39 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.]

    Breaking Down the HIMSS Conference’s Leading Topics With Andy Johnston and Ben Garber

    Breaking Down the HIMSS Conference’s Leading Topics With Andy Johnston and Ben Garber

    After attending the HIMSS Global Health Conference and Exhibition, Andy Johnston and Ben Garber have insight into the top industry trends as they relate to digital transformation. According to Andy and Ben, healthcare providers and digital service companies are increasingly coming together to shape a more interconnected data environment.
    The focus on cybersecurity initiatives was an emerging topic of particular interest. As companies embrace digital and move their data to the cloud, the danger of cyber threats increases dramatically. While cybersecurity solutions are developing rapidly, it’s difficult to keep pace with data exposure risks. That’s why it’s vital to not only focus on your digital transformation solutions, but also on diverse security protocols to protect your information.
    Individual companies aren’t the only ones focused on cybersecurity. The government is playing an increasing role in regulation to create specific standards of compliance. Through cybersecurity executive orders, the Biden administration aims to create more transparency and safety within the fast-paced digital world. So, while companies need to remain vigilant to protect themselves, a system to ensure compliance with federal regulations and statutes is important as well.
    Andy and Ben further discuss changes in revenue cycle management and how it plays into the digital world, how healthcare providers are refocusing their projects on non-pandemic related issues, and how private equity groups are enhancing their shareholder value.
    On this episode of Deal Talk with 7MA, Andy and Ben explore specific ways in which the healthcare industry is moving through digital transformation. From case studies to 7 Mile Advisors’ services, they break down the current trends and share how healthcare providers and technology service companies are coming together to develop better customer care.
    https://www.7mileadvisors.com/podcast_episode/breaking-down-the-himss-conference-leading-topics-with-andy-johnston-and-ben-garber/ (Read the Full Show Notes on our website)
    💡 Featured on the Episode 💡Name: Andy Johnston
    Organization: https://www.7mileadvisors.com/ (7 Mile Advisors)
    Connect: https://www.linkedin.com/in/akjohnston/ (LinkedIn)
    Name: Ben Garber
    Organization: https://www.7mileadvisors.com/ (7 Mile Advisors)
    Connect: https://www.linkedin.com/in/benjamin-j-garber-9619537/ (LinkedIn)


    Name: Ariail Barker
    Organization: https://www.7mileadvisors.com/ (7 Mile Advisors)
    Connect: https://www.linkedin.com/in/ariail-barker-67a0703a/ (LinkedIn)

    Connect with 7 Mile Advisors☑️ For a custom valuation assessment using 7 Mile’s five pillars of strategic value, contact Ariail Barker at ariail@7mileadvisors.com.
    ☑️ Follow us on https://twitter.com/7MileAdvisors (Twitter) and https://www.linkedin.com/company/7-mile-advisors/ (LinkedIn).
    ☑️ Subscribe to Deal Talk with 7MA on https://podcasts.apple.com/us/podcast/deal-talk-with-7ma/id1451111500 (Apple Podcasts), https://www.stitcher.com/podcast/ariail-siggins/deal-talk-with-7ma?refid=stpr (Stitcher), https://tunein.com/podcasts/Business--Economics-Podcasts/Deal-Talk-with-7MA-p1189426/ (TuneIn), https://open.spotify.com/show/0NwMeDcHP0sgThdx9kNAXv (Spotify), or https://podcasts.google.com/?feed=aHR0cHM6Ly9mZWVkcy5ibHVicnJ5LmNvbS9mZWVkcy9kZWFsdGFsa3dpdGg3bWEueG1s (Google Podcasts).
    ☑️ Let us know what topics you would like to hear about on Deal Talk with 7MA by emailing us at ariail@7mileadvisors.com.
    Deal Talk with 7MA, a bi-weekly podcast by 7 Mile Advisors that aims to give listeners a look behind the curtain of the middle-market Mergers and Acquisitions world. 7 Mile Advisors is a middle-market MandA firm based out of Charlotte, NC, that provides investment banking services and advice on mergers, acquisitions, and private capital transactions around the globe.

    • 32 min
    Digital Transformation Is Changing the Marketing Game

    Digital Transformation Is Changing the Marketing Game

    Pablo Hernández became an entrepreneur at just 14 years old when he founded Ingenia Agency, the company he still runs today. As the oldest of seven boys, he had an early start to entrepreneurship through his father, who owned a successful chain of language schools in Mexico. Pablo would accompany his father to work over the summer months, where he first discovered the possibilities available through the internet.
    "I was one of the few guys in Mexico who knew how to program websites. Anybody I would find: my dad's lawyer, my dad's architect, the school psychiatrist, the psychologist, I would say, You need to have a website," Pablo recalls. "I always had the vision of building amazing websites. I wanted to build the website for the Mexican Stock Exchange, for Coca-Cola, and Grupo Bimbo. All three happened."
    Pablo shares insights into the international growth his company has experienced over the past few years, including expanding into a U.S. office based in Houston. Pablo also shares how the potentially controversial decision to pursue personal coaching over completing his MBA became a growth catalyst for his business.
    On this episode of Deal Talk with 7MA, Horacio and Pablo discuss trends in digital transformation and what they're focused on to further their personal development, including developing a business mindset, pursuing continual growth both personally and at work, and embracing lifelong learning.
    One way Pablo challenges himself is with triathlons. "Becoming an Ironman means that you become very disciplined in your life and very focused. You try to become the best version of yourself," he says. "You find the time to become hyper-productive … This kind of discipline gives you the ability to think more and to take perspective. I think that [training for] the Ironman and running a business is a great combination."
    https://www.7mileadvisors.com/deal-talk-with-7ma/ (Listen on the Website.)
    💡 Featured on the Episode 💡Name: Pablo Hernández
    What he does: Pablo founded Ingenia Agency, a full-service agency for creative and technology projects including advertising, web development, and digital marketing, when he was just 14 years old. The company has now been in operation for over 26 years and serves clients such as Coca-Cola, Visa, Diageo, Grupo Bimbo, Kimberly-Clark, Mondelez International, The Mexican Stock Exchange, La Costeña, Nacional Monte de Piedad, Kuspit, and many more.
    Organization: https://ingenia.com/ (Ingenia Agency)
    Words of wisdom: “I am obsessed with bringing out the best version of myself.”
    Connect: https://www.linkedin.com/in/pablohdzohagan/ (LinkedIn)

    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: “​​At the end, there is a reward. And the reward is how successful we are.”
    Connect: https://www.linkedin.com/in/horacio-yenaropulos-40396622/ (LinkedIn)
    🗝️ Key Points 🗝️Top takeaways from this episode
    ★ Money is pouring into software development. While talent shortages are visible in many industries, the push to retain software developers is apparent. Pablo sees the money companies are putting into digital transformation and the emphasis on data, the metaverse, and cryptocurrency.
    ★ Don’t get stuck in the operations of your business. Pablo shares how a coaching program helped him realize he wasn’t delegating enough as an entrepreneur and the importance of focusing on where

    • 36 min
    Digital Transformation Driving M&A Demand - Discussion With New 7MA Partner, Tom Delbrook

    Digital Transformation Driving M&A Demand - Discussion With New 7MA Partner, Tom Delbrook

    Tom Delbrook grew up loading trucks at UPS. What was originally just a part-time job to get through college led him to discover deals and acquisitions.
    “UPS was a great business to learn from. They're willing to constantly challenge you and give you jobs you're not prepared for to see if you can pull it off,” Tom says.
    Tom recently joined the 7 Mile Advisors Atlanta team. Just as he experienced at UPS, he believes that people need to be willing to constantly try new things, look at new models, and consider new ways of doing things — it’s one of the many reasons he’s eager to support businesses in technological advancement.
    On this episode of Deal Talk with 7MA, Tom discusses how digital transformation has moved forward since COVID started and the incredible technological advancements that have occurred in such a short period of time. He also touches on why private equity has been more interested in IT services lately and shares a few tips for choosing an advisor if you’re looking to sell.
    “People that had five or six-year roadmaps of what they needed found they were accelerated into three or four quarters. And people realized there are resources out there that can do this work,” he says. “From a business perspective, [COVID] has changed how all businesses have to think about their operations and position themselves for the future.”
    💡 Featured Guest 💡Name: Thomas Delbrook
    What he does: As a new partner with the 7 Mile Advisor team in Atlanta, Tom brings a wealth of knowledge to the table from his former role as SVP of MandA Strategy and Integration at Cognizant. Tom has explored a variety of roles but has always gravitated towards the deal side of business ever since his first role at UPS in college.
    Organization: https://www.7mileadvisors.com/ (7 Mile Advisors)
    Words of wisdom: “At any job I’ve ever done, I end up falling in love with deals.”
    Connect: https://www.linkedin.com/in/thomas-delbrook-26213030/ (LinkedIn)
    🗝️ Key Points 🗝️Top takeaways from this episode
    ★ Digital transformation isn’t happening. It’s here. Tom shares that he saw the need for digital transformation and mobile development long before COVID impacted the ecommerce market. When COVID forced the shut down of brick and mortars, companies were pushed to build enterprise-quality apps, causing a new wave of digital transformation.
    ★ Private equity has a renewed interest in IT Services. Private equity firms have seen the recurring revenue potential for IT services. It is clear that tech companies with large enterprise clients will always be in demand for more projects.
    ★ The demand for talent can increase costs. With a limit to the availability of technical talent, for example, full-stack developers, there is a premium that companies need to pay to access top talent in the market.
    ★ If you’re thinking of selling, don’t sell to the first person who shows up. Tom has some advice for owners who might be considering a sale in the next year. He recommends finding an advisor who will bring you the most logical strategic buyer and encourage you to consider all options by asking the tough questions upfront.
    ⚡ Episode Insights ⚡[06:00] Mobile has been gaining momentum: Tom saw the demand for ecommerce years ago when he was working with major retailers and Amazon overtook his clients as the largest apparel retailer in the U.S.
    [09:18] Ecommerce has turned ROI into a revenue game: Instead of looking for hard and fast returns on projects, the focus on ecommerce has given way to more flexibility. It’s no longer just about a fast return. If the value is there, the project’s worth taking.
    [11:00] Ecommerce is not a cost center: Tom explains that there has been a shift in how C-suite executives view development and product engineering work. As long as the project drives revenue it’s a justifiable expense.
    [13:06] Sticky is good for businesses with large enterprise clients: According to Tom,

    • 25 min
    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 is a Principal at Trivest Partners – a leading private equity firm focused on partnering with founder and family owned businesses. 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

    • 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

    • 40 min

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