M&A Masters

Patrick Stroth
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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. 4 天前

    Mike Bego | Unlock Hidden Value with Secondary Transactions in Private Equity

    The private equity secondary market is booming—but most people don’t realize how dramatically it’s evolved, or where it’s heading next. Whether you’re a seasoned investor or totally new to secondaries, this episode peels back the curtain on one of the fastest-growing corners of the financial world. In this episode, Mike Bego, Managing Partner of Kline Hill Partners, joins host Patrick Stroth to give an insider’s perspective on how the secondary market for private equity is shifting, why secondaries are suddenly top-of-mind for investors, and what you can expect from this year’s milestone industry event, Secondaries Day. You’ll discover… Why the secondary market exploded from a $5 billion niche to a $200 billion+ industry—and what still holds it backWhat really goes on behind the scenes of an LP-led versus a GP-led secondary transactionThe unexpected career path that brought Mike Bego to the forefront of secondaries—and the practical lessons he learned from dot-com bust, “Chernobyl”The biggest misconceptions and emerging risks in continuation vehicles (and how to spot the red flags)How Secondaries Day is shaping the conversation and community for private equity insiders—from power networking to charity lunches and even pickleball

    37 分鐘

  2. 8月20日

    Jeff Cooperman | Unlock Growth Secrets From Small Business Acquisitions

    From screen printing to seven acquisitions—what does it take to build a powerhouse in the decorated apparel industry? And what surprising lessons can scaling a “niche of niches” teach about entrepreneurship, technology, and M&A success? In this episode, Jeff Cooperman, Founder of Front Nine Capital, reveals his journey from CPA to serial acquirer—exploring how he’s turned overlooked, mom-and-pop apparel companies into a thriving, tech-forward organization ready to supercharge growth in a fragmented market. You’ll discover… The surprising question Jeff asks every business owner before making an offerHow a single “epiphany moment” can redefine a company’s trajectory overnightThe secret upside to acquiring legacy businesses with minimal tech presenceWhy mergers and acquisitions in small markets are seeing unprecedented momentumThe game-changing insurance tool that’s making deals safer for small business sellers than ever before

    21 分鐘

  3. 7月30日

    Bob McCormack | What Every Business Owner Should Know Before Selling

    Most M&A Advisors aim for the billion-dollar deals—so who’s serving the true engine of American business? Take a behind-the-scenes look at the world of lower middle market M&A, where relationships, turnaround expertise, and strategic partnerships make all the difference. In this episode, Bob McCormack, Founder of Murphy McCormack Capital Advisors, reveals the unique challenges and overlooked opportunities in family-owned business transactions—and why collaboration (not competition) is the future of deal making. You’ll discover… Why Murphy McCormack says “no” to 9 out of 10 potential engagements—and what happens to the businesses who aren’t ready (yet) to sellThe inside story on Cornerstone International Alliance’s deal-sharing model and how it transforms client outcomesHow emotional intelligence and post-closing support can make or break an owner’s life-changing exitThe reasons rep & warranty insurance is finally making inroads with private business owners—and who’s still pushing backThe untold macro risks (like tariffs) that are reshaping manufacturing deals in real time

    32 分鐘

  4. 6月25日

    Diamond Innabi | Make Your Company Irresistible to Top Investors

    Would you trust your company’s future to a team that’s obsessed with precision, storytelling, and preparing for every possible scenario? In the high-stakes world of SaaS M&A, the difference between a good deal and a great one can change the course of a founder’s life—and their legacy. In this episode, Diamond Innabi, Principal at Software Equity Group, reveals the behind-the-scenes secrets that drive SEG’s 94% “first pass” success rate in vertical SaaS deals—plus the underrated factors that buyers and sellers often overlook (at their peril). You’ll discover… The one storytelling move that instantly sets a SaaS business apart from every other deal on the tableWhat most founders don’t know about “tension”—and why it may be the key to unlocking next-level M&A outcomesHow SEG’s “overstaffed” model creates winning deals (and what happens when other firms focus on volume instead)The surprising region of the US most SaaS founders call home—and why it matters for buyers and investorsA new insurance hack that finally levels the playing field for smaller deals in the lower middle market

    33 分鐘

  5. 6月18日

    Jason Kruger | Getting Ready to Sell? Don’t Miss This Step

    Most business owners think accounting is just a necessary evil—until it costs them millions.What hidden traps are killing the value of your business before you even go to market? In this episode, Jason Kruger, Partner at Citrin Cooperman’s Business Process Outsourcing Practice, exposes how overlooked accounting gaps can sabotage your exit—and how precision financials can supercharge your company’s valuation. You’ll discover… Why “good enough” bookkeeping could quietly slash your business sale priceThe secret financial move that doubles your company’s EBITDA multipleHow deal momentum evaporates—and the one invisible risk that keeps buyers up at nightThe new evolution in rep & warranty insurance that’s changing deal dynamics for small and midsize firmsWhat top buyers always spot in financial statements (and how you can make your next sale a “no-brainer”)

    44 分鐘

  6. 6月11日

    Joseph LoPresti | Navigating Business Exits and Wealth Management

    Navigating a business exit can feel like flying into a storm with no landing strip in sight—especially when millions are on the line and expert advice is scattered. What’s the secret to engineering a “clean exit” that safeguards both your wealth and your legacy? In this episode, Joe LoPresti, Founder of Arlington Wealth Management, reveals the game-changing strategies behind holistic wealth management for business owners on the cusp of a major business sale—and why the fractional family office approach is rewriting the rules for lower middle market entrepreneurs. You’ll discover… Why most business owner advisors work in silos—and how this creates dangerous planning gaps you might not see coming.The #1 mistake founders make when exiting their business, and how proactive planning turns risk into opportunity.A behind-the-scenes look at “fractional family offices,” and how they unite specialists for life-changing results.The overlooked power of sell-side advisory and new insurance tools that can protect—and even boost—your post-sale windfall.The untold story of how Arlington Wealth Management partners with business owners from the “20-yard line” all the way to the end zone. NOTE: Arlington Wealth Management is a Registered Investment Adviser ("RIA"). Registration as an investment adviser does not imply a certain level of skill or training. All investments carry risk, and no investment strategy can guarantee a profit or protect from loss of capital.

    28 分鐘

  7. 4月23日

    Andrew Gazdecki | From Side Project to Profit: Business Success Stories

    Unlocking the secrets of successful online business acquisitions… How does one navigate the intricate world of mergers and acquisitions, especially in the ever-evolving tech industry? In this episode, Andrew Gazdecki, founder of acquire.com, shares insights on building and operating the leading online platform for buying and selling online businesses. Andrew reveals: The compelling story behind acquire.com's unique domain acquisitionKey strategies for launching and scaling a marketplace platformHow acquire.com connects aspiring entrepreneurs with the right acquisitionsThe human element in M&A transactions and how it's integrated into an online platformEmerging trends and innovations shaping the future of acquisitions in the lower middle market

    23 分鐘

  8. 3月19日

    Harry Caruso | Unlock Car Wash Wealth: Secrets Revealed!

    You might think snow is bad for a car wash business... But what if it turns out to be their best friend? In this episode, Harry Caruso, founder and CEO of Car Wash Advisory, unravels the intriguing dynamics of the car wash industry and how it stands as an attractive investment sector in the world of mergers and acquisitions. In this episode, you’ll discover… The surprising impact of snow on the car wash economy.Why car wash operators have opportunities to succeed no matter their scale.How matrix-like operations are shaking up the car wash industry.The relevance and advantages of reps and warranties insurance in selling businesses.A peek into the upcoming 2025 trends for the car wash sector.

    34 分鐘
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4.5
（滿分 5 顆星）
10 則評分

簡介

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.

資訊

  • 創作者
    Patrick Stroth
  • 活躍年代
    2018年 - 2025年
  • 集數
    165
  • 年齡分級
    兒少適宜
  • 版權
    © Copyright Rubicon Insurance Services, Inc. All rights reserved.
  • 節目網站
    M&A Masters

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