Our guest for this week’s episode of M&A Masters is Gina Cocking, CEO and Managing Director of Colonnade Advisors LLC. Colonnade Advisors is a boutique investment banking firm that specializes in merger and acquisition advisory services, providing financial advice to business owners interested in selling their companies, buying competitors, and raising capital. Gina was employee number one at Colonnade, then left to pursue other interests. She returned to Colonnade Advisors as a Managing Director in 2014.Despite overlap between our practices, there are a lot of parallels going forward and I think you will greatly benefit from this episode. Listen as we talk about: The critical element to managing expectations The truth behind valuation and how to get the best price for your company Gina’s take on the new reps and warranties offerings and what’s coming for 2022 in the industry And much more 

M&A Masters

Gina Cocking | Reps And Warranties Insurance: Why It’s Essential In Today’s Climate

On this week’s episode of M&A Masters, we are replaying one of our most popular episodes featuring Codie Sanchez. Codie is the managing director of Entourage Effect Capital Partners and one of the most sought out speakers in the cannabis business. She also co-leads Unconventional Acquisitions, an educational resource making the buying of businesses accessible to anyone willing to put in the work.Codie says, “If you have the mindset to be an entrepreneur and to get to go and grind and build your own thing, you have the ability to be a deal maker, and to buy businesses, period.”We chat with Codie about the abundance of opportunities to buy small businesses right now, as well as… The commoditization of buying businesses The timeline of businesses on the market The Laundromat Model The 9 Steps to Buying a Business, including the mindset required to close the deal The magic of “Deal-maker glasses” and seeing opportunities everywhere And more 

Rewind: Codi Sanchez | The 9 Steps to Buying a Business

On this week’s episode of M&A Masters, we speak with Ron Edmonds founder and president of The Principium Group.The Principium Group is one of the most recognized names in lawn and landscape mergers & acquisitions, or as I say, the Match.com of landscaping, one of those niches hiding in plain sight in M&A. This is an exciting area in the industry, so listen in as Ron walks us through: How The Principium Group joins buyers and sellers to create a more positive experience for both sides Where the biggest demand is in lawn and landscape M&A (and what is driving it) How technology is changing the industry What trends he sees coming for 2022 and beyond And much more 

Ron Edmonds | What You Need To Know About Lawn And Landscape M&A

On this week’s episode of M&A Masters, we speak with Skip Maner.Skip is a General Partner of NewSpring Capital and founder of the firm’s dedicated buyout strategy, NewSpring Holdings, and was recently featured in Mergers & Acquisitions Magazine.For over 20 years, NewSpring Capital has been seizing compelling opportunities and offering a fresh approach to building businesses in the lower middle market. There’s a lot more to them than meets the eye and we have just the right person to walk us through it, so listen and discover: Capital solutions across five distinct strategies NewSprings Holdings’ ideal targets Upcoming trends for 2022 and beyond And more 

Skip Maner | A Fresh Approach to Building Businesses in the Middle Market

Our guest for this week’s episode of M&A Masters is Gus Marshall, Head of Transaction Liability at CFC Underwriting, Ltd. CFC is a specialist insurance provider, pioneer in emerging risk, and market leader in cyber and transactional liability.Today we are talking with Gus about CFC's exciting new product launch, Transaction Liability Private Enterprise (TLPE). Gus says, “Reps and warranties insurance is currently Wall Street and we want to make it Main Street with TLPE.” He’ll break this new product down for us and tell us: How TLPE creates groundbreaking opportunities in micro markets 5 Key TLPE coverage highlights 3 key points to making TLPE work  And more 

Angus Marshall | An Exclusive Look at M&A Insurance for Main Street

On this week’s episode of M&A Masters, we speak with Jordan Tate, Managing Partner at Montage Partners. Montage Partners, based in Arizona, is a people-first private equity firm. For 17 years they have invested in established companies across North America, helping them reach transformative growth.Jordan tells us about his path to Montage Partners, the interesting meaning behind their company name, and how it reflects both who they are and the companies they seek to invest in, as well as: Key strategies for selecting investments The biggest driver in successful partnerships Which questions you should ask to assure a deal is a cultural fit And more 

Jordan Tate | The Biggest Driver in Successful Private Equity Partnerships

Our guest for this week’s episode of M&A Masters is Scott Hendon of BDO. Scott has been with BDO for 20 years and currently serves as the National & Global Practice Leader for Private Equity. A true icon in M&A, he brings a unique perspective as he knows both the investment side and the service side. Today we sit down with him to talk about the recently released Spring 2021 BDO Private Capital Pulse Survey Report. The survey polled 100 private equity and 100 venture capital middle-market fund managers across the United States.On the show, Scott talks about the key takeaways from the report and offers his insights into:  The current key M&A drivers The 3 top impacts of Covid-19 on deal making The biggest tax concern for fund managers The biggest surprise in the report And more 

Scott Hendon | Fund Managers’ Biggest Tax Concern in 2021

Our guest for this week’s episode of M&A Masters is Tom Wells, Managing Partner and Co-Founder of 10 Point Capital in Atlanta. 10 Point Capital partners with visionary founders and operating executives to build dominant franchise brands. A foodie who loves hospitality, Tom found a way to combine those by investing in such companies as Walk-On’s and Slim Chickens. We chat with Tom about the inspiration behind 10 Point Capital, and the meaning behind their brand name, as well as: The one key thing they look for when partnering with a brand 5 things that determine which brands will be successful How to master building rapport with potential clients Franchise investing post pandemic And more 

Tom Wells | 5 Things Every Brand Needs To Be Successful

On this week’s episode of the M&A Masters Podcast, we are joined by Brien Davis, Founder of Altacrest Capital. Altacrest is a private investment firm focused on consumer brands with enthusiast customer bases and centered mainly on e-commerce. Giving clients the experience of an institutional sized team at the boutique level, Altacrest Capital’s focus on e-commerce has been even more fine-tuned in the virtual world of COVID.We chat with Brien about his journey from big companies to lower middle markets, as well as: Building an investment thesis around e-commerce Flexibility and strengths of being an independent sponsor  Growth in the e-commerce industry Risk and cost in transactions The e-commerce markets that will continue to grow post-COVID And more 

Brien Davis | Investing in e-Commerce in a Post-Pandemic Market

On this week’s episode of the M&A Masters podcast, we sit down with Domenic Rinaldi, President and Managing Partner of Sun Acquisitions. Sun Acquisitions is an M&A advising firm specializing in both buy-side and sell-side advisory services. Domenic also hosts his own podcast, M&A Unplugged, ranked among the top M&A podcasts of 2021. From a young age, Domenic had an itch to own his own business. In discussing why he chose the details of Sun Acquisitions, Domenic says, “Quite frankly, I love the lower middle market. They have more sophistication, more infrastructure, but they don’t necessarily have the money for the advisory groups...so they need firms like ours.”We chat with Domenic about his path to owning Sun Acquisitions, as well as:  The ideal client both on the buy-side and sell-side Encouraging empathy in M&A Experiences with rep and warranty The importance of preparation when it comes to transactions Using podcasts to help spread information And more 

Domenic Rinaldi | The Number One Pitfall in M&A Transactions

On this week’s episode of M&A Masters, we are joined by Ryan Milligan, Partner of ParkerGale. Guided by their principle – “products that matter, cultures that last” – ParkerGale is a small private equity firm that focuses on profitable, lower middle market technology companies and the convergence of private equity and software. “Let’s just be transparent, and let’s just give everyone the answers to the test,” Ryan says of the empathy he has learned in the market - take the competitive advantage off the table and make it about the people. We chat with Ryan about his journey to building a successful company and culture in ParkerGale, as well as:  The excitement of working in the lower middle market  The importance and art of measuring culture How a “Chief Worry Officer” can fit into risk decisions and dynamics Buyer diligence and reps and warranties The future of software post-pandemic  And more Listen now...

Ryan Milligan | Building a Business on Honesty and Transparency

On this week’s episode of the M&A Masters Podcast, we sit down with Todd Dauphinais, Founding Principal and Managing Partner of Clavis Capital Partners in Dallas. Clavis Capital Partners realized that there was a better model and approach to private equity, and set out to create an investment firm focused on operations, the longer term, and on deploying capital in the most flexible and effective manner possible - the independent sponsor model. We chat with Todd about what inspired him to build Clavis, and where the name Clavis even came from, as well as: The successful effects of the independent sponsor model The importance of strategy for growing businesses  Building a company culture that sets you apart How the rapid advancement of technology can be used for market benefit Rep and warranty policies  And more  

Todd Dauphinais | The Key to Setting Your Firm Apart

On this week’s episode of the M&A Masters Podcast, we are joined by Brooke Ansel, Vice President of Prudential Private Capital. She runs a Prudential team focused in the southern United States, but her career path to the investment company was unconventional – it started with the Neiman Marcus buying team. Brooke tells us about how Prudential is more than just a bank – it has a commitment to the lower middle market that might surprise some listeners. Prudential Private Capital focuses more on debt and minority equity, and acts as the private capital arm of the larger Prudential institution. We chat with Brooke about what Prudential Private Capital brings to the table, as well as: Minority equity and mezzanine debt  The Prudential Private Capital ideal client  Investing in growth and being there for the long-term relationship Important misunderstandings to avoid  Optimism for the M&A world Post-COVID  And more 

Brooke Ansel | The Benefits of Mezzanine Financing

Our guest for this week’s episode of M&A Masters is Jon Finger. Jon is a Partner at McGuireWoods LLC in Dallas, and his practice focuses on private equity and corporate transactions. He and his partners were the first in the area of independent sponsors to create a private equity practice dedicated to independent sponsors. Jon and his partners also created “Deal-by-Deal”, a podcast that focuses on the independent sponsor community of the M&A market.Jon says, of this independent sponsor relationship, “Many of these sellers are selling their baby – this has been, and will be, their legacy. Finding independent sponsors who are really appreciative of that is a big part of what we look for in our network for the clients that we want to be working with.”We discuss the importance of building a network and prioritizing the independent sponsor relationships, as well as: The difference between independent sponsors and other buyers Perceptions of private equity Finding creative ways and best practices to partner with independent sponsors The ideal client of the independent sponsor community Hybrid models of independent sponsors and private equity funds And more 

Jon Finger | The Benefits of Building Relationships with Independent Sponsors

Master the clean exit! Discover secrets of M&A Masters. You'll hear inside interviews with M&A advisors, attorneys, investment bankers, private equity players, and the entrepreneurs themselves. If you ever want to sell your business this is a must-listen podcast.

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M&A Masters

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