Get the insiders’ take on mergers and acquisitions. M&A investment bankers Gina Cocking and Jeff Guylay of Colonnade Advisors discuss the technical aspects of and tactics used in middle market deals. This podcast offers actionable advice and strategies for selling your company and is aimed at owners of middle market companies in the financial services and business services sectors. Middle market companies are generally valued between $20 million and $500 million.
https://coladv.com/
Gesamtlänge aller Episoden: 11 hours 33 minutes
episode 22: Industry Spotlight – Home Warranty
This episode continues our series of "industry spotlights," in which we focus on specific trends and opportunities in middle market M&A transactions.
episode 21: Industry Spotlight – Automotive Reconditioning
This episode continues our series of "industry spotlights," in which we focus on specific trends and opportunities in middle market M&A transactions. This episode focuses on the automotive reconditioning industry, a $5.4 billion industry that is...
episode 20: Indications of Interest and Letters of Intent: Narrowing the Field
In previous episodes, Colonnade Advisors has outlined our unique 16-week sales process timeline in four phases: pre-marketing, go to market, management presentations/buyer due diligence, and exclusivity/documentation. In this episode, we will be doing...
episode 19: Industry Spotlight: Vehicle Service Contract Administrators
This episode continues our series of "industry spotlights," in which we focus on specific trends and opportunities in middle market M&A transactions. This episode kicks off several episodes around the finance and insurance ("F&I") products...
episode 18: Industry Spotlight: Insurance Premium Finance
This episode kicks off a series of “industry spotlights” in which we focus on specific trends and opportunities in middle market M&A transactions. Our first episode in this series is all about an exciting niche industry ($35 billion)...
episode 17: Pick Your Partner - The Exclusivity Phase
We are excited to focus today’s episode on the final phase of our unique 16-week sales process. Today we are focused on phase four: exclusivity/documentation.
episode 15: How to Prepare for Wealth and Preserve Your Family Legacy
In this episode, Jeff Guylay focuses on the best practices to maximize after-tax proceeds from a transaction. Jeff is joined by featured guest Raj Rathi, co-founder of Rathi Singh Private Wealth Management, to share his insights from helping his...
episode 14: Auction Processes - Get the highest price
In this episode, Gina Cocking and Jeff Guylay discuss the different types of auction processes we use in a sale transaction, including a negotiated deal, a small process, a targeted auction, and a broad auction. Gina and Jeff talk about each...
episode 13: Building Relationships
This is a special episode discussing how to build successful business relationships. In this episode, Gina Cocking, is joined by featured guest Willard Bunn, a managing director at Colonnade Advisors. Willard has previously served as chairman, chief...