M&A Talk (Mergers & Acquisitions), by Morgan & Westfield

Reps & Warranties Insurance with T.J. Noonan

We are joined in this episode by insurance expert TJ Noonan, Managing Director of the M&A Transaction Solutions Practice with Hylant. We talk about what reps & warranties insurance is, the role it plays in a transaction from due diligence through closing, what the seller should know about R&W insurance, how involved an insurance company gets in a transaction, benchmarks in the industry, the future of R&W insurance, and much more. No two transactions are the same, but this discussion will give you insights into some of the common areas around insurance for your business. View the complete show notes for this episode. Learn More: Asset vs. Stock Sale M&A Reps & Warranties Escrow Holdbacks in M&A Transactions M&A Due Diligence | Checklist & Overview Additional Resources: Download a free copy of The Complete Guide to Selling a Business Are you selling a business? Schedule a free consultation now.  

The M&A Integration Process with Jeff Muench

Jeff Muench joins us to talk about the intricacies of the M&A integration process. Jeff’s expertise is focused on helping companies overcome challenges with inventive, entrepreneurial, and customer-centric efforts that capture significant market share and lead organizations to places unimagined. In this episode, we discuss what the integration process looks like, how long it takes, what the biggest challenges are, and advice for how the seller can best prepare. Jeff also talks about the integration process that he led as head of M&A Integration at Walmart – a company that is quite familiar with the acquisition process. View the complete show notes for this episode. Additional Resources: Download a free copy of The Complete Guide to Selling a Business Are you selling a business? Schedule a free consultation now.  

Jeff Wald, Founder of WorkMarket, on a $100 Million+ Exit

Jeff Wald joins us to talk extensively about his experience buying and selling companies. Jeff shares his insights into buying versus building a business, learning from your mistakes, how long the process can take, and building a company to sell later for a massive profit. His experience starting and selling his technology companies will give you invaluable insights as he discusses this process and offers advice. Jeff is also the author of two books and is a frequent speaker on the topics of startups and labor issues. View the complete show notes for this episode. Additional Resources: Download a free copy of The Complete Guide to Selling a Business Are you selling a business? Schedule a free consultation now.  

M&A Law by JR Lanis

Listen in as we gain insights into private and public M&A law from one of the countries top M&A attorneys, JR Lanis. JR is a hands-on attorney and he shares his wealth of experience as we discuss raising capital, IPOs, fintech, what to look for in an M&A attorney, and much more. JR has extensive experience in a variety of industries that include technology—with a specific depth of experience in fintech—as well as hospitality, consumer products, and life sciences. Join us to take a deep dive into the world of M&A law. View the complete show notes for this episode. Learn More: The difference between valuing public and private businesses Additional Resources: Download a free copy of The Complete Guide to Selling a Business Are you selling a business? Schedule a free consultation now.  

M&A as an Attorney, I-Banker, Buyer, and Target with Michael Frankel

In this episode, Michael Frankel joins us to talk about the world of M&A from almost every angle. Michael has experience in M&A as acquirer, lawyer, investment banker, target, and advisor. Join us for two hours of in-depth conversation with Michael ranging across his many roles in the M&A world, including his insights into corporate development as an acquirer, views as an M&A attorney and investment banker, his experiences as a target and CFO, then finally his comments as an informal advisor, speaker, and author of three books and numerous articles on innovation, M&A, and strategic transactions. View the complete show notes for this episode. Learn More: How successful are most business acquisitions? 18 Differences Between Valuing Public and Private Businesses The Role of M&A Lawyers When Selling Your Business Additional Resources: Download a free copy of The Complete Guide to Selling a Business Are you selling a business? Schedule a free consultation now.  

The Future of M&A Strategy with Raghav Ranjan

Raghav has 15 years of experience in M&A and corporate strategy for Private Equity, Industrial, and Consumer Business clients. He leads Deloitte’s M&A Strategy and Diligence offering for Energy, Resources, and Industrials. He has worked extensively on acquisition strategy, target screening, commercial & operational due diligence, integration & divestiture planning, and competitive strategy assignments. His deal making experience spans across 25+ countries across North America, Latin America, Europe, Oceania, and South-East Asia. Raghav was recently announced as a winner of the 2021 Emerging Leaders Awards. View the complete show notes for this episode. Learn More: M&A Due Diligence | Checklist & Overview How successful are most business acquisitions? Additional Resources: Download a free copy of The Complete Guide to Selling a Business Are you selling a business? Schedule a free consultation now.  

Jon Taylor, Author of Maximize Your Multiple

Jon has over 20 years of merger and acquisition, strategic advisory, and business valuation experience. He has successfully advised clients across a broad range of industries, including government services, aerospace & defense, business services, technology, consumer and industrial products, and metals and mining. Jon has closed over $2 billion in aggregate transaction value in his career. Before founding Stanton Park Capital, Jon served as a Vice President at Moss Adams Capital (MAC), a West Coast-based investment banking firm, and he was a Vice President with Capstone Partners. View the complete show notes for this episode. Learn More: Why Don’t Some Businesses Sell? M&A Guide | The 4 Types of Buyers of Businesses Business Valuation Methods in a Nutshell M&A Closing Process | A Complete Guide Confidential Information Memorandum (CIM) | A Detailed Guide A Guide to M&A Negotiating Tactics M&A Due Diligence | Checklist & Overview Additional Resources: Download a free copy of The Complete Guide to Selling a Business Are you selling a business? Schedule a free consultation now  

The Acquisition Process with Brian McCabe

Brian is a member of Allied Universal’s global M&A department, focused on identifying global deal strategies and opportunities within the company’s manned guarding, security technology integration, facilities management, and related segments. Brian has provided buy-side and sell-side financial advisory services to strategic and private equity buyers for deals ranging from $50 million to $6 billion in industries including A&D, industrial manufacturing and business services, consumer products, and select technology platforms. Prior to Allied Universal, Brian spent 12.5 years with PwC, the last five as a financial diligence director and leader in the firm’s Private Equity M&A practice based in NYC. View the complete show notes for this episode. Learn More: M&A Guide | The 4 Types of Buyers of Businesses M&A Guide | Selling Your Business to a Competitor Adjusting Financial Statements: A Complete Guide M&A Confidentiality & Non-Disclosure Agreements M&A Due Diligence | Checklist & Overview Additional Resources: Download a free copy of The Complete Guide to Selling a Business Are you selling a business? Schedule a free consultation now.  

Jonathan Brabrand, Author of the $100 Million Exit

Jonathan Brabrand is author of The $100 Million Exit: Your Roadmap to the Ultimate Payday. He is also a Managing Director of Transact Capital Partners, a boutique M&A advisory firm headquartered in Richmond, Virginia. He has spent over 20 years helping business owners within a wide variety of industries sell their companies to their ideal buyer and achieve the exit outcome they dreamed of. His book, The $100 Million Exit: Your Roadmap to the Ultimate Payday, analyzes large mergers and acquisitions successes and failures to draw practical, actionable advice that company owners can implement to increase the value of their business and be better prepared for an exit. View the complete show notes for this episode. Learn More: Business Exit Plan & Strategy Checklist | A Complete Guide M&A Basics: Building a Sellable Business Increasing the Value of Your Business | The RVD Model Why Don’t Some Businesses Sell? M&A Crossroads: Deciding to Sell vs. Doubling Down M&A Reps & Warranties Additional Resources: Download a free copy of The Complete Guide to Selling a Business Are you selling a business? Schedule a free consultation now.   

M&A Perspective as a Corporate Acquirer and PE Firm by Joan De la Paz Hellmer

Joan De la Paz Hellmer is an experienced finance professional with over a decade of capital markets, M&A, and investment experience. Joan is skilled in all aspects of transactions including thesis-building, sourcing, negotiation, execution, and post-acquisition strategy. He has a strong business development and strategy background with an MBA from the University of Chicago. He was born and raised in Mexico City and currently resides in Philadelphia, Pennsylvania. View the complete show notes for this episode. Learn More: How successful are most business acquisitions? Why do companies acquire other businesses? M&A Guide | Selling Your Business to a Competitor M&A Basics | The Letter of Intent The Role of Attorneys When Selling Your Business M&A Due Diligence Preparation M&A Due Diligence | Checklist & Overview Additional Resources: Download a free copy of The Complete Guide to Selling a Business Are you selling a business? Schedule a free consultation now.