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All Episodes

M&A Masters — 171 episodes

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Title
1

Chad Gottlieb - How a business first approach to law is transforming M&A

2

Mert Erkan | Driving Private Equity Value through Supply Chain Optimization

3

Warren Feder | Navigating Family Business Exits and Legacy

4

Anthony Caporrino | Building a Trusted Advisory Team for Mergers and Acquisitions Success

5

Dennis O'Rourke | Why Lower Middle Market Companies Need Specialized M&A Legal Expertise

6

Paige Wiese | Digital Assets: The Hidden Value Buyers Often Overlook

7

Mike Bego | Unlock Hidden Value with Secondary Transactions in Private Equity

8

Jeff Cooperman | Unlock Growth Secrets From Small Business Acquisitions

9

Bob McCormack | What Every Business Owner Should Know Before Selling

10

Diamond Innabi | Make Your Company Irresistible to Top Investors

11

Jason Kruger | Getting Ready to Sell? Don’t Miss This Step

12

Joseph LoPresti | Navigating Business Exits and Wealth Management

13

Andrew Gazdecki | From Side Project to Profit: Business Success Stories

14

Harry Caruso | Unlock Car Wash Wealth: Secrets Revealed!

15

David Roberts | Unlocking Maximum Value in Rough Markets

16

Matt Tait | Want a Clean Exit? Here's Your Strategy

17

Rob Margeton | Scale Up or Exit? Find Your Best Path

18

JB Brown | Unlock the Secret to a Clean Business Exit

19

Jonathan Babcock | M&A is a Tactic, NOT a Strategy

20

Nick Olsen | Supercharge M&A Deals with Expert Insights

21

Stephan de Sabrit | Revitalize businesses with Smart Capital Solutions

22

Jonathan Baker | M&A Insights: What You’re Missing

23

Nicholas Spezio | Discover the Secrets to a Smooth M&A Transition

24

Matthew Horne | Maximize your Retirement with these Investment Tips

25

John Dickie | Creative Investment Solutions in Down Markets

26

Brian Shields | Transform Retiring Businesses with Proven Success Strategies

27

Mark Tarchetti | Transformative principles to skyrocket your consumer business

28

Blake Hutchison | The Future of Buying and Selling Digital Assets

29

Scott Bushkie | Maximize Your Company's Value Before Selling

30

Mike Bego | Secure Smarter Insurance for Smoother Transactions

31

Matt Bodnar | Building Rapport: Secrets to Successful Deals

32

John Block | Discover Unity Partners' Recipe for Long-Term Success

33

Sunny Vanderbeck | How to Drive Long-Term Success in Mergers and Acquisitions

34

Brett Story | Unveiling the Secrets to Successful Business Exits

35

Trever Acers | Planning an Exit Strategy

36

Sharon Heaton | sbLiftOff: Elevating Businesses to New Heights in the M&A World

37

Tom Brinegar | The Strategic Buyer Fit: Tom Brinegar's Acquisition Insight

38

Jason Somerville | Insider Strategies for Consumer Brand Success

39

David Kimbrell | M&A Mastery in Architecture and Engineering Unveiled

40

Tom Zucker | Inside EdgePoint Capital

41

Addison Adams | Insights from an M&A Attorney

42

Bakari Akil | The Role of an Independent Sponsor

43

David Tobin | Helping Owners Maximize and Monetize Their Life’s Work

44

Bill Snow | M&A for Dummies

45

Lynne Rosenberg | Why Businesses Need These Insurance Products

46

Patrick McMillan | How Quality of Earnings Reports Affect Transactions

47

Malcolm Peace | Growing for the Long-Term

48

Jeff May | Why an Exit Strategy is Crucial

49

Nate Lind | Achieving a Maximum Exit

50

Joseph Durnford | The Key to M&A Success

51

Bob Goldsmith | Making Ambitions Reality

52

Jonathan Saltzman | M&A in the Auto Industry

53

Peter Cook | Why Transparency is the Key to Success

54

Doug McCormick | Why Human Capital is a Gamechanger

55

Alan Clark | Why This Major 2023 Prediction is Wrong…

56

Ken Heuer | How Core Principles Guide Your Thinking

57

Kelcey Lehrich | Succeeding in E-Commerce

58

Clint Tripodi | How to Set a Strategy–And Execute It

59

Vinay Bachireddy | Helping Owners Embrace Technology

60

Ben Brown | Benefits of a Buy & Hold Strategy

61

Heather Madland | Scaling Founder-Owned Businesses

62

Richard Parker | An Inside Look at Sell-Side M&A

63

Justin Smith | Scaling Family Businesses

64

Jamar Freeman | Build a Market-Leading Company

65

Jeffrey Brooker | An Inside Look at the Independent Sponsor Conference

66

Chris Parisi | Why M&A Isn’t About the Numbers

67

Sean Frank | An Expert Investor on Cloud-Based Infrastructure

68

Sly Buford | Strategies for the Lower Middle Market

69

Marty Fahncke | Finding Success in the Lower Middle Market

70

Alistair McBride | How to Win Your Deal – by Building Trust

71

Deborah Smith | Trends in Real Estate NOW

72

Patrick Turner | Leveraging Financial and Industry Expertise to Drive Growth

73

Jennifer Mandelbaum | Female Led Ventures Changing the Future of How Families Live

74

Rewind: James Darnell | Unlocking the Potential of Successful Family-Owned Businesses

75

Rewind: Jessica Ginsberg | Building Trust in the Niche Manufacturing Market

76

Rewind: Ryan Milligan | Building a Business on Honesty and Transparency

77

Rewind: Suzanne Yoon | Using Technology to Compound the Effects of Good Capital and Great Operations

78

Rewind: Jon Finger | The Benefits of Building Relationships with Independent Sponsors

79

Renny Sie | Forging Relationships with Founders and Family-Owned Businesses

80

Laurin Parthemos | Beyond the Dress Code: The Outgrowth of Culture in an Organization

81

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

82

Rewind: Dena Jalbert | Focusing on the Strategy of the Transaction

83

Samantha Ory | Strategies for Creating Organic Partnerships that Thrive

84

Lorraine Wilson | Novata: Your On-ramp for the ESG Data Evolution

85

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

86

Kresimir Peharda | Cannabis: Advice for First-Time M&A Buyers in the Market

87

Michael Kornman | Navigating M&A Deals with Founders and Family-Owned Businesses

88

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

89

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

90

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

91

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

92

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

93

Jordan Tate | The Biggest Driver in Successful Private Equity Partnerships

94

Scott Hendon | Fund Managers’ Biggest Tax Concern in 2021

95

Tom Wells | 5 Things Every Brand Needs To Be Successful

96

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

97

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

98

Ryan Milligan | Building a Business on Honesty and Transparency

99

Todd Dauphinais | The Key to Setting Your Firm Apart

100

Brooke Ansel | The Benefits of Mezzanine Financing

101

Jon Finger | The Benefits of Building Relationships with Independent Sponsors

102

Scott MacLaren | The Keys to Longevity in Private Equity

103

Grant Jackson | Investing in the Right Side of Healthcare Change

104

Dena Jalbert | Focusing On the Strategy of the Transaction

105

James Darnell | Unlocking the Potential of Successful Family-Owned Businesses

106

Emily Holdman | How to Grow in 2021: Educating Potential Sellers with Valuable Resources

107

John Warrillow | Precisely Why You Need Representations and Warranties

108

Dan Phelps | Creating More Confidence For Sellers

109

Ed Bryant | The Trends Toward Software & Technology Investments

110

Brett Hickey | The Surprising Result of COVID: Increased Productivity

111

Peter Lehrman | M&A Matchmaking in the Lower-Middle Market

112

Codie Sanchez | The 9 Steps to Buying a Business

113

Jessica Ginsberg | Building Trust in the Niche Manufacturing Market

114

Sean Edmonson and Adam Deutsch | Transactions with Transparency and Trust

115

Sean Alford | Clarifying Strategies and Processes During the Pandemic

116

Suzanne Yoon | Using Technology to Compound the Effects of Good Capital and Great Operations

117

Peter Lyall | The Role of Marketing Communications Within M&A

118

Heather Hubbard | Representation for Women in M&A

119

Adam Cook | How M&A Can Create Value for Shareholders as Well as Customers

120

Mark Addison | From a $30M Exit Offer to $100M

121

Mark Gartner | Turning Targets Into Acquisitions

122

Sander Zagzebski | M&A Outlook for the Rest of 2020

123

Louis Lehot | The Biggest Changes in IP in the Last 10 Years

124

Laura Simms | What To Expect In M&A Post-Pandemic

125

Jo Bennett-Coles | The Biggest Myths About Credit Insurance

126

Alex MacLaverty | Solving Business Challenges With Communications

127

Alex MacLaverty | Effective Communication in M&A Transactions

128

Christie McFall | Upcoming Trends In M&A Post-Pandemic

129

Ben Mimmack and Andy Waltman | How Founders & Owners Can Benefit From Private Equity Firms

130

Drew Caylor | Making a Difference in Private Equity

131

Trevor Crow | M&A Tips for Family Businesses

132

Michael Butler | An Optimist in Today’s Crisis

133

Gaurav Bhasin | How Investment Bankers Play A Role In M&A

134

Codie Sanchez | M&A In The Cannabis Industry

135

Tash Meys and Viv Conway | Instagram vs. Facebook. Which One Wins?

136

Jordan Selleck | Why Valuable Content Matters

137

Bud Moore | Why Community Matters in M&A

138

Vania Schlogel | Why Your Ideal Client Profile Matters

139

Bart Vossen | M&A in the Energy Industry

140

Pejman Makhfi | Easier Acquisitions for Mid-Market Companies

141

Rob Joyce | Financial Buyer Talks R&W Insurance

142

Steven Epstein | An In-Depth M&A Case Study

143

Austin Leo | Insurance That Increases Sales

144

Colin Campbell | Strategic Buyers vs. PE Firms

145

Jacob Whitish | Getting a Piece of the U.S. Pie

146

Craig Lilly | 3 Reasons Foreign Companies Are Looking at U.S. Acquisitions

147

Nate Gallon | How Well Do You Know Your Stockholders?

148

Gretchen West | The 3 Biggest Benefits of Drone Technology

149

Stephen Kuhn | A Solution for the C-Suite Talent Crunch

150

Matthew Hanis | Practical Improvements to Healthcare

151

Patrick Krause | How M&A Is Different in Healthcare

152

Darryl Grant | The M&A Data Vault

153

[Best of the Podcast] Add Millions to Your Company’s Value Overnight

154

[Best of the Podcast] Why M&A Is Today’s Clear Exit Strategy

155

[Best of the Podcast] Specialized Insurance for Your Next Deal

156

Bob Karr | Turning Cold Calls Into Warm Calls

157

How to Eliminate Post-Deal Indemnity Risk in M&A

158

Samir Shah | The One Person Who Can Transform Your Startup

159

Elvir Causevic | Add Millions to Your Company’s Value Overnight

160

Jim Reilly | The Data Breach that Cost $500 Million

161

Mihir Jobalia | Why M&A Is Today’s Clear Exit Strategy

162

Michael Frank | The Rise of Revesting in M&A

163

Stephen Hohenrieder | Investment Trends in the Food Industry

164

Nate McKitterick | The Insurance You Need for M&A Deals

165

Jimmy Vallee | M&A Trends in the Energy Sector

166

Arthur Cirulnick | The Most Important Document In Your M&A Deal

167

Patrick Krause | What Makes Healthcare Sector M&A Deals Different

168

Terry Hill | How to Take Advantage of Today's Seller Market

169

Shari Yocum | The “Secret Sauce” of Successful M&A Deals

170

Patrick Crocker | Why You Should Hire an Advisor to Help Sell Your Business

171

Joe Finnerty | Best Practices for Rep and Warranty Insurance Claims