The playbook for selling your company just changed—again.
What separates those who merely survive from those who exit with maximum value? The answer may surprise even seasoned founders.
In this episode, Anthony Caporrino, U.S. Transaction Advisory Group Co-Leader at Alvarez & Marsal, reveals the behind-the-scenes secrets to smarter M&A, how analytics are rewriting the rules, and what it really takes for owners and investors to achieve a clean exit.
You’ll discover…
Not every deal needs an army of lawyers and sky-high fees to get across the finish line…
So how are today’s owners navigating increasingly complex M&A—and why is buyer behavior making it more challenging than ever?
In this episode, Dennis O’Rourke, Partner and Chair of the Corporate, M&A and Securities Practice Group at Moritt Hock & Hamroff, shares why lower middle market companies don’t have to compromise on expertise or affordability—and explains how a dramatic shift in buyer dynamics, fueled by the rise of “other people’s money” (OPM), is adding new layers of complexity to deals.
You’ll discover…
Most business owners see their website as a digital business card—but what if it could become your company’s top-performing employee? Digital assets make or break deals in today’s M&A world, yet are still one of the most overlooked sources of value, risk, and growth potential.
In this episode, Paige Wiese, founder of Tree Ring Digital, reveals how optimizing your company’s digital presence can unlock hidden value, improve M&A transitions, and future-proof your growth—whether you’re buying, selling, or scaling.
You’ll discover…
The private equity secondary market is booming—but most people don’t realize how dramatically it’s evolved, or where it’s heading next. Whether you’re a seasoned investor or totally new to secondaries, this episode peels back the curtain on one of the fastest-growing corners of the financial world.
In this episode, Mike Bego, Managing Partner of Kline Hill Partners, joins host Patrick Stroth to give an insider’s perspective on how the secondary market for private equity is shifting, why secondaries are suddenly top-of-mind for investors, and what you can expect from this year’s milestone industry event, Secondaries Day.
You’ll discover…
From screen printing to seven acquisitions—what does it take to build a powerhouse in the decorated apparel industry? And what surprising lessons can scaling a “niche of niches” teach about entrepreneurship, technology, and M&A success?
In this episode, Jeff Cooperman, Founder of Front Nine Capital, reveals his journey from CPA to serial acquirer—exploring how he’s turned overlooked, mom-and-pop apparel companies into a thriving, tech-forward organization ready to supercharge growth in a fragmented market.
You’ll discover…
Most M&A Advisors aim for the billion-dollar deals—so who’s serving the true engine of American business?
Take a behind-the-scenes look at the world of lower middle market M&A, where relationships, turnaround expertise, and strategic partnerships make all the difference.
In this episode, Bob McCormack, Founder of Murphy McCormack Capital Advisors, reveals the unique challenges and overlooked opportunities in family-owned business transactions—and why collaboration (not competition) is the future of deal making.
You’ll discover…
Would you trust your company’s future to a team that’s obsessed with precision, storytelling, and preparing for every possible scenario?
In the high-stakes world of SaaS M&A, the difference between a good deal and a great one can change the course of a founder’s life—and their legacy.
In this episode, Diamond Innabi, Principal at Software Equity Group, reveals the behind-the-scenes secrets that drive SEG’s 94% “first pass” success rate in vertical SaaS deals—plus the underrated factors that buyers and sellers often overlook (at their peril).
You’ll discover…
Most business owners think accounting is just a necessary evil—until it costs them millions.
What hidden traps are killing the value of your business before you even go to market?
In this episode, Jason Kruger, Partner at Citrin Cooperman’s Business Process Outsourcing Practice, exposes how overlooked accounting gaps can sabotage your exit—and how precision financials can supercharge your company’s valuation.
You’ll discover…
Navigating a business exit can feel like flying into a storm with no landing strip in sight—especially when millions are on the line and expert advice is scattered. What’s the secret to engineering a “clean exit” that safeguards both your wealth and your legacy?
In this episode, Joe LoPresti, Founder of Arlington Wealth Management, reveals the game-changing strategies behind holistic wealth management for business owners on the cusp of a major business sale—and why the fractional family office approach is rewriting the rules for lower middle market entrepreneurs.
You’ll discover…
NOTE: Arlington Wealth Management is a Registered Investment Adviser ("RIA"). Registration as an investment adviser does not imply a certain level of skill or training. All investments carry risk, and no investment strategy can guarantee a profit or protect from loss of capital.
Unlocking the secrets of successful online business acquisitions…
How does one navigate the intricate world of mergers and acquisitions, especially in the ever-evolving tech industry?
In this episode, Andrew Gazdecki, founder of acquire.com, shares insights on building and operating the leading online platform for buying and selling online businesses.
Andrew reveals:
You might think snow is bad for a car wash business...
But what if it turns out to be their best friend?
In this episode, Harry Caruso, founder and CEO of Car Wash Advisory, unravels the intriguing dynamics of the car wash industry and how it stands as an attractive investment sector in the world of mergers and acquisitions.
In this episode, you’ll discover…
The collision industry is undergoing a major transformation…
But what factors influence a successful merger or acquisition in this niche market?
In this episode, David Roberts, founder and CEO of Focus Advisors, shares his journey from founding a leading collision center network to becoming a key player in the M&A advisory scene, guiding body shop owners through strategic exits.
You’ll discover:
In the world of business, accounting is often seen as a painful necessity. But what if it could be a strategic advantage instead of a chore?
In this episode, Matt Tait, Founder and CEO of Decimal, discusses how his company revolutionizes accounting services for small businesses and why he believes aligning business incentives is key to success.
You’ll discover:
Navigating the complex world of mergers and acquisitions can be daunting, especially for lower middle market founder-owned companies. But what if there was a more straightforward path to a clean exit?
In this episode, Rob Margeton, co-founder of Ryco Advisors, an Atlanta-based independent advisory firm, explores the vast opportunities within the lower middle market and reveals how Ryco Advisors guides business owners through the selling process for optimal outcomes.
In this episode, you'll discover:
98% of business owners aren't prepared for the emotional toll of selling their companies...
Could you be one of them?
In this episode, JB Brown, founder of White Buffalo Advisors, reveals the secrets behind successful business exits and the often-overlooked emotional impact that follows.
You'll discover:
Ever wonder how authentic connections and Midwest values could transform mergers and acquisitions? Dive into a compelling blend of business acumen and heartfelt legacy preservation with our latest episode.
In this episode, Jonathan Babcock, Senior Associate at Compass Group Equity Partners, joins Patrick Stroth to uncover the intricate world of lower middle market investments and the human-centric approach that defines their success.
You’ll discover…
The world of M&A can seem elusive, but today’s guest lifts the curtain to reveal how lower middle market firms can achieve global reach and expertise.
In this episode, Nick Olsen, Managing Director of Cornerstone International Alliance, delves into the power of collaboration within the M&A network, highlighting how firms thrive by joining forces.
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From Brazil to the U.S.: Navigating the Cross-Border Investment Landscape
In this episode, Stephan de Sabrit, the Managing Partner of Leste Group, delves into the intricacies of expanding a Latin American investment firm into the North American market.
You’ll discover:
In the chaotic world of marketing mergers and acquisitions, how do you ensure a "clean exit"?
In this episode, Jonathan Baker, practice lead for mergers and acquisitions at Punctuation, dives into the critical intricacies of M&A in the marketing services sector. He shares the emotionally charged journey of selling a business and uncovers strategies that transcend mere financial gain, focusing instead on the value-driven aspects that make a deal truly beneficial.
You’ll discover…
What happens when you blend the financial expertise of big firms with the agility and personal touch of a nimble boutique? Discover how one company is revolutionizing the M&A landscape for middle-market companies.
In this episode, Nicholas Spezio, Director of Transaction Services at the Exbo Group, dives into the world of mergers and acquisitions, discussing the unique needs and challenges faced by growth-stage companies and their investors.
You’ll discover…