The Transaction Abstract Podcast

Every company has a story that details how their innovative product or service idea came to be. That story typically includes how they were founded, how they grew and expanded, and how they matured into the organization they are today. That story may encompass a journey that started over one hundred years ago—or it could be the newest startup that began with a fledgling idea less than a few years...

There are a myriad of factors that ultimately influence the sale price of a business in a transaction. By properly addressing those factors prior to going to market, sellers can eliminate surprises and work toward commanding a more favorable purchase price.  For manufacturers and distributors, one area that may be overlooked prior to engaging in a transaction might be their supply chain—including...

A critical question in any M&A transaction is what will be your branding going forward? And how can you tell your story to get employees and customers on board with that? There are opportunities here, but also some potential pitfalls. In this episode of The Transaction Abstract podcast, Joe Hellman and Lauren Tannenbaum, Senior Vice President and Group Lead at Joe Smith, discuss some valuable insi...

Communications cannot be an afterthought in M&A transactions. There are many risks to navigate. Listen to the latest episode of The Transaction Abstract podcast, where host Joe Hellman talks with David Heinsch, Senior VP at Padilla, on why it is important to get your communications people involved early on and what things they should focus on.

As a follow-up to the last episode of The Transaction Abstract podcast, Joe Hellman and Julie Keyes discuss the business readiness process in M&A transactions and how that differs from owner readiness.

Every business owner wants to get the best possible deal when they decide to sell their company, but the deal should be good for them personally as well as financially. Joe Hellman invited Julie Keyes founder of KeyeStrategies to The Transaction Abstract podcast to discuss the role of exit planning in M&A transactions.

When we talk about mergers and acquisitions, we tend to focus on financials and physical assets. But what about the company's technology assets—and all that valuable data? What do sellers and buyers need to consider within this critical area? Host Joe Hellman dove into this important topic recently with guest Donald Raleigh, on The Transaction Abstract podcast.

In this episode, Joe Hellman asks Doug Pudvah to discuss his perspective on commercial lending in today's M&A environment. Pudvah speaks based on his lengthy experience in business finance, including M&A transactions.

In this episode, Joe Hellman speaks with Taylor Hanson about managing expectations, specifically during proprietary deals. A proprietary transaction is when a specific buyer is given the first opportunity to purchase a company without a broader auction process.

In this episode, Joe Hellman, host of The Transaction Abstract Podcast, speaks with Anna Sabiston, Senior Vice President at Prudential Private Capital, about current economic events and their implications for M&A investment.

In this episode of The Transaction Abstract, Michael Hubsmith of True North M&A joined John Gauger from Honour Capital for a wide-ranging discussion of purpose-driven financing–the art of understanding the true needs of sellers and buyers to structure an M&A deal that best fits everyone's goals.

In this episode, Redpath's Joe Hellman speaks with Steve Halverson to evaluate the factors that get weighed heavily in almost any M&A transaction.

In this episode, Redpath's Joe Hellman recently explored the legal side of M&A with Ryan Miske, a partner at Faegre Drinker. Ryan's focus as an M&A attorney is on deals that range from $1 million to more than $1 billion.

In this episode, learn how Yukon Partners evaluates companies and structures deals as well as what it recommends your business does to get the attention of investors.

In this episode Paul Moffatt, Director of Business Development at Encore One, LLC talks more about their bespoke approach and why it appeals to certain sellers.

In this episode, Redpath's Joe Hellman speaks with Jake Fishman from Madeira Partners, who specializes in supporting closely held businesses as they go to market, on advice for selling a family business. From Redpath and Company, a 100% employee-owned CPA firm https://www.redpathcpas.com/

In this episode, Joe Hellman speaks with Linda Bagley of Merative and Kory Boyer of Redpath to understand why integration matters and when to start planning for it during the M&A process.

In this episode, Joe Hellman talks with Emma Gergen of Carlson Private Capital to learn more about how family offices differ from traditional private equity partners.

In this episode, Joe Hellman speaks with Joe Housman, Vice President of Business Development at Brown and Brown Insurance in Minneapolis, to discuss reps and warranties insurance. From Redpath and Company, a 100% employee owned CPA firm Redpathcpas.com/

In this episode learn how to prepare for a sale from the buyers perspective. From Redpath and Company, a 100% employee-owned CPA firm Redpathcpas.com/

In this episode of The Transaction Abstract, Joe Hellman got the inside story from Reed Robinson of Groove Capital, whose firm provides angel investor and venture capitalist funds to emerging businesses throughout Minnesota. From Redpath and Company, a 100% employee-owned CPA firm redpathcpas.com

In this episode of The Transaction Abstract, Joe Hellman talked with Chad Nibbelink, a long-time corporate development officer in the Twin Cities with experience across multiple industries, types of deals, and deal sizes. Chad offers insights on strategic versus financial deals, corporate development's role in ensuring a smooth transaction, and the post-close integration process. From Redpath and...

Entrepreneurs need to be careful to approach their business sale in a way that maximizes their return. The process is complex and can be difficult to navigate for the first time. Recently, Joe Hellman sat down with investment banker Sam Matlin, an M&A advisor with Capstone Partners, on The Transaction Abstract podcast to discuss common issues and how to avoid them when selling a business. From Red...

In a recent episode of The Transaction Abstract, Joe Hellman welcomed Adam Letson, Principal at TT Capital Partners. Adam specializes in deal sourcing, transaction execution, and portfolio management for TT Capital Partners, which focuses on the healthcare industry. Listen to the episode for Adam's insights on how his team finds opportunities, how that's changed over the years, and how strategic p...

In this episode of The Transaction Abstract, Joe Hellman sits down with Tom DeMinico, Director of the Middle Market M&A Advisory Group with Bank of Montreal (BMO). Tom has more than 12 years of experience advising clients on M&A and capital raise transactions. He joined Joe to provide his insights on capital raising–the best way to do it and potential roadblocks to watch out for. From Redpath and...