DealQuest Podcast with Corey Kupfer

In the world of mergers and acquisitions, due diligence plays a critical role in ensuring the success and sustainability of a deal. It involves scrutinizing financial data, examining operational aspects, and identifying potential risks and opportunities before finalizing an agreement.   Bill Wiersema, an experienced audit principal with Miller Cooper, is a highly regarded M&A advisor spec...

DealQuest Community, as we reach the midpoint of 2023, it's time to take a closer look at the state of the deal market. We'll explore the key trends and factors influencing deal-making in various sectors during the first six months of the year. From venture capital funding to mergers and acquisitions, and even the real estate market.   2023: THE UPS AND DOWNS Most certainly, in 2023 there hav...

Effective communication and relationships are essential for business success. Brian Sparkes, an Executive Communication Coach and Head of Communications for Bay Angels, understands the significance of communication and community. With vast experience supporting corporate leaders, startups, and HR departments worldwide, Brian excels in preparing clients for important conversations, refining their m...

DealQuest community, once again, we are overjoyed to curate and share some of the more interesting moments from The DealQuest Podcast with a “Best Of” episode.   This time around, we've compiled a collection of recent interviews with extraordinary guests, each revealing the stories behind their very first deals. Whether it was a childhood endeavor or an early career milestone, these anecdotes...

DealQuest Community, I am happy to have the pleasure of having Scott Hallman on the DealQuest Podcast. Scott is known as the “silent assassin” who is sought after by business owners to unearth hidden profits and unleash rapid growth. With an impressive track record, Scott's companies have twice earned coveted spots on the Inc. 500 list, ranking among the fastest-growing privately held companies in...

In recent months, the wrestling and fighting world has been abuzz with news of the merger between WWE and UFC, forming a newly created publicly traded company under the control of Endeavor Group. With Endeavor owning 51% and WWE shareholders holding 49% of the equity, there are several intriguing aspects to this deal. Primarily when discussing market reactions, risks, and reputations.   REACT...

Michael Frankel is Founder and Managing Partner of Trajectory Capital. With an impressive background encompassing c-level executive roles in corporate development, strategy/innovation, CFO, and COO positions, Michael has played pivotal roles in both large and small growth companies. Throughout his career, he has spearheaded disruptive innovation and fueled aggressive expansion in global technology...

In the ever-evolving world of real estate investing, there are few individuals who possess the wealth of knowledge and experience that Kevin Amolsch brings to the table. With a remarkable background that includes serving in the US Army and working on Wall Street, Kevin has emerged as a true powerhouse in the industry. Armed with a degree in Finance and an unwavering passion for real estate, he has...

Jonathan Jay's first foray into business transactions dates back to 1999, when he sold a business, and later in 2006, he made his first acquisition. Five years ago, he began imparting his wisdom to others, teaching them the intricacies of business buying.   His outstanding achievement of buying a group of companies from a private equity fund for just £1, only to sell them 11 months later for...

DealQuest community, I want to delve deeper into the complexities of negotiations and deal-making by drawing insights from my recent trip to the Middle East. While exploring Israel, Jerusalem, the West Bank, and Jordan, I observed not only the entrenchment of viewpoints but also the influence of leadership agendas on conflict resolution.    THE MIDDLE EAST AND BUSINESS The Middle East is...

In the fast-paced world of Silicon Valley dealmaking, Touraj Parang stands as a seasoned veteran with a wealth of experience and expertise. With a career spanning decades, Parang has worn many hats, including those of an entrepreneur, investor, advisor, and M&A expert. Since the late 1990s, he has been deeply involved in structuring and negotiating strategic transactions, making him a true aut...

Kurt Davis is a seasoned executive with a wealth of experience in Silicon Valley and Asia. Having worked extensively in corporate venture capital and business development for technology startups, Kurt has been involved in deals with industry giants like Apple, Microsoft, Spotify, and Sony.   His professional journey took an unexpected turn when he decided to embark on a soul-searching adventu...

DealQuest Community, I am thrilled to introduce you to a dynamic figure whose impactful teachings continue to reverberate across various industries - Nick Cavuoto. Nick is a seasoned CEO, founder, consultant, investor, speaker, and a business leader. In 2015, Nick founded The Cavuoto Company, a digital marketing firm with a specialty in generating high-quality leads, as well as managing over $1M a...

DealQuest Community - just recently news of a failed merger surfaced, piquing the interest of my team, and ignited a thorough analysis. The culprits? First Horizon and TD Bank. I want to dive into the specifics of this particular deal, explore its implications for First Horizon and broader market conditions, and extract lessons that could be vital for you, our audience, who are constantly navigati...

DealQuest Community, in this series, we've seen a wide range of models that have evolved to fit different types of advisors and firms, from those that want to maintain their independence while gaining the support of a larger entity, to those that see the value in fully integrating into a larger firm for more support, resources, and potential for growth.   In fact, this evolution and variety o...

In the world of private equity, few individuals possess the depth of experience and insight that Ace Chapman brings to the table. Ace, a veteran in Private Equity with over 20 years of experience, made his mark by acquiring an online stock market simulator in the early days of the Internet. Through strategic changes, he grew the user base from 10,000 to 250,000, generating a remarkable 100x cash o...

Channing Hamlet is the Co-Owner and Managing Director of Objective Capital Partners, a prestigious investment banking and valuation firm with an impressive track record of executing over 500 M&A transactions worth $1 billion and more than 1,000 business valuations. With over 25 years of experience, Channing has built a solid reputation for his expertise in management advice, transaction execut...

Stephen Sacks is a successful entrepreneur who worked in the fashion industry for 30 years, creating a brand that was sold in over 30 countries, generating £30 million a year in revenue. His furniture business, however, struggled with millions of pounds in debt, which led him to found Funding Nav, a company that helps business owners with ambition but lack of funds.   To date, Funding Nav has...

The topic of due diligence is one we cover in some capacity frequently in the DealQuest Community and on the DealQuest Podcast. In light of recent news about startup CEOs being charged in fraud cases, I feel we should delve a little deeper into other aspects of due diligence. It’s essential to examine the significance of due diligence and how to avoid falling prey to fraud.     THE IMPOR...

Purdeep Sangha is an accomplished entrepreneur, speaker, podcaster, and strategist. He is also the award-winning author of The Complete Man , and the host of the Canadian TV show Mind Your Own Business .   Purdeep is an entrepreneur at heart, and he loves building businesses and providing value to clients or customers. He has a passion for real estate and is the co-founder of Business Brother...

As the CEO of one of the fastest-growing wealth management firms in the nation, Jeff Dekko has an impressive track record of success. Under his leadership, Wealth Enhancement Group has grown from $600 million in assets to over $57 billion, providing holistic wealth management services to individuals, families, and businesses.   It's not just about the numbers, however: Jeff has built a team t...

Mark Portney is an American entrepreneur, investor, and business advisor with over 30 years of experience. As the president of Globalsource Infrastructure Partners, he leads the international player in product development, manufacturing, and sales, bringing new products to market. His street-smart insights, body of contacts, and expert knowledge of the retail landscape enable him to lead the compa...

In the RIA space, regulatory compliance is crucial for firms on an ongoing basis. In the context of deals -- such as advisor onboarding or large acquisitions -- firms must ensure that they are performing due diligence on the compliance front to prevent mistakes.   Chris Winn is the CEO and Lead Consultant of AdvisorAssist, a company that provides compliance and regulatory services for RIAs. W...

The recent collapse of Silicon Valley Bank (SVB) and Signature Bank (SB) in March 2023 has sent shockwaves through the financial industry, leading many to speculate on the potential consequences for the deal market. Some experts predict a significant slowdown in deal flow as a direct result of these banking failures, due to increased caution from both investors and startups.   It is important...

Matthew Holman and David Bradley are co-founders and co-owners of Q, a SaaS company that specializes in helping businesses transition to a subscription model. David founded the company with a partner from a consulting practice, but they had to part ways due to differences in vision and direction. David and his former partner were able to negotiate an amicable deal, which allowed them to move forwa...