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Best Patrick Stroth podcasts we could find (updated August 2020)
Best Patrick Stroth podcasts we could find
Updated August 2020
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Master the clean exit! Discover secrets of M&A Masters. You'll hear inside interviews with M&A advisors, attorneys, investment bankers, private equity players, and the entrepreneurs themselves. If you ever want to sell your business this is a must-listen podcast.
 
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show series
 
Asset-based lending is one of the best ways for mid-sized companies to get to the next level. And the role of credit insurance, which has vastly improved since the days of the Great Recession, is often overlooked… yet will be vital to recovery after countries – and the companies in them – exit lockdown. Jo Bennett-Coles, managing director of FGI Fi…
 
Communication is vital during an M&A transaction, on both sides, externally and internally. Clarity is a PR firm that works to help companies get through the deal, from media relations to crisis management. It can be a stressful process… and certainly not the time to “wing it.” As Alex explains, they use a change management model called ADKAR to sh…
 
Clarity is a public relations firm that offers communications strategy, positioning, marketing, content creation, and other services to companies in the fast-moving world of global business. As Global COO, London-based Alex MacLaverty guides the growth of this ambitious agency. Part of that growth has been through recent strategic acquisitions of c…
 
On this week’s episode of M&A Masters, we speak with Christie McFall, Business Development Director of Great Range Capital. Based in Mission Woods, Kansas, Great Range Capital brings a unique combination of institutional-grade experience and Midwestern values to middle market and lower-middle market firms in the Heartland. “Our whole goal is to tak…
 
On this week’s episode of M&A Masters, we chat with Ben Mimmack and Andy Waltman, Director of Investor Relations and Director, respectively, of private equity firm Baymark Partners. Ben got his start in banking in London before coming to the US to attend SMU in Dallas. After completing business school, he went on to work in finance at American Airw…
 
Drew Caylor, managing director, and the rest of the team at private equity firm WILsquare Capital have a passion for helping lower middle market companies grow bigger and better. He says it’s all about the leaders at these companies and their commitment to making a difference to their people and the communities they’re in. At WILsquare, they help c…
 
Trevor Crow works in the M&A space, specializing in what he calls an “underserved” area: lower middle market companies. He says bigger firms chase bigger deals because of high overheads and other internal costs. But as a boutique firm, he’s able to work closely with owners and founders of what are often family-owned businesses. Trevor says Buyers a…
 
When it comes to M&A, lower middle market companies often get overlooked and overcharged by big institutions. But Cascadia Capital is an investment bank that specializes in working with this underserved market. Chairman and CEO Michael Butler explains how they help “stage the house” for a company about to go to market, including the financial, lega…
 
In today’s episode of M&A Masters, I sit down with Gaurav Bhasin, managing director of Allied Advisers-- a Silicon Valley-based investment banking firm with team members in Irvine, Tel Aviv, and Mumbai. Allied Advisers specializes in M&A advisory services, or middle-market companies, particularly in the technology space. Gaurav and I met when he en…
 
We have a very exciting show for you this week! In this episode of M&A Masters, we’re joined by Codie Sanchez, the managing director of Entourage Effect Capital Partners and one of the most sought out speakers in the cannabis business. Entourage Effect is a unique private equity firm as it was the first to focus exclusively on the cannabis industry…
 
In today’s episode, we sit down with Tash Meys and Viv Conway, who provide consulting and execution services dedicated to fast-tracking a company’s Instagram growth and engagement. “I think if you’re not using social media, it can be overwhelming with which platform to choose,” says Tash, when asked about what Instagram is and how it’s different fr…
 
In today’s episode, we sit down with Jordan Selleck-- the founder of 51 Labs. 51 Labs provides digital marketing services to the lower-middle market and were founded based on a string of failures that blossomed into success. Our guest, and 51 Labs, focuses on generating quality and engaging video content for their clients through using original ide…
 
In today’s episode, we sit down with Bud Moore, who is the founding partner of Valesco Industries-- a lower-middle market private equity firm in Dallas, Texas. We love everything Valesco is doing, especially because there is a large need for their expertise, guidance, and capital in the lower-middle market. “Our ideas are muscle, and so we put that…
 
In today’s episode, we’re joined by Vania Schlogel-- the founder and CEO of Atwater Capital, who focuses exclusively on the media and entertainment sectors. In our chat, Vania shares with us the fine line between being able to have the formal, polished side of the business in conjunction with the creative and operational side. Vania also chats abou…
 
The energy industry is going strong so far in 2020… and the outlook for the future is good as the industry responds to sustainability initiatives and reacts to market pressures. Bart Vossen of Houston-based SGR Energy shares how upcoming regulations are impacting the industry, as well as why the company looks beyond U.S. borders for most of its cus…
 
There comes a stage in every company’s life where organic growth is no longer enough. A strategic acquisition is the only way forward. But for middle-market companies, this is a tricky proposition. The management team is running the business… they don’t have time to research potential targets, negotiate price and terms, and all the rest that goes w…
 
This is Part 2 in a two-part series about a recent M&A deal in which PE firm Broadtree Partners purchased SAAS company, RedCAT Systems, which provides specialized HR services for major corporations like Uber, NYSE, and LinkedIn. This time we’ll be covering the Buyer’s side of the transaction with Rob Joyce from Broadtree. (Be sure to check out my c…
 
The first of a two-part series of a real-world M&A transaction. First up, I’m talking to Steven Epstein, the founder of RedCAT systems, a Colorado-based SAAS company involved in HR and compensation solutions for clients like LinkedIn, Uber, NYSE, and many more. They were recently funded by PE firm Broadtree Partners. Specifically, we’ll be looking …
 
In the world of tech, a lot of companies, especially the smaller ones and startups, their financials are quite opaque. You never know on the surface if one is about to go under or go unicorn. Austin Leo, VP of USI Insurance Services, highlights a specialized type of insurance, once reserved for large manufacturers, that can help larger companies id…
 
After culling through a decades-worth of data on IT services companies, Colin Campbell, Associate Director at Livingstone Partners, sees potential for a market downturn on the horizon. He shares what trends he sees that point to this potential slowdown, as well as how Buyers and Sellers approach M&A deals to account for it. Colin says that Strategi…
 
Acquisition can be the ideal way to experience fast growth as a company. But there’s no need to stay within your home country when looking at potential target companies. Jacob Whitish is the San Francisco-based vice consul for financial services for the U.K.’s Department for International Trade. And he doesn’t just work with U.K. companies looking …
 
When we usually see cross-border deals, it’s a U.S. company acquiring a foreign business. But increasingly the reverse is happening, says Craig Lilly, corporate partner at the Palo Alto office of Baker McKenzie, and there are three primary drivers for that trend. But cross-border deals with foreign buyers aren’t without their pitfalls, especially w…
 
What happens when a minority of shareholders don’t agree to the terms to acquire or merge their company? The terms could change drastically… or the deal could fall apart completely. But, says Nate Gallon, managing partner of the Silicon Valley office of Hogan Lovells, there’s a way to avoid that fate… because the shareholders will be contractually …
 
When you hear the word drone, you might think of the military uses, the proposed Amazon.com delivery drones, or those jokers who shut down airports by flying drones around runways. But drones are serious business, says Gretchen West of Hogan Lovells in Silicon Valley. There are little-known commercial uses of drones that save time, money, and lives…
 
It’s a tight talent market out there in the technology industry. And that’s especially for all C-suite positions right now, says Stephen Kuhn, partner at Advantary. Yet companies, especially startups, are facing pressure from their boards to hire senior executives. And that means they’re sometimes rushed into bad hiring decisions. Stephen talks abo…
 
The politics of healthcare is a mess in this country, as you know. But Matthew Hanis, executive producer and host of the Business of Healthcare, is more interested in practical measures for incrementally improving a system that is the most expensive in the world and doesn’t offer a great quality of care in exchange. We also talk about the M&A lands…
 
M&A activity has been heating up in the last few years… and 2019 is no exception. At the same time there has been a lot of movement in the healthcare sector, but due to its unique nature, special care has to be taken when dealing with acquisitions in this industry. Patrick Krause, a director at investment bank MHT Partners focused on healthcare, ha…
 
What did due diligence in M&A deals look like before virtual data rooms? Teams of lawyers and other experts combing through paper files stacked floor to ceiling in a conference room. With the virtual data room, explains Darryl Grant of Toppan Merrill, those days are long gone. Today, sharing a company’s financials, contracts, and other pertinent in…
 
Many technology companies are sitting on an untapped resource that could add 5%, 10%, 20%, or more to their company’s value, says Dr. Elvir Causevic, managing director of Houlihan Lokey’s Tech and IP advisory department. Problem is that if you wait until you have an M&A deal… all that value is lost to you – it automatically goes to the buyer. Elvir…
 
In an era when few companies go IPO and there are even fewer unicorns, M&A is more popular than ever, says Mihir Jobalia, a veteran of KPMG’s Silicon Valley operation. In fact, among VC-backed companies in the last 10 to 15 years, he estimates that more than 90% exit through M&A. And business in the last few years has been especially good. We dive …
 
With typical insurance covering your home or car, it can be like pulling teeth to get a claim paid. Unfortunately, that leads to skepticism about all types of insurance. But in the experience of my guest Joe Finnerty, a litigation partner with law firm DLA Piper in New York City, companies are ready and willing to pay claims for Representations and…
 
Silicon Valley is obviously on the forefront of technology. What’s not as clear is how to keep track of trends, new companies, key players, and all the rest, especially since it’s always changing. That’s why Bob Karr created LinkSV, a Valley-centric, comprehensive, and constantly updated social network. We talk about how to get the most out of Link…
 
In today’s episode we shake things up and put Patrick Stroth, the regular host and founder of Silicon Valley-based Rubicon Insurance Services, in the hot seat for an exclusive interview with business consultant Steve Gordon. Patrick is on a mission to tell investors, founders, corporate development teams, attorneys, and anyone else in the world of …
 
Samir Shah has a unique pedigree in the M&A world. He was previously an owner whose company was successfully sold. And these days he’s with Silicon Valley-based pre-series A venture capital firm Cervin Ventures, specializing in helping founders in the enterprise technology space. Based on his experience Samir has come up with eight “one-liners” (i.…
 
Many technology companies are sitting on an untapped resource that could add 5%, 10%, 20%, or more to their company’s value, says Dr. Elvir Causevic, managing director of Houlihan Lokey’s Tech and IP advisory department. Problem is that if you wait until you have an M&A deal… all that value is lost to you – it automatically goes to the buyer. Elvir…
 
Hackers, corporate espionage, identity theft, ransomware… Any company connected to the Internet (and that’s all of them) is vulnerable to these attacks, says Jim Reilly, founder of Stonepine Advisors. These days, without a cybersecurity strategy, your business’s vital financial data, corporate secrets, and customer information is there for the taki…
 
In an era when few companies go IPO and there are even fewer unicorns, M&A is more popular than ever, says Mihir Jobalia, a veteran of KPMG’s Silicon Valley operation. In fact, among VC-backed companies in the last 10 to 15 years, he estimates that more than 90% exit through M&A. And business in the last few years has been especially good. We dive …
 
The practice of revesting has radically changed the M&A landscape in recent years, says Michael Frank, partner at Hogan Lovells. It provides advantages to both buyers and owners and founders. Michael explains why revesting has become so widespread – especially in Silicon Valley – and the best way to approach these types of deals. It’s something you…
 
Where does our food come from? Who makes it… and how? It’s those sorts of questions that guide Stephen Hohenrieder as he invests private equity in all levels of the value chain in the food industry. There is a sea change in going on in how consumers relate to food, and Stephen, the chief executive and chief investment officer for a single family of…
 
One of the biggest sticking points during the negotiations for any M&A deal is indemnification. It’s a problem Nate McKitterick has dealt with for many years as a partner specializing in transactional insurance and indemnification matters at law firm DLA Piper. Basically, buyers insist that sellers be “on the hook” for any issues that come up post-…
 
With the oil and gas sector seemingly on the road to recovery, there’s been an uptick in M&A activity, says Jimmy Vallee. As a native Texan and partner in the Houston office of law firm Paul Hastings, Jimmy should know. He’s got some strategies for taking advantage of this market rise. He also examines the role of private equity in this industry an…
 
The decision to buy or sell a business is an important one… and it’s often not a straightforward process, says M&A advisor Arthur Cirulnick of Venable LLP. You want somebody in your corner who knows what they’re doing. That’s especially true when, as is the case with many companies, this is your first time doing it. Arthur shares details on the dea…
 
Healthcare companies are a different animal than businesses in other industries in a lot of ways. And that means you need a different approach when it comes to mergers and acquisitions. Patrick Krause, a director at investment bank MHT Partners focused on healthcare, has shepherded a lot of deals in this sector. He shares how he helps turn M&A tran…
 
As a business owner or CEO, you’ve worked hard to build your company for years, if not decades. Unfortunately, says Terry Hill, managing director of public accounting and advisory firm BPM’s advisory practice, the due diligence process in an M&A deal can reveal overlooked weaknesses that can severely impact the valuation and efforts to find a buyer…
 
When putting together an M&A deal it’s tempting to focus solely on operations and the financials. But to ensure a smooth transition after the papers are signed… you can’t forget the people side of things and company culture, says Shari Yocum of Ernst & Young’s People Advisory Services Practice in Silicon Valley. In fact, says Shari, your work in th…
 
He’s seen a lot of deals in his 25 years as an investment banker, but these days Patrick Crocker, founder and managing director of MHT Partners, specializes in helping owners and entrepreneurs sell their businesses. Let’s face it, you’re an expert in your industry. But what do you know about mergers and acquisitions? Hiring an advisor let’s you foc…
 
One of the newest – and most effective tools – being used in mergers and acquisition deals today is Representations and Warranty insurance. With this coverage, if there is a breach, the insurance company will pay the loss. The buyer has certainty of collection. But do insurance companies actually pay claims? In the experience of my guest Joe Finner…
 
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