The Inspired Stories Podcast
Peter Holton on What Owners Get Wrong About When to Sell Their Business
Descripción
Peter Holton: From Blue Collar Roots to M&A Advisor in the Facility Services Industry Peter Holton, Managing Director at Caber Hill Advisors, shares how a childhood in a family construction business, a decade at one of the world’s largest paving companies, and a near-fatal aneurysm at 42 shaped a different kind of investment banker — one who speaks the language of the owners he serves and tells them what they need to hear, not what they want to. Key Insights You’ll Learn: * Growing up in a family construction company in Milwaukee and working through middle school, high school, and college * Building regional and national operations experience at Rose Paving as it grew from $10M to $200M+ * Moonlighting in M&A while still at Rose Paving and eventually co-founding Caber Hill Advisors * Why Caber Hill recruits advisors who came from the industries they serve * The difference between platform companies and bolt-on acquisitions in private equity * The 5Ks exit planning framework: knowing what your business is worth, what buyers want, and when to sell * Three reasons deals fall apart: declining revenue, buyer discovery, and owner’s unclear post-sale path * Why rolling equity is becoming the preferred structure for owners who want one foot in, one foot out * Surviving a brain aneurysm at 42 and what it clarified about what actually matters * Why talking to your spouse before talking to a banker is step one of any exit Peter’s Key Mentors: * His Parents: Founded a family contracting business in Milwaukee and modeled blue collar work ethic from day one * Rose Paving Leadership: Gave him autonomy, accountability, and a front-row seat to a national M&A growth strategy * Craig Castelli (Partner, Caber Hill): Taught him the sell-side M&A process from the ground up and built the firm with him * CB Kuzulik (Rose Paving): Pioneer of the national paving model who showed what bold growth strategy looks like in practice * His Faith and Family: Anchored him through brain surgery and recovery when the psychology was harder than the physical Don’t miss this conversation about what separates operators-turned-advisors from traditional investment bankers, why the right time to start exit planning is usually years earlier than you think, and what an aneurysm teaches you about building something that lasts. Connect with Peter Holton: Website: caberhill.com Transcript Available: Peter Holton on What Owners Get Wrong About When to Sell Their Business Watch on YouTube: Inspired Stories Podcast Our Website: The Inspired Stories Podcast Special Thanks to Anthony Codispoti & AddBack Benefits Agency — Providing innovative employee benefits solutions that improve employee well-being while optimizing your bottom line. Website: addbackbenefits.com
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