TechExits Podcast

When the first M&A deal fell through for cybersecurity solutions provider CBI, former president and CEO Steve Barone bounced back with new learnings and a refined vision of his ideal buyer. After an optimal outcome, Steve is traveling the world with his family and shaking things up in the cocktail bar industry. Listen in for Steve's take on what you need to succeed in your tech exit, with first-ha...

Join us as we talk with Dwayne Miller, cofounder and former CEO of UNIFI Labs, about his tech exit. Though he had sold a traditional service business before , when it was time to get the highest valuation for his SaaS company's strategic value, h e turned to the tech M&A experts at the Corum Group .   Dwayne's personal experiences and insight detail how selling a SaaS company requires expertise di...

Rob Wellman ha s had four successful exits . While all were good, Rob says that if he could do them again, he would do them all with the help of WFS's platinum sponsor, the Corum Group .   Join us as we catch up with Rob at Corum's Celebration Event in Loreto to commemorate his most recent sale , the social media management company Social5 . Get his advice on when to start your M&A process and dis...

We climbed about the luxury yacht Kayana to interview two former CEOs, Scott McCreadie of McCreadie Group and Shawn Weir of iConstruct. The two were commemorating their successful tech exits with our platinum sponsor Corum Group in Loreto Bay, Mexico. Scott shares tips on timing the market (hint: don't wait!). And Shawn details how the integration process after his sale created new opportunities f...

In this episode of TechExits , we follow up with Jim F alkanger , who sold two businesses , EleVia Software and Central Consulting Group with the WFS platinum sponsor, Corum Group. Hear what this former CEO and board member thinks everyone should know about stepping into retirement af ter selling your business .

In this episode of Tech Exits, we speak with Aaron Blackman, founder and former CEO of Retail Express, about his transformative journey from pioneering in SaaS to selling his enterprise in 2021. Post-sale, Aaron took on the COO role with Maropost and embarked on a whirlwind of integration and leadership across continents. He delves into vital entrepreneurial lessons from his "startup playbook" and...

In this episode of Tech Exits, we sit down with Luc Pettett, former CEO of Punters. We journey with him from his post-sale adventures, delving into his pivot into the world of AI-powered investing with  Telescope . Luc sheds light on how Telescope is revolutionizing the investment landscape, turning global trends and events into actionable investment opportunities with the aid of AI. From the brea...

On this episode, we're speaking with Ken Neeld about going through the successful acquisition of Delphi Display Systems by Toast. The integration of Delphi into Toast's platform will deepen the support for customers who operate a drive-thru service model.   Tech M&A is a journey, and these are the stories behind those journeys. 

The goal of our discussion is to provide practical insight and advice on how CEOs and Founders can execute a better Tech M&A transaction from the perspective of a potential acquirer, who may in-fact be partnering with them in the future. Hear from Ksenia Desautels (Akami), Todd Crick (Astra Capital Management) and Jay Hoffman (Volaris Group). The moderator is Serge Jonnaert, Senior Vice President,...

Exit planning is an essential part of an ongoing business strategy, and not being prepared with anticipation could prevent you from obtaining the highest value for your company.   Get the best advice from CEOs who have sold! Hear from Ken Neeld (Delphi Display Systems), Tara Akhavan (Faurecia IRYStec), and Betina Nygaard (ScanMarket). The moderator is Daniel Rudich, Senior Vice President, Corum Gr...

Your business is your single largest asset, and by having investors on board, you not only get funded, but you also add their experience and skills to your business . Will your strategy get funded?  Hear from Alexandra Nicoletti (Camber Creek), Roland Dennert (Cipio Partners), Kelly Ford (Edison Partners), Risto Rautakorpi (Gorilla Capital), and James Shen (Pioneer Ventures). The moderator is Jeff...

On this episode, we're speaking with Ujwal Arkalgud about going through the successful acquisition of MotivBase by Lux Research. The combination of Lux Research and MotivBase unites emerging technology and research with conversation-based insights to help leaders make the right innovation strategy decisions.    Tech M&A is a journey, and these are the stories behind those journeys.  

On this episode, we're speaking with Rob Wellman about going through the successful acquisition of Social5 by Pluribus Technologies. Founded in 2012, Social5 is profitable technology company that utilizes leading-edge software and content to enable small-to-medium-sized businesses ("SMB's") to effectively manage their social media footprint.    Tech M&A is a journey, and these are the stories behi...

On this episode, we're speaking with Andreas Ulrich, CTO and Co-founder of Planfocus on their acquisition by Sesami. Founded in 2004 and based in Munich, Germany, planfocus' leading cash optimization software solutions help reduce logistics spending and cash holding costs, while improving availabilities and service levels for clients. Its technology empowers financial institutions and consumer bus...

We speak with Carson Conant, CEO & Founder at Mediafly, about their acquisition strategy. Including identifying key leadership, structuring deals, and how to retain top talent. Mediafly has averaged around one acquisition a year since 2018 and with two already finished for 2022.   Check out other podcast episodes, webcasts, and videos at WFS.com.  

Tech Investment and M&A in a Virtual World. Hear from Jon Koplin (Cisco), Scott Saklad (Everfield Software), Entienne Robequain (Irdi Soridec Gestion), Karl Michael Popp (SAP), Francois Rabaey (Synamedia), and Jesper Ulsted (Volaris Group). The goal of our discussion i s to provide practical insight and advice on how CEOs and Founders can execute a better Tech M&A transaction from the perspective...

Hear from CEO's who have successfully completed a software transaction! In this sellers panel we are listening to Richard Gubbins (Azpiral), Patrick Löffler (givve), Erik Pfannmöller (Solvemate Gmbh, and Alain Durand (Synamedia). The moderator is Joel Cymberg Vice President, Corum Group Ltd.   Exit planning is an essential part of an ongoing business strategy, not being prepared with anticipation,...

On this episode, we're speaking with Poya Farighi about going through the successful acquisition of Vitay by Surewift Capital. Vitay came to fruition in 2018 when he wanted to marry what he learned in the Recruitment industry with his interest in technology. With Poya's background in sales, Vitay quickly became a major player in both the Canadian and U.S recruitment and staffing industries.     Te...

We speak to Ryen Leayva on the trials and tribulations when selling his family business, Infinity Software, to Aquila, a division of Constellation software.

We talk to Daniel Rudich about his 20-year history of leading & building various telecom and mobility software companies. He successfully founded Anomalous Networks, a supplier of Real-Time Telecom Expense Management solutions, grew it to more than 400 enterprise customers, took it through several rounds of both angel and VC funding, and sold it to IT company Tangoe. Daniel is now a VP at the Coru...

We talk to Richard Holcomb about how he created his first software company at the age of 24 and formed a unique business partnership with Microsoft that's still discussed today. Holcomb also details the importance of being prepared to take advantage of the luck that could come your way.  Today, Holcomb is a leading tech M&A advisor and sits on the board of nearly 30 public/private companies.  Chec...

Martin Hjerpe, Vice President of Acquisitions at Epiroc, a Swedish mining and construction firm shares about how he searches for acquisition targets in construction and mining technology. Plus, Hjerpe shares what a brighter, safer, and more automated future of mining looks like from a global perspective.  Check out other podcast episodes, webcasts, and videos at WFS.com.

John Kinnaman,  Managing Director in Accenture's High Tech Strategy practice leading M&A efforts in North America, shares his views on what is happening in tech M&A that's getting him excited for the future and what Accenture sees will be making a difference .    Check out other podcast episodes, webcasts, and videos at WFS.com.    

Gaming expert and Corum Group Vice President Randy Breen talks about how he got introduced to game design and production, his experience developing major titles at EA and LucasArts, and his thoughts on how blockchain technology will impact the future of gaming. Check out other podcast episodes, webcasts, and videos at WFS.com. 

Former  navy   pilot  and TOPGUN trainer   turned tech entrepreneur, Patrick Laney of  Performance Drone Works ( PDW )  talks about his  successful tech exits, life after the deal with integration, and how  it led to his current company —using drones to keep people out of danger in combat en vironments .     Check out other podcast episodes, webcasts, and videos at WFS.com.