M&A Launchpad

Casey Minshew and Feras Moussa

Gain insights on acquiring, investing in, and selling profitable businesses in the lower to middle market. Whether you are a business owner, investor, or aspiring entrepreneur, The M&A Launchpad Podcast equips you with the knowledge and guidance to navigate the world of mergers and acquisitions. Watch on YouTube: https://www.youtube.com/@MALaunchpad Apply to be a guest: https://forms.gle/pqNb8xrzyFzVYxzq6 Join The M&A Launchpad Conference- https://www.malaunchpad.com/

  1. 2일 전

    She Bought a 60-Year-Old HR Firm: A Self-Funded Acquisition Story with Marci LaRouech

    In this episode of the M&A Launchpad Podcast, hosts Casey Minshew and Feras Moussa sit down with Marci LaRouech, CEO and owner of CHR, to unpack her path from two decades in HR outsourcing to buying a 60-year-old HR consulting firm. Marci shares how she narrowed her search, why she chose a self-funded acquisition, what she actually bought (a book of fractional HR clients and a strong team), and how she modernized operations while keeping the business stable for long-tenured clients.  In this podcast episode, we discuss:  How Marci discovered entrepreneurship through acquisition (ETA) through the PEO world and mentors in Hawaii  Why she chose a self-funded search (and what she was aiming for: ~$250K–$1M in SDE)  How her deal came together through a warm intro—and closed fast after months of reps  What she bought: an asset sale, a sticky book of business, and a seasoned team delivering fractional HR  Post-close approach: “do no harm,” stabilize first, then upgrade contracts, pricing, and client experience  Modernization moves: monday.com as a CRM, better tracking, an HR hotline, and AI-powered research tools  PEO valuation multiples (as she saw them in 2023–2024) and why that market didn’t fit her goals  The emotional side of ownership: responsibility, pressure, and why she loves being back in the seat    Guest Contact Info:  Email: marci@seay.us  LinkedIn: https://www.linkedin.com/in/mLaRouech/    Additional Resources:  Join us at the M&A Launchpad Conference on May 2, 2026 in Houston. Use code: LAUNCH for $150 off. Get details: https://malaunchpad.com  Contact Casey Minshew and Feras Moussa: info@equitylaunchpad.com. Explore more: https://www.equity-launchpad.com  M&A Launchpad Conference – Upcoming in October 2025 Date and Location TBD  About The M&A Launchpad: The M&A Launchpad provides insights into acquiring, investing in, and selling profitable businesses in the lower to middle market. Whether you are a business owner, investor, or aspiring entrepreneur, we will provide you with the knowledge, guidance, and capital to navigate the world of mergers and acquisitions. The M&A Launchpad presents a series of weekly podcast episodes and hosts an annual M&A Launchpad Conference tailored to the M&A community. Connect with M&A Launchpad: 🎧 Podcast on Spotify: https://open.spotify.com/show/0mW6i4ooujqC7eOPWmguU7 🎧 Podcast on Apple: https://podcasts.apple.com/us/podcast/m-a-launchpad/id1740382586 🎟️ Attend Upcoming M&A Launchpad Conference: http://malaunchpad.com/

    40분
  2. 2월 12일

    Business Brokerage and SBA Loans with Clint Fiore

    In this episode of the M&A Launchpad Podcast, hosts Casey Minshew and Feras Moussa sit down with Clint Fiore, Founder and CEO of Dealonomy, to break down what really happens behind the scenes in lower middle market mergers and acquisitions. Clint shares how his journey started with a simple goal: buy a business. That curiosity led him deep into the world of business brokerage, deal structuring, and valuation — and ultimately to building Dealonomy, a firm designed to bring more education, transparency, and alignment to the transaction process. The conversation dives into the biggest misconceptions buyers and sellers have, how SBA financing actually works in practice, and why many deals fall apart. Clint also explains why Dealonomy does not charge sellers and how that approach shifts incentives in meaningful ways. If you are considering buying your first business, selling a company, or building a career in M&A, this episode provides practical insight from someone who has structured and supported real transactions. In this podcast episode, we discuss: · How Clint Fiore built Dealonomy after exploring business ownership himself · The truth about business valuation and why education matters for sellers · Navigating SBA loans, deal terms, and common financing pitfalls · How broker incentives shape transactions and why Dealonomy does not charge sellers Guest Contact Information Clint Fiore Founder & CEO, Dealonomy Website: https://www.dealonomy.com LinkedIn: https://www.linkedin.com/in/clintfiore/ Additional Resources Join us at the M&A Launchpad Conference on May 2, 2026 in Houston, TX. This event brings together serious buyers, sellers, brokers, lenders, and operators who are actively closing deals. Use code LAUNCH for $200 off your ticket. Register at: https://malaunchpad.com To learn more about working with Equity Launchpad on acquiring, scaling, or exiting a business, visit: https://www.equity-launchpad.com For direct inquiries, email: info@equitylaunchpad.com About The M&A Launchpad: The M&A Launchpad provides insights into acquiring, investing in, and selling profitable businesses in the lower to middle market. Whether you are a business owner, investor, or aspiring entrepreneur, we will provide you with the knowledge, guidance, and capital to navigate the world of mergers and acquisitions. The M&A Launchpad presents a series of weekly podcast episodes and hosts an annual M&A Launchpad Conference tailored to the M&A community. Connect with M&A Launchpad: 🎧 Podcast on Spotify: https://open.spotify.com/show/0mW6i4ooujqC7eOPWmguU7 🎧 Podcast on Apple: https://podcasts.apple.com/us/podcast/m-a-launchpad/id1740382586 🎟️ Attend Upcoming M&A Launchpad Conference: http://malaunchpad.com/

    43분
  3. 1월 30일

    How R&D Tax Credits Impact Acquisitions with Bob Stabell

    In this episode of the M&A Launchpad Podcast, hosts Casey Minshew and Ben Suttles sit down with Bob Stabell of Think Tax Strategies to discuss how R&D tax credits, revitalized and expanded under the One Big Beautiful Bill, are creating real leverage for business buyers. Bob breaks down what qualifies today, how credits can be accessed retroactively in certain situations, and why these incentives matter far beyond traditional manufacturing or technology companies. This conversation is especially relevant for buyers navigating acquisitions in the lower and middle market, where tax strategy can materially impact deal economics, post-close cash flow, and negotiations with sellers. In this episode, we discuss: How R&D tax credits actually work and why they differ from deductions What types of businesses qualify today, including service and field-based companies How buyers use credits as negotiation and cash-flow tools in acquisitions What the process looks like and how Bob’s team supports CPAs and buyers Guest Contact Information Bob Stabell Think Tax Strategies Website: thinktaxstrategies.com Email: robert@thinktaxstrategies.com Additional Resources Sponsored by O’Connell Advisory Group – Work with a trusted Quality of Earnings and Financial Diligence partner who focuses solely on business acquisitions. Visit: www.oconnelladvisorygroup.com Join us at the M&A Launchpad Conference on May 2, 2026 in Houston. Use code LAUNCH for $150 off your ticket. Learn more at: malaunchpad.com Contact the M&A Launchpad team at: info@equitylaunchpad.com Explore more resources at: equity-launchpad.com Chapters        00:00 – M&A Launchpad Conference invitation + code LAUNCH for $150 off 00:57 – Introducing Bob Stabell and the opportunity created by the “Big Beautiful Bill” 02:28 – Bob’s background: 30+ years in tax incentives and R&D credits 04:12 – “It’s not what you make, it’s what you keep”: why buyers should care 04:26 – What changed under the Big Beautiful Bill (retroactive access and timing) 06:16 – R&D credit history and how “new to you” expanded eligibility 07:30 – Credit vs. deduction: why the math works differently 09:09 – Superseding returns vs. amendments and how refunds get processed faster 10:10 – Service business examples: how companies qualify without “creating widgets” 11:24 – Field fixes and prototypes: what counts as qualified activity 12:38 – What you need to provide (tax returns, payroll, financials) and what the team does 13:03 – Real-world results: six-figure credits and how they carry forward 14:10 – Acquisition structure, stub years, and how credits create negotiation leverage 15:40 – Ongoing benefit: lowering quarterly tax payments and improving cash flow 18:34 – Audit defense and why the technical report matters 20:48 – Other strategies buyers miss: cost segregation, 179D, and “out of matrix” review 22:14 – How big is this program? Budget growth and who benefits most 24:57 – How Bob works with CPAs to get filings done correctly 28:21 – Fees and billing: retainer + percentage of credits collected (typical ROI framing) 31:07 – Is it permanent? How the credit became part of the tax code long-term 32:54 – How to reach Bob for a quick fit-check call 33:18 – Rocket Round

    38분
  4. 1월 22일

    Mastering Deals, Capital and People with Kevin Ramsier

    In this episode of the M&A Launchpad Podcast, hosts Casey Minshew and Feras Moussa sit down with Kevin Ramsier, founder of Sier Capital, to unpack what it really takes to build and scale a private equity platform. Kevin shares his journey from leaving a stable corporate career to launching a firm built on disciplined deal sourcing, strong relationships, and flexible investment structures. He explains why private equity success hinges on three core pillars—equity, deals, and people—and how an imbalance in any one area can limit growth. The conversation goes beyond theory and dives into execution, highlighting the realities of sourcing deals, structuring investments, and surrounding yourself with people who elevate the business. Kevin also reflects on risk-taking, adaptability, and the personal growth that comes with entrepreneurship in the M&A space. Key Topics Discussed Transitioning from corporate stability to entrepreneurship Why people are the true unfair advantage in private equity The three legs of the private equity stool: equity, deals, and people Relationship-driven deal sourcing strategies Flexibility in deal structuring and investor alignment Lessons learned from scaling a private equity firm Risk, vision, and adapting to changing market conditions Contact: Kevin Ramsier  Founder, Sier Capital  kramsier@siercapital.com LinkedIn: https://www.linkedin.com/in/askramsier/ Additional Resources Sponsored by O’Connell Advisory Group – Work with a trusted Quality of Earnings and Financial Diligence partner who focuses solely on business acquisitions. Schedule a discovery call with Patrick of O'Connell Advisory Group.   Visit: www.oconnelladvisorygroup.com  M&A Launchpad Conference – May 2, 2026, Houston, Texas. Use Code: LAUNCH for $150 off Learn more: https://malaunchpad.com  Contact the show hosts: Casey Minshew and Feras Moussa at info@equitylaunchpad.com Explore more: https://www.equity-launchpad.com  Chapters 00:00 – M&A Launchpad Conference overview  01:21 – Meet Kevin Ramsier and his background  02:59 – Leaving corporate and betting on entrepreneurship  07:43 – The three legs of private equity: people, deals, and capital  10:40 – Deal sourcing and relationship-driven growth  19:13 – Recent deal structures and financing strategies  23:44 – Investment flexibility and aligning with investors  28:39 – Favorite types of businesses and future goals  31:06 – Rocket Round About The M&A Launchpad: The M&A Launchpad provides insights into acquiring, investing in, and selling profitable businesses in the lower to middle market. Whether you are a business owner, investor, or aspiring entrepreneur, we will provide you with the knowledge, guidance, and capital to navigate the world of mergers and acquisitions. The M&A Launchpad presents a series of weekly podcast episodes and hosts an annual M&A Launchpad Conference tailored to the M&A community. Connect with M&A Launchpad: 🎧 Podcast on Spotify: https://open.spotify.com/show/0mW6i4ooujqC7eOPWmguU7 🎧 Podcast on Apple: https://podcasts.apple.com/us/podcast/m-a-launchpad/id1740382586 🎟️ Attend Upcoming M&A Launchpad Conference: http://malaunchpad.com/

    38분
  5. 1월 16일

    Bought a $450K Company - Grew It to $5M with Enrique Rodriguez

    In this episode of the M&A Launchpad Podcast, hosts Casey Minshew and Ben Suttles sit down with Enrique Rodriguez, owner of Mag General Power Solutions. Enrique shares how he went from electrical engineer, master electrician, and professional engineer to business owner by acquiring an electrical contracting business for $450,000 in an all-cash deal in September 2024.   In this podcast episode, we discuss:  Deal terms: the $450K all-cash purchase and what was included (equipment, limited backlog/contracts, and accounts receivable)  Quality of Earnings: where small-business financials can mislead buyers (add-backs, credit cards, and lines of credit)  Post-close reality: managing cash flow, people, and growth capital in a contracting business  Scaling from roughly $1.3M revenue at close to a $5M annual run rate and what that growth required  Culture as a growth constraint: why growing too fast can change a company’s DNA  Guest Contact Info:  Email: enrique@maggeneralinc.com  Additional Resources:  Sponsored by O’Connell Advisory Group – Work with a trusted Quality of Earnings and Financial Diligence partner who focuses solely on business acquisitions. Visit: www.oconnelladvisorygroup.com.  Join us at the M&A Launchpad Conference on May 2, 2026 in Houston.  Use code: LAUNCH for $150 Off. Get details: https://malaunchpad.com  Contact Casey Minshew and Feras Moussa: info@equitylaunchpad.com. Explore more: https://www.equity-launchpad.com  About The M&A Launchpad: The M&A Launchpad provides insights into acquiring, investing in, and selling profitable businesses in the lower to middle market. Whether you are a business owner, investor, or aspiring entrepreneur, we will provide you with the knowledge, guidance, and capital to navigate the world of mergers and acquisitions. The M&A Launchpad presents a series of weekly podcast episodes and hosts an annual M&A Launchpad Conference tailored to the M&A community. Connect with M&A Launchpad: 🎧 Podcast on Spotify: https://open.spotify.com/show/0mW6i4ooujqC7eOPWmguU7 🎧 Podcast on Apple: https://podcasts.apple.com/us/podcast/m-a-launchpad/id1740382586 🎟️ Attend Upcoming M&A Launchpad Conference: http://malaunchpad.com/

    31분
  6. 2025. 12. 15.

    What No One Tells You About Buying Manufacturing Businesses with Casey Minshew

    In this episode, the M&A Launchpad Podcast hosts, Feras Moussa and Casey Minshew, share the unfiltered story behind their acquisition of H&M Plating, an industrial chrome plating company with multiple locations and a large operational footprint. They walk through how the deal was sourced off-market, how the capital stack evolved after a significant appraisal gap, and what it took to operate the business post-close. This is a candid look at the realities of buying and running a heavy manufacturing business—and the lessons they learned the hard way.   Key Topics Discussed: · Sourcing an off-market manufacturing acquisition · Structuring a $20M deal when valuations change · AR lending, seller notes, and earnouts · Reps & warranties in equipment-heavy businesses · Navigating the post-acquisition J-curve · ERP implementation, culture change, and leadership turnover   M&A Launchpad Conference Join us at the M&A Launchpad Conference happening in May in Houston. This one-day, high-impact event is designed for acquisition entrepreneurs serious about sourcing, structuring, and closing deals. Use code LAUNCH for $200 off. Learn more at: https://www.malaunchpad.com Sponsor Sponsored by O’Connell Advisory Group – Work with a trusted Quality of Earnings and Financial Diligence partner who focuses solely on business acquisitions. Schedule a discovery call with Patrick of O'Connell Advisory Group—your dynamic Quality of Earnings partner. Visit: www.oconnelladvisorygroup.com. About Equity Launchpad Equity Launchpad helps acquisition entrepreneurs move from interest to ownership through education, content, community, and real-world deal experience. Through conferences, podcasts, and insights from active buyers, Equity Launchpad supports those serious about buying and operating businesses. Learn more at: https://www.equity-launchpad.com Reach out to Casey and Feras at info@equity-launchpad.com   About The M&A Launchpad: The M&A Launchpad provides insights into acquiring, investing in, and selling profitable businesses in the lower to middle market. Whether you are a business owner, investor, or aspiring entrepreneur, we will provide you with the knowledge, guidance, and capital to navigate the world of mergers and acquisitions. The M&A Launchpad presents a series of weekly podcast episodes and hosts an annual M&A Launchpad Conference tailored to the M&A community. Connect with M&A Launchpad: 🎧 Podcast on Spotify: https://open.spotify.com/show/0mW6i4ooujqC7eOPWmguU7 🎧 Podcast on Apple: https://podcasts.apple.com/us/podcast/m-a-launchpad/id1740382586 🎟️ Attend Upcoming M&A Launchpad Conference: http://malaunchpad.com/

    36분
  7. 2025. 12. 05.

    How to Build Wealth with Small Bets with Mandy McAllister

    In this episode of the M&A Launchpad Podcast, hosts Feras Moussa and Casey Minshew sit down with entrepreneur and investor Mandy McAllister to unpack what business ownership really looks like behind the scenes. Mandy shares how she used small apartment buildings to buy her way out of a W2, why she added a car wash and a motel to her portfolio, and how she manages the very real brain space cost that comes with owning operating businesses. From constant maintenance at the car wash to guest experience at her Wisconsin lake motel, Mandy breaks down the expectations, challenges, and mindset shifts required to own and grow multiple businesses while still being an engaged mom and community builder. She also talks about Go Abundance Women, building a tribe of high-performing women, and why more women should be in the business acquisition game. In this podcast episode, we discuss: · How Mandy transitioned from medical device sales into apartment investing · Using midsize multifamily as a floor of income to safely leave a W2 · Why the wealthiest people she met owned businesses, not just real estate · Buying a car wash: constant breakdowns, brain space, and risk-adjusted returns · How expectations shape your experience of challenges in business ownership · The motel acquisition story and repositioning it as a lake-town experience · SOPs, guest communication, and designing memorable peak moments · Running numbers, worst-case scenarios, and asymmetric risk/reward bets · The power of community: Go Abundance Women and thinking bigger together · Why we need more women in acquisitions and how Mandy backs female-led deals Guest Contact Info: · LinkedIn: https://www.linkedin.com/in/themandymcallister · Website: https://www.mandymcallister.com   Additional Resources: Sponsored by O’Connell Advisory Group – Work with a trusted Quality of Earnings and Financial Diligence partner who focuses solely on business acquisitions. Schedule a discovery call with Patrick of O'Connell Advisory Group—your dynamic Quality of Earnings partner. Visit: www.oconnelladvisorygroup.com. Attend the M&A Launchpad Conference – Upcoming May2, 2026 in Houston, TX This one-day event brings together entrepreneurs, investors, and dealmakers who are serious about buying and scaling businesses. Learn from headliners, talk to real operators who have closed deals, and connect with vendors who can support your quality of earnings, due diligence, capital raising, and financing needs. Get your ticket at https://www.malaunchpad.com and use code LAUNCH for $150 off. For all M&A Launchpad and podcast inquiries—or to connect with hosts Casey Minshew and Feras Moussa—email info@equity-launchpad.com. Explore more at https://www.equity-launchpad.com. About The M&A Launchpad: The M&A Launchpad provides insights into acquiring, investing in, and selling profitable businesses in the lower to middle market. Whether you are a business owner, investor, or aspiring entrepreneur, we will provide you with the knowledge, guidance, and capital to navigate the world of mergers and acquisitions. The M&A Launchpad presents a series of weekly podcast episodes and hosts an annual M&A Launchpad Conference tailored to the M&A community. Connect with M&A Launchpad: 🎧 Podcast on Spotify: https://open.spotify.com/show/0mW6i4ooujqC7eOPWmguU7 🎧 Podcast on Apple: https://podcasts.apple.com/us/podcast/m-a-launchpad/id1740382586 🎟️ Attend Upcoming M&A Launchpad Conference: http://malaunchpad.com/

    35분
  8. 2025. 11. 20.

    How $100M Sell-Side Deals Really Get Done with Patrick Galleher

    Patrick Galleher of Boxwood Partners breaks down how a professional $100M sell-side process works—prepping financials, running IOIs, conducting management meetings, and choosing the right private equity partner. We cover the full seven-month timeline, rollover equity, how buyers are screened, and the biggest mistakes founders make when they take their eye off the business. Patrick also shares real examples of deals that drew massive buyer demand.   What We Discuss • How Boxwood structures sell-side processes for $50M–$150M deals • Why founders typically keep 15–40% rollover equity • How IOIs work and how 150–350 buyers are narrowed down • What happens inside a 3-hour management meeting • Why sell-side QofE is required before going to market • Common seller mistakes that kill deals • What private equity values most right now   Guest Contact Info LinkedIn: https://www.linkedin.com/in/patrickgalleher/ Website: https://www.boxwoodpartners.com Additional Resources Sponsored by O’Connell Advisory Group Work with a trusted Quality of Earnings and financial due diligence partner for business acquisitions. Visit: https://www.oconnelladvisorygroup.com M&A Launchpad Conference – May 2, 2026 - Houston, TX Tickets: https://www.malaunchpad.com Use code LAUNCH for $150 off. Contact the Hosts info@equitylaunchpad.com https://www.equitylaunchpad.com About The M&A Launchpad: The M&A Launchpad provides insights into acquiring, investing in, and selling profitable businesses in the lower to middle market. Whether you are a business owner, investor, or aspiring entrepreneur, we will provide you with the knowledge, guidance, and capital to navigate the world of mergers and acquisitions. The M&A Launchpad presents a series of weekly podcast episodes and hosts an annual M&A Launchpad Conference tailored to the M&A community. Connect with M&A Launchpad: 🎧 Podcast on Spotify: https://open.spotify.com/show/0mW6i4ooujqC7eOPWmguU7 🎧 Podcast on Apple: https://podcasts.apple.com/us/podcast/m-a-launchpad/id1740382586 🎟️ Attend Upcoming M&A Launchpad Conference: http://malaunchpad.com/

    40분
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Gain insights on acquiring, investing in, and selling profitable businesses in the lower to middle market. Whether you are a business owner, investor, or aspiring entrepreneur, The M&A Launchpad Podcast equips you with the knowledge and guidance to navigate the world of mergers and acquisitions. Watch on YouTube: https://www.youtube.com/@MALaunchpad Apply to be a guest: https://forms.gle/pqNb8xrzyFzVYxzq6 Join The M&A Launchpad Conference- https://www.malaunchpad.com/

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