M&A Talk: #1 Podcast on Selling a Business

In this episode, we talk with Irving Kau about how public equity is used to acquire companies in the private sector. We discuss why public equity is used to acquire companies, the advantages and disadvantages of doing so, and whether you, as a business owner, should consider accepting public equity as a form of consideration when selling your company. We also discuss the intersection between the private markets, venture capital, private equity, and the public market. We delve into the mechanics of using public equity, both as a buyer and a seller, whether you should consider this strategy, and how this strategy is used by different participants and in different economic environments. View the complete show notes for this episode. Learn More: Why do companies acquire other businesses? What's a 'Main Street' vs. a middle-market company? EBITDA | Definition, Formula & Example – A Complete Guide A Guide to Valuing Tech, Software & Online Businesses Top 5 M&A Value Drivers for Tech & Software Companies Additional Resources: Download a free copy of The Complete Guide to Selling a Business Are you selling a business? Schedule a free consultation now.

Listen as we take a deep dive into the world of private equity with Jeff Hooke, author of five books on M&A, including his most recent book – The Myth of Private Equity: An Inside Look at Wall Street's Transformative Investments. Jeff has been the director of a $5 billion private equity firm and an investment banker at Lehman Brothers. In this show, we cover everything you need to know about private equity if you are an entrepreneur and are considering a sale to a private equity firm, including how private equity firms operate and are structured, what investments they prefer to make, and how they acquire companies. View the complete show notes for this episode. Learn More: Business Valuation & Return on Investment (ROI) M&A Guide | The 4 Types of Buyers of Businesses Additional Resources: Download a free copy of The Complete Guide to Selling a Business Are you selling a business? Schedule a free consultation now.

Join us for a discussion with Richard Luftig about growth equity and its position in the private equity and investment world. We discuss raising equity capital, how growth equity is used and varies from other financing options, and how recent regulatory changes are impacting financing. Listen in as Richard brings over 25 years of experience in private equity and investment banking to our conversation. Richard worked with Credit Suisse First Boston, Ivy Asset Management Corp, and Bear, Stearns & Co. before co-founding Castle Placement, providing investment banking and private equity services for a wide range of companies. View the complete show notes for this episode. Learn More: What's a 'Main Street' vs. a middle-market company? M&A Basics | Why Do Business Owners Sell Their Business Crossroads: Deciding to Sell Your Business vs. Doubling Down Should I sell my business? EBITDA | Definition, Formula & Example – A Complete Guide Additional Resources: Download a free copy of The Complete Guide to Selling a Business Are you selling a business? Schedule a free consultation now.

Amira elAdawi joins us to talk about the integration process. She is the founder of Amira & Co., a global management consulting firm that specializes in M&A integrations and organization optimization. Her track record of success spans multiple industries and corporate environments, including hospitality, retail, and consumer products. We talk about what the essence of integration is, how culture impacts integration, the frameworks that can be used to facilitate the process, and what the most difficult areas are with integration. Join us to learn more about the intricacies of the integration process. View the complete show notes for this episode. Additional Resources: Download a free copy of The Complete Guide to Selling a Business Are you selling a business? Schedule a free consultation now.

Listen as we talk to Arturo Henriquez, who has acquired 50 companies in his career as a serial entrepreneur. In this show, we discuss Arturo's role as both a buyer and a seller and the lessons he has learned from buying over 50 companies across 18 industries. You will also learn how Arturo builds companies so they run themselves. Arturo is a 2-time bestselling author and public speaker. His previous investment banking experience includes roles at Goldman Sachs, Bank of America, Lehman Brothers, and KPMG as managing director of their mergers and acquisitions division where he was involved in over 60 deals. As a professor, he has taught courses in Investment Analysis, Corporate Finance, and Capital Administration at graduate and undergraduate levels. View the complete show notes for this episode. Learn More: A Guide to M&A Negotiating Tactics Small Business Acquisition Financing M&A Seller Financing: A Complete Guide Why Do Business Owners Sell Their Business? Building a Sellable Business Business Broker and M&A Advisor Fees: A Comprehensive Guide Should I use SDE or EBITDA to value a business? Additional Resources: Download a free copy of The Complete Guide to Selling a Business Are you selling a business? Schedule a free consultation now.

Barr Blanton, CEO of Crosslake Technologies, shares his expertise in technology mergers and acquisitions. He discusses the importance of aligning tech investments with business strategies and the critical role of due diligence in these transactions. Barr highlights the nuances of technical versus strategic assessments and the need for robust technology governance. He also emphasizes the evolving practices for integrating technology within M&A and the significance of early preparation for successful outcomes in tech deals.

In this episode of M&A Talk, we discuss the intricacies of financial due diligence with award-winning CPA Helana Robbins Huddleston, a partner with CohnReznick Advisory with over 20 years of experience. We talk about ways sellers can prepare for a sale, the key areas investors look into when considering a business for investment or acquisition, how you can hasten the sales process, and much more. If you are thinking of selling or buying a business, join us to learn more about this critical area of preparation. View the complete show notes for this episode. Learn More: M&A Due Diligence | Checklist & Overview M&A Due Diligence Preparation EBITDA | Definition, Formula & Example – A Complete Guide M&A Reps & Warranties M&A Purchase Agreement | A Complete Guide Do You Need Reps & Warranties Insurance When Selling a Business? Additional Resources: Download a free copy of The Complete Guide to Selling a Business Are you selling a business? Schedule a free consultation now.

We are joined in this episode by insurance expert TJ Noonan, Managing Director of the M&A Transaction Solutions Practice with Hylant. We talk about what reps & warranties insurance is, the role it plays in a transaction from due diligence through closing, what the seller should know about R&W insurance, how involved an insurance company gets in a transaction, benchmarks in the industry, the future of R&W insurance, and much more. No two transactions are the same, but this discussion will give you insights into some of the common areas around insurance for your business. View the complete show notes for this episode. Learn More: Asset vs. Stock Sale M&A Reps & Warranties Escrow Holdbacks in M&A Transactions M&A Due Diligence | Checklist & Overview Additional Resources: Download a free copy of The Complete Guide to Selling a Business Are you selling a business? Schedule a free consultation now.

Jeff Muench joins us to talk about the intricacies of the M&A integration process. Jeff's expertise is focused on helping companies overcome challenges with inventive, entrepreneurial, and customer-centric efforts that capture significant market share and lead organizations to places unimagined. In this episode, we discuss what the integration process looks like, how long it takes, what the biggest challenges are, and advice for how the seller can best prepare. Jeff also talks about the integration process that he led as head of M&A Integration at Walmart – a company that is quite familiar with the acquisition process. View the complete show notes for this episode. Additional Resources: Download a free copy of The Complete Guide to Selling a Business Are you selling a business? Schedule a free consultation now.

Jeff Wald joins us to talk extensively about his experience buying and selling companies. Jeff shares his insights into buying versus building a business, learning from your mistakes, how long the process can take, and building a company to sell later for a massive profit. His experience starting and selling his technology companies will give you invaluable insights as he discusses this process and offers advice. Jeff is also the author of two books and is a frequent speaker on the topics of startups and labor issues. View the complete show notes for this episode. Additional Resources: Download a free copy of The Complete Guide to Selling a Business Are you selling a business? Schedule a free consultation now.