M&A Masters

On this week’s episode of M&A Masters, to celebrate International Women’s Week we’re rewinding my conversation with Suzanne Yoon. In 2020, Suzanne’s firm, Kinzie Capital Partners, in Chicago was honored by the Private Equity Women Investor Network (PEWIN) as the North American female-founded firm of the year. The Wall Street Journal has also recognized her as a top female dealmaker.  We asked...

Today on M&A Masters, we’re rewinding my interview with Jon Finger, a Partner at McGuireWoods in Dallas. The reason I want to take you back to this show is because of the unique things Jon’s practice is bringing to the M&A space. They were the first to dedicate themselves to introducing independent sponsors to their capital partners.   Jon says, “As we were building the network, and our pr...

On this week’s episode of M&A Masters, we’re sitting down with Renny Sie, Vice President of Business Development and Investor Relations at the private equity firm Boyne Capital.  Established in 2006, Boyne Capital takes a different approach to investing—one that forges lasting and collaborative relationships with companies whose founders and families are still deeply involved in growing their...

On this week’s episode of M&A Masters, we sit down with Laurin Parthemos to talk about culture. Laurin is a Principal at Kotter, a company named after Dr. John Kotter, the world’s foremost change expert. Kotter’s approach to merger & acquisition integration focuses on culture and people first. Laurin says, “Culture is more and more seen as that differentiator within an industry to say we h...

This week on M&A Masters, I want to revisit with you a special episode featuring the conversation I had with Domenic Rinaldi. Domenic is the President and Managing Partner of Sun Acquisitions, a buy-side and sell-side M&A advising firm. Domenic also hosts his own podcast, M&A Unplugged, ranked among the top M&A podcasts in 2021. Listen to this special rewind episode as Domenic walk...

This week on M&A Masters, we’re doing a special rewind of my sit down with Dena Jalbert, Founder and CEO of Align Business Advisory Services.  I think it’s worth revisiting this episode for two reasons. 1) Dena’s name appeared on Mergers and Acquisitions Magazine’s list of the Top 25 Most Influential Women in Mid Market M&A. 2) Her company, Align, is unique in their commitment to the lower...

On this week’s episode of M&A Masters, we sit down with Samantha Ory to talk about choosing partnership over buyout. Samantha’s company, Ouroboros Group, is a private investment firm specializing in middle market corporate acquisitions and operations in the manufacturing, healthcare, and consumer sectors. Samantha says, “I found that there is this segment of outlier companies and CEOs who are...

On this week’s episode of M&A Masters, we speak with Lorraine Wilson, Chief Impact Officer and Head of ESG Methodology at Novata.  Novota’s mission is to empower general partners in the private market to collect, analyze, and report relevant ESG data.  Lorraine says, “ESG is evolving. Novata offers a standard process for analysis... using metrics most applicable to the private market.” As ESG...

On this week’s episode of M&A Masters, we are replaying one of our most popular episodes. Gus Marshall, Head of Transaction Liability at CFC Underwriting, Ltd. CFC is a specialist insurance provider, pioneer in emerging risk, and market leader in cyber and transactional liability. We are talking with Gus about CFC's exciting new product launch, Transaction Liability Private Enterprise (TLPE). ...

On this week’s episode of M&A Masters, we speak with Kresimir Peharda, corporate and M&A attorney with YK Law. Kresimir is the Chair of the firm’s Cannabis Practice. As federal legalization inches ever closer, we invited him on the show to discuss the ins and outs and the rise of M&A in the world of cannabis. Listen as he walks us through: Improvements are happening and usage is up, bu...

On this week’s episode of M&A Masters, we speak with Michael Kornman of NCK Capital.  NCK Capital acquires controlling interests in lower-middle market companies and takes them to the next level with “right-fit” capital structures, inspiring management incentives, and nurturing support. Michael says, “We love the lower middle market. It’s a great place to build value…” Listen as he walks us th...

Our guest for this week’s episode of M&A Masters is Gina Cocking, CEO and Managing Director of Colonnade Advisors LLC.  Colonnade Advisors is a boutique investment banking firm that specializes in merger and acquisition advisory services, providing financial advice to business owners interested in selling their companies, buying competitors, and raising capital. Gina was employee number one at...

On this week’s episode of M&A Masters, we are replaying one of our most popular episodes featuring Codie Sanchez. Codie is the managing director of Entourage Effect Capital Partners and one of the most sought out speakers in the cannabis business. She also co-leads Unconventional Acquisitions, an educational resource making the buying of businesses accessible to anyone willing to put in the wo...

On this week’s episode of M&A Masters, we speak with Ron Edmonds founder and president of The Principium Group. The Principium Group is one of the most recognized names in lawn and landscape mergers & acquisitions, or as I say, the Match.com of landscaping, one of those niches hiding in plain sight in M&A.  This is an exciting area in the industry, so listen in as Ron walks us through:...

On this week’s episode of M&A Masters, we speak with Skip Maner. Skip is a General Partner of NewSpring Capital and founder of the firm’s dedicated buyout strategy, NewSpring Holdings, and was recently featured in Mergers & Acquisitions Magazine. For over 20 years, NewSpring Capital has been seizing compelling opportunities and offering a fresh approach to building businesses in the lower...

Our guest for this week’s episode of M&A Masters is Gus Marshall, Head of Transaction Liability at CFC Underwriting, Ltd. CFC is a specialist insurance provider, pioneer in emerging risk, and market leader in cyber and transactional liability. Today we are talking with Gus about CFC's exciting new product launch, Transaction Liability Private Enterprise (TLPE).  Gus says, “Reps and warranties...

On this week’s episode of M&A Masters, we speak with Jordan Tate, Managing Partner at Montage Partners. Montage Partners, based in Arizona, is a people-first private equity firm. For 17 years they have invested in established companies across North America, helping them reach transformative growth. Jordan tells us about his path to Montage Partners, the interesting meaning behind their company...

Our guest for this week’s episode of M&A Masters is Scott Hendon of BDO. Scott has been with BDO for 20 years and currently serves as the National & Global Practice Leader for Private Equity. A true icon in M&A, he brings a unique perspective as he knows both the investment side and the service side.  Today we sit down with him to talk about the recently released Spring 2021 BDO Privat...

Our guest for this week’s episode of M&A Masters is Tom Wells, Managing Partner and Co-Founder of 10 Point Capital in Atlanta. 10 Point Capital partners with visionary founders and operating executives to build dominant franchise brands. A foodie who loves hospitality, Tom found a way to combine those by investing in such companies as Walk-On’s and Slim Chickens.  We chat with Tom about the in...

On this week’s episode of the M&A Masters Podcast, we are joined by Brien Davis, Founder of Altacrest Capital. Altacrest is a private investment firm focused on consumer brands with enthusiast customer bases and centered mainly on e-commerce.  Giving clients the experience of an institutional sized team at the boutique level, Altacrest Capital’s focus on e-commerce has been even more fine-tune...

On this week’s episode of the M&A Masters podcast, we sit down with Domenic Rinaldi, President and Managing Partner of Sun Acquisitions. Sun Acquisitions is an M&A advising firm specializing in both buy-side and sell-side advisory services. Domenic also hosts his own podcast, M&A Unplugged, ranked among the top M&A podcasts of 2021.  From a young age, Domenic had an itch to own his...

On this week’s episode of M&A Masters, we are joined by Ryan Milligan, Partner of ParkerGale. Guided by their principle – “products that matter, cultures that last” – ParkerGale is a small private equity firm that focuses on profitable, lower middle market technology companies and the convergence of private equity and software.  “Let’s just be transparent, and let’s just give everyone the answ...

On this week’s episode of the M&A Masters Podcast, we sit down with Todd Dauphinais, Founding Principal and Managing Partner of Clavis Capital Partners in Dallas. Clavis Capital Partners realized that there was a better model and approach to private equity, and set out to create an investment firm focused on operations, the longer term, and on deploying capital in the most flexible and effecti...

On this week’s episode of the M&A Masters Podcast, we are joined by Brooke Ansel, Vice President of Prudential Private Capital. She runs a Prudential team focused in the southern United States, but her career path to the investment company was unconventional – it started with the Neiman Marcus buying team.  Brooke tells us about how Prudential is more than just a bank – it has a commitment to...

Our guest for this week’s episode of M&A Masters is Jon Finger. Jon is a Partner at McGuireWoods LLC in Dallas, and his practice focuses on private equity and corporate transactions. He and his partners were the first in the area of independent sponsors to create a private equity practice dedicated to independent sponsors. Jon and his partners also created “Deal-by-Deal”, a podcast that focuse...