In this episode of the M&A Mastermind podcast, host Nick Olsen interviews Matt LeBris, an entrepreneur and podcaster on a mission to impact a billion lives. They discuss Matt's journey from working with Damon John of Shark Tank to hosting a top-ranked podcast, the importance of overcoming adversity, and the transformative power of gratitude.

Matt shares his insights on defining success, living authentically, and the necessity of embracing discomfort in the pursuit of personal and professional growth. In this engaging conversation, Matt LeBris shares insights on resilience, personal branding, and the importance of perspective in overcoming life's challenges. He emphasizes the need to embrace our human experiences, learn from failures, and recognize the value of our unique personal brand. Through metaphors of surfing and sports, he illustrates how to navigate the ups and downs of life and business, ultimately encouraging listeners to step into discomfort for growth.

Tune in now and elevate your understanding of M&A dynamics with the podcast that delivers actionable insights and unlocks the door to new possibilities. To learn more about M&A trends and insights, please like, subscribe, and rate our podcast. New episodes go live every Thursday at 9 am CST.

Some Key takeaways include:

• Matt LeBris aims to impact a billion lives through his work.
• Overcoming adversity is a key theme in Matt's journey.
• Gratitude plays a significant role in personal growth.
• Success is not a straight path; it's filled with ups and downs.
• It's essential to live a life true to oneself, not for others.
• Embracing discomfort can lead to growth and opportunity.
• Podcasting has become a platform for deeper conversations.
• Helping others transition to the next phase of life is rewarding.
• Identifying personal success is crucial for fulfillment.
• It's always the right time to start over if you're unhappy. Know what's coming and learn to ride the waves.

About the show:

The M&A Mastermind Podcast is your go-to source for the latest industry trends and strategies to level up your M&A practice.

The show features thought leaders who specialize in the lower middle market space and share their experiences and expertise across key areas of execution, such as: market analysis, lead generation, deal management, strategic partnerships, buyer access and much more.

With host Nick Olsen, each episode's "mastermind" will share ways in which they have found success in navigating the M&A industry to best support the small-to-medium sized private business owners they focus on serving.

Chapters:

00:00 Introduction to Matt LeBris and His Mission

01:29 The Journey to Impacting a Billion Lives

09:12 Overcoming Adversity: Matt's Background

16:00 Transforming Pain into Purpose

25:05 Defining Success: Insights from the Podcast

30:08 Living Authentically: Pursuing Your True Path

30:36 Riding the Waves of Life

36:02 Building Resilience Through Experience

42:09 The Power of Perspective

46:04 The Importance of Personal Branding

Keywords: Matt LeBris, M&A Mastermind, podcasting, entrepreneurship, overcoming adversity, success, personal growth, impact, Tony Robbins, Shark Tank, resilience, personal branding, perspective, life lessons, M&A, success strategies, overcoming challenges, self-awareness, growth mindset, emotional intelligence

In this episode of the M&A Mastermind podcast, host Nick Olsen speaks with Bentley Blackmon, founder and CEO of Navitor Wealth, about the critical role of wealth advisors in the M&A process. They discuss the importance of family office services, the timing of exit conversations, and the necessity of pre-transaction planning. Bentley emphasizes the value of conducting thorough financial analyses and tax considerations for clients post-sale.

The conversation also touches on the dynamics of family wealth management and the challenges faced during the post-transaction phase. Overall, the episode highlights the need for strategic planning and collaboration among advisors to ensure successful outcomes for clients.

Tune in now and elevate your understanding of M&A dynamics with the podcast that delivers actionable insights and unlocks the door to new possibilities. To learn more about M&A trends and insights, please like, subscribe, and rate our podcast. New episodes go live every Thursday at 9 am CST.

Some Key takeaways include:

• Wealth advisors play a crucial role in M&A transactions.
• Family office services integrate various financial aspects for clients.
• Timing the exit conversation is essential for effective planning.
• Pre-transaction planning can lead to significant tax savings.
• Understanding the client's financial needs post-sale is vital.
• M&A advisors should be involved early in the process.
• The importance of fiduciary responsibility in wealth management.
• Family dynamics can complicate wealth transfer discussions.
• Post-transaction chaos can be mitigated with proper planning.
• Educating clients on investment opportunities post-sale is beneficial.

About the show:

The M&A Mastermind Podcast is your go-to source for the latest industry trends and strategies to level up your M&A practice.

The show features thought leaders who specialize in the lower middle market space and share their experiences and expertise across key areas of execution, such as: market analysis, lead generation, deal management, strategic partnerships, buyer access and much more.

With host Nick Olsen, each episode's "mastermind" will share ways in which they have found success in navigating the M&A industry to best support the small-to-medium sized private business owners they focus on serving.

Chapters:

00:00 Introduction to Wealth Advisory Services

04:41 Timing the Exit Conversation

09:02 The Importance of Pre-Transaction Planning

12:27 Differentiating Navitor Wealth

16:25 Conducting a Financial Analysis for Clients

19:26 Tax Considerations Post-Sale

21:25 The Role of M&A Advisors

23:26 Navigating Post-Transaction Chaos

30:33 Family Dynamics in Wealth Management

32:54 Final Thoughts and Resources

Keywords: wealth advisor, family office, M&A, financial planning, tax strategy, exit planning, business sale, fiduciary services, financial analysis, generational wealth

In this episode of the M&A Mastermind podcast, Matt Gilbert, a founding partner of Gap Transaction Advisors, shares his extensive experience in the M&A industry. He discusses the importance of alignment between advisors and clients, the emotional aspects of selling a business, and the lessons learned from his own past exits. Matt emphasizes the need for a thorough discovery phase to understand client readiness and expectations, the significance of trust and communication throughout the process, and the strategies for managing client relationships effectively. He also highlights the importance of monitoring progress and achieving goals to ensure successful transactions.

Tune in now and elevate your understanding of M&A dynamics with the podcast that delivers actionable insights and unlocks the door to new possibilities. To learn more about M&A trends and insights, please like, subscribe, and rate our podcast. New episodes go live every Thursday at 9 am CST.

Some Key takeaways include:

• Alignment between advisors and clients is crucial for successful M&A transactions.
• Understanding the emotional side of selling a business is essential.
• Past experiences shape the way advisors’ approach new clients.
• A thorough discovery phase helps in understanding client readiness.
• Listening to clients and adapting to their needs is key.
• Trust is foundational in the advisor-client relationship.
• Effective communication is vital throughout the transaction process.
• Managing expectations can prevent surprises during the deal.
• Monitoring business performance is necessary to achieve exit goals.
• Building strong relationships with clients leads to better outcomes.

About the show:

The M&A Mastermind Podcast is your go-to source for the latest industry trends and strategies to level up your M&A practice.

The show features thought leaders who specialize in the lower middle market space and share their experiences and expertise across key areas of execution, such as: market analysis, lead generation, deal management, strategic partnerships, buyer access and much more.

With host Nick Olsen, each episode's "mastermind" will share ways in which they have found success in navigating the M&A industry to best support the small-to-medium sized private business owners they focus on serving.

Chapters:

00:00 Introduction to M&A and Personal Experiences

03:01 The Importance of Alignment in M&A Transactions

06:07 Lessons Learned from Past Exits

09:02 Understanding Client Readiness and Expectations

12:06 The Discovery Phase: Building Relationships

14:46 Adapting to Client Personalities

17:58 Balancing Professional Judgment with Client Desires

21:07 The Role of Trust in Advisor-Client Relationships

24:00 Communication Strategies During the Process

27:03 Managing Expectations and Surprises

30:10 Monitoring Progress and Achieving Goals

32:47 Final Thoughts and Closing Remarks

Keywords: M&A, alignment, client readiness, trust, communication, exit strategies, business valuation, advisor-client relationship, transaction process, personal experiences

In this episode of the M&A Mastermind podcast, host Nick Olsen interviews Fred Joyal, a marketing expert and author of 'Super Bold'. Fred shares his journey from co-founding 1-800-DENTIST to becoming a boldness advocate. He discusses the importance of boldness in entrepreneurship, how to develop it as a skill, and the significance of building relationships without an agenda. The conversation also touches on the role of boldness in M&A negotiations and offers practical advice for listeners looking to enhance their boldness in both personal and professional settings.

Tune in now and elevate your understanding of M&A dynamics with the podcast that delivers actionable insights and unlocks the door to new possibilities. To learn more about M&A trends and insights, please like, subscribe, and rate our podcast. New episodes go live every Thursday at 9 am CST.

Some Key takeaways include:

• Boldness can be learned and is a life skill.
• Confidence is how you feel; boldness is what you do.
• Taking bold action when stakes are low prepares you for high-stakes situations.
• Building boldness is like building muscle; it requires practice.
• Embarrassment is a choice; you can choose not to be embarrassed.
• Networking without an agenda fosters genuine relationships.
• Boldness is crucial in M&A negotiations for better outcomes.
• You can create new neural pathways to become bolder.
• Curiosity and generosity can lead to unexpected opportunities.
• Daily prospecting is essential for developing boldness.

About the show:

The M&A Mastermind Podcast is your go-to source for the latest industry trends and strategies to level up your M&A practice.

The show features thought leaders who specialize in the lower middle market space and share their experiences and expertise across key areas of execution, such as: market analysis, lead generation, deal management, strategic partnerships, buyer access and much more.

With host Nick Olsen, each episode's "mastermind" will share ways in which they have found success in navigating the M&A industry to best support the small-to-medium sized private business owners they focus on serving.

Chapters:

00:00 Introduction to Fred Joyal and His Journey

07:09 Transitioning to Boldness: Fred's New Mission

12:28 Defining Boldness: Action Over Confidence

20:44 Building the Boldness Muscle: Practical Steps

27:16 The Importance of Relationships Without Agenda

31:11 Boldness in M&A: Negotiating with Confidence

35:00 Final Thoughts and Advice on Boldness

Keywords: boldness, entrepreneurship, M&A, personal development, Fred Joyal, Super Bold, confidence, business strategy, networking, leadership

In this episode of the M&A Mastermind podcast, Nick Olsen interviews John Dalton and John Howe about their experiences in the manufacturing industry and the process of buying and selling manufacturing companies. They discuss the importance of research and understanding the niche market, as well as the need for empathy and collaboration with the seller and management team. They also highlight the value of creating a strong company culture and investing in the growth and development of the employees. The conversation showcases the unique approach of IDI (Industrial Device Investments) in acquiring and building long-term, successful industrial product companies.

In this conversation, John Dalton and John Howe discuss their experiences with manufacturing deals and the importance of collaboration and understanding the operations of the target company. They highlight the challenges of accounting in manufacturing and the need for accurate financial information. They also emphasize the significance of the management team and the value of involving key players early in the process. The conversation underscores the potential of small manufacturing companies and the positive impact that M&A can have on their growth and transition. Overall, the key takeaways include the importance of knowing the operations, building rapport with the team, and focusing on the people involved in the deal.

Tune in now and elevate your understanding of M&A dynamics with the podcast that delivers actionable insights and unlocks the door to new possibilities. To learn more about M&A trends and insights, please like, subscribe, and rate our podcast. New episodes go live every Thursday at 9 am CST.

Some Key takeaways include:

• Research and understanding the niche market are crucial in the M&A process for manufacturing companies.
• Empathy and collaboration with the seller and management team are essential for a successful acquisition.
• Investing in company culture and employee development can lead to long-term growth and success.
• IDI's approach focuses on building strong, sustainable industrial product companies. Understanding the operations of the target company is crucial in manufacturing deals.
• Accurate financial information and accounting practices are essential in evaluating manufacturing companies.
• Involving key players early in the process and building rapport with the management team is important for a successful deal.
• Small manufacturing companies often have significant potential for growth and can be valuable investments.
• Collaboration and a focus on the people involved are key to a successful M&A deal in the manufacturing industry.

About the show:

The M&A Mastermind Podcast is your go-to source for the latest industry trends and strategies to level up your M&A practice.

The show features thought leaders who specialize in the lower middle market space and share their experiences and expertise across key areas of execution, such as: market analysis, lead generation, deal management, strategic partnerships, buyer access and much more.

With host Nick Olsen, each episode's "mastermind" will share ways in which they have found success in navigating the M&A industry to best support the small-to-medium sized private business owners they focus on serving.

Chapters:

00:00 Introduction of Guests

03:13 IDI: Building Long-Term Industrial Product Companies

06:05 Understanding Manufacturing from an M&A Perspective

10:09 Preparing for a Manufacturing Pitch

12:02 Meeting and Collaborating: John Dalton and John Howe

15:18 IDI's Approach to Acquisitions

18:25 Investing in Company Culture and Employee Development

21:09 The Importance of Knowing the Buyer's Post-Transaction Plans

22:38 The Value of IDI in the Acquisition Process

26:31 Choosing the Right Buyer for a Smooth Transition

28:30 Intriguing Aspects of the Opportunity

28:36 The Importance of Understanding Operations in Manufacturing Deals

30:07 Accurate Financial Information and Accounting Practices in Manufacturing

31:36 Involving Key Players and Building Rapport with the Management Team

36:54 The Potential of Small Manufacturing Companies for Growth

39:47 Collaboration and People-Centric Approach in Manufacturing M&A

Keywords: M&A, manufacturing, niche market, research, empathy, collaboration, company culture, employee development, IDI, manufacturing deals, collaboration, operations, accounting, management team, small manufacturing companies, growth, transition

In this episode of the M&A Mastermind podcast, host Nick Olsen welcomes back Andy Jones from Private Equity Info. They discuss the evolution of M&A, focusing on data-driven insights, transaction volumes, deal sizes, and the impact of government policy on the private equity landscape. Andy shares valuable statistics and trends, including the shift towards add-on investments and the implications of longer holding periods for private equity firms. The conversation highlights the importance of understanding market dynamics and adapting strategies accordingly.

Tune in now and elevate your understanding of M&A dynamics with the podcast that delivers actionable insights and unlocks the door to new possibilities. To learn more about M&A trends and insights, please like, subscribe, and rate our podcast. New episodes go live every Thursday at 9 am CST.

Some Key takeaways include:

• Private Equity Info is a valuable resource for M&A research.
• Contacting the right person at a firm is crucial for success.
• Transaction volumes have fluctuated significantly over the years.
• Government policy and Fed actions heavily influence M&A activity.
• Add-on investments are becoming more prevalent than platform acquisitions.
• The median holding period for investments has increased to 5.7 years.
• Private equity is shifting focus towards software and healthcare industries.
• Data-driven insights can guide M&A advisors in their strategies.
• Understanding market trends is essential for successful deal-making.
• The future of M&A will be shaped by economic conditions and capital availability.

About the show:

The M&A Mastermind Podcast is your go-to source for the latest industry trends and strategies to level up your M&A practice.

The show features thought leaders who specialize in the lower middle market space and share their experiences and expertise across key areas of execution, such as: market analysis, lead generation, deal management, strategic partnerships, buyer access and much more.

With host Nick Olsen, each episode's "mastermind" will share ways in which they have found success in navigating the M&A industry to best support the small-to-medium sized private business owners they focus on serving.

Chapters:

00:00 Introduction to Private Equity Info and Andy Jones

03:10 Data-Driven Insights in M&A

06:07 Transaction Volumes and Market Trends

08:56 Deal Size Shifts and Market Dynamics

11:53 Platform vs. Add-On Investments

15:05 Holding Periods and Their Implications

18:08 Industry Focus and Trends in Private Equity

21:01 Macro Impact of Government Policy on M&A

23:53 Conclusion and Future Outlook

Keywords: Private Equity, M&A, Transaction Volumes, Deal Size, Market Trends, Data Insights, Industry Focus, Government Policy, Holding Periods, Add-On Investments

In this conversation, Nick Olsen and Ryan Holder discuss the importance of people in the sale of a business. They emphasize that the value of a company lies in its management team and employees. Buyers, especially private equity groups, look for companies with strong management teams that can continue to run the business successfully. The conversation highlights the need for business owners to build value through their employees and prepare their company for a sale by transitioning knowledge, relationships, and responsibilities to the management team. It also emphasizes the importance of effective communication with employees during the sale process.

Tune in now and elevate your understanding of M&A dynamics with the podcast that delivers actionable insights and unlocks the door to new possibilities. To learn more about M&A trends and insights, please like, subscribe, and rate our podcast. New episodes go live every Thursday at 9 am CST.

Some Key takeaways include:

• The value of a company lies in its management team and employees.
• Buyers, especially private equity groups, look for companies with strong management teams.
• Business owners should transfer knowledge, relationships, and responsibilities to the management team to prepare for a sale.
• Effective communication with employees during the sale process is crucial.
• Investing in people and building a strong management team increases the value of a business.

About the show:

The M&A Mastermind Podcast is your go-to source for the latest industry trends and strategies to level up your M&A practice.

The show features thought leaders who specialize in the lower middle market space and share their experiences and expertise across key areas of execution, such as: market analysis, lead generation, deal management, strategic partnerships, buyer access and much more.

With host Nick Olsen, each episode's "mastermind" will share ways in which they have found success in navigating the M&A industry to best support the small-to-medium sized private business owners they focus on serving.

Chapters:

00:00 Introduction

03:33 The Importance of People in the Sale of a Business

15:19 Building Value Through Employees

24:01 Preparing Your Company for a Sale

31:51 Effective Communication with Employees During the Sale Process

46:23 Investing in People: Increasing the Value of Your Business

Keywords: People, sale of a business, value, management team, employees, private equity, transition, communication

In this episode of the M&A Mastermind Podcast, host Nick Olsen interviews Patrick Stroth, a national practice leader for M&A at Liberty Company Insurance Brokerage. They discuss the importance of reps and warranties in M&A deals and how it can benefit both buyers and sellers. Patrick explains that reps and warranties are disclosures made by the seller to the buyer about the condition and value of the company being sold. If any of these disclosures are inaccurate and result in financial loss for the buyer, the buyer can seek compensation from the seller.

Patrick also introduces TLPE, a sell-side policy offered by CFC, which provides insurance coverage for sellers in lower middle market deals. He emphasizes that this policy is a valuable tool for sell-side advisors to protect their clients and negotiate better terms with buyers. Patrick also explains the process of obtaining this insurance policy and the types of industries it covers.

Tune in now and elevate your understanding of M&A dynamics with the podcast that delivers actionable insights and unlocks the door to new possibilities. To learn more about M&A trends and insights, please like, subscribe, and rate our podcast. New episodes go live every Thursday at 9 am CST.

Some Key takeaways include:

• Reps and warranties are disclosures made by the seller to the buyer about the condition and value of the company being sold.
• TLPE is a sell-side policy offered by CFC that provides insurance coverage for sellers in lower middle market deals.
• Sell-side advisors can use TLPE as a valuable tool to protect their clients and negotiate better terms with buyers.
• The process of obtaining TLPE insurance is simple and can be done in a couple of days.
• TLPE insurance is available for a wide range of industries in the lower middle market.

About the show:

The M&A Mastermind Podcast is your go-to source for the latest industry trends and strategies to level up your M&A practice.

The show features thought leaders who specialize in the lower middle market space and share their experiences and expertise across key areas of execution, such as: market analysis, lead generation, deal management, strategic partnerships, buyer access and much more.

With host Nick Olsen, each episode's "mastermind" will share ways in which they have found success in navigating the M&A industry to best support the small-to-medium sized private business owners they focus on serving.

Chapters

00:00 Introduction and Background

09:46 The Importance of Reps and Warranties for Business Owners

19:38 The Benefits of TLPE Insurance for Buyers

25:00 Ideal Opportunities for TLPE Insurance

28:00 How to Get Started with TLPE Insurance

Keywords: M&A, reps and warranties, insurance, sell-side advisors, TLPE, lower middle market