E2: Anatomy of a Sell Side Banker with Juan Mejia of Bright Tower

As a SaaS or startup founder, aren't you curious about how it is on the other side of an M&A? Today, in our first episode together, I'm joined by Juan Mejia, Managing Director at BrightTower, to explore the sell side of an M&A, unpack a banker's role in it, and analyze the relational component of these operations. Juan started his journey as an IT guy, went in and out of business school, and switched to investment banking, accumulating 20 years of experience working for companies like Morgan Stanley, AGM Partners, Solomon Partners, and Drake Star before BrightTower. In 2022, Juan was awarded the "Boutique M&A Investment Banker of the Year" award at the 4th Annual USA M&A Atlas Awards, Middle Markets. Throughout our conversation, Juan talks about his role as an advisor in an M&A, how to determine if a potential client is a good fit, and what SaaS and startup founders on a LOI stage can do to create a strategic advantage with potential buyers. Juan also talks about what SaaS companies should never do during a negotiation to avoid getting sideways with the banker or the process, the phases of a selling process, the boundaries buyers and sellers should know, and much more. Tune in to the Episode 2 of In/organic Podcast, and get a glimpse of what happens on the banker's side of an M&A. In This Episode, You Will Learn:Juan talks about the role of a banker in an M&A (1:50)The relational side of Juan's job (4:20)How buyers can tell if a potential client is a good fit (11:00)The phases of a selling process (12:40)The M&A process is often a funnel (16:10)How to get strategic advantages with potential buyers (20:50)How to avoid getting sideways with a banker (27:10)Connect with Juan:LinkedInLet's connect:LinkedInWebsite Hosted on Acast. See acast.com/privacy for more information.