Navigating Mergers and Acquisitions with Experts | William Schroeder

Proxxy: Preparing Businesses for Sale | Bryon Morrison

This interview features Bryon Morrison, co-founder and CEO of Proxi, discussing how businesses can prepare for sale. Morrison highlights the critical role of a Chief of Staff in bridging the execution gap for small to medium-sized businesses. Proxi's AI platform and strategic advisors help companies assess value and improve operations, customer experience, and cash flow, particularly for those planning an exit within 1-3 years.

Relationships, Reputation & Responsible Growth Capital | Gina Luna

Gina Luna, a seasoned leader in banking and investing, shares insights from her extensive career, including her transition from JP Morgan to co-founding GP Capital Partners. She highlights the growing importance of fundless sponsors and the critical role of relationships and reputation in the lower middle market. Luna emphasizes a rigorous due diligence process, focusing on people, transparency, and alignment, and advocates for a disciplined, debt-centric approach to growth capital.

From Preparation to Closing: Navigating the M&A Deal Process | Nick Phillips

Explore the journey of an investment banker and the intricacies of M&A transactions. Learn how to prepare your business for sale, understand buyer motivations, and navigate challenging deal negotiations. Discover strategies for success in the dynamic world of investment banking and business transactions.

Navigating Mergers and Acquisitions with Experts | William Schroeder

This interview with M&A attorney Will Schroeder explores the intricacies of mergers and acquisitions. Schroeder highlights the fulfilling aspects of M&A for both sellers and entrepreneurs, while also emphasizing the critical role of legal counsel early in the process. Key topics include deal structuring, risk mitigation, due diligence, and the strategic use of indemnification, escrows, and earn-outs to ensure successful transactions.

Mastering Tech Decisions in M&A | Amanda David

Amanda David, an M&A expert with a decade of experience, shares insights on optimizing technology decisions during mergers and acquisitions. She emphasizes that value realization hinges on effective post-deal integration, a phase often underestimated. David highlights common pitfalls like deferred decisions and the creation of 'integration debt,' advocating for robust governance and learning loops to enhance future M&A success.