The M&A Mastermind Podcast

We’re wrapping up 2024 with Part 2 of our year’s best moments from the M&A Mastermind Podcast! This follow-up episode dives even deeper into the insights, strategies, and success stories that defined the year. Join us as we spotlight more of the most impactful conversations with industry leaders, dealmakers, and transition experts. In this episode, you’ll discover: How to hire the right adviso...

In this special year-in-review episode of the M&A Mastermind Podcast, we’re bringing you the most powerful, insightful, and game-changing moments from the past year. Whether you’re a seasoned dealmaker, a business owner contemplating a sale, or a professional navigating the M&A landscape, this episode distills the key strategies, expert advice, and actionable takeaways from our top convers...

In this episode of the M&A Mastermind podcast, host Nick Olsen interviews Greg Brinson, CEO of CapLinked, a virtual data room platform. They discuss the evolution and importance of virtual data rooms in M&A transactions, highlighting key features, security measures, and the support provided to clients. Greg emphasizes the need for a sophisticated data room to protect sensitive information...

In this episode of the M&A Mastermind Podcast, host Nick Olsen interviews Shaunna Balady, a member of Cornerstone International Alliance, who specializes in the software industry. Shaunna shares her extensive experience in M&A, emphasizing the importance of operational expertise, philanthropy, and emotional intelligence in transactions. She discusses the evolving landscape of software M&am...

In this episode of the M&A Mastermind podcast, Adam Kroener, co-founder of Carbliss, shares the journey of creating a successful zero-carb, zero-sugar cocktail brand. From the initial inspiration rooted in a keto lifestyle to the challenges of differentiating in a crowded beverage market, Adam discusses the importance of building a strong team, strategic hiring, and maintaining a company cultu...

In this episode of the M&A Mastermind Podcast, Jonathan Baker discusses his journey in the marketing services industry and the evolution of his firm, Punctuation. He shares insights on the importance of industry focus, the transition from business owner to M&A advisor, and the strategies for helping clients grow and prepare for exit. Jonathan emphasizes the need for business owners to trea...

In this episode of the M&A Mastermind podcast, Nick Olsen interviews Andrew Hoffman, founder of the Search Fund Coalition. They discuss the concept of search funds, the evolution of acquisition entrepreneurship, and the importance of community support for entrepreneurs. Andrew shares insights on the different types of acquisition entrepreneurs, funding sources, deal structures, and the long-te...

In this episode of the M&A Mastermind podcast, host Nick Olsen interviews Bryce DeGroot, managing director and partner of an M&A firm specializing in outdoor recreation and lifestyle companies. Bryce shares his journey into the M&A business, the importance of industry specialization, and how it provides a competitive edge. He discusses the significance of relationships in deal originat...

In this episode of the M&A Mastermind podcast, host Nick Olsen speaks with Mike Garrison, founder of the Strategic Referral Team, about the significance of predictable referrals in the M&A industry. They discuss the challenges faced by M&A advisors in obtaining referrals, the importance of being interesting and authentic in marketing, and how personal passions can enhance business conn...

In this episode of the M&A Mastermind podcast, host Nick Olsen interviews Matt LeBris, an entrepreneur and podcaster on a mission to impact a billion lives. They discuss Matt's journey from working with Damon John of Shark Tank to hosting a top-ranked podcast, the importance of overcoming adversity, and the transformative power of gratitude.  Matt shares his insights on defining success, livin...

In this episode of the M&A Mastermind podcast, host Nick Olsen speaks with Bentley Blackmon, founder and CEO of Navitor Wealth, about the critical role of wealth advisors in the M&A process. They discuss the importance of family office services, the timing of exit conversations, and the necessity of pre-transaction planning. Bentley emphasizes the value of conducting thorough financial ana...

In this episode of the M&A Mastermind podcast, host Nick Olsen interviews Fred Joyal, a marketing expert and author of 'Super Bold'. Fred shares his journey from co-founding 1-800-DENTIST to becoming a boldness advocate. He discusses the importance of boldness in entrepreneurship, how to develop it as a skill, and the significance of building relationships without an agenda. The conversation a...

In this episode of the M&A Mastermind podcast, Matt Gilbert, a founding partner of Gap Transaction Advisors, shares his extensive experience in the M&A industry. He discusses the importance of alignment between advisors and clients, the emotional aspects of selling a business, and the lessons learned from his own past exits. Matt emphasizes the need for a thorough discovery phase to unders...

In this episode of the M&A Mastermind podcast, Nick Olsen interviews John Dalton and John Howe about their experiences in the manufacturing industry and the process of buying and selling manufacturing companies. They discuss the importance of research and understanding the niche market, as well as the need for empathy and collaboration with the seller and management team. They also highlight t...

In this episode of the M&A Mastermind podcast, host Nick Olsen welcomes back Andy Jones from Private Equity Info. They discuss the evolution of M&A, focusing on data-driven insights, transaction volumes, deal sizes, and the impact of government policy on the private equity landscape. Andy shares valuable statistics and trends, including the shift towards add-on investments and the implicat...

In this conversation, Nick Olsen and Ryan Holder discuss the importance of people in the sale of a business. They emphasize that the value of a company lies in its management team and employees. Buyers, especially private equity groups, look for companies with strong management teams that can continue to run the business successfully. The conversation highlights the need for business owners to bui...

In this episode of the M&A Mastermind Podcast, host Nick Olsen interviews Patrick Stroth, a national practice leader for M&A at Liberty Company Insurance Brokerage. They discuss the importance of reps and warranties in M&A deals and how it can benefit both buyers and sellers. Patrick explains that reps and warranties are disclosures made by the seller to the buyer about the condition a...

In this episode, Nick Olsen interviews Scott Bushkie, the founder of Cornerstone International Alliance, about what makes a good M&A advisor and the importance of hiring the right people. Scott shares his experience of starting Cornerstone and the challenges he faced in hiring the right team. He emphasizes the importance of building trust with clients and having a team with the right mindset a...

Michael Klumpp, a member of Cornerstone International Alliance, discusses the importance of having a strong footprint in the US for technology companies looking to sell. He emphasizes the need for timing in the technology sector and advises potential sellers to look for market activity and growth rates when considering a sale. Klumpp also shares insights on finding the best buyer, deal structures...

In this episode, host Nick Olsen sits down with Sharon Heaton as she discusses the art of successful M&A transactions and the importance of understanding the human side of deal making. She emphasizes that M&A is not just about the numbers, but also about the emotional attachment and life transition for the seller. Sharon highlights the need for M&A advisors to address the fear and unce...

In this episode of the M&A Mastermind Podcast, host Nick Olsen sits down with Andrew Perlmutter, founder of PE Marketplace, discusses the platform he created to facilitate transactions in the lower middle market. The platform aims to connect buyers and sellers in the 1 to 50 million enterprise value range. Perlmutter explains that the increased emergence of private buyers in the M&A space...

In this enlightening episode of the M&A Mastermind podcast, host Nick Olsen engages with Mike Mensch, CEO and founding partner of Agency Brokerage Consultants, to delve into the crucial topic of value creation in M&A. Mike emphasizes the significance of a value creation mindset, advocating for business owners to consistently focus on enhancing their company's worth. The discussion covers t...

In this episode of the M&A Mastermind Podcast, host Nick Olsen sits down with Stu Noel, the Director of Business Development at Compass Group. Together, they explore the pivotal role of relationship-building in the M&A industry. Stu shares Compass Group's thesis-driven strategy for identifying promising investment opportunities and stresses the importance of collaboration, transparency, an...

In this episode of The M&A Mastermind Podcast, host Nick Olsen sits down with Patrick Burke, a certified Petra coach, to explore the intricacies of the M&A space and the essential steps for business owners preparing for a successful exit. Patrick brings a wealth of knowledge with his background in psychology, law, finance, investment banking, and even owning restaurants. Patrick dives into...

In this episode, Ned Miller and Jim Huerth dive into the strategic approaches M&A advisors can use to leverage the banking world for client acquisition and collaboration. They share insights on how to build strong, value-driven relationships with bankers. Discover the keys to successful networking, including focusing on bankers' needs, providing valuable education and insights, and understandi...