmakers. Join host Nick Olsen and top industry experts as they discuss industry intelligence, deal management, shared successes, specialized expertise, and much more. If you serve the small to medium-sized business owner, this show will offer you tactics and insights you can use and implement now to become a master in M&A. Tune in Every Week Subscribe: https://www.youtube.com/@UCl0qSCwwZLyZxY7RnqNghiw Apple: https://podcasts.apple.com/us/podcast/the-m-a-mastermind-podcast/id1726394585 Spotify: https://open.spotify.com/show/4fpVjEXbJ0FXKMgEK0m7QQ  Find all our episodes at https://cornerstoneia.com/podcast/ Keywords Mergers, acquisitions, digital assets, M&A, due diligence, business valuation, digital continuity, ownership, exit strategy, digital marketing, asset management, business sale

    45 min

  5. FEB 12

    Unlocking Emotional Health for Business Success – Episode 121

    In this episode, Dr. Karthik Ramanan discusses the significance of emotional health for entrepreneurs and business leaders. He shares his personal journey and the five pillars of emotional health: psychology, relationships, nutrition, sleep, and body movement. The conversation emphasizes the importance of recognizing emotional distress, managing stress effectively, and supporting clients' emotional well-being. Dr. Ramanan provides practical strategies for enhancing emotional resilience and highlights the value of listening and understanding in professional relationships. The episode concludes with insights into his book, 'The Emotionally Healthy You,' which serves as a resource for personal development. Key Takeaways Emotional health is crucial for making sound business decisions. The five pillars of emotional health are interconnected and essential. Recognizing signs of emotional distress can prevent larger issues. Morning routines can significantly impact emotional resilience. Visualization techniques can help manage stress effectively. Listening to clients can reveal their emotional struggles. Automation in daily tasks can reduce stress and improve efficiency. Emotional intelligence and resilience are vital for business success. Support systems are important for navigating emotional challenges. Personal development is a continuous journey that requires effort. About the Show The M&A Mastermind Podcast delivers actionable insights and proven strategies for lower middle market dealmakers. Join host Nick Olsen and top industry experts as they discuss industry intelligence, deal management, shared successes, specialized expertise, and much more. If you serve the small to medium-sized business owner, this show will offer you tactics and insights you can use and implement now to become a master in M&A. Tune in Every Week Subscribe: https://www.youtube.com/@UCl0qSCwwZLyZxY7RnqNghiw Apple: https://podcasts.apple.com/us/podcast/the-m-a-mastermind-podcast/id1726394585 Spotify: https://open.spotify.com/show/4fpVjEXbJ0FXKMgEK0m7QQ  Find all our episodes at https://cornerstoneia.com/podcast/ Keywords Mergers & acquisitions (M&A), emotional health, business, entrepreneurs, emotional resilience, mental health, stress management, emotional intelligence, five pillars, personal development, coaching, business sales, valuation, business owner Connect with the guest: Website: drkarthikramanan.com The Best Selling Book "The Emotionally Healthy You”: https://emotionallyhealthyyou.com LinkedIn: https://www.linkedin.com/in/drkarthikramanan/ YouTube: https://www.youtube.com/drkarthikramanan Instagram: https://www.instagram.com/dr.karthikramanan/ TikTok: https://www.tiktok.com/@dr.karthikramanan Facebook: https://www.facebook.com/kramanan X: https://x.com/drkramanan

    40 min

  6. FEB 5

    From CEO & Business Sale to Financial Advisor – Episode 120

    In this episode of the M&A Mastermind podcast, Nate Collins shares his journey from being a CEO of a theatrical licensing company to becoming a financial advisor. He discusses the challenges and surprises he faced during the sale of his business, the importance of having a solid exit plan, and the value of working with experienced advisors. Nate emphasizes the need for clarity in financial planning and the significance of preparing for a business sale well in advance. Key Takeaways Nate Collins transitioned from CEO to financial advisor. He sold his licensing company after significant improvements. The importance of technology in maximizing business value. Investment bankers can significantly increase sale value. Surprises in the selling process can be overwhelming. Get everything in writing during negotiations. Clarity in financial planning is crucial for business owners. Exit planning should start as soon as a business is established. Many businesses are sold under duress, highlighting the need for preparation. Working with experienced advisors can prevent costly mistakes. About the Show The M&A Mastermind Podcast delivers actionable insights and proven strategies for lower middle market dealmakers. Join host Nick Olsen and top industry experts as they discuss industry intelligence, deal management, shared successes, specialized expertise, and much more. If you serve the small to medium-sized business owner, this show will offer you tactics and insights you can use and implement now to become a master in M&A. Tune in Every Week Subscribe: https://www.youtube.com/@UCl0qSCwwZLyZxY7RnqNghiw Apple: https://podcasts.apple.com/us/podcast/the-m-a-mastermind-podcast/id1726394585 Spotify: https://open.spotify.com/show/4fpVjEXbJ0FXKMgEK0m7QQ  Find all our episodes at https://cornerstoneia.com/podcast/ Keywords Mergers & acquisitions, business exit, financial advisory, M&A, investment banking, exit planning, business sale, tax strategy, wealth management, entrepreneurial insights, licensing company

    38 min

  7. JAN 29

    How CEPAs & M&A Advisors Can Work Together – Episode 119

    In this episode, Scott Snider, president of the Exit Planning Institute, shares his journey from a young entrepreneur to a leader in exit planning. He discusses the importance of the CEPA designation for advisors, the value acceleration methodology, and the need for business owners to prepare for life after selling their businesses. Scott emphasizes the significance of building relationships with business owners, aligning business and personal goals, and the common pitfalls in M&A transactions. He also introduces the STEP framework for personal planning and highlights the resources available through the Exit Planning Institute. Key Takeaways Scott Snider's journey from a young entrepreneur to a leader in exit planning. The importance of planning for life after selling a business. CEPA designation helps advisors align business, personal, and financial goals. M&A advisors benefit from understanding the value acceleration methodology. Building relationships with business owners is crucial for advisors. Empowering conversations can lead to better outcomes for business owners. Aligning business and personal goals is essential for successful exit planning. The STEP framework helps owners clarify their personal goals. Preparation is key to navigating M&A transactions successfully. The Exit Planning Institute offers various resources for advisors. About the Show The M&A Mastermind Podcast delivers actionable insights and proven strategies for lower middle market dealmakers. Join host Nick Olsen and top industry experts as they discuss industry intelligence, deal management, shared successes, specialized expertise, and much more. If you serve the small to medium-sized business owner, this show will offer you tactics and insights you can use and implement, now, to become a master in M&A. Tune in Every Week Subscribe: https://www.youtube.com/@UCl0qSCwwZLyZxY7RnqNghiw Apple: https://podcasts.apple.com/us/podcast/the-m-a-mastermind-podcast/id1726394585 Spotify: https://open.spotify.com/show/4fpVjEXbJ0FXKMgEK0m7QQ  Find all our episodes at https://cornerstoneia.com/podcast/ Keywords Mergers & acquisitions, exit planning, CEPA, M&A, business growth, value acceleration, personal planning, business owner relationships, professional advisors, entrepreneurship, Scott Snider

    48 min

  8. JAN 22

    The Power of Multiple Offers – Episode 118

    In this episode, Scott Bushkie discusses the mindset of business owners when it comes to selling their businesses, highlighting key findings from a recent survey. He emphasizes the importance of exit planning, understanding the true value of a business, and the advantages of working with M&A advisors to navigate the selling process. The conversation also covers the significance of multiple offers in maximizing sale value and the common regrets business owners face after selling. Key Takeaways Business owners often lack knowledge about the selling process. Many business owners plan to exit only when unable to continue. A significant percentage of owners have never had a business valuation. Exit planning is crucial to avoid regrets after selling. Understanding all exit options can prevent poor decisions. The market is seeing a surge of baby boomer business owners looking to sell. Multiple offers can significantly increase sale value. Buyers often control the process without an advisor's help. Education and preparation are key to a successful sale. Working with an M&A advisor levels the playing field for sellers. About the Show The M&A Mastermind Podcast delivers actionable insights and proven strategies for lower middle market dealmakers. Join host Nick Olsen and top industry experts as they discuss industry intelligence, deal management, shared successes, specialized expertise, and much more. If you serve the small to medium-sized business owner, this show will offer you tactics and insights you can use and implement, now, to become a master in M&A. Tune in Every Week Subscribe: https://www.youtube.com/@UCl0qSCwwZLyZxY7RnqNghiw Apple: https://podcasts.apple.com/us/podcast/the-m-a-mastermind-podcast/id1726394585 Spotify: https://open.spotify.com/show/4fpVjEXbJ0FXKMgEK0m7QQ  Find all our episodes at https://cornerstoneia.com/podcast/ Connect with our guest, Scott Bushkie: https://www.cornerstone-business.com/white-paper/unsolicited-offers-vs-the-power-of-multiple-offers/ https://scottbushkie.com/ https://www.linkedin.com/in/scottbushkie/ Keywords Mergers & acquisitions, business owners, exit planning, selling process, business valuation, M&A advisory, private equity, survey findings, business mindset, multiple offers, financial freedom

    42 min
See All (100)

5
out of 5
10 Ratings

About

The M&A Mastermind Podcast is your go-to source for the latest industry trends and strategies to level up your M&A practice. The show features thought leaders who specialize in the lower middle market space and share their experiences and expertise across key areas of execution, such as: market analysis, lead generation, deal management, strategic partnerships, buyer access and much more. With host Nick Olsen, each episode’s ”mastermind” will share ways in which they have found success in navigating the M&A industry to best support the small-to-medium sized private business owners they focus on serving.

Information

  • Creator
    Nick Olsen
  • Years Active
    2024 - 2026
  • Episodes
    100
  • Rating
    Clean
  • Copyright
    © Copyright 2023 All rights reserved.
  • Show Website
    The M&A Mastermind Podcast

You Might Also Like