The M&A Mastermind Podcast

The M&A mastermind Podcast - Episode 58 - Persevering Through Adversity

In this episode of the M&A Mastermind podcast, host Nick Olsen interviews Matt LeBris, an entrepreneur and podcaster on a mission to impact a billion lives. They discuss Matt's journey from working with Damon John of Shark Tank to hosting a top-ranked podcast, the importance of overcoming adversity, and the transformative power of gratitude.
 Matt shares his insights on defining success, living authentically, and the necessity of embracing discomfort in the pursuit of personal and professional growth. In this engaging conversation, Matt LeBris shares insights on resilience, personal branding, and the importance of perspective in overcoming life's challenges. He emphasizes the need to embrace our human experiences, learn from failures, and recognize the value of our unique personal brand. Through metaphors of surfing and sports, he illustrates how to navigate the ups and downs of life and business, ultimately encouraging listeners to step into discomfort for growth.
Tune in now and elevate your understanding of M&A dynamics with the podcast that delivers actionable insights and unlocks the door to new possibilities. To learn more about M&A trends and insights, please like, subscribe, and rate our podcast. New episodes go live every Thursday at 9 am CST.
 
Some Key takeaways include:
Matt LeBris aims to impact a billion lives through his work.
Overcoming adversity is a key theme in Matt's journey.
Gratitude plays a significant role in personal growth.
Success is not a straight path; it's filled with ups and downs.
It's essential to live a life true to oneself, not for others.
Embracing discomfort can lead to growth and opportunity.
Podcasting has become a platform for deeper conversations.
Helping others transition to the next phase of life is rewarding.
Identifying personal success is crucial for fulfillment.
It's always the right time to start over if you're unhappy. Know what's coming and learn to ride the waves.
 
About the show:
The M&A Mastermind Podcast is your go-to source for the latest industry trends and strategies to level up your M&A practice.
The show features thought leaders who specialize in the lower middle market space and share their experiences and expertise across key areas of execution, such as: market analysis, lead generation, deal management, strategic partnerships, buyer access and much more.
With host Nick Olsen, each episode's "mastermind" will share ways in which they have found success in navigating the M&A industry to best support the small-to-medium sized private business owners they focus on serving.
 
Chapters:
00:00 Introduction to Matt LeBris and His Mission
01:29 The Journey to Impacting a Billion Lives
09:12 Overcoming Adversity: Matt's Background
16:00 Transforming Pain into Purpose
25:05 Defining Success: Insights from the Podcast
30:08 Living Authentically: Pursuing Your True Path
30:36 Riding the Waves of Life
36:02 Building Resilience Through Experience
42:09 The Power of Perspective
46:04 The Importance of Personal Branding
 
Keywords: Matt LeBris, M&A Mastermind, podcasting, entrepreneurship, overcoming adversity, success, personal growth, impact, Tony Robbins, Shark Tank, resilience, personal branding, perspective, life lessons, M&A, success strategies, overcoming challenges, self-awareness, growth mindset, emotional intelligence

The M&A Mastermind Podcast - Episode 57 - Importance of "family office" services

In this episode of the M&A Mastermind podcast, host Nick Olsen speaks with Bentley Blackmon, founder and CEO of Navitor Wealth, about the critical role of wealth advisors in the M&A process. They discuss the importance of family office services, the timing of exit conversations, and the necessity of pre-transaction planning. Bentley emphasizes the value of conducting thorough financial analyses and tax considerations for clients post-sale.
The conversation also touches on the dynamics of family wealth management and the challenges faced during the post-transaction phase. Overall, the episode highlights the need for strategic planning and collaboration among advisors to ensure successful outcomes for clients.
Tune in now and elevate your understanding of M&A dynamics with the podcast that delivers actionable insights and unlocks the door to new possibilities. To learn more about M&A trends and insights, please like, subscribe, and rate our podcast. New episodes go live every Thursday at 9 am CST.
 
Some Key takeaways include:
Wealth advisors play a crucial role in M&A transactions.
Family office services integrate various financial aspects for clients.
Timing the exit conversation is essential for effective planning.
Pre-transaction planning can lead to significant tax savings.
Understanding the client's financial needs post-sale is vital.
M&A advisors should be involved early in the process.
The importance of fiduciary responsibility in wealth management.
Family dynamics can complicate wealth transfer discussions.
Post-transaction chaos can be mitigated with proper planning.
Educating clients on investment opportunities post-sale is beneficial.
 
About the show:
The M&A Mastermind Podcast is your go-to source for the latest industry trends and strategies to level up your M&A practice.
The show features thought leaders who specialize in the lower middle market space and share their experiences and expertise across key areas of execution, such as: market analysis, lead generation, deal management, strategic partnerships, buyer access and much more.
With host Nick Olsen, each episode's "mastermind" will share ways in which they have found success in navigating the M&A industry to best support the small-to-medium sized private business owners they focus on serving.
 
Chapters:
00:00 Introduction to Wealth Advisory Services
04:41 Timing the Exit Conversation
09:02 The Importance of Pre-Transaction Planning
12:27 Differentiating Navitor Wealth
16:25 Conducting a Financial Analysis for Clients
19:26 Tax Considerations Post-Sale
21:25 The Role of M&A Advisors
23:26 Navigating Post-Transaction Chaos
30:33 Family Dynamics in Wealth Management
32:54 Final Thoughts and Resources
 
Keywords: wealth advisor, family office, M&A, financial planning, tax strategy, exit planning, business sale, fiduciary services, financial analysis, generational wealth

The M&A Mastermind Podcast - Episode 56 - Alignment Between Advisor and Clients

In this episode of the M&A Mastermind podcast, Matt Gilbert, a founding partner of Gap Transaction Advisors, shares his extensive experience in the M&A industry. He discusses the importance of alignment between advisors and clients, the emotional aspects of selling a business, and the lessons learned from his own past exits. Matt emphasizes the need for a thorough discovery phase to understand client readiness and expectations, the significance of trust and communication throughout the process, and the strategies for managing client relationships effectively. He also highlights the importance of monitoring progress and achieving goals to ensure successful transactions.
Tune in now and elevate your understanding of M&A dynamics with the podcast that delivers actionable insights and unlocks the door to new possibilities. To learn more about M&A trends and insights, please like, subscribe, and rate our podcast. New episodes go live every Thursday at 9 am CST.
 
Some Key takeaways include:
Alignment between advisors and clients is crucial for successful M&A transactions.
Understanding the emotional side of selling a business is essential.
Past experiences shape the way advisors’ approach new clients.
A thorough discovery phase helps in understanding client readiness.
Listening to clients and adapting to their needs is key.
Trust is foundational in the advisor-client relationship.
Effective communication is vital throughout the transaction process.
Managing expectations can prevent surprises during the deal.
Monitoring business performance is necessary to achieve exit goals.
Building strong relationships with clients leads to better outcomes.
 
About the show:
The M&A Mastermind Podcast is your go-to source for the latest industry trends and strategies to level up your M&A practice.
The show features thought leaders who specialize in the lower middle market space and share their experiences and expertise across key areas of execution, such as: market analysis, lead generation, deal management, strategic partnerships, buyer access and much more.
With host Nick Olsen, each episode's "mastermind" will share ways in which they have found success in navigating the M&A industry to best support the small-to-medium sized private business owners they focus on serving.
 
Chapters:
00:00 Introduction to M&A and Personal Experiences
03:01 The Importance of Alignment in M&A Transactions
06:07 Lessons Learned from Past Exits
09:02 Understanding Client Readiness and Expectations
12:06 The Discovery Phase: Building Relationships
14:46 Adapting to Client Personalities
17:58 Balancing Professional Judgment with Client Desires
21:07 The Role of Trust in Advisor-Client Relationships
24:00 Communication Strategies During the Process
27:03 Managing Expectations and Surprises
30:10 Monitoring Progress and Achieving Goals
32:47 Final Thoughts and Closing Remarks
Keywords: M&A, alignment, client readiness, trust, communication, exit strategies, business valuation, advisor-client relationship, transaction process, personal experiences

The M&A Mastermind Podcast - Episode 55 - Boldness Can Be Learned, Faster Than You Think!

In this episode of the M&A Mastermind podcast, host Nick Olsen interviews Fred Joyal, a marketing expert and author of 'Super Bold'. Fred shares his journey from co-founding 1-800-DENTIST to becoming a boldness advocate. He discusses the importance of boldness in entrepreneurship, how to develop it as a skill, and the significance of building relationships without an agenda. The conversation also touches on the role of boldness in M&A negotiations and offers practical advice for listeners looking to enhance their boldness in both personal and professional settings.
Tune in now and elevate your understanding of M&A dynamics with the podcast that delivers actionable insights and unlocks the door to new possibilities. To learn more about M&A trends and insights, please like, subscribe, and rate our podcast. New episodes go live every Thursday at 9 am CST.
 
Some Key takeaways include:
Boldness can be learned and is a life skill.
Confidence is how you feel; boldness is what you do.
Taking bold action when stakes are low prepares you for high-stakes situations.
Building boldness is like building muscle; it requires practice.
Embarrassment is a choice; you can choose not to be embarrassed.
Networking without an agenda fosters genuine relationships.
Boldness is crucial in M&A negotiations for better outcomes.
You can create new neural pathways to become bolder.
Curiosity and generosity can lead to unexpected opportunities.
Daily prospecting is essential for developing boldness.
 
About the show:
The M&A Mastermind Podcast is your go-to source for the latest industry trends and strategies to level up your M&A practice.
The show features thought leaders who specialize in the lower middle market space and share their experiences and expertise across key areas of execution, such as: market analysis, lead generation, deal management, strategic partnerships, buyer access and much more.
With host Nick Olsen, each episode's "mastermind" will share ways in which they have found success in navigating the M&A industry to best support the small-to-medium sized private business owners they focus on serving.
 
Chapters:
00:00 Introduction to Fred Joyal and His Journey
07:09 Transitioning to Boldness: Fred's New Mission
12:28 Defining Boldness: Action Over Confidence
20:44 Building the Boldness Muscle: Practical Steps
27:16 The Importance of Relationships Without Agenda
31:11 Boldness in M&A: Negotiating with Confidence
35:00 Final Thoughts and Advice on Boldness
 
Keywords: boldness, entrepreneurship, M&A, personal development, Fred Joyal, Super Bold, confidence, business strategy, networking, leadership

The M&A Mastermind Podcast - Episode 54 - Selling a manufacturing company; from a buyer & advisor

In this episode of the M&A Mastermind podcast, Nick Olsen interviews John Dalton and John Howe about their experiences in the manufacturing industry and the process of buying and selling manufacturing companies. They discuss the importance of research and understanding the niche market, as well as the need for empathy and collaboration with the seller and management team. They also highlight the value of creating a strong company culture and investing in the growth and development of the employees. The conversation showcases the unique approach of IDI (Industrial Device Investments) in acquiring and building long-term, successful industrial product companies.
In this conversation, John Dalton and John Howe discuss their experiences with manufacturing deals and the importance of collaboration and understanding the operations of the target company. They highlight the challenges of accounting in manufacturing and the need for accurate financial information. They also emphasize the significance of the management team and the value of involving key players early in the process. The conversation underscores the potential of small manufacturing companies and the positive impact that M&A can have on their growth and transition. Overall, the key takeaways include the importance of knowing the operations, building rapport with the team, and focusing on the people involved in the deal.
Tune in now and elevate your understanding of M&A dynamics with the podcast that delivers actionable insights and unlocks the door to new possibilities. To learn more about M&A trends and insights, please like, subscribe, and rate our podcast. New episodes go live every Thursday at 9 am CST.
 
Some Key takeaways include:
Research and understanding the niche market are crucial in the M&A process for manufacturing companies.
Empathy and collaboration with the seller and management team are essential for a successful acquisition.
Investing in company culture and employee development can lead to long-term growth and success.
IDI's approach focuses on building strong, sustainable industrial product companies. Understanding the operations of the target company is crucial in manufacturing deals.
Accurate financial information and accounting practices are essential in evaluating manufacturing companies.
Involving key players early in the process and building rapport with the management team is important for a successful deal.
Small manufacturing companies often have significant potential for growth and can be valuable investments.
Collaboration and a focus on the people involved are key to a successful M&A deal in the manufacturing industry.
 
About the show:
The M&A Mastermind Podcast is your go-to source for the latest industry trends and strategies to level up your M&A practice.
The show features thought leaders who specialize in the lower middle market space and share their experiences and expertise across key areas of execution, such as: market analysis, lead generation, deal management, strategic partnerships, buyer access and much more.
With host Nick Olsen, each episode's "mastermind" will share ways in which they have found success in navigating the M&A industry to best support the small-to-medium sized private business owners they focus on serving.
 
Chapters:
00:00 Introduction of Guests
03:13 IDI: Building Long-Term Industrial Product Companies
06:05 Understanding Manufacturing from an M&A Perspective
10:09 Preparing for a Manufacturing Pitch
12:02 Meeting and Collaborating: John Dalton and John Howe
15:18 IDI's Approach to Acquisitions
18:25 Investing in Company Culture and Employee Development
21:09 The Importance of Knowing the Buyer's Post-Transaction Plans
22:38 The Value of IDI in the Acquisition Process
26:31 Choosing the Right Buyer for a Smooth Transition
28:30 Intriguing Aspects of the Opportunity
28:36 The Importance of Understanding Operations in Manufacturing Deals
30:07 Accurate Financial Information and Accounting Practices in Manufacturing
31:36 Involving Key Players and Building Rapport with the Management Team
36:54 The Potential of Small Manufacturing Companies for Growth
39:47 Collaboration and People-Centric Approach in Manufacturing M&A
 
Keywords: M&A, manufacturing, niche market, research, empathy, collaboration, company culture, employee development, IDI, manufacturing deals, collaboration, operations, accounting, management team, small manufacturing companies, growth, transition

The M&A Mastermind Podcast - Episode 53 - Data-driven insights focusing on PE trends

In this episode of the M&A Mastermind podcast, host Nick Olsen welcomes back Andy Jones from Private Equity Info. They discuss the evolution of M&A, focusing on data-driven insights, transaction volumes, deal sizes, and the impact of government policy on the private equity landscape. Andy shares valuable statistics and trends, including the shift towards add-on investments and the implications of longer holding periods for private equity firms. The conversation highlights the importance of understanding market dynamics and adapting strategies accordingly.
Tune in now and elevate your understanding of M&A dynamics with the podcast that delivers actionable insights and unlocks the door to new possibilities. To learn more about M&A trends and insights, please like, subscribe, and rate our podcast. New episodes go live every Thursday at 9 am CST.
 
Some Key takeaways include:
Private Equity Info is a valuable resource for M&A research.
Contacting the right person at a firm is crucial for success.
Transaction volumes have fluctuated significantly over the years.
Government policy and Fed actions heavily influence M&A activity.
Add-on investments are becoming more prevalent than platform acquisitions.
The median holding period for investments has increased to 5.7 years.
Private equity is shifting focus towards software and healthcare industries.
Data-driven insights can guide M&A advisors in their strategies.
Understanding market trends is essential for successful deal-making.
The future of M&A will be shaped by economic conditions and capital availability.
 
About the show:
The M&A Mastermind Podcast is your go-to source for the latest industry trends and strategies to level up your M&A practice.
The show features thought leaders who specialize in the lower middle market space and share their experiences and expertise across key areas of execution, such as: market analysis, lead generation, deal management, strategic partnerships, buyer access and much more.
With host Nick Olsen, each episode's "mastermind" will share ways in which they have found success in navigating the M&A industry to best support the small-to-medium sized private business owners they focus on serving.
 
Chapters:
00:00 Introduction to Private Equity Info and Andy Jones
03:10 Data-Driven Insights in M&A
06:07 Transaction Volumes and Market Trends
08:56 Deal Size Shifts and Market Dynamics
11:53 Platform vs. Add-On Investments
15:05 Holding Periods and Their Implications
18:08 Industry Focus and Trends in Private Equity
21:01 Macro Impact of Government Policy on M&A
23:53 Conclusion and Future Outlook
 
Keywords: Private Equity, M&A, Transaction Volumes, Deal Size, Market Trends, Data Insights, Industry Focus, Government Policy, Holding Periods, Add-On Investments

The M&A Mastermind Podcast - Episode 52 - The Importance of People & Teams in a Transition

In this conversation, Nick Olsen and Ryan Holder discuss the importance of people in the sale of a business. They emphasize that the value of a company lies in its management team and employees. Buyers, especially private equity groups, look for companies with strong management teams that can continue to run the business successfully. The conversation highlights the need for business owners to build value through their employees and prepare their company for a sale by transitioning knowledge, relationships, and responsibilities to the management team. It also emphasizes the importance of effective communication with employees during the sale process.
Tune in now and elevate your understanding of M&A dynamics with the podcast that delivers actionable insights and unlocks the door to new possibilities. To learn more about M&A trends and insights, please like, subscribe, and rate our podcast. New episodes go live every Thursday at 9 am CST.
 
Some Key takeaways include:
The value of a company lies in its management team and employees.
Buyers, especially private equity groups, look for companies with strong management teams.
Business owners should transfer knowledge, relationships, and responsibilities to the management team to prepare for a sale.
Effective communication with employees during the sale process is crucial.
Investing in people and building a strong management team increases the value of a business.
 
About the show:
The M&A Mastermind Podcast is your go-to source for the latest industry trends and strategies to level up your M&A practice.
The show features thought leaders who specialize in the lower middle market space and share their experiences and expertise across key areas of execution, such as: market analysis, lead generation, deal management, strategic partnerships, buyer access and much more.
With host Nick Olsen, each episode's "mastermind" will share ways in which they have found success in navigating the M&A industry to best support the small-to-medium sized private business owners they focus on serving.
 
Chapters:
00:00 Introduction
03:33 The Importance of People in the Sale of a Business
15:19 Building Value Through Employees
24:01 Preparing Your Company for a Sale
31:51 Effective Communication with Employees During the Sale Process
46:23 Investing in People: Increasing the Value of Your Business
 
Keywords: People, sale of a business, value, management team, employees, private equity, transition, communication

The M&A Mastermind Podcast - Episode 51 - Reps and Warranties and Why You Need to Know About It

In this episode of the M&A Mastermind Podcast, host Nick Olsen interviews Patrick Stroth, a national practice leader for M&A at Liberty Company Insurance Brokerage. They discuss the importance of reps and warranties in M&A deals and how it can benefit both buyers and sellers. Patrick explains that reps and warranties are disclosures made by the seller to the buyer about the condition and value of the company being sold. If any of these disclosures are inaccurate and result in financial loss for the buyer, the buyer can seek compensation from the seller.
Patrick also introduces TLPE, a sell-side policy offered by CFC, which provides insurance coverage for sellers in lower middle market deals. He emphasizes that this policy is a valuable tool for sell-side advisors to protect their clients and negotiate better terms with buyers. Patrick also explains the process of obtaining this insurance policy and the types of industries it covers.
Tune in now and elevate your understanding of M&A dynamics with the podcast that delivers actionable insights and unlocks the door to new possibilities. To learn more about M&A trends and insights, please like, subscribe, and rate our podcast. New episodes go live every Thursday at 9 am CST.
 
Some Key takeaways include:
Reps and warranties are disclosures made by the seller to the buyer about the condition and value of the company being sold.
TLPE is a sell-side policy offered by CFC that provides insurance coverage for sellers in lower middle market deals.
Sell-side advisors can use TLPE as a valuable tool to protect their clients and negotiate better terms with buyers.
The process of obtaining TLPE insurance is simple and can be done in a couple of days.
TLPE insurance is available for a wide range of industries in the lower middle market.
 
About the show:
The M&A Mastermind Podcast is your go-to source for the latest industry trends and strategies to level up your M&A practice.
The show features thought leaders who specialize in the lower middle market space and share their experiences and expertise across key areas of execution, such as: market analysis, lead generation, deal management, strategic partnerships, buyer access and much more.
With host Nick Olsen, each episode's "mastermind" will share ways in which they have found success in navigating the M&A industry to best support the small-to-medium sized private business owners they focus on serving.
 
Chapters
00:00 Introduction and Background
09:46 The Importance of Reps and Warranties for Business Owners
19:38 The Benefits of TLPE Insurance for Buyers
25:00 Ideal Opportunities for TLPE Insurance
28:00 How to Get Started with TLPE Insurance
 
Keywords: M&A, reps and warranties, insurance, sell-side advisors, TLPE, lower middle market

The M&A Mastermind Podcast - Episode 50 - The Importance of Hiring the Right People

In this episode, Nick Olsen interviews Scott Bushkie, the founder of Cornerstone International Alliance, about what makes a good M&A advisor and the importance of hiring the right people. Scott shares his experience of starting Cornerstone and the challenges he faced in hiring the right team. He emphasizes the importance of building trust with clients and having a team with the right mindset and skillsets. Scott also discusses the benefits of using behavioral science in the hiring process and how it has helped his firm. Overall, the conversation highlights the significance of hiring the right advisors and the impact it can have on the success of an M&A practice. In this conversation, Scott Bushkie and Nick Olsen discuss the importance of hiring the right team and building a strong infrastructure in the M&A industry.
 They emphasize the need for a team of experts who can handle different aspects of the business, allowing for a better quality of life and more efficient processes. They also highlight the importance of focusing on what you do best and delegating other tasks to team members who excel in those areas. Scott shares his experience of building a successful team at Cornerstone Business Services and the impact it has had on his own role within the company. They also discuss the benefits of being part of a network like the Cornerstone International Alliance (CIA) and the value of collaboration and knowledge sharing among industry professionals.
Tune in now and elevate your understanding of M&A dynamics with the podcast that delivers actionable insights and unlocks the door to new possibilities. To learn more about M&A trends and insights, please like, subscribe, and rate our podcast. New episodes go live every Thursday at 9 am CST.
 
Some Key takeaways include:
Hiring the right M&A advisors is crucial for the success of an M&A practice.
Building trust and rapport with clients is essential in the M&A industry.
Having a team with the right mindset, skillsets, and values is important for success.
Using behavioral science in the hiring process can improve the chances of hiring the right advisors. Hiring the right team and building a strong infrastructure is crucial in the M&A industry.
Delegating tasks to team members who excel in those areas allows for better quality of life and more efficient processes.
Focusing on what you do best and hiring experts in other areas leads to better outcomes.
Being part of a network like the Cornerstone International Alliance (CIA) provides opportunities for collaboration and knowledge sharing.
 
About the show:
The M&A Mastermind Podcast is your go-to source for the latest industry trends and strategies to level up your M&A practice.
The show features thought leaders who specialize in the lower middle market space and share their experiences and expertise across key areas of execution, such as: market analysis, lead generation, deal management, strategic partnerships, buyer access and much more.
With host Nick Olsen, each episode's "mastermind" will share ways in which they have found success in navigating the M&A industry to best support the small-to-medium sized private business owners they focus on serving.
 
Chapters
00:00 Introduction
03:06 Building Trust and Rapport in the M&A Industry
05:28 The Role of Mindset and Skillsets in M&A
07:46 Using Behavioral Science in the Hiring Process
15:01 Implications of Not Hiring the Right Fit
18:14 Transitioning to a Structured Hiring Process
20:04 Current Firm Structure and Roles
22:52 The Importance of Hiring the Right Team
24:47 Quality of Life and Overcommitment
29:02 Building a Strong Infrastructure
35:04 The Benefits of Collaboration
38:43 Advice for M&A Firm Owners
 
Keywords: M&A advisor, hiring, team building, trust, behavioral science, M&A, team building, infrastructure, quality of life, efficiency, delegation, expertise, Cornerstone Business Services, Cornerstone International Alliance, collaboration, knowledge sharing

The M&A Mastermind Podcast - Episode 49 - How and When to Sell a Technology Company

Michael Klumpp, a member of Cornerstone International Alliance, discusses the importance of having a strong footprint in the US for technology companies looking to sell. He emphasizes the need for timing in the technology sector and advises potential sellers to look for market activity and growth rates when considering a sale. Klumpp also shares insights on finding the best buyer, deal structures in the IT space, and the challenges of selling a company with high customer concentration. He highlights the importance of having clients and a mix of profitability and growth to attract buyers.
Tune in now and elevate your understanding of M&A dynamics with the podcast that delivers actionable insights and unlocks the door to new possibilities. To learn more about M&A trends and insights, please like, subscribe, and rate our podcast. New episodes go live every Thursday at 9 am CST.
 
Some Key takeaways include:
Having a strong footprint in the US is crucial for technology companies looking to sell.
Timing is key in the technology sector, and sellers should consider market activity and growth rates.
Finding the best buyer involves approaching both strategic buyers and private equity companies.
Deal structures in the IT space are becoming more complex, often involving vendor notes, earn-outs, and rollover equity.
Selling a company with high customer concentration can be challenging, but finding the right buyer is possible with perseverance and a strong network.
Companies without clients and only one product face a high failure rate in the market, and it is important to focus on achieving a mix of profitability and growth.
 
About the show:
The M&A Mastermind Podcast is your go-to source for the latest industry trends and strategies to level up your M&A practice.
The show features thought leaders who specialize in the lower middle market space and share their experiences and expertise across key areas of execution, such as: market analysis, lead generation, deal management, strategic partnerships, buyer access and much more.
With host Nick Olsen, each episode's "mastermind" will share ways in which they have found success in navigating the M&A industry to best support the small-to-medium sized private business owners they focus on serving.
 
Chapters
01:58 Introduction
03:14 The Importance of a Strong Footprint in the US for Technology Companies
05:17 Timing and Market Activity in the Technology Sector
11:46 Finding the Best Buyer: Strategic vs. Private Equity
18:19 Complex Deal Structures in the IT Space
27: 01 Challenges of Selling a Company with High Customer Concentration
31:20 The Importance of Clients and a Mix of Profitability and Growth
 
Keywords: M&A, deal making, technology industry, M&A, sell side, buyer, deal structure, customer concentration, growth rate, profitability