36 episodes

Your resource for invaluable insight into investment banking and the M&A space. Through honest conversations with industry thought leaders, business pioneers, and innovators, we pull back the curtain and give you the inside scoop on trends in our targeted industries and provide you with the tools to better position your company in today's market.

7MA provides specialized investment banking and advisory services to Business Services and Technology firms, and select industries including Infrastructure and Energy Services, Healthcare and Life Sciences, Consumer, and Financial technology. As a close-knit team with a long history together and a laser focus on our target markets, we help our clients sell their companies, raise private capital, grow through acquisitions, and evaluate new markets. With a senior-level advisor managing every deal team, our clients get deep industry expertise every step of the way. [The views and opinions expressed on this show do not necessarily represent 7 Mile Advisors as a whole. Securities offered through 7M Securities, LLC - member FINRA / SIPC.]

Deal Talk with 7MA 7 Mile Advisors

    • Business
    • 5.0 • 3 Ratings

Your resource for invaluable insight into investment banking and the M&A space. Through honest conversations with industry thought leaders, business pioneers, and innovators, we pull back the curtain and give you the inside scoop on trends in our targeted industries and provide you with the tools to better position your company in today's market.

7MA provides specialized investment banking and advisory services to Business Services and Technology firms, and select industries including Infrastructure and Energy Services, Healthcare and Life Sciences, Consumer, and Financial technology. As a close-knit team with a long history together and a laser focus on our target markets, we help our clients sell their companies, raise private capital, grow through acquisitions, and evaluate new markets. With a senior-level advisor managing every deal team, our clients get deep industry expertise every step of the way. [The views and opinions expressed on this show do not necessarily represent 7 Mile Advisors as a whole. Securities offered through 7M Securities, LLC - member FINRA / SIPC.]

    Strategy, Operations, and Emotions — Navigating M&A as a Business Owner

    Strategy, Operations, and Emotions — Navigating M&A as a Business Owner

    In this special episode of Deal Talk with 7MA, Partner Tripp Davis leads a discussion on navigating MandA as a business owner or operator.
    For the panel discussion, which was part of 7MA’s ACCESS Conference 2021, Tripp is joined by David Lewis, Founder and CEO of DemandGen (https://www.7mileadvisors.com/transaction/demandgen-acquired-by-bdo/ (acquired by BDO)) and Partner at BDO Digital; Andy Fay, Chief Revenue Officer of Innovasource (https://www.7mileadvisors.com/transaction/green-global-holdings-llc-acquired-by-3b-market-cap-publicly-traded-multinational-cpg-company/ (acquired by Energizer)); and George Young, Founder, CEO, and now Managing Director of Kalypso (https://www.7mileadvisors.com/transaction/kalypso-acquired-by-rockwell-automation/ (acquired by Rockwell Automation)).
    This panel of sellers have all navigated successful exits — some in the midst of the COVID-19 pandemic. In this episode they’re sharing first-hand lessons from their own experience in MandA and first-hand insights from the process.
    The panel touches on all aspects of the MandA deal process — finding the right partners, working with a trusted advisor, navigating the emotions, and preparing your team once an acquisition goes through.
    “I didn't go into the process expecting whether we would go down the private equity route or the strategic route. I really was open to both,” David says of getting acquired. “At least I thought I was; you really do some soul searching when you have people at the table.”
    He continues: “When we had 22 offers, the majority of them were private equity, and there were about five strategic offers. And what made sense was it was very clear that I wanted a platform for the business that would catapult our growth.”
    When discussing the sale of his consulting firm to Rockwell Automation, George admits being a little “naive” and “narrowly focused” early in the process. He shares how working with 7MA paved the way for a different kind of exit: “I think one of the things that you (7MA) helped us do was not go exclusive. Let's keep this thing open. Let's create the market.”
    Tune in to the episode to learn more about the acquisition process directly from business owners.

    💡 Featured Guest 💡Name: Tripp Davis
    What he does: Tripp is a Partner with over 20 years of investment banking and advisory experience. He joined 7 Mile Advisors from Hyde Park Capital Partners, where he served as head of the Business Services, Technology, and Communications group while advising companies in a variety of industries on MandA and capital raising assignments. Previously, Tripp served as Vice President at DecisionPoint International and began his career with Livingston and Associates.
    Organization: https://www.7mileadvisors.com/ (7 Mile Advisors)
    Words of wisdom: “Strategic points, operational points, transactional points and emotional ones are all part of the transaction cycle.”
    Connect: https://www.linkedin.com/in/trippdavis/ (LinkedIn)

    💡 Featured Guest 💡Name: David Lewis
    What he does: For more than 20 years, David has been a pioneering innovator in digital marketing, and has overseen marketing for some of Silicon Valley’s leading technology firms. David and his team at DemandGen have been at the forefront of digital transformation. The company was https://www.7mileadvisors.com/transaction/demandgen-acquired-by-bdo/ (acquired by BDO), one of the nation’s leading accounting and advisory firms.
    Organization: https://www.demandgen.com/ (DemandGen)
    Words of wisdom: “It has got to be all about your employees.”
    Connect: https://www.linkedin.com/in/demandgendave/ (LinkedIn)

    💡 Featured Guest 💡Name: Andrew Fay
    What he does: Andrew is the VP of Business Development at household and industrial cleaning products company Innovasource, which was https://www.7mileadvisors.com/newsletter/consumer-ma-watch-october-2021/ (acquired by Energizer). He is a dynamic, innovative, entrepreneurial stra

    • 39 min
    Exploring International Mergers & Acquisitions: Latin America

    Exploring International Mergers & Acquisitions: Latin America

    In this special episode, recorded during 7 Mile Advisors’ 2021’s ACCESS Conference, 7MA Managing Director Horacio Yenaropulos hosts a panel discussion on exploring international MandA trends, focused on Latin America.
    Joining Horacio are experienced international investor Mario Masrieh, Principal at Trivest Partners, which recently invested in Argentinian FinTech company Veritran; and Daniel Lopatin, Co-founder and CFO of tech consultancy ArganoUV. Daniel’s company United Virtualities was https://www.7mileadvisors.com/transaction/united-virtualities-acquired-by-argano-a-trinity-hunt-portfolio-company/ (acquired by Argano) in February 2021, in a deal that was facilitated by 7MA.
    Latin America has a need and market for new digital solutions. Mario says that this was one reason Trivest invested in Veritran. “When you look at the unbanked and underbanked populations ... there's a huge white space,” he says. “Both the governments and the private sector need to bring the populations into the financial institutions, to create more wealth for the population and to support commerce.”
    The panel reviews the complexities and challenges that investors may encounter when moving into LATAM, including the diversity of the region, regulatory tax differences, and how to select strategic markets for your business goals. They also discuss best practices for working with the lawyers and accountants on your team.
    Daniel believes that understanding the culture of a country or region can be the difference between the success and failure of an acquisition in LATAM. “At the end of the day, your monetary success is attached to your ability to get together with them, and work together for the foreseeable future,” he says. “You shouldn’t undermine the importance of cultural differences when you come into a deal.”

    💡 Featured Guest 💡Name: Horacio Yenaropulos
    What he does: Based in Mendoza, Argentina, Horacio is a Managing Director with 7 Mile Advisors, and leads the Latin America sector coverage team. He has 25 years of financial experience, and previously worked with Globant’s corporate development group, where his responsibilities ranged from due diligence to SPA closing. He’s also held financial leadership positions with several key Latin American companies, including PricewaterhouseCoopers, Hidronor Chile, Viña San Pedro Wine Group, and Belatrix Software.
    Organization: https://www.7mileadvisors.com/ (7 Mile Advisors)
    Words of wisdom: “An MandA transaction process is normally intense and time-consuming for founders and managers.”
    Connect: https://www.linkedin.com/in/horacio-yenaropulos-40396622/?originalSubdomain=ar (LinkedIn)

    💡 Featured Guest 💡Name: Mario Masrieh
    What he does: Mario joined Trivest in 2019. He is responsible for analyzing investment opportunities, identifying strategic acquisition targets, and monitoring existing portfolio companies in the firm’s non-control investment strategy. Prior to joining Trivest, he was a private equity Vice President at Gridiron Capital, and also previously worked as an analyst at Morgan Stanley, in the global consumer and retail team.
    Organization: https://www.trivest.com/ (Trivest)
    Words of wisdom: “We don't re-trade our deals.”
    Connect: https://www.linkedin.com/in/mariomasrieh/ (LinkedIn)

    💡 Featured Guest 💡Name: Daniel Lopatin
    What he does: Daniel is the co-founder and CFO of United Virtualities, now ArganoUV, a technology consultancy that merges art and software to solve digital problems for brands. United Virtualities was one of the largest e-commerce suppliers out of Latin America when it was acquired by Argano, a deal that was facilitated by 7MA.
    Organization: https://weareuv.com/ (ArganoUV)
    Words of wisdom: “You need to find the right partner that will work alongside you.”
    Connect: https://www.linkedin.com/in/daniel-lopatin-870b8a1/ (LinkedIn)

    🗝️ Key Points 🗝️Top takeaways from this episode
    ★ LATAM nee

    • 43 min
    Rick Davis on the Future of Space Exploration

    Rick Davis on the Future of Space Exploration

    Join 7MA Partner Leroy Davis as he sits down for a fireside chat with the Assistant Director for Science and Exploration Science Directorate at NASA Headquarters, Richard (Rick) Davis. On this special episode of Deal Talk, as part of the 2021 ACCESS Conference, they discuss Richard’s background and the fascinating work his team is doing on the Mission to Mars program.
    Leroy takes the opportunity to ask Rick how he first became interested in space, his involvement in the Mars Mission, and the technology behind the project. Private equity investors will be interested to hear Rick’s take on private equity, commercial involvement in space exploration, and how NASA and the government partner with private entities to advance space travel.
    Rick grew up on a farm outside of Charlottesville, Virginia, in a rural town called Happy Creek. There, the lack of light pollution means “the night skies are dark as anything and you could just see star fields like you wouldn't believe," he explains. "I remember walking outside and seeing them and I was just totally drawn to that.”
    Leroy and Rick discuss William Shatner's recent space flight on Jeff Bezos' Blue Origin, as well as commercial developments in space travel. As a child, Rick was an obsessive Star Trek fan, which further inspired his future in space exploration.
    “As we look at going to Mars, there's actually two parts of the equation," he says. "Because when you see the Blue Origin … and the SpaceX launches, the cost of getting to space is dropping dramatically. So that increases our ability to push stuff up and to make these missions more affordable.”
    💡 Featured Guest 💡Name: Richard (Rick) Davis
    What he does: As the Assistant Director for Science and Exploration, Science Directorate at NASA Headquarters, Richard Davis is an accomplished aerospace engineer with extensive experience working in space exploration. His current role entails significant integration across all mission directorates and offices involved in Mars exploration. He is fluent in three languages, including English, Spanish, and Russian, and has earned numerous accomplishments and awards. Richard is also an instrument-rated pilot with 600 hours plus of flight experience.
    Organization: https://www.nasa.gov/ (NASA)
    Words of wisdom: “I think that if we do it right, you use the federal government to allow the private sector to establish a toehold and to get the sea legs — or space legs, if you will — to actually get up there. And then they will just go a lot further than any of us would imagine.”
    Connect: https://twitter.com/redplanetrick (Twitter)
    🗝️ Key Points 🗝️Top takeaways from this episode
    ★ The cost of getting to space is dropping dramatically. The Blue Origin and SpaceX launches are examples of what is possible when space travel becomes less expensive. It increases our ability to expedite plans for other missions and make future missions more affordable.
    ★ Let’s learn from Lewis and Clark. Rick believes we can learn from the Lewis and Clark expeditions. The explorers set out with a limited supply of materials and lived off them to extend their journey. This is what astronauts must do to make a Mars mission successful.
    ★ Space assembly is the new frontier. The International Space Station has provided the ability for humans to become skilled at assembling equipment and materials in space. Rick thinks it might be the next frontier of space exploration: businesses or international entities could launch materials from Earth and assemble or aggregate them in orbit.
    ★ Commercial players are driving costs down. Rick believes that the United States is a leading example of the opportunity that arises when commercial players bid on space projects and help drive costs down. While NASA was originally criticized for doing this, allowing commercial interests to get involved has already paid dividends.


    ⚡ Episode Insights ⚡[10:48] Challenges of getting

    • 40 min
    Technology & Business Services M&A in 2021: Is the M&A Market Still Hot?

    Technology & Business Services M&A in 2021: Is the M&A Market Still Hot?

    How has the IT Services sector fared in MandA activity over the last 18 months?
    On this episode of Deal Talk with 7MA — part of a series recorded during the ACCESS 2021 Conference Hosted by 7 Mile Advisors — Partner John Cooper provides an update on the MandA landscape. He walks us through how 7MA sees the MandA landscape including general market trends, commentary from the firm, target markets, and QandA from the audience. View the accompanying presentationhttp://www.7mileadvisors.com/wp-content/uploads/2021/10/ACCESS-2021_MA-Market-Update.pdf ( here).
    7MA has closed 29 deals since October of 2020 with another 10 deals under LOI. Alongside positive deal stats, they are also hiring aggressively in response to the strong market.
    Over the last number of years, key international players have made aggressive MandA moves around the Technology sector. Those in the private equity market are also looking to make strategic moves to deploy capital in the Tech sector, as it's viewed as an attractive and growing space.
    In regards to market trends, the IT sector (including software, digital technology, global SI’s, management consultancies, and digital marketing) has been trading at all-time highs.
    Enterprise software is reporting double-digit revenue multiples and digital technology companies are trading at multiple historically found by software companies. These technology gains have since cooled off a bit as people’s perspectives have changed causing a bit of back and forth volatility, but overall strong gains for the sector as a whole.
    While private equity investors may approach deals with more caution and heightened standards, they’re not avoiding IT. We’re seeing some companies in the Enterprise Software and Digital Tech Services categories trading at all-time highs. Deal activity with IT companies have accelerated — comprising 22% of all deals done in 2021.
    The support and interest in the IT sector reflect the role tech is playing in the workplace including businesses trying to be more creative in terms of remote employees, a push to stay connected with the brand’s consumer journey, optimizing marketing channels, and the need to utilize CRM data to remain competitive in the marketplace.
    North America as a whole has seen strong MandA activity. The expectation is that we will see a very strong Q4 to close out a strong year of MandA activity in terms of deal count and deal value. Deal values have been on a downward trend since 2018, this trend was reflected in 2019 and 2020, however, 2021 shows a strong rebound. Megadeals and SPAC activity have helped drive the 2021 rebound by driving additional MandA funding through these channels.
    As we close out 2021, John explains that he doesn’t predict an immediate slowdown in the market. There is a continued need for data, IT, SaaS, and technology services that will continue to power MandA. There is already some pent-up demand that will carry into 2022 from deals that are ready to go to market and he predicts that the current momentum will continue.
    John also responded to questions from attendees, including:
    How do you think about the impact of sustained inflation on margin pricing? (28:44)
    Are we, or why are we seeing a significant increase in employee wages? (31:23)
    How do you calculate time horizons to evaluations received? (32:17
    What are your top three criteria for investing in LATAM (Latin America) (34:56)
    💡 Featured Guest 💡Name:https://www.7mileadvisors.com/team/john-cooper/ ( John Cooper)
    What he does: John is a Partner athttps://www.7mileadvisors.com/ ( 7 Mile Advisors) with more than 15 years of financial experience. He joined the firm from NewMarket Corporation where he worked in the corporate finance team and BBandT Capital Markets as an equity research analyst.
    Organization:https://www.7mileadvisors.com/ ( 7 Mile Advisors)
    Words of wisdom: “We're expecting a really strong Q4 to round out what will be a very strong year of MandA activity both from a

    • 35 min
    Leveraging Endeavor as an Entrepreneur in Latin America and Beyond

    Leveraging Endeavor as an Entrepreneur in Latin America and Beyond

    If there’s a key to success in entrepreneurship, it could be peer-to-peer networks. Alex Robbio learned this firsthand.
    With his brother, Federico, and father, Luis, Alex co-founded Belatrix Software, a company that provides digital solutions and IT outsourcing services from Latin America mostly to clients in the U.S.
    Together they bootstrapped from zero to over 700 employees, with delivery centers in and operations in five different countries - including Spain, Peru, and Colombia, as well as sales offices in Silicon Valley, New York, and Florida.
    In 2019, with the help of 7MA, the trio https://www.7mileadvisors.com/transaction/belatrix-software-acquired-by-globant/ (sold the company to Globant). In January 2021, Alex realized that entrepreneurs aren’t necessarily ideal employees, so he left and has since been working closely with https://endeavor.org/ (Endeavor), which seeks to uplift handpicked entrepreneurs through investment and peer networks — a community Alex credits with helping Belatrix reach its potential.
    At first, Alex wasn’t interested in Endeavor’s services, but his father was. After Alex attended one of their selection events — only 2%-3% of those who start the process to work with Endeavor get selected — he was sold.
    “It was an incredible environment, and so I came back from that and told my brother and father, ‘we have to do it, no matter what it takes, how much effort it takes, let’s do it,’” Alex says.
    Now, on the other side of Endeavor, Alex is a mentor to others. He says peer-to-peer mentorship can really enter the playing field in an impactful way.
    “Endeavor itself maybe doesn’t have a practice or a solution, but the people within the network are resources that entrepreneurs can tap into and learn best practices and so on,” he says.
    On this episode of Deal Talk with 7MA, learn more about entrepreneurship and opportunities in LATAM, as well as how peer networks can benefit entrepreneurs globally.
    💡 Featured Guest 💡Name: Alex Robbio
    What he does: As an Endeavor Entrepreneur and Mentor, Alex mentors fellow entrepreneurs about industry best practices. Additionally, Alex is a Venture Partner at MatterScale Ventures, a fund that invests in early stage “Latin startups with a global mindset.”
    Organizations: https://endeavor.org/ (Endeavor) and https://www.matterscale.com/ (MatterScale)
    Words of wisdom: “The plan is: pay it forward. So it’s select, support, scale up, maybe exit if not growing, get successful, get profitable. Invest in your peers, help your peers, mentor them, be an inspiration, go and talk to young people, talk about your experience, inspire the next generation of entrepreneurs.”
    Connect: https://www.linkedin.com/in/arobbio/ (LinkedIn)


    🗝️ Key Points 🗝️Top takeaways from this episode
    ★ Personal relationships help foster business relationships. Working remotely forces creativity … especially when it comes to fostering business relationships. Traveling for work — or having potential clients visit you — can lead to out-of-office experiences, such as visiting wineries or restaurants, that build relationships on a personal level first. Alex looks at such experiences and relationships as an advantage in the sector.
    ★ Peer-to-peer success lies not in the taking, but giving back as well. There’s value in taking advice from mentors and peers, that leads to being successful. But that’s only one part of the plan — the other, says Alex, is to give back by sharing your expertise and wisdom to motivate those who are just entering the business space.
    ★ Political and economic challenges in LATAM breed innovation. Entrepreneurs in Latin America face a number of daily challenges that impact the business environment — from inflation to unfavorable legislation. But weathering the ups and downs can make the entrepreneurs who operate and scale under these conditions almost bulletproof.

    ⚡ Episode Insights ⚡[4:40] Launc

    • 33 min
    Post-Pandemic Opportunities for Growth in Latin America

    Post-Pandemic Opportunities for Growth in Latin America

    In the wake of COVID-19, 7 Mile Advisors’ recently appointed Managing Director of the Latin America (LATAM) sector, Horacio Yenaropulos, is seeing many companies reflect on the shortcomings the pandemic revealed. In particular, many realized they were well behind in terms of digital transformation.
    On this episode of Deal Talk with 7MA, Horacio discusses his new role, how his background can benefit business owners, and trends across IT services within Latin America.

    • 20 min

Customer Reviews

5.0 out of 5
3 Ratings

3 Ratings

Top Podcasts In Business