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M&A Masters Podcast
with Patrick Stroth
Master the clean exit! Discover secrets of M&A Masters. You’ll hear inside interviews with M&A advisors, attorneys, investment bankers, private equity players, and the entrepreneurs themselves. If you ever want to sell your business this is a must-listen podcast.
Jennifer Mandelbaum | Female Led Ventures Changing the Future of How Families Live
On this week’s episode of M&A Masters, we speak with Jennifer Mandelbaum, Senior Investment Director at Halogen Ventures. Halogen Ventures is a California-based Venture Capital fund focused on investing in early stage consumer technology startups with a female on the founding team.
Renny Sie | Forging Relationships with Founders and Family-Owned Businesses
On this week’s episode of M&A Masters, we’re sitting down with Renny Sie, Vice President of Business Development and Investor Relations at the private equity firm Boyne Capital. Established in 2006, Boyne Capital takes a different approach to investing—one that forges lasting and collaborative relationships with companies whose founders and families are still deeply involved in growing their businesses. It’s a term they call a value cultivator approach. Renny says, “Partnership is extremely important to us. The fit is important because this is going to be a long-term partnership to grow this thing together and make it bigger and better for everyone.” Listen to discover: How to propel family-owned businesses to the next level—partnering NOW to prosper in the future Boyne Capital’s unique value cultivator approach to the lower middle market—building the right team through focusing on relationships, recruiting, and retention Why they feel that Rep & Warranty Insurance is an important component for their deals And much more MENTIONED IN THIS EPISODE: Boyne Capital Email Renny Call Renny at 305-856-9500 TRANSCRIPT: Patrick Stroth: Hello there. I’m Patrick Stroth, trusted authority in executive and transactional liability and president of Rubicon M&A Insurance Services. Now a proud member of the Liberty Company Insurance Broker Network. Welcome to M&A Masters where I speak with the leading experts in mergers and acquisitions. And we’re all about one thing here. That’s a clean exit for owners, founders and their investors. Today I’m joined by Renny Sie, Vice President for Business Development for Boyne Capital. Boyne Capital was established in 2006 in Miami, Florida, with a focus on investing in lower middle market companies. Boyne has a unique approach to investing. It’s an approach to forges lasting and collaborative relationships with companies whose founders and families are still deeply involved with growing their business. It’s
Laurin Parthemos | Beyond the Dress Code: The Outgrowth of Culture in an Organization
On this week’s episode of M&A Masters, we sit down with Laurin Parthemos to talk about culture. Laurin is a Principal at Kotter, a company named after Dr. John Kotter, the world’s foremost change expert. Kotter’s approach to merger & acquisition integration focuses on culture and people first. Laurin says, “Culture is more and more seen as that differentiator within an industry to say we have a strong culture where people want to work.” Listen as she walks us through: Three ways to acknowledge (and counter) the survive or thrive mindset of change and help an organization move forward The key to the path forward when integrating organizations with varying cultures—she’ll share a case study of the positive results they achieved (with long-time rival companies) The monumental shift in the talent pool—what’s behind it One of the most overlooked things most miss when planning integration and catalysts for forward momentum And much more MENTIONED IN THIS EPISODE: Kotter, Inc. Email Laurin Laurin on LinkedIn TRANSCRIPT: Patrick Stroth: Hello there. I’m Patrick Stroth, trusted authority in executive and transactional liability, and President of Rubicon M&A Insurance Services. Now a proud member of the Liberty Company Insurance Broker Network. Welcome to M&A Masters where I speak with the leading experts in mergers and acquisitions. And we’re all about one thing here, that’s a clean exit for owners, founders and their investors. Today I’m joined by Laurin Parthemos, Principal of Kotter. With offices on both coasts, Kotter helps organizations mobilize their people to achieve unimaginable results at unprecedented speeds. And I gotta tell you it for a marketing thing, that’s a lot to unpack in one sentence. So there’s a very efficient intro right there. Laurin, welcome to M&A Masters. Thanks for joining me today. Laurin Parthemos: Yeah, thanks so much for having
Samantha Ory | Strategies for Creating Organic Partnerships that Thrive
On this week’s episode of M&A Masters, we sit down with Samantha Ory to talk about choosing partnership over buyout. Samantha’s company, Ouroboros Group, is a private investment firm specializing in middle market corporate acquisitions and operations in the manufacturing, healthcare, and consumer sectors. Samantha says, “I found that there is this segment of outlier companies and CEOs who are looking for something a little bit different. We cater a lot to the CEOs. We always ask ‘what can we do for you?’ It builds trust, but it’s also very genuine… we really want to know.” Listen as she walks us through: How her non-traditional background led to a unique approach for the Ouroboros Group Two atypical things they focus on to take a company to the next level (post buyout) The 3 algorithmic strategies they use to find deals The key to developing organic partnerships And much more MENTIONED IN THIS EPISODE: Ouroboros Group Email Samantha TRANSCRIPT: Patrick Stroth: Hello there. I’m Patrick Stroth, trusted authority in executive and transactional liability and president of Rubicon M&A Insurance Services. Now a proud member of The Liberty Company Insurance Group of Brokers. Welcome to M&A Masters, where speak with the leading experts in mergers and acquisitions. And we’re all about one thing here. That’s a clean exit for owners, founders and their investors. Today I’m joined by Samantha Ory, Founder and General Partner of Ouroboros Group. Ouroboros Group is a private investment firm specializing in middle market acquisitions and operations within the healthcare, consumer, manufacturing and distribution spaces. The firm has offices in Boston and New York. And in addition to their middle market buyout practice also has a minority investment arm specializing in early stage and minority investments within the consumer vertical. And as of this recording, today, there are
Lorraine Wilson | Novata: Your On-ramp for the ESG Data Evolution
On this week’s episode of M&A Masters, we speak with Lorraine Wilson, Chief Impact Officer and Head of ESG Methodology at Novata. Novota’s mission is to empower general partners in the private market to collect, analyze, and report relevant ESG data. Lorraine says, “ESG is evolving. Novata offers a standard process for analysis… using metrics most applicable to the private market.” As ESG begins permeating the private sectors, it’s becoming top of mind for investors and in the boardroom. Listen as Lorraine walks us through: How Novata assists general partners and private companies in collecting, analyzing and reporting relevant ESG data The reporting on-ramp Novata has created – a technology platform which includes a library of metrics and guidance, where GPs can select the most relevant disclosures for their portfolio companies What she believes will be the biggest focus of data analysis for 2022 (Hint: ESG isn’t going away) And more MENTIONED IN THIS EPISODE: Novata Lorraine’s LinkedIn TRANSCRIPT: Patrick Stroth: Hello there. I’m Patrick Stroth, trusted authority in executive and transactional liability, and President of Rubicon M&A Insurance Services. Now a proud member of the Liberty Company Insurance Brokers Network. Welcome to M&A Masters where I speak with the leading experts in mergers and acquisitions. And we’re all about one thing here. That’s a clean exit for owners, founders and their investors. Today, I’m joined by Lorraine Wilson, Chief Impact Officer of Novata. Novata is an ESG platform built specifically for private markets. Formed by unique consortium of leading nonprofit and for profit organizations, Novata empowers general partners and private companies to collect, analyze, benchmark and report relevant ESG data. And as an approach for investing ESG has gone from fringe to core top of mind, both among investors and in the boardroom. So I’m very excited to have
Kresimir Peharda | Cannabis: Advice for First-Time M&A Buyers in the Market
On this week’s episode of M&A Masters, we speak with Kresimir Peharda, corporate and M&A attorney with YK Law. Kresimir is the Chair of the firm’s Cannabis Practice. As federal legalization inches ever closer, we invited him on the show to discuss the ins and outs and the rise of M&A in the world of cannabis. Listen as he walks us through: Improvements are happening and usage is up, but what challenges lie ahead for M&A in the cannabis industry How cannabis regulations affect deals and why buyer/seller trust is everything What trends he sees coming in the cannabis M&A market for 2022 and beyond and his advice to first-time buyers in the market And much more MENTIONED IN THIS EPISODE: YK Law Kresimir’s Email TRANSCRIPT: Patrick Stroth: Hello there. I’m Patrick Stroth, trusted authority in executive and transactional liability and president of Rubicon M&A Insurance Services. Now a proud member of the Liberty Company Insurance Brokers Network. Welcome to M&A Masters where I speak with the leading experts in mergers and acquisitions. And we’re all about one thing here. That’s a clean exit for owners, founders and their investors. Today I’m joined by Kresimir Peharda, partner and chair of the cannabis practice at YK Law. With offices in New York, Texas and California, YK Law describes itself as the gravity and prestige of big law with the flexibility and efficiency of a solo. And I asked Kresimir to come on today because in the news, we’ve got legalization on a federal level with cannabis that’s imminent, it always seems to take a little bit longer. But I thought now’s the time before that federal federal stuff gets passed, that maybe we start looking at the ins and outs of mergers and acquisitions in the world of cannabis. So Kresimir,
Michael Kornman | Navigating M&A Deals with Founders and Family-Owned Businesses
On this week’s episode of M&A Masters, we speak with Michael Kornman of NCK Capital. NCK Capital acquires controlling interests in lower-middle market companies and takes them to the next level with “right-fit” capital structures, inspiring management incentives, and nurturing support. Michael says, “We love the lower middle market. It’s a great place to build value…” Listen as he walks us through: Why NCK Capital loves the lower-middle market, their unique perspective and target markets Three rules to ensure success in lower-middle market deals Their secrets for fostering organic growth, and (long term) focused wealth creation And much more MENTIONED IN THIS EPISODE: NCK Capital TRANSCRIPT: Patrick Stroth: Hello there, I’m Patrick Stroth, trusted authority in executive and transactional liability, and president of Rubicon M&A Insurance Services, now a proud member of Liberty Company Insurance Brokers, a nationwide network of specialized insurance brokerages. Welcome to M&A Masters where I speak with the leading experts in mergers and acquisitions. And we’re all about one thing here, that’s a clean exit for owners, founders and their investors. Today, I’m joined by Michael Kornman, managing partner of NCK Capital. Based in Dallas, NCK Capital acquires controlling interests and lower middle market companies and takes them to the next level, with right fit capital structures, inspiring management incentives, and nurturing support. Michael, I’m really looking forward to this conversation today. Thank you for joining me. Michael Kornman: Thanks for having me, Patrick. Patrick: So, Michael, before we get into NCK Capital and what you’re doing, which I think is next level, with transitions and so forth, which our audience is really going to enjoy. Let’s set the table, we’ll start with you. What brought you to this point in your career? Michael: Yeah, so I you know, my brother and I founded in NCK Capital
Gina Cocking | Reps And Warranties Insurance: Why It’s Essential In Today’s Climate
Our guest for this week’s episode of M&A Masters is Gina Cocking, CEO and Managing Director of Colonnade Advisors LLC. Colonnade Advisors is a boutique investment banking firm that specializes in merger and acquisition advisory services, providing financial advice to business owners interested in selling their companies, buying competitors, and raising capital. Gina was employee number one at Colonnade, then left to pursue other interests. She returned to Colonnade Advisors as a Managing Director in 2014. Despite overlap between our practices, there are a lot of parallels going forward and I think you will greatly benefit from this episode. Listen as we talk about: The critical element to managing expectations The truth behind valuation and how to get the best price for your company Gina’s take on the new reps and warranties offerings and what’s coming for 2022 in the industry And much more MENTIONED IN THIS EPISODE: Colonnade Advisors LLC Gina Cocking on LinkedIn Middle Market Mergers & Acquisitions Podcast TRANSCRIPT: Patrick Stroth: Hello there, I’m Patrick Stroth, trusted authority on executive and transactional liability, and president of Rubicon M&A Insurance Services. Now a proud member of Liberty Company Group of Insurance Brokers. Welcome to M&A Masters where I speak with the leading experts in mergers and acquisitions. And we’re all about one thing here, that’s a clean exit for owners, founders and their investors. Today I’m joined by Gina Cocking CEO and managing director of Colonnade Advisors, LLC. Based in Chicago, Colonnade is a boutique investment banking firm that specializes in merger and acquisition advisory services with exceptional strength in serving the clients in the financial services sector. Now while there’s been little overlap between our respective practices up up to date, there are a lot of parallels with what we’re seeing going forward and Gina and I’m