Get the insiders’ take on mergers and acquisitions. M&A investment bankers Gina Cocking and Jeff Guylay of Colonnade Advisors discuss the technical aspects of and tactics used in middle market deals. This podcast offers actionable advice and strategies for selling your company and is aimed at owners of middle market companies in the financial services and business services sectors. Middle market companies are generally valued between $20 million and $500 million.
Management Meetings - Seller and Buyer’s First Date
In previous episodes, Colonnade Advisors has outlined our unique 16-week sales process timeline in four phases: pre-marketing, go to market, management presentations/buyer due diligence, and exclusivity/documentation.
Today’s episode focuses on phase three: management presentations/ buyer due diligence.
How to Prepare for Wealth and Preserve Your Family Legacy
In this episode, Jeff Guylay focuses on the best practices to maximize after-tax proceeds from a transaction. Jeff is joined by featured guest Raj Rathi, co-founder of Rathi Singh Private Wealth Management, to share his insights from helping his clients understand the nuances of how best to manage their wealth.
Auction Processes - Get the highest price
In this episode, Gina Cocking and Jeff Guylay discuss the different types of auction processes we use in a sale transaction, including a negotiated deal, a small process, a targeted auction, and a broad auction.
Gina and Jeff talk about each approach's pros and cons and why Colonnade advises clients on selecting one versus the other, recognizing that each situation is unique and calls for a customized approach to the market.
This is a special episode discussing how to build successful business relationships. In this episode, Gina Cocking, is joined by featured guest Willard Bunn, a managing director at Colonnade Advisors. One of the key takeaways from this episode is that trust is a critical factor in building a successful business relationship.
What is my company worth?
In this episode, Gina Cocking and Jeff Guylay focus on valuation - determining what your company is worth.
Empire Building Through a Roll-Up Strategy
In this episode, Gina Cocking and Jeff Guylay continue their discussion on deal structuring. Today they focus on roll-ups.
Key takeaways from this episode are:
• Highly fragmented industries are ripe for roll-ups
• A roll-up is an attractive exit alternative for companies that are subscale or have an incomplete management organization
• Transparency from both the buyer and the seller leads to the most successful outcomes
I am so happy to have found a podcast that provides an in-depth breakdown of the steps to selling a business. Oftentimes the information found online is vague or left out of typical textbook readings, but these hosts do a great job of digging into the process and explaining how all the pieces fit into the puzzle.
A necessary podcast for any business owner. As M&A is becoming more prevalent in the markets, every business owner should learn the necessary steps of the process. This podcast was easy to digest and these experienced professionals break it down so that everyone can understand. (5/5)
My digital marketing company is starting to look at next steps, whether that is via sale or continued self management. This podcast has been extremely helpful in helping understand the ins and outs of selling a company, and what we need to do to prepare.