M&A Playbook: The Series A Term Sheet That Created An Incredible Exit

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The Wise Exit

Todd Sullivan

68 episodes

2 weeks ago

The Wise Exit is an open dialogue with fellow founders and former business owners sharing real stories and offering honest advice around selling their companies to some of the top acquirers in the world. Beyond the entertaining and educational exit stories, host and M&A Advisor, Todd Sullivan is here to help demystify the Mergers & Acquisitions (M&A) process. For example: - How much is my business worth? - What is Net Working Capital? - When should I get a Quality of Earnings analysis - Should I hire an Investment Banker, M&A Advisor, or Business Broker? - When do I talk to my Key Employees about a possible transaction? We hope you enjoy... and learn a few things along the way! https://exitwise.com/

All content for The Wise Exit is the property of Todd Sullivan and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.

Entrepreneurship

Business,

Investing

M&A Playbook: The Series A Term Sheet That Created An Incredible Exit | Austin Ogilvie

The Wise Exit

35 minutes

2 years ago

M&A Playbook: The Series A Term Sheet That Created An Incredible Exit | Austin Ogilvie

EPISODE 55: THIS WEEK'S GUEST - AUSTIN OGILVIE
In this episode, Austin talks about:

Turning a Series A Term Sheet into multiple growth and exit options for the business
The value of seeking guidance from seasoned CEOs and professionals who have gone through the M&A process in order to structure the right agreements when it came time to sell his business
Being critically organized with your startup's Employee Agreements, Client Contracts, and Company financials

GUEST BIO:
Austin Ogilvie is a former machine learning product manager who decided to leave his day job to co-found and eventually sell Yhat, a data science and decision management platform to Alteryx, a public company competing in the same space.

Austin is a firm believer that whether you're raising money or selling your business from the first introduction to the investor until the moment the wires hit the bank, fundraising and M&A are journeys requiring bi-directional courtship, storytelling, sales and detail old organization.

I hope you enjoy my conversation with Austin Ogilvie.

WHERE TO FIND AUSTIN OGILVIE:
LinkedIn
X / Twitter
Intro.co
Medium

EPISODE REFERENCES AND READING MATERIAL:
Alteryx Acquires Yhat (Bloomberg)
Austin Ogilvie: The Maverick Changing The Game In Digital Compliance