최고 Colonnade 팟캐스트 (2024)

1
MM M&A - 028: Strategic Exit Planning for Equipment Leasing and Finance Companies 30:20

2y ago30:20

30:20

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 exi…

1
MM M&A 027: Start Early & Exit Right with Mark Achler and Mert Iseri 41:08

2+ y ago41:08

41:08

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…

1
MM M&A 026: Industry spotlight – F&I Agencies & Payment Plans 34:54

2+ y ago34:54

34:54

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 …

1
MM M&A 025: Datarooms - Get your Ducks in a Row 29:47

2+ y ago29:47

29:47

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 …

1
MM M&A 024: Minority Stakes – Read the Fine Print 31:52

2+ y ago31:52

31:52

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 al…

1
MM M&A 023: The Market is Hot - Is it Time to Sell? 38:57

3y ago38:57

38:57

1
MM M&A 022: Industry Spotlight – Home Warranty 25:32

3y ago25:32

25:32

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

1
MM M&A 021: Industry Spotlight – Automotive Reconditioning 24:46

3y ago24:46

24:46

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 auto…

1
MM M&A 020 - Indications of Interest and Letters of Intent: Narrowing the Field 31:36

3y ago31:36

31:36

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 ph…

1
MM M&A 019 - Industry Spotlight: Vehicle Service Contract Administrators 30:28

3+ y ago30:28

30:28

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 kicks off several episodes around the finance and insurance ("F&I") products industry, estimated at $80+ billion in size at the retail level. Specifically, this episode is all about vehic…

1
MM M&A 018 - Industry Spotlight: Insurance Premium Finance 36:06

3+ y ago36:06

36:06

This episode kicks off a series of “industry spotlights” in which we focus on specific trends and opportunities in middle market M&A transactions. Our first episode in this series is all about an exciting niche industry ($35 billion) that Colonnade has dominated in the role of advisor to both buy-side and sell-side clients. This industry focus has …

1
MM M&A 017 - Pick Your Partner - The Exclusivity Phase 39:50

3+ y ago39:50

39:50

We are excited to focus today’s episode on the final phase of our unique 16-week sales process. Today we are focused on phase four: exclusivity/documentation. We invite you to listen to episode 001 for more information about phase one (pre-marketing), episode 002 for more information about phase two (go to market), and episode 0016 for more informa…

1
MM M&A 016 - Management Meetings 30:31

3+ y ago30:31

30:31

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. Today’s episode focuses on phase three: management presentations/ buyer due diligence. We invite you to listen to episode 001 for mo…

1
MM M&A 015 - How to Prepare for Wealth and Preserve Your Family Legacy 35:26

3+ y ago35:26

35:26

In this episode, Jeff Guylay focuses on the best practices to maximize after-tax proceeds from a transaction. Jeff is joined by featured guest Raj Rathi, co-founder of Rathi Singh Private Wealth Management, to share his insights from helping his clients understand the nuances of how best to manage their wealth. Jeff and Raj discuss the importance o…

1
MM M&A 014: Auction Processes - Get the highest price 26:10

4y ago26:10

26:10

In this episode, Gina Cocking and Jeff Guylay discuss the different types of auction processes we use in a sale transaction, including a negotiated deal, a small process, a targeted auction, and a broad auction. Gina and Jeff talk about each approach's pros and cons and why Colonnade advises clients on selecting one versus the other, recognizing th…

1
MM M&A 013: Building Relationships 29:32

4y ago29:32

29:32

This is a special episode discussing how to build successful business relationships. In this episode, Gina Cocking, is joined by featured guest Willard Bunn, a managing director at Colonnade Advisors. Willard has previously served as chairman, chief executive, and director of several commercial banks. He has held numerous board positions and has ex…

1
MM M&A 012: What is my company worth? 24:14

4y ago24:14

24:14

In this episode, Gina Cocking and Jeff Guylay focus on valuation - determining what your company is worth. Key takeaways from this episode are: The right valuation methodology depends on the industry and the company Valuation should not be overly focused on the multiple. It also depends on what you to apply the multiple to Market price discovery th…

1
MM M&A 011: Empire Building Through a Roll-Up Strategy 26:02

4y ago26:02

26:02

In this episode, Gina Cocking and Jeff Guylay continue their discussion on deal structuring. Today, the focus is on roll-ups. Key takeaways from this episode are: • Highly fragmented industries are ripe for roll-ups • A roll-up is an attractive exit alternative for companies that are subscale or have an incomplete management organization • Transpar…

1
MM M&A 010: Escaping escrow - Reps & Warranty Insurance 37:29

4y ago37:29

37:29

In this episode, Gina Cocking and Jeff Guylay continue their discussion on deal structuring. Today, we explore reps and warranties ("R&W") insurance. In this episode, we cover: · What is R&W insurance? · What is the pricing of R&W insurance? · What is the process to obtain R&W insurance? Key takeaways from this episode: · R&W insurance is a tried a…

1
MM M&A 009: Second Bite at the Apple - Aligning Interests through Rollover Equity 37:49

4y ago37:49

37:49

In this episode, Gina Cocking and Jeff Guylay continue their discussion on deal structuring. Today, we explore rollover equity, a form of contingent consideration in which the seller takes a portion of its proceeds as equity ownership of the new or acquiring company. In this episode, we cover: Why is rollover equity important? How often is it used?…

1
MM M&A 008: Earn outs - Sharing the Risk and Reward 27:24

4y ago27:24

27:24

In this episode, Gina Cocking and Jeff Guylay continue their conversations around deal structure.  Today we explore earn outs, a form of contingent consideration in which the buyer and seller share both the risk and upside/reward based on the future performance of the business. Other episodes in our series about deal structure include price and ter…

1
MM M&A 007: Striking a Deal - Price & Terms 36:52

4y ago36:52

36:52

In an M&A transaction, price is generally the most important part of the deal structure. However, there are several other essential components. In this episode, Gina Cocking and Jeff Guylay discuss various aspects of a deal structure, including deal form, transaction consideration, contingent consideration, the importance of the employee issues and…

1
MM M&A 006: How Scalable and Secure are Your Systems? 23:49

4y ago23:49

23:49

In this episode, Gina Cocking and Jeff Guylay conclude their discussion around the due diligence process related to the sale of a company. This episode is part of a four-episode series exploring the due diligence process that began with 003 on the business aspects of the due diligence process. EP003: Business aspects of due diligence EP004: Legal a…

1
MM M&A 005: It's All About Your Numbers 36:16

4+ y ago36:16

36:16

In this episode, Gina Cocking and Jeff Guylay continue their discussion around the due diligence process related to the sale of a company. This episode is part of a four-episode series exploring the due diligence process that began with 003 on the business aspects of the due diligence process. EP003: Business aspects of due diligence: https://colad…

1
MM M&A 004: Due Diligence - Deep Clean and Hygiene 23:26

4+ y ago23:26

23:26

Due diligence is a crucial component of any M&A transaction. In this episode, Gina Cocking and Jeff Guylay discuss the second topic in our due diligence series--legal due diligence. Jeff is joined by featured guest, Will Turner, a partner at Steptoe & Johnson, to discuss lessons learned and pitfalls that sellers can avoid as they think about gettin…

1
MM M&A 003: Due Diligence - Uncovering the Skeletons in Your Closet 43:17

4+ y ago43:17

43:17

In this episode, Gina Cocking and Jeff Guylay discuss business due diligence. Due diligence is so important in any M&A transaction that we're devoting four episodes to the topic. Please stay tuned for upcoming episodes 004 through 006 about Due Diligence. In addition to business due diligence, we'll cover financial, legal, and technology-related as…

1
MM M&A 002: In the Market - The Next Three Phases of Selling Your Company 35:53

4+ y ago35:53

35:53

In this second episode of the Middle Market Mergers & Acquisitions podcast, Gina Cocking and Jeff Guylay continue their discussion of the four phases of selling your company. The process of selling your company can be neatly categorized into four phases, taking place roughly over a period of 16 weeks. The four phases are:1) Pre-Marketing2) Go to Ma…

1
MM M&A 001: Pre-Marketing - The First of the Four Phases of Selling Your Company 31:10

4+ y ago31:10

31:10

The process of selling your company can be neatly categorized into four phases, taking place roughly over a period of 16 weeks. The four phases are:1) Pre-Marketing2) Go to Market3) Management Presentations / Buyer Due Diligence, and4) Exclusivity / Documentation. In this inaugural episode of the Middle Market Mergers & Acquisitions podcast, Gina C…

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Colonnade 팟 캐스트

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1
Middle Market Mergers and Acquisitions by Colonnade Advisors

Gina Cocking and Jeff Guylay

1
MM M&A - 028: Strategic Exit Planning for Equipment Leasing and Finance Companies 30:20

1
MM M&A 027: Start Early & Exit Right with Mark Achler and Mert Iseri 41:08

1
MM M&A 026: Industry spotlight – F&I Agencies & Payment Plans 34:54

1
MM M&A 025: Datarooms - Get your Ducks in a Row 29:47

1
MM M&A 024: Minority Stakes – Read the Fine Print 31:52

1
MM M&A 023: The Market is Hot - Is it Time to Sell? 38:57

1
MM M&A 022: Industry Spotlight – Home Warranty 25:32

1
MM M&A 021: Industry Spotlight – Automotive Reconditioning 24:46

1
MM M&A 020 - Indications of Interest and Letters of Intent: Narrowing the Field 31:36

1
MM M&A 019 - Industry Spotlight: Vehicle Service Contract Administrators 30:28

1
MM M&A 018 - Industry Spotlight: Insurance Premium Finance 36:06

1
MM M&A 017 - Pick Your Partner - The Exclusivity Phase 39:50

1
MM M&A 016 - Management Meetings 30:31

1
MM M&A 015 - How to Prepare for Wealth and Preserve Your Family Legacy 35:26

1
MM M&A 014: Auction Processes - Get the highest price 26:10

1
MM M&A 013: Building Relationships 29:32

1
MM M&A 012: What is my company worth? 24:14

1
MM M&A 011: Empire Building Through a Roll-Up Strategy 26:02

1
MM M&A 010: Escaping escrow - Reps & Warranty Insurance 37:29

1
MM M&A 009: Second Bite at the Apple - Aligning Interests through Rollover Equity 37:49

1
MM M&A 008: Earn outs - Sharing the Risk and Reward 27:24

1
MM M&A 007: Striking a Deal - Price & Terms 36:52

1
MM M&A 006: How Scalable and Secure are Your Systems? 23:49

1
MM M&A 005: It's All About Your Numbers 36:16

1
MM M&A 004: Due Diligence - Deep Clean and Hygiene 23:26

1
MM M&A 003: Due Diligence - Uncovering the Skeletons in Your Closet 43:17

1
MM M&A 002: In the Market - The Next Three Phases of Selling Your Company 35:53

1
MM M&A 001: Pre-Marketing - The First of the Four Phases of Selling Your Company 31:10

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