The M and A Guy

In this episode of the Private Capital Mastery Podcast, host Brian Franco sits down with Mordy Levine, Chief Exit Officer, to discuss the critical steps entrepreneurs should take to prepare their businesses for a successful exit. From understanding the importance of early preparation and mock due diligence to leveraging growth initiatives and mitigating risks, Mordy shares invaluable advice on how...

In this episode of the Private Capital Mastery podcast, host Brian Franco sits down with Maggie Habib, a leading public relations leader specializing in financial and corporate communications. Together, they explore the critical role of perception in the success of capital events—from startups to exits. Maggie shares her expertise on how companies can strategically manage their digital footprint a...

In this episode of the Private Capital Mastery podcast, host Brian Franco sits down with Bruce Virga, of Title3Funds, to explore the world of crowdfunding. They dive deep into what crowdfunding is, how it works, and when founders should consider it as part of their capital-raising strategy. Bruce shares his journey into the crowdfunding space, offers practical advice for founders, and highlights t...

In this episode of Private Capital Mastery, Brian Franco, was recently invited to speak at an event on exit strategy. This two-part series, concluding with today's episode, includes the second half of the presentation and a Q&A session with the audience. Brian, who has completed over 21 public M&A transactions and scaled numerous businesses, emphasizes the importance of having a solid...

In this episode of Private Capital Mastery, Brian Franco, was recently invited to speak at an event on exit strategy. This two-part series, starting with today's episode, includes the first half of the presentation and a Q&A session with the audience. Brian, who has completed over 21 public M&A transactions and scaled numerous businesses, emphasizes the importance of having a solid exi...

Welcome to the latest episode of the Private Capital Mastery podcast, hosted by Brian Franco. Today, we're diving into how founders and entrepreneurs can elevate their company's value to 300 million with a comprehensive game plan and strategies to control your company's destiny. This episode features Denise Murtha Bachmann, an expert in sales and AI integration. Denise shares her journ...

In today's episode of the Private Capital Mastery podcast, host Brian Franco is joined by special guest Michelle Generaux, celebrating 23 years with her law firm. Together, they dive into the critical topic of transaction readiness, essential for founders and entrepreneurs aiming to elevate their company value to $300 million. Michelle shares her extensive experience in the AEC industry, highl...

In this episode of the Private Capital Mastery podcast, host Brian Franco sits down with Mick Denner, founder of Mode Growth Partners, to explore the journey of scaling a company to a $300 million valuation. Mick shares his unique background, from his time in the Marine Corps to his passion for small businesses, and how these experiences shaped his approach to business growth. They discuss the imp...

In this episode of the Private Capital Mastery podcast, host Brian Franco is joined by Tim Teen, an experienced entrepreneur and business advisor, to explore the crucial strategies for preparing your company for data-driven exits and liquidity events. Whether you're aiming to scale your business or plan for a lucrative exit, this episode provides invaluable insights into managing expectations...

In this episode of the Private Capital Mastery podcast, host Brian Franco welcomes Parham Mirshahpanah from 334 Ventures to discuss exit strategy success through leveraging fractional CEOs. As they dive into the intricacies of growing company value to 300 million, they explore how effective planning and strategic implementation can drive a business from seed to scale, making it attractive to inves...

In today's episode of the Private Capital Mastery podcast, host Brian Franco dives into the evolution of family offices, providing insights for founders and entrepreneurs aiming to scale their ventures to $300 million. Joined by Danielle Patterson, an expert in the field, the discussion explores why family offices serve as a compelling alternative to venture capital and private equity, especia...

In today's episode of the Private Capital Mastery podcast, host Brian Franco dives into the evolution of family offices with guest Danielle Patterson. They explore how family offices offer a unique alternative to venture capital and private equity for founders and entrepreneurs. Danielle shares insights from her journey in acquiring and transforming the Family Office List, highlighting its rol...

In this episode of the Private Capital Mastery podcast, Brian Franco and Fletcher Wimbush discuss the importance of hiring the right people for success in the construction industry. Fletcher, an expert in talent selection, says companies should use a systematic, data-driven approach to evaluate candidates and ensure they fit various roles. He stresses that employees are key assets that need to be...

In today's episode of the Private Capital Mastery podcast, host Brian Franco talks with Adam Coffey, an experienced CEO and author, about using private equity for business growth. Adam shares his knowledge on creating value and reducing risk before selling a company. He emphasizes the importance of strategic planning and building a strong leadership team. They discuss the complexities of deal...

In today's episode of the Private Capital Mastery podcast, Brian Franco, the CEO of Meritage Partners, announced the successful merger of GM's with their client, Howard and Sons. He emphasized that the merger's primary focus was to preserve the Howard family's legacy and secure the future for the company's long-standing employees. Brian expressed gratitude to the teams from bot...

In today's episode of the Private Capital Mastery podcast, Brian Franco hosted Tim Schultz from Pacific Cornerstone Architects to discuss the successful merger of their firm with Head Design, facilitated by Meritage Partners. Tim shared insights into his retirement and the tailored merger process, emphasizing the importance of relationships and the company's future. Tim reflected on the fi...

In this podcast episode, host Brian Franco and guest Rick Girard explore the vital role company culture plays in hiring and business success. They discuss the pitfalls of hiring without considering core values, the consequences of bad hires, and the benefits of a purpose-driven approach. Drawing from his headhunting experience, Rick emphasizes aligning values and behaviors to build a cohesive team...

In this episode of the Private Capital Mastery podcast, host Brian Franco, expert Francois Moller, and a finance professional discuss how professionalizing financial functions can boost a company's value. They talk about the shift from cash to accrual accounting, the importance of key performance indicators (KPIs), and effective cash flow management. The conversation highlights the need for ac...

In this episode of the Private Capital Mastery podcast, host Brian Franco and guest Nick Layton explore the journey of an entrepreneur towards a successful business exit. They discuss the emotional side, personal goals, and the complexities of running a business. Nick, an experienced entrepreneur, emphasizes the importance of aligning personal objectives with business growth. The two talk about th...

Diving deep into the entrepreneurial journey, we often overlook the sheer resilience needed in the face of funding challenges. Did you know the majority of small businesses initially turn to friends, family, or personal savings? It's a testament to the grit of founders, but it also highlights the importance of broadening our financial horizons. On the latest episode of the Private Capital Mast...

Systemizing your business might just be the game-changer you need. I had a fascinating chat about reverse engineering processes for scalability with entrepreneur Tony Disilvestro. His approach isn't just theory—it's the backbone of his own success. Did you know that 70% of successful businesses attribute their growth to strong systems and processes? Listen in to to learn more. "It&#39...

In the realm of private equity, closing the deal is a rare art. Out of hundreds of possibilities, only a couple make the cut each year. On this episode, my guest, Bruce Lipian, shared the rigorous process behind selecting the golden few—where due diligence meets intuition. This behind-the-scenes peek into deal selection is a fascinating dance between opportunity and meticulous scrutiny. "What...

Have you ever heard of the 80/20 rule? In today's episode, I had an insightful conversation with Guy Cassidy about how this principle is crucial for profitability. It turns out that for many companies, 20% of customers or products are responsible for 80% of the gross profit. It's fascinating to see the impact of this on our strategies and focus. "Most businesses are struggling because...

The journey to financial freedom for business owners involves continuous learning and community support. That's why I encourage CEOs and entrepreneurs to get valuations and assessments for their companies. Understanding your current enterprise value is the first step in crafting a bespoke strategy for growth. Share experiences, overcome challenges, and work towards your goals within the Privat...

Have you ever wondered what goes on in the minds of investors? In this episode of Private Capital Mastery, we dive deep into the psychology of investment decision-making. It's a fascinating journey that reveals why understanding human behavior could be your ultimate edge in the marketplace.  "If you are a business owner, and you have not considered or begun crafting your exit, then you ne...