HALO Academy 2 Minute Financial Drill: Mergers & Acquisitions

Every Wednesday we release our all new “HALO Academy: 2 Minute Financial Drill" by Integrity Square Founder & HALO Talks host, Pete Moore on everything you need to know for financial literacy, unit economics, legal documents used for M&A and capital raises, capital sources you can access, understanding how financings are structured, valuation metrics and parameters, and what you need to know about your own business before engaging in cap raises and/or a potential sale.

If you missed our email about this, you can re-read it here: https://mailchi.mp/9567da51c0ce/2025programschedule 
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RESOURCES 

• https://www.integritysq.com
  
  
• https://www.halotalks.com
  
  
• https://www.thehaloacademy.com  ===================================================

ABOUT YOUR INSTRUCTOR 

Pete is the Founder, Managing Partner and Chief Dream Architect at Integrity Square ("ISQ"), a leading boutique financial advisory firm focused on the $4.7T Health, Active Lifestyle, Outdoor ("HALO") sector. Since founding ISQ in 2010, the firm has played an active advisory role in 100+ mergers & acquisitions, private placements and advisory assignments across North America.

Pete Moore and his team have also invested in passionate entrepreneurs at HigherDOSE, XTEND, and Promotion Vault. ISQ's media and "live education" properties include HALO Talks, the leading B2B podcast in the sector, Time To Win Again, and the HALO Academy, an Executive Education Bootcamp Series. 

Prior to ISQ, Pete was Head of the Active Lifestyle & Wellness Group at Sagent Advisors (2003-2010.) Prior to 2003, Pete was co-founder of FitnessInsite, a SasS sales management platform with 1500+ clients (based in AZ.) At FitnessInsite, Pete invested his personal capital, leveraged his credit cards and learned what it takes to manage a startup.

Pete built his business and financial acumen on top of the foundation laid at three critical positions early in his career: Senior Associate at Brockway Moran & Partners, the private equity owner of Gold’s Gym International, Inc; worked as an Associate at Donaldson, Lufkin & Jenrette; and an Analyst at Chase Securities. (Now JP Morgan.) 

ISQ saw a need for a deeper & more useful level of education in the HALO sector. In response, we launched the HALO Talks podcast, with 500+ completed interviews and over 120,000 downloads. HALO Talks has become a “must listen” for anyone working or investing in the sector.

Pete graduated from Emory University (BBA, 1994) and received his MBA from Harvard Business School (1999.) While at HBS, he co-founded IRON PLANET, the leading B2B auction site for used heavy equipment, which was sold to Ritchie Bros for $758 million. His hobbies include: Football, basketball, tennis, podcasting, amateur ventriloquism, pro bono DJ and fitness enthusiast.

Episode Transcript

(00:00):
This is Pete Moore at Hilo Academy. Two minute drill on
mergers and acquisitions. Okay? People
shorten that to say m and a. Okay? Pete Moore is an m and a
banker. Integrity Square is an m and a advisory firm.
What are we really doing? We're helping companies buy or
sell to another company. Effectively, a glorified real estate

(00:22):
broker, if you will. Thank you very much, mom. So when you think
about mergers and acquisitions, you have to actually prepare for a process
such as this. All of your financial statements need to be in
perfect order. All of your KPIs and your key performance
indicators need to make sense. We need to have a prototype
if we're going to raise capital to build more locations.

(00:44):
We need to have a financial model that is going to show in
Excel what we're about to do and how much investment we
need to do it. Okay? So before you run an m and a
process, it's gonna take several months to put together your
confidential information materials or also
known as a CIM. That investment bank

(01:06):
or that business broker or your CPA or your CFO
is gonna be able to put together these materials in a thirty, forty
page PowerPoint presentation as well as a
workbook or a financial excel model. Once you
have these tools and weapons to sell your company,
you can then go and approach potential buyers that

(01:30):
would be interested in your business. The wider the
net you could spread to find a acquisition
partner or a merger partner to give you
cash for the business and the value you have built. You wanna make
sure you hit every potential strategic and financial buyer,
which in this market are now thousands. So m and a is

(01:52):
a process. M and a is a game. We're here to help you play it.