M&A Talk (Mergers & Acquisitions), by Morgan & Westfield

Nov 01 2024 175 ep. 57 mins 32
M&A Talk (Mergers & Acquisitions), by Morgan & Westfield Podcast artwork

M&A Talk is the #1 show exclusively focused on mergers & acquisitions. At M&A Talk, we bring you interviews with experts in private equity, business valuations, law, finance, and all topics related to M&A. We speak with the most experienced professionals in the industry to share their insights. Our past experts have included CEOs, authors, investment bankers, attorneys, CPAs, private equity partners, business appraisers, VC investors, and more. Brought to you by Morgan & Westfield (www.morganandwestfield.com), a nationwide leader in M&A. Access show notes on all M&A Talk podcasts at www.morganandwestfield.com/resources/podcast/

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For Sellers: How To Navigate the Human Element of M&A Integration

Nov 01 2024 50 mins  
Show Summary: Geoff Coltman, Senior VP at Catena Solutions, discusses M&A integration in the food and beverage sector. He emphasizes the importance of understanding the human element and the “why” behind decisions. Geoff highlights the challenges of maintaining regular communication and the need for open communication and partnership with organizations to ensure successful chan

For Sellers: Maximize Your Business’s Value by Mastering Sales and Marketing

Oct 21 2024 63 mins  
Show Summary: Derek Johnson, author of “The Strategic Sales Leader,” discusses the importance of optimizing sales and marketing as you prepare your company for sale. Many companies leave money on the table due to ineffective sales and marketing strategies. Derek discusses leveraging competitive intelligence, understanding the buying journey and the psychology of change and pers

For Sellers: Using D&O Insurance to Reduce Risk After the Sale of Your Company

Oct 15 2024 48 mins  
Show Summary: Patrick Stroth returns to M&A Talk to discuss the ins and outs of directors and officers insurance – also known as D&O insurance – and why it is a standard component of a transaction for buyers of middle-market businesses. Patrick highlights how the D&O tail can work along with reps and warranties insurance and tips on how to make it fairly painless for a seller t

For Sellers: Mastering EBITDA Multiples

Oct 10 2024 32 mins  
Show Summary: Kevin Moyer returns to M&A Talk to discuss EBITDA multiples, emphasizing their importance in valuing companies in the middle market. EBITDA multiples measure a company’s enterprise value against its current EBITDA or run rate, either as reported or adjusted, and can vary widely by industry. The discussion covers the role of CapEx, the importance of accurate EBITDA a

For Sellers: How to Navigate M&A Advisor Fees - Insights from an Investment Banking Expert

Oct 01 2024 44 mins  
Show Summary: How much do M&A advisors and investment bankers charge? Bill Snow returns to M&A Talk to explain why there is not a straightforward answer to this common question. He shares insights into the difference between finding a buyer and closing the deal, the positive aspects of monthly retainer fees and how they are a sign of shared risk, how success fees are calculated in

For Sellers: How to Effectively Prepare Your Company for a Successful Exit and Unlocking Buyer Interest

Sep 20 2024 61 mins  
Show Summary: Guest Mark Tarchetti rates the importance of preparing a company for sale at 10 out of 10, saying that inadequate preparation can lead to rapid buyer loss and diminished competition, potentially reducing a business’s value by 20-30%. Mark highlights the power of a clear, compelling business story and shares his experiences from doing $40 billion in M&A deals, stress

For Sellers: How You Can Unlocking Value Through Collaborative M&A Strategies

Sep 17 2024 38 mins  
Show Summary: Get the inside scoop on how to maximize the sale of your business and help the process run smoothly through the help of an M&A advisor during the critical preparation stage. Simon Leroux, a serial entrepreneur and founder of Optionality.AI, discusses the importance of early collaboration with M&A advisors. He highlights the inefficiencies in the M&A process, particula

Case Study: Selling Your Business Using Perpetual Revenue Share

Sep 10 2024 45 mins  
Show Summary: Josh Springer, head of M&A for Hawke Media, discusses the acquisition and integration strategies he has used in closing 18 deals over the past 4 years, offering sellers a perpetual revenue share instead of a lump-sum payment. He shares insights into how this approach works, the benefits for sellers, lessons learned for the acquirers, how creative deal-making can beat

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F&B Industry: How to Navigate the Complex Landscape of Food and Agriculture M&A

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