show episodes
 
The Wall Street Lab is a podcast that explores the world of finance from an insider perspective. The hosts, Lukasz Musialski, Leo Severino, and Andreas von Hirschhausen interview top financial professionals in the fields of private equity, hedge funds, investment banking, mergers and acquisitions, asset management, venture capital, management consulting, trading and many more. The themes range from investment related topics, financial markets and news, career development in finance, favorite ...
 
Are you looking to Scale, Acquire or Exit a Business? If so, the M&A Unplugged Podcast was designed with you in mind. On each episode we will interview actual buyers, sellers and professional transaction advisors. They will share their experiences - the good and the not so good! We promise, in every episode, you will gain valuable insights and actionable takeaways to help you maximize the value of your own transactions. Mergers, Acquisitions, buying a business, selling a business, scaling a ...
 
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show series
 
M&A exclusivity is one major strategy utilized by many, but some are unaware of how to push its advantages to the limit. Starting a series of topics from his one-on-one client consultations, Domenic Rinaldi shares one conversation focused on exclusivity. He explains how this gives buyers the owners' undivided attention and speeds up the entire purc…
 
Jean-Christophe or JC de Swaan is a lecturer in the economics department at Princeton University, where he is affiliated with the Bendheim Center for Finance. He teaches courses on ethics in finance and on Asian capital markets to undergraduate and graduate students. He also teaches at the Judge Business School at the University of Cambridge. In th…
 
Although many businesses out there are similar in many ways, each one has value drivers unique to them. These significant factors dictate the overall framework of a business, and looking at them much closely will help a lot during valuations. Domenic Rinaldi highlights one of his most downloaded episodes that discusses the most common value drivers…
 
Graham Weaver is founder and managing partner of Alpine Investors, a people-driven private equity firm that invests in software and services businesses. With over 20 years of experience in private equity, Graham founded Alpine based on the belief that exceptional people create exceptional businesses, a PeopleFirst philosophy that guides the firm’s …
 
It’s no secret that a lot of industries were severely impacted by the pandemic. But how exactly did it affect bank financing for owners and buyers of businesses? Domenic Rinaldi shares some handy information for people who are interested in purchasing and selling their business. He explains the need to understand how banks view these deals and the …
 
Patrick Lowry is the CEO and Managing Partner of Iconic Holding. Iconic Holding is a global crypto asset management group that started in 2017 with Iconic Lab, a global crypto VC and accelerator. Iconic also launched a series of crypto asset index vehicles under the Iconic Funds brand. Patrick is also the CEO of Cryptology Asset Group. Cryptology i…
 
Employee integration is such a critical aspect of any M&A transaction that it’s a wonder why most entrepreneurs spend too little time planning for and executing this element. As a result, they often end up trying to catch up with it during the due diligence phase, which is quite a bit late to say the least. When is the right time to start thinking …
 
It is never a bad idea to acquire a thriving business. But sometimes, buyers find themselves in a bit of a pickle because of successor liabilities. Dissecting this topic with Domenic Rinaldi is Dino Armiros from the law firm Saul Ewing Arnstein & Lehr. Together, they discuss the most common sorts of successor liabilities every buyer should be aware…
 
Bashar Al-Natoor is Fitch Rating’s Global Head Islamic Finance. Bashar is responsible for coordinating all Islamic Finance activities across Fitch’s Sovereign, Financial Institutions, Corporate, Structured Finance, Infrastructure and Insurance teams. Bashar has more than 16 years’ experience in the Islamic Finance market. Prior to joining Fitch, Ba…
 
These days, social media presence is in itself an asset. That is why it should be included in your due diligence when you’re sizing up a company you’re trying to purchase. If you’re a business owner, it is one thing that you have to consider if you want to take your company’s valuation a notch or two higher. However this aspect of due diligence doe…
 
After hours of engaging discussions and interesting guests, M&A Unplugged now marks its 100th episode! Besides hitting this momentous achievement, the show is also being downloaded in more than 50 countries and one of top ten M&A shows worldwide. To celebrate their first hundred episodes, Domenic Rinaldi looks back with gratitude to everyone he has…
 
Radboud Vlaar is a Managing Partner at Finch Capital, a VC investor based out of Amsterdam. Prior to launching Finch Capital and its first fund in 2013, Radboud was a Partner at McKinsey & Company, focused on Financial Services, PE, and M&A. Prior to McKinsey, Radboud worked at TPG, co-founded 3 companies. Radboud holds four Master's Degrees from t…
 
M&A deals don't just end after the acquisition. In fact, inherent to it are post-closing risks that buyers and sellers will have to face. Are there stones left unturned during the due diligence process? What monetary holdback and liability will arise? Domenic Rinaldi's guest for this episode, Patrick Stroth, has been the go-to person for many buyer…
 
Knowing how to prepare for and conduct an initial meeting with a business owner drastically increases your chances of having a successful first meeting. First meetings are crucial when building any business relationship. When you come into the meeting fully prepared, you'll easily build rapport and gain the trust of the business owner. In this epis…
 
Jeremiah Tower is likely the first Celebrity Chef in the US. A food lover from childhood, he had no formal culinary education before beginning his career as a chef at Chez Panisse, making the place famous for its authentic cuisine that is currently known as California or American style cuisine. Jeremiah later opened one of the most famous restauran…
 
Brett King is a futurist, an Amazon bestselling author, an award-winning speaker, host the globally recognized radio show Breaking Banks, is the Founder and Executive Chairman of neo-bank Moven. He advised the Obama administration on the Future of Banking. Brett has spoken at TED conferences, given opening keynotes for Wired, Techsauce, Singularity…
 
Do you want to be knowledgeable and prepared when you decide to exit your own business? Having an in-depth look at Small Business Acquisition Loans (SBA) will come in handy when that day arises. Today’s guest is Douglas Adams, the principal and president of Emerson Capital Corp, which provides financial solutions in business acquisition loans. In t…
 
Casting a wide net over the marketplace gives you a lot of choices when it comes to business acquisitions. But without proper search criteria, having many options may result in more challenging decision-making. Tim Lahey joins Domenic Rinaldi to share how he narrowed his business acquisition choices to just a few industries, allowing him to acquire…
 
Stephen Stonberg is the Chief Operating Officer and Chief Financial Officer at Bittrex Global, one of the leading crypto trading platforms. Before joining Bittrex Global, Stephen held Managing Director positions with Deutsche Bank, J.P. Morgan, Credit Suisse, the Winton Group, and Goldman Sachs. He was Partner and CEO U.S. of the hedge fund Brevan …
 
Many people who get into the world of merging and acquisition pay little to no attention to various tax consequences and how to optimize them. Despite the different experiences between sellers and buyers, how can we bridge the gap here? Joining Domenic Rinaldi to delve into this matter is CPA and attorney, Ed Castellani. Together, they talk about t…
 
Did you know that 90% of all businesses never exceed $1 million in sales? That is a huge number of companies and solopreneurs basically just plateauing in their business growth after capping a certain threshold value. If you’re an existing owner of a business or someone who is contemplating to acquire one and grow it, you may want to take some time…
 
When you get to the core of why people fail during their transactions, you’ll see that it is because of the lack of preparation. And Domenic Rinaldi has some data to back this up. In this episode, he shares the highlights of the 300 buyer assessments collected in 2020, offering insights into why people fail to prepare and how you can avoid it. As w…
 
Elizabeth Crain is the Chief Operating Officer and a Founding Partner at Moelis & Company where she leads the Firm’s global strategy, infrastructure, and business management functions. Elizabeth has been in the investment banking and private equity industries for over 25 years as a banker, principal, and operations executive. Moelis is a global ind…
 
There is something romantic about growing a business organically, but those who have been in the trenches know how unglamorous that process can be in the day-to-day. Growth through acquisition is a far quicker and easier option if you want to grow in scale, but you also have to be very careful about the potential pitfalls. This B2B marketer’s story…
 
Valuation has always been one of the tougher nuts to crack in M&A deals, even under normal circumstances. When you throw in a pandemic to the mix, things begin to become more challenging, but also more interesting. Join Domenic Rinaldi as he speaks with Howard & Howard’s Joe DeVito to discuss some of the creative deal structures that M&A parties ha…
 
70% of M&A transactions are doomed to fail because of poor preparation and unclear strategies. To help minimize the risks faced by most business buyers and sellers, Domenic Rinaldi talks about seven of the most common M&A pitfalls that must be avoided at all costs. From the ROI targets and due diligence to valuation and integration, he delves into …
 
Whether you are contemplating buying your first business, or you already own a business, growth is one of the key elements to the long-term health of your company. It has become hard to grow a business in traditional ways. On today’s podcast, let Domenic Rinaldi share a strategy to grow your business faster and cheaper. For more comprehensive guida…
 
Chris co-founded Class VI in 2005 with a mission to Enable the Entrepreneurial Spirit. Prior to Class VI, Chris spent more than 20 years gaining experience in executive management, marketing, sales, law, and mergers and acquisitions. Chris was a co-founder and President of Expanets, the nation’s largest provider of converged communications solution…
 
COVID-19 shook the nation to its core and swept through various industries, putting a halt to many business operations. Private equity was profoundly affected by the crisis but jumped back into the game before 2021. Domenic Rinaldi is joined by Scott Becker to discuss how to approach private equity with smaller, COVID-19 resistant deals on the rise…
 
The most common pitfalls buyers face can be avoided, however, if buyers can pay attention to them in due time. Joined by Joe Beer, the VP of Operations at Sun Acquisitions and over 200 deals under his belt, Domenic Rinaldi shares the top 7 most common due diligence pitfalls that buyers encounter during M&A transactions. For more comprehensive guida…
 
Martin is President of FIS Capital Market Solutions business. You might have heard of FIS because of their 43 billion Dollar acquisition of worldpay in 2019, which was the largest acquisition in the Fintech industry to date. FIS is the world's largest Fintech with over 10 billion USD in revenue and over 55,000 employees globally. In this role, Mart…
 
It goes without saying that getting due diligence right can make or break your transaction. Your go-to M&A expert, Domenic Rinaldi, devotes this episode to give you a roadmap on due diligence. He discusses the best practices that successful deals have in common and provides a checklist of tasks to undertake during diligence. For more comprehensive …
 
For those who delve into business acquisitions, huge changes may be coming their way. Doug Adams of Emerson Capital and Domenic Rinaldi talk about the significant amendments to the CARES Act and the waving SBA fees for all new deals. This huge news will result in cheaper acquisitions for buyers and more earnings for sellers. For more comprehensive …
 
Many entrepreneurs & businesses turn to wealth management firms for help in managing finances & assets. To learn more about this industry, Domenic Rinaldi interviews Tom Hine of Capital Wealth Management. He discusses how he started his own financial planning career, and how he built his business through conducting 7 acquisitions. For more comprehe…
 
Weijian Shan is chairman and CEO of PAG, a leading Asia-focused private equity firm. Prior to PAG, he was a partner of TPG, and co-managing partner of TPG Asia (formerly known as Newbridge Capital). Over two decades, Weijian Shan has led a number of landmark transactions. Previously, Shan was a managing director of JP Morgan, and an assistant profe…
 
Many successful entrepreneurs know that, in one way or another, you will have to find your exit—one that leaves you far better than when you started. In this episode, Domenic Rinaldi invites serial entrepreneur and CEO of CareerGrig, Greg Kihlstrom, to talk about Greg’s experience growing a business through acquisition and then selling that same bu…
 
What a year it has been! If you are still here standing, then you deserve a pat on the back for making it through. Now that we’re at the end of this chaotic 2020, it’s time to look back and recount the things we gained and the lessons we learned. Domenic Rinaldi bids this year goodbye in this last episode of 2020 as he provides an end-of-the-year r…
 
Jim Grant is the founder of Grant's Interest Rate Observer, a twice-monthly journal of financial markets popular among some of the most famous investors. Over past 35+ years of the publication, Grant developed a cult following on Wall Street. In this interview we discussed Modern Monetary Theory and its limitations, Keynesian and Austrian Schools o…
 
Many businesses have admirable visions, enticing goals, and meaningful purposes, but still fall short in attaining success. Most of the time, it is caused by a lack of a well-targeted business mindset. Domenic Rinaldi talks with Michael Zipursky, the CEO of Consulting Success, in discussing how to redirect your focus, hone an effective message, max…
 
The landscape from where banks operate has changed. In this episode, Domenic Rinaldi discusses how the banks are handling M&A transactions in lending these days with the help of Doug Adams of Emerson Capital. With his expertise, Doug shares how deals are getting financed when the revenues of a business have been impacted positively or negatively, w…
 
Stephan Feilhauer is a Managing Director at Macquarie Capital, the corporate advisory, capital markets and principal investment arm of Macquarie Group. Stephan leads Macquarie Capital’s growth equity investment, or investments on the firm’s own balance sheet, in the Infratech sector. Before Macquarie Capital, Stephan was a VP at Deutsche Bank, a Gr…
 
The COVID-19 pandemic has put all of us into this environment of uncertainty that moving forward often feels like walking with eyes closed. In this episode, Domenic Rinaldi goes solo to help us make sense of what is happening now in the M&A marketplace. He answers whether or not deals are happening and how they have changed during this period of ti…
 
Due diligence and integration should have equal weighting in any acquisition. As integration is gaining more and more steam, more acquirers are asking how to do integration these days compared to years ago. Joining Domenic Rinaldi on today’s podcast is Mark Walztoni, who shares his high-level formula for approaching this phase, along with how to av…
 
Rich Nuzum is President of Mercer’s Investments & Retirement business and a member of Mercer’s Executive Leadership Team. Rich is also the Executive Sponsor for Mercer’s Pride Business Resource Network. Rich’s prior roles include President and Global Business Leader for Mercer’s Investment Management business and global Chief Investment Officer for…
 
When we have just acquired a business, it can be easy to dive into transforming and growing it immediately. However, this episode’s guest, Jennifer Goldman of Jennifer Goldman Consulting, is all about the opposite. In fact, she tells you to stop and start by doing nothing other than developing what she calls a “simmer pot”. Domenic Rinaldi uncovers…
 
There are a number of components that you should be looking at any time you’re valuing a business. In this episode, Domenic Rinaldi dives into one of them – value drivers. What are the common value drivers that you should be looking at? Why are these value drivers so important? How does each of them affect a company’s valuation during an acquisitio…
 
Keith Knohl always dreamed of owning a business. He tried to start a few ventures during his long and successful corporate career. He decided that buying an existing business that already had ongoing revenues, profits, clients, trained employees, and a foundation was a much smarter and safer path to business ownership. Keith joins Domenic Rinaldi t…
 
There are so many paths to becoming an entrepreneur. One of the common struggles many face beforehand is deciding whether to start a business or buy instead. If you found yourself in this dilemma, then this episode is for you. Host, Domenic Rinaldi, goes solo to talk about the differences between starting and buying a business and what advantages t…
 
Dominique Crenn is the owner of Atelier Crenn restaurant in San Francisco, and is the only female 3 Michelin Star Chef in the US. In her recent memoir - Rebel Chef: In Search for What Matters - she shares her fascinating life story from French orphanage to the pinnacle of culinary art. In this interview we discussed Dominique's journey: influence o…
 
There is a lot at stake in getting your communication strategy right during a merger and acquisition. Apart from just ensuring a healthy give and take between the two parties, you need a communication plan to trickle information down to your employees, customers and vendors. Domenic Rinaldi talks about this critical but oft-neglected aspect of M&A …
 
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