(WFS) World Financial Symposiums
TechExits Podcast
The TechExits podcast is for Tech CEOs, founders and investors in software and IT. We discuss best practices around Tech M&A; major trends and shifts driving the market; and the trials, tribulations, and victories of those who have successfully exited their tech companies. Guest speakers include CEOs who've sold, Tech M&A experts and advisors, strategic buyers and investors, and tech luminaries. TechExits is produced by World Financial Symposiums (WFS), an international organization dedicated to educating technology leaders on the current tech and financial landscape, helping them build succes...
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(WFS) World Financial Symposiums
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Latest episode
Jul 1, 2026
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Episodes
Beyond the Deal: How Buyers Evaluate Companies | Buyers Corner with Michael Magliochetti 01.07.2026 42:36
Michael Magliochetti | Operating Partner | Riverside Partners What separates companies that command premium valuations from those that struggle to close a deal? In this Buyers Corner episode, Michael Magliochetti, Operating Partner at Riverside Partners, shares insights from decades of leading healthcare companies, completing acquisitions, and helping businesses grow through strategic investmen...
Why Customer Growth Beats Investor Hype – Investor's Corner with Brian Mac Mahon, Expert Dojo 05.06.2026 26:13
Brian Mac Mahon | Expert Dojo | Founder & Managing Partner What does it really take to attract investment in today's market? In this Investor's Corner episode, Brian Mac Mahon, Founder & Managing Partner of Expert Dojo, shares his unfiltered perspective on venture capital, startup growth, and why founders spend too much time chasing investors instead of customers. Brian discusses the reali...
How Buyers Think Beyond the Acquisition – Buyer's Corner with Don Penland, Knox Capital 07.05.2026 30:55
Don Penland | Operating Partner | Knox Capital What actually happens after a deal closes—and what do buyers wish founders had done before? In this Buyer's Corner episode, Don Penland, Operating Partner at Knox Capital, shares a hands-on view of how private equity evaluates, acquires , and then improves software businesses. Don breaks down what makes a company attractive from an operator's...
Building Value Before the Exit: Seller's Corner with Mark Nardone, Blue Cow Software 09.04.2026 11:18
Mark Nardone | Blue Cow Software| Former President In this Seller's Corner episode, Mark Nardone, President of Blue Cow Software, shares the story behind building — and ultimately selling — a niche SaaS company serving the fuel and energy industry. Mark reflects on an early acquisition attempt that nearly closed and then fell apart , what that experience taught him about valuation, buyer...
Inside the Investor's Playbook: How VCs Think About Exits, Valuation, and Timing – TechExits with Rodolfo Dieck 05.03.2026 21:44
Rodolfo Elias Dieck | Managing Partner | Proeza Ventures What does today's exit market really look like from the investor's seat? In this Investor's Corner episode of the TechExits Podcast , Rodolfo Elias Dieck shares how venture investors think about exits in today's market—why most venture‑backed outcomes still happen through strategic M&A , how founders should prepare years in advanc...
Inside a Strategic Buyer's Playbook: Buyer's Corner with Sharon Van Zeeland, Rockwell Automation 06.02.2026 14:09
Sharon Van Zeeland | Vice President , Strategy & Corporate Development | Rockwell Automation What do strategic buyers actually look for before they make an acquisition? In this Buyer's Corner episode of the TechExits Podcast , Sharon Van Zeeland shares how Rockwell Automation approaches M&A—from target identification and diligence through integration and value creation. Sharon exp...
AI Investors Panel: What Gets Funded (and Exited) Now | TechExits Podcast 09.01.2026 1:06:52
What are investors actually looking for in the AI Era for tech companies right now? In this special TechExits Podcast episode, we bring you the Investors Panel from Growth & Exit Strategies: Scaling & Selling in the AI Era , recorded live on November 6. Leading venture, growth, and private equity investors share how AI is reshaping investment decisions, valuations, and exit strategies...
Letting Go to Move Forward: Seller's Corner with Robin Fisk, Donorfy 05.12.2025 29:13
Robin Fisk | Donorfy | Co-Founder & Former CEO In this Seller's Corner episode, Robin Fisk shares what it really takes to sell a SaaS company you've spent a decade building. As a two-time founder and former CEO of Donorfy —a bootstrapped CRM serving more than 1,000 charities & nonprofits —Robin offers a candid look at designing a company with an exit in mind, managing the reality of due diligenc...
Redefining Venture Capital: Investor's Corner with Jenny Abramson, Rethink Impact 07.11.2025 19:34
Jenny Abramson | Rethink Impact | Founder & Managing Partner Jenny Abramson, Founder & Managing Partner at Rethink Impact — the largest U.S.-based VC firm investing in female CEOs using tech to solve the world's biggest problems — joins us for an inspiring Investor's Corner conversation. She discusses how impact and performance go hand in hand, why now is a defining moment for female founders,...
Scaling with Strategy – Buyer's Corner with Ibrahim Abdel Rahim 03.10.2025 19:13
Ibrahim Abdel R ahim | M anaging Partner | Moonbase Capital What drives a successful acquisition strategy from the buyer's seat? In this episode, we sit down with Ibrahim Abdel R ahim to explore how disciplined acquisition strategies fuel long-term growth. Ibrahim shares his approach to identifying the right opportunities, balancing financial considerations with strategic fit, and navigating t...
Inside the Investor's Mind – Investor's Corner with Daniel Ibri, Mindset Ventures 08.09.2025 17:13
Daniel Ibri | Mindset Ventures | Co-Founder & Managing Partner We're kicking off the very first Investor's Corner episode of the TechExits Podcast with Daniel Ibri, Co-Founder & Managing Partner at Mindset Ventures. Daniel shares his view on the surge in venture-backed tech exits, how today's M&A market compares to past cycles, and the role VCs play in guiding founders through the exit process...
Juggling Stakeholders, Landing the Deal – Seller's Corner with Scot Cocanour 08.08.2025 6:44
Scot Cocanou r | Promium | Founder & CEO What's it like to sell a business after nearly a quarter-century of innovation, leadership, and growth? In this episode, we speak with Scot Cocanour, founder and CEO of Promium , a specialized software company serving environmental labs. Scot reflects on the decision to sell after 24 years, navigating the M&A process while balancing the needs of his emp...
HealthTech – GXS Investors Panel 11.07.2025 58:38
In this special edition of Tech Exits, we will attempt to answer the questions: What do tech investors prioritize when evaluating opportunities? What is the impact of AI on investment strategies? When should entrepreneurs seek investment versus considering an M&A exit? This discussion took place during the WFS Flagship Conference, Growth & Exit Strategies: HealthTech on April 3rd, 2025 ....
Lessons from the Trenches – Seller's Corner with James Fair 05.06.2025 12:30
What does it really take to sell a specialized, high-performing company—and survive the emotional rollercoaster along the way? In this episode, we sit down with James Fair, co- founder of Vetasi, to discuss his firsthand experience navigating the M&A process. With no urgent motivation to sell, James still saw the value in preparing for the future and ultimately chose to pursue an acquisition....
Selling with Structure – Seller's Corner with Steve Wargalla 08.05.2025 6:22
Steve Wargalla | QStrat | Managing Director What's the difference between going it alone and having a team of experts behind your M&A process? Join us as we speak with Steve Wargalla , who engaged the WFS platinum sponsor, the Corum Group, to sell his company, QStrat —a provider of quoting and sourcing software for manufacturers and distributors. In this episode, Steve reflects on his journe...
Lessons from Both Sides – Points of View with Mary Joyce 04.04.2025 20:37
In this episode of Points of View , we sit down with Mary Joyce , a serial entrepreneur turned M&A advisor at Corum Group, whose career spans decades of innovation across industries including automotive, medical, aerospace, and AI. Mary shares how selling her own company without an advisor became a defining moment—one that fueled her transition into tech M&A. With 14 U.S. patents to her name and...
Women in Tech – Navigating M&A as a Female CEO 06.03.2025 57:58
In this special edition of Tech Exits , we will attempt to answer the questions: What motivates entrepreneurs to sell their companies, and how do they navigate the M&A process? What challenges do women founders face in securing funding and achieving successful exits? How can entrepreneurs balance running a business while preparing for an acquisition? The panel features women tech entrepren...
European Tech – GXS Investors Panel 06.02.2025 54:36
In this special edition of Tech Exits, we will attempt to answer the questions: What do tech investors prioritize when evaluating opportunities? What is the impact of AI on investment strategies? When should entrepreneurs seek investment versus considering an M&A exit? This discussion took place during the WFS Flagship Conference, Growth & Exit Strategies: European Tech on October 30 th 20...
Strategic Growth Through Acquisition - Buyer's Corner with Jean Royer 08.01.2025 26:50
What does it take to successfully acquire and integrate companies in a competitive market? Join us as we speak with Jean Royer from Levio, a digital-native business and IT consulting firm with a focus on digital transformation across sectors like banking, technology, government, and telecom . In this episode, Jean shares insights into Levio's acquisition strategy, including how they evaluate...
Scaling for Success - Seller's Corner with Dan Goerdt 04.12.2024 13:41
How do you balance business operations with the complexities of an M&A process? Join us as we speak to Dan Goerdt, who engaged the WFS platinum sponsor, the Corum Group, to sell his company, Flexagon. Flexagon is the creator of FlexDeploy, a comprehensive DevOps platform designed to accelerate software delivery, improve quality, and manage costs and risks. In this episode, Dan shares his journey o...
The AI Shockwave! - GXS Buyers Panel 24.10.2024 50:27
In this special edition of Tech Exits we will attempt to answer the questions: What are tech buyers looking for in today's market? Are buyers only looking for companies that have already integrated sophisticated AI in their business models? And how can you build relationships to capture maximum value? This panel originally took place during the WFS Flagship Conference, Growth & Exit Strategies: Th...
How To Navigate A Consolidating Market - Seller's Corner with Barry Larson 25.09.2024 11:57
How do you recognize when it's the right time to sell? Join us as we speak to Barry Larson, who engaged the WFS platinum sponsor, the Corum Group, to sell his company Trusty Ox Systems, a B2B SaaS business focused on employee safety monitoring solutions. You'll hear his insights on the M&A process, his motivation to sell during market consolidation, and how the experience of working with Corum...
Filtering the Noise - Seller's Corner with Brian Sweat 06.09.2024 13:15
How do you respond when you are bombarded with offers? Join us as we speak to Brian Sweat who engaged the WFS platinum sponsor, the Corum Group, to sell his company Alterity. You'll hear his insights on the M&A process, how to separate the best M&A opportunities from the noise, his commitment to finding the right fit for both himself and his employees, and how the sale has allowed him to focus...
TechExits Release - Seller's Corner with Ashley Moore 01.08.2024 9:05
This episode features Ashley Moore who engaged the WFS platinum sponsor, the Corum Group, to sell his company "Spatialest", a developer of geographic information systems for the US tax assessment market. Get his advice for living the life you want today. Join us as we talk with Ashley Moore , former CEO of Spatialest , about his tech exit. Conceived as a university project, Ashley shares more...
Life After the Deal: Andrew McConnell – Rented 14.05.2024 18:40
This episode features Andrew McConnell who engaged the WFS platinum sponsor, the Corum Group, to sell his company "Rented". Rented provided a premium vacation rental management software-as-a-service. Andrew is a writer and event speaker as well as a CEO and founder. Listen in to hear how he balanced launching his book, "Get Out Of My Head", at the same time he was selling Rented. Get his advice fo...
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