17 episodes

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.

Middle Market Mergers and Acquisitions by Colonnade Advisors Gina Cocking and Jeff Guylay

    • Business
    • 5.0 • 26 Ratings

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.

    Pick Your Partner - The Exclusivity Phase

    Pick Your Partner - The Exclusivity Phase

    We are excited to focus today’s episode on the final phase of our unique 16-week sales process.
    Today we are focused on phase four: exclusivity/documentation.

    • 39 min
    Management Meetings - Seller and Buyer’s First Date

    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.

    • 30 min
    How to Prepare for Wealth and Preserve Your Family Legacy

    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.

    • 35 min
    Auction Processes - Get the highest price

    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.

    • 26 min
    Building Relationships

    Building Relationships

    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.

    • 29 min
    What is my company worth?

    What is my company worth?

    In this episode, Gina Cocking and Jeff Guylay focus on valuation - determining what your company is worth.

    • 24 min

Customer Reviews

5.0 out of 5
26 Ratings

26 Ratings

megan@podcastingyou ,

Important Content!

Gina and Jeff do such a good job covering a variety of topics. The guests offer valuable insight as well. I would recommend this podcast to anyone looking to be inspired and informed!

jma42753 ,

Excellent Listen!

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.

Fun🌸 ,

Incredibly informative.

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)

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