What Your Investment Banker Won't Tell You (#32)

In this episode of the Maximize Business Value podcast, our host, Tom Bronson, sits down with our guest and investment banker, Oliver Cone, Senior Vice President at Bulkley Capital, an M&A Advisory firm based in Dallas. They talk about the things a business owner should think about long before putting their business on the market and answer questions on raising growth capital and understanding your business’ opinion of value. Oliver and Bulkley have really separated from the pack in terms of bringing value to their business owner clients. Tom and Oliver are both members of Provisors, a professional networking group here in Dallas, with groups throughout the country. As a business owner, you will need to talk to an investment banker.  Listen in and be ready! Oliver Cone has been with the firm since 2001. He has been involved in a wide variety of transactions across multiple industries while at Bulkley Capital and previously at a venture capital investment firm focused on telecommunications opportunities worldwide. His experience gives him the valuable perspective, analytical strengths and project management capabilities that help our clients plan for and execute successful transaction outcomes. Oliver also plays a lead role in assessing new business opportunities and maintaining the firm’s relationships with institutional financing sources nationwide.Tom Bronson is the founder and President of Mastery Partners, a company that helps business owners maximize business value, design exit strategy, and transition their business on their terms. Mastery utilizes proven techniques and strategies that dramatically improve business value that was developed during Tom’s career 100 business transactions as either a business buyer or seller. As a business owner himself, he has been in your situation a hundred times, and he knows what it takes to craft the right strategy. Bronson is passionate about helping business owners and has the experience to do it. Want to chat more or think Tom can help you?  Reach out at [email protected] or check out his book, Maximize Business Value, Begin with The Exit in Mind (2020).Mastery Partners, where our mission is to equip business owners to Maximize Business Value so they can transition their business on their terms.  Our mission was born from the lessons we’ve learned from over 100 business transactions, which fuels our desire to share our experiences and wisdom so you can succeed.#MasteryPartners #MaximizeBusinessValuePodcastMastery PartnersElevating Businesses to Achieve The Business Owner’s Dream Exit The unfortunate reality is that for every business that comes on the market (for whatever reason), only 17% of them achieve a successful exit. You read that right. 83% of attempted business transitions never reach the closing table. Mastery Partners is on a mission to change that. We ELEVATE businesses to achieve maximum value and reach that dream exit.Our objectives are simple - understand where the business is today, identify opportunities for dramatic improvement, and offer solutions to enhance the business, making it more marketable and valuable. And that all starts with understanding the business owner’s definition of his or her dream exit.  Mastery has developed a 4-Step Process to help business owners achieve their dreams.STEP 1: Transition Readiness Assessment STEP 2: Roadmap for Value Acceleration STEP 3: Relentless Execution STEP 4: Decision: Now that desired results are achieved, the business is ready for the next step in the journey!CONNECT WITH MASTERY PARTNERS TO LEARN MORELinkedInWebsite© 2025 Mastery Partners, LLC.