Middle Market Mergers and Acquisitions by Colonnade Advisors

Feb 20 2025 29 ep. 32 mins 7

Middle Market Mergers and Acquisitions by Colonnade Advisors Podcast artwork

Get the insiders’ take on mergers and acquisitions. M&A investment bankers Gina Cocking and Jeff Guylay of Colonnade Advisors discuss the technical aspects of and tactics used in middle market deals. This podcast offers actionable advice and strategies for selling your company and is aimed at owners of middle market companies in the financial services and business services sectors. Middle market companies are generally valued between $20 million and $500 million.

Copy RSS

Subscribe on Podcast Addict

COLADV MM M&A - 030: Questions to Ask Buyers

Feb 20 2025 29 mins

MM M&A - 028: Strategic Exit Planning for Equipment Leasing and Finance Companies

Oct 10 2022 30 mins

In this episode, we discuss strategic steps for Equipment Leasing and Finance companies as they grow and evolve. The leadership of some of these businesses may decide to remain a certain size and complexity and be “ lifestyle businesses”, providing healthy cash flow to the owner(s) while they continue to run the business. However, other options exist, and exiting the business f

MM M&A 027: Start Early & Exit Right with Mark Achler and Mert Iseri

Jun 01 2022 41 mins

Before you sell your company, even the odds. This episode features guests Mark Achler and Mert Iseri, authors of the recent book, Exit Right: How to Sell Your Startup, Maximize Your Return and Build Your Legacy. Exit Right demystifies how to conclude the startup journey, a perfect complement to our podcast, which focuses more on the exits of larger middle-market companies.

MM M&A 026: Industry spotlight – F&I Agencies & Payment Plans

May 02 2022 34 mins

This episode continues with our “industry spotlight series” where we focus on specific trends and opportunities in middle-market M&A transactions. Our previous episodes have covered four industries in which Colonnade has played a significant role as an M&A advisor to both buy-side and sell-side clients. We add F&I Agencies & Payment Plan Providers as industries where we

MM M&A 025: Datarooms - Get your Ducks in a Row

Apr 05 2022 29 mins

In this episode, Gina Cocking and Jeff Guylay pick up their discussion around the due diligence process related to the sale of a company. This episode is a great add-on to the previously released four-episode series exploring the due diligence process: EP003: Business aspects of due diligence EP004: Legal aspects of due diligence EP005: Accounting aspects of due diligence EP006:

MM M&A 024: Minority Stakes – Read the Fine Print

Mar 01 2022 31 mins

This episode is an excellent continuation of our discussion in E023 about the pros and cons of partnering with a financial sponsor. When a company is considering an M&A transaction, there’s a range of alternatives. On one side of the spectrum, there’s selling 100% of the company and exiting. On the other side of the spectrum is no transaction at all (“stay the course”). In

MM M&A 023: The Market is Hot - Is it Time to Sell?

Feb 03 2022 38 mins

MM M&A 022: Industry Spotlight – Home Warranty

Jan 05 2022 25 mins

This episode continues our series of "industry spotlights," in which we focus on specific trends and opportunities in middle market M&A transactions.

MM M&A 021: Industry Spotlight – Automotive Reconditioning

Dec 07 2021 24 mins

This episode continues our series of "industry spotlights," in which we focus on specific trends and opportunities in middle market M&A transactions. This episode focuses on the automotive reconditioning industry, a $5.4 billion industry that is highly fragmented and ripe for consolidation. Colonnade has extensive transaction experience in the automotive services industry and has b

MM M&A 020 - Indications of Interest and Letters of Intent: Narrowing the Field

Nov 08 2021 31 mins

In previous episodes, Colonnade Advisors has outlined our unique 16-week sales process timeline in four phases: pre-marketing, go to market, management presentations/buyer due diligence, and exclusivity/documentation. In this episode, we will be doing a deep dive on indications of interest ("IOI"), which take place at the end of the go to market phase, and letters of intent ("LOI")