The M&A Mastermind Podcast

The M&A Mastermind Podcast - Episode 48 - Humanity & Deal Making

In this episode, host Nick Olsen sits down with Sharon Heaton as she discusses the art of successful M&A transactions and the importance of understanding the human side of deal making. She emphasizes that M&A is not just about the numbers, but also about the emotional attachment and life transition for the seller.
Sharon highlights the need for M&A advisors to address the fear and uncertainty that sellers experience and to provide guidance and support throughout the process. She also emphasizes the importance of choosing buyers who have emotional intelligence and respect for the seller's accomplishments. Overall, the conversation explores the psychological aspects of M&A and the role of empathy in successful deal making.
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:
M&A is not just about the numbers, but also about the emotional attachment and life transition for the seller.
M&A advisors need to address the fear and uncertainty that sellers experience and provide guidance and support throughout the process.
Choosing buyers with emotional intelligence and respect for the seller's accomplishments is crucial.
Understanding the human side of deal making and practicing empathy can lead to successful M&A transactions.
 
 
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
01:34 The Art of Successful M&A Transactions
06:11 Addressing Fear and Uncertainty in M&A
08:46 Choosing Buyers with Emotional Intelligence
14:34 Understanding the Human Side of Deal Making
17:53 Exploring Different Deal Structures
20:42 Addressing the Emotional Side of Selling a Business
26:53 The Importance of Transparency in M&A Transactions
31:06 Key Takeaways and Conclusion
 
Keywords: M&A, deal making, art, finance, emotional attachment, life transition, fear, uncertainty, guidance, support, emotional intelligence, empathy, transparency, emotional readiness, due diligence

The M&A Mastermind Podcast - Episode 47 - Increasing Fragmentation in the Middle Market

In this episode of the M&A Mastermind Podcast, host Nick Olsen sits down with Andrew Perlmutter, founder of PE Marketplace, discusses the platform he created to facilitate transactions in the lower middle market. The platform aims to connect buyers and sellers in the 1 to 50 million enterprise value range. Perlmutter explains that the increased emergence of private buyers in the M&A space is driven by factors such as population demographics and the growth of family offices and independent sponsors. PE Marketplace helps M&A advisors by pre-vetting buyers and providing a standardized teaser process, making it easier to find quality potential buyers. The platform also plans to incorporate AI to improve the matching process and offer additional services to users.
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:
PE Marketplace is a platform that connects buyers and sellers in the 1 to 50 million enterprise value range in the lower middle market.
The increased emergence of private buyers in the M&A space is driven by factors such as population demographics and the growth of family offices and independent sponsors.
PE Marketplace helps M&A advisors by pre-vetting buyers and providing a standardized teaser process, making it easier to find quality potential buyers.
The platform plans to incorporate AI to improve the matching process and offer additional services to users.
 
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 of PE Marketplace
04:06 The Trend of Private Buyers in the M&A Space
09:36 The Value of Time and Efficiency in the M&A Process
13:25 The Role of Technology, AI, and Standardization in M&A
25:05 How to Connect with PE Marketplace and Test the Platform
28:15 The Elevator Pitch for Using PE Marketplace
31:07 Closing Remarks and Call to Action
 
Keywords: M&A, lower middle market, private equity, PE Marketplace, platform, buyers, sellers, private buyers, search funds, family offices, independent sponsors, strategic buyers, technology, AI, efficiency

The M&A Mastermind Podcast - Episode 46 - Planning for Long-Term Value Creation

In this enlightening episode of the M&A Mastermind podcast, host Nick Olsen engages with Mike Mensch, CEO and founding partner of Agency Brokerage Consultants, to delve into the crucial topic of value creation in M&A.
Mike emphasizes the significance of a value creation mindset, advocating for business owners to consistently focus on enhancing their company's worth. The discussion covers the key motivators driving business owners and the common challenges they encounter while striving for growth.
Listeners will gain insights into the four pillars of value creation—strategy, systems, culture, and finances. Mike provides practical solutions to typical issues faced by professional services firms and shares expert advice on scaling an M&A practice. The episode wraps up with a compelling conversation on the advantages of investing in employees to drive long-term success.
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:
Always think about increasing the value of your business and have a long-term mindset.
Identify the main motivators for your business and understand why they are important.
The four pillars of value creation are strategy, systems, culture, and finances.
Common challenges in growing a business include owner dependence, lack of growth, bad business model, and poor sales management.
Invest in your employees and create a training program to develop their skills and knowledge.
Building a strong culture is essential for business growth.
Consider transitioning from a 1099 contractor model to an employee model to create more value in your firm.
Invest in systems, processes, and technology to scale your business.
Develop a continuity plan to de-risk owner dependence.
Partner with experts to provide solutions for common issues in your 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:
00:00Introduction and Background
02:59The Value Creation Mindset
07:40Challenges in Business Growth
11:39The Four Pillars of Value Creation
19:19Building a Strong Culture
21:24Managing Finances for Growth
27:38Common Issues in Professional Services Firms
32:31Scaling Up an M&A Practice
35:38Investing in Employees for Long-Term Success
38:47Transitioning to an Employee Model
 
Keywords: Mergers and Acquisitions, M&A, Investment banking, Corporate finance, Sell-side, Valuation, Due diligence, How to sell my business, M&A market trends, M&A advisors, value creation mindset, business growth, strategy, systems, culture, finances, professional services, scaling up, investing in employees

The M&A Mastermind Podcast - Episode 45 - Thesis Approach to Personal Relationships

In this episode of the M&A Mastermind Podcast, host Nick Olsen sits down with Stu Noel, the Director of Business Development at Compass Group. Together, they explore the pivotal role of relationship-building in the M&A industry. Stu shares Compass Group's thesis-driven strategy for identifying promising investment opportunities and stresses the importance of collaboration, transparency, and open communication in forging successful partnerships. Listeners will gain valuable insights into aligning seller's goals with post-close plans and the critical role intermediaries play in the deal-making process. Tune in to learn about the nuances of trust and rapport that can make or break M&A deals.
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:
Building strong relationships is crucial in the M&A industry.
Compass Group uses a thesis-driven approach to identify investment opportunities.
Collaboration, transparency, and open communication are key to successful partnerships.
Understanding the seller's desires and aligning them with post-close plans is essential.
Trust and rapport with intermediaries play a significant role in the deal-making process.
 
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
02:09 About Compass Group
07:52 Thesis-Driven Approach and Investment Theses
11:13 Building Relationships with Intermediaries
23:01 Developing Personal Relationships
29:27 Identifying Trusted Intermediaries
35:43 Conclusion and Call to Action
 
 
Keywords: Mergers and Acquisitions, M&A, Investment banking, Corporate finance, Sell-side, Valuation, Due diligence, How to sell my business, M&A market trends, M&A advisors, relationships, collaboration, transparency, thesis-driven approach, investment opportunities, intermediaries, trust

The M&A Mastermind Podcast - Episode 44 - Scaling Up for a Successful Business Exit

In this episode of The M&A Mastermind Podcast, host Nick Olsen sits down with Patrick Burke, a certified Petra coach, to explore the intricacies of the M&A space and the essential steps for business owners preparing for a successful exit. Patrick brings a wealth of knowledge with his background in psychology, law, finance, investment banking, and even owning restaurants.
Patrick dives into how Petra coaches help business owners reduce owner dependency and establish a solid foundation for scaling their businesses. He underscores the importance of preparing for a sale, managing the associated fears, and maintaining ongoing discussions and planning for a seamless transition.
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:
Reducing owner dependency is crucial for preparing a business for sale.
Running a business as if you're going to sell it helps create a strong foundation and more options for the future.
Integration is a critical phase in M&A deals and having a strong operational framework in place can help ensure success.
Coaching and support are important for business owners during the emotional process of selling a business.
Ongoing discussions and planning are necessary to prepare for a successful exit. Petra coaches work with businesses with revenue ranging from 5 million to 100 million and emphasize the importance of having an executive team in place.
Accountability is crucial for business owners to stay on track and achieve their goals.
The two-coach model used by Petra ensures that coaching is not reliant on one person and provides additional support to keep the process on track.
 
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
06:19 Patrick's Work with Petra and Owning Restaurants
08:03 Preparing for a Successful Exit
10:09 Reducing Owner Dependency
18:32 The Importance of Integration in M&A Deals
20:37 Supporting Business Owners Through the Emotional Process of Selling
21:07 Integrating Petra's System into the Culture of the Business
23:07 Working with Business Owners: Typical Clients and Getting Started
24:30 Differentiating Petra from EOS: Focus on Executive Teams
25:27 Reducing Owner Dependency and Increasing Enterprise Value
31:45 Identifying Opportunities for Business Improvement
34:05 Tactics to Increase Enterprise Value
36:07 The Role of Mentors and Coaches
45:35 The Two-Coach Model and Resources for Business Improvement
 
Keywords: Mergers and Acquisitions, M&A, Investment banking, Corporate finance, Sell-side, Valuation, Due diligence, How to sell my business, M&A market trends, M&A advisors, Petra, scaling up, owner dependency, integration, financials, business coaching, executive team, accountability, organizational health, owner dependency, enterprise value, two-coach model

The M&A Mastermind Podcast - Episode 43 - Expanding Your Network: Key Bank Contacts for M&A Advisors

In this episode, Ned Miller and Jim Huerth dive into the strategic approaches M&A advisors can use to leverage the banking world for client acquisition and collaboration. They share insights on how to build strong, value-driven relationships with bankers. Discover the keys to successful networking, including focusing on bankers' needs, providing valuable education and insights, and understanding their target market.
Miller and Huerth discuss the power of referrals and the crucial role M&A advisors play in connecting bankers with the right clients. Learn how to position yourself as an asset, not a threat, and build a team of influencers to enhance your network. This episode is packed with practical advice on staying engaged with bankers, managing risk, and ultimately becoming an indispensable part of the banking world in the M&A industry.
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:
• Developing relationships with bankers is crucial for M&A advisors to succeed.
• M&A advisors should focus on the needs of bankers and provide value through education and insights.
• Understanding the banker's target market and identifying the right bankers to target is essential.
• Referrals play a significant role in building relationships with bankers.
• M&A advisors can help bankers find suitable clients and add value through their expertise. M&A advisors should view themselves as educators and focus on educating bankers
• Stay engaged with bankers by regularly sharing information and meeting in person
• Develop a team of influencers to provide specialized assistance
• Be mindful of managing risk and offer solutions to help banks mitigate risk
 
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 of Guests
02:05 Sales Strategies in the M&A World
04:05 Leveraging and Networking with Banking Executives
05:01 Identifying the Right Bankers to Target
09:14 Networking Tactics for M&A Advisors
12:42 Building Relationships with Bankers
14:28 Assessing the Reputation of Bankers
23:59 The Importance of Referrals
26:12 Evaluating Bankers for Long-Term Relationships
27:30 The Importance of Intimacy and Face-to-Face Interactions
29:44 Evaluating Rainmakers and Their Market Approach
33:42 The Role of Visionary Commercial Bankers
38:35 Being an Asset to Bankers and Managing Fear
44:25 Takeaways and Conclusion
 
Keywords: Mergers and Acquisitions, M&A, Investment banking, corporate finance, Sell-side, Valuation, Due diligence, how to sell my business, M&A market trends, M&A advisors, banking world, client acquisition, collaboration, relationships, trusted advisor, networking, value, education, insights, target market, referrals, relationships, bankers, value, engagement, risk management

The M&A Mastermind Podcast - Episode 42 - Who Are the Influencers in Your Life?

In this week’s episode, join host Nick Olsen as he sits down with Joe Blackburn, founder of Lion’s Eye Coaching as they dive deep into the importance of influencers in our lives. Discover how cultivating strong, authentic relationships with both traditional and non-traditional influencers can catapult your M&A strategies to new heights.
Joe introduces the concept of "pillars"—those ideal clients who not only provide exceptional service but also pay optimally. He underscores the crucial elements of likeability, active listening, and the power of unsolicited referrals in fostering these invaluable connections. Blackburn shares his expert framework for engaging in meaningful conversations that prioritize serving over selling. He offers practical tactics for working with influencers, such as making courtesy introductions, offering unparalleled service, and adding a memorable wow factor to every interaction.
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:
Building relationships with influencers is crucial in the world of M&A
Pillars are ideal clients who pay you ideally and provide great service
Likeability, listening, and unsolicited referrals are key in influencer relationships
Non-traditional influencers, such as luxury jewelers and barbers, can have a significant impact on referrals
Use the F.O.R.M. framework (Family, Occupation, Recreation, Money) to have meaningful conversations and understand others
Create a think of me when statement to stay top of mind with influencers
Make courtesy introductions to influencers and offer service to them
Provide meaningful touches and a wow factor in relationships
Connect with influencers on a personal level and understand their values
 
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 Overview
02:26 Building Relationships with Pillars
06:08 The Importance of Likeability and Listening
10:02 Non-Traditional Influencers: Expanding the Network
27:22 Building Relationships with Influencers
28:13 The F.O.R.M. Framework for Meaningful Conversations
29:41 Finding the Impact Point and Pivoting to Business
35:55 Creating a Think of Me When Statement
42:11 Making Courtesy Introductions and Offering Service
45:00 Providing Meaningful Touches and a Wow Factor
48:32 Connecting with Influencers on a Personal Level
 
Keywords:
Mergers and acquisitions, M&A, investment banking, corporate finance, sell-side, valuation, due diligence, how to sell my business, M&A market trends, influencers, pillars, relationships, referrals, conversations, serving, selling, introductions

The M&A Mastermind Podcast - Episode 41 - Transparency and Ugliness

In this week’s episode, join host Nick Olsen as he sits down with Nick McLean, Co-Founder of Four Pillars Investors as they discuss the importance of transparency in the M&A process. Nick reveals how honesty and openness can transform the dynamic between buyers and sellers.
Nick shares compelling stories from his own experiences, illustrating how transparent practices build trust, set realistic expectations, and foster positive relationships. He doesn't shy away from the tough conversations, highlighting why M&A advisors must be candid with their clients—even when delivering unwelcome news.
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:
Transparency is crucial in the M&A process as it builds trust and sets realistic expectations between buyers and sellers.
M&A advisors should be upfront and honest with their clients, even if the news is not what they want to hear.
Open communication and addressing potential issues early on in the deal can help prevent misunderstandings and build a positive relationship.
Transparency is important for both buyers and sellers to ensure a successful and mutually beneficial transaction.
Being transparent about valuation, customer concentration, and deal structure can help align incentives and create a win-win situation for all parties involved.
 
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
03:15 The Importance of Transparency in M&A
08:05 Go Ugly Early: Addressing Potential Issues
14:26 Transparency in Valuation and Deal Structure
25:28 The Impact of Transparency on Stakeholders
32:44 Advice for M&A Advisors: Be Transparent and Realistic
41:14 Conclusion and Contact Information
 
Keywords:
Mergers and acquisitions, M&A, investment banking, corporate finance, sell-side, valuation, due diligence, how to sell my business, M&A market trends, transparency, trust, expectations, relationship, communication
 

M&A Mastermind Podcast - Episode 40 - Factors to Consider When Advising a client to Sell Now or Wait

In this week’s episode, join host Nick Olsen as he sits down with Kyle Griffith, Managing Partner of The NYBB Group as they discuss factors to consider when deciding if it’s the right time for a business owner to sell their company. Together, they delve into the crucial factors business owners need to weigh when making this big decision.
Kyle and Nick explore a comprehensive range of internal factors, such as cash flow, growth strategy, key management teams, profitability, customer concentration, and predictable revenue. They also examine external influences like market conditions, industry trends, the economic climate, political environment, competition, and industry drivers.
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:
Internal factors to consider when deciding to sell a business include cash flow, growth strategy, and having a key management team in place.
External factors such as market conditions and industry trends also play a role in determining the right time to sell.
Staying connected with industry peers and joining organizations like Cornerstone International Alliance can provide valuable insights and opportunities for collaboration.
Selling a business when cash flows are on an upward trajectory is generally more appealing to buyers.
Proper valuation, benchmarking, and estate planning are important steps in preparing for a sale and maximizing value.
Business owners should stay informed about industry trends, participate in trade associations, and continuously assess their business to identify growth opportunities.
 
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 Guest Introduction
03:19 The Value of Staying Connected and Joining Industry Organizations
08:20 Factors to Consider When Deciding to Sell a Business
12:39 Selling at the Right Time: Upward Cash Flow and Transition Planning
23:44 The Role of External Factors: Market Conditions and Industry Trends
26:16 External Factors and the Economic Climate
30:49 Competition and Growth Opportunities
35:46 Understanding Personal Motivations
38:10 Valuation, Benchmarking, and Estate Planning
43:41 Staying Informed and Identifying Growth Opportunities             
 
Keywords:
Mergers and acquisitions, M&A, investment banking, corporate finance, sell-side, valuation, due diligence, how to sell my business, M&A market trends, internal factors, external factors, cash flow, growth strategy, key management team, industry trends, staying connected, political environment, competition, industry drivers, personal motivations, valuation, benchmarking, estate planning
 

The M&A Mastermind Podcast - Episode 39 - How to Catalyze Your Company to Appeal to Buyers

In this week’s episode, join host Nick Olsen as he sits down with Trever Acers, Managing Director of Objective Investment Banking and Valuation for an enlightening deep dive into the world of mergers and acquisitions. Acers unveils a unique client-centric approach that sets the stage for successful deals. Discover the spectrum of tactics to captivate buyers and the art of nurturing long-term relationships with business owners.
Trever shares his expert knowledge on proactive strategies and maintaining confidentiality, shedding light on the crucial role of post-acquisition economics in determining purchase prices. This conversation unpacks the complexities of M&A transactions, highlighting the strategic decisions that can make or break a deal. Learn about the significance of transparency, the educational journey through the M&A process, and the critical importance of avoiding distractions to maximize business value.
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 importance of tailoring a strategy to maximize the outcome for each client
The impact of proactive strategies on achieving client objectives
The significance of confidentiality and transparency in the M&A process
The role of education and relationship-building in developing successful client-advisor partnerships
The importance of strategic decision-making in M&A transactions
The impact of distractions on business performance
 
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 Objective Investment Banking and Valuation
03:15 Maximizing Client Outcomes through Tailored Strategies
07:02 Proactive Strategies for Achieving Client Objectives
13:35 Confidentiality and Transparency in M&A
29:37 Strategic Decision-Making in M&A Transactions
33:10 Navigating Distractions and Maximizing Value
37:24 The Role of Advisors in M&A Transactions
41:30 Post-Acquisition Economics and Value Creation
 
Keywords
Mergers and acquisitions, M&A, investment banking, corporate finance, sell-side, valuation, due diligence, how to sell my business, M&A market trends, proactive strategies, confidentiality, post-acquisition economics, transparency, education, strategic decision-making, distractions, maximizing value, business performance, sophisticated advisor